Predictika · Business phone quotes
An AI sales agent prepares a monthly quote for a small business that wants Ooma Office: the plan, the number of users, the features and limits the customer asks for, extra phone numbers, a toll-free calling package and the adapters and conference phones. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published plans and prices and returns a verdict, every reason, a line-item quote and the figures it computed.
This validator models US Ooma Office quotes as published on the Ooma plans, pricing chart, rates and phone-store pages (read October 5, 2026), not just the scenarios shown below.
Any Ooma Office quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: the Enterprise plan, IP desk and Wi-Fi phones and other hardware, business texting add-ons, AI answering add-ons, international calling, shipping, taxes and fees, promotions, and any negotiated discount. Assumptions: the feature and limit lists are modeled as the pages state them, and whether a text allowance is per user or per account is not stated, so texting above it goes to approval.
7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Illustrative agent statement. The validator receives the structured request below.
Proposing agent: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.
| What the validator caught | Typical rules-based CPQ | Predictika |
|---|---|---|
| Features that exist only on higher plans | Only with care Each feature needs its own rule tying it to the plans that include it, so a rep can add recording or CRM integration to the wrong plan unless every rule is kept in step with the plan page. | Every requested feature is checked against the chosen plan on every call. |
| Limits that differ by plan, such as video participants and texts | Only with care A limit per plan and per feature works, but the participant and text limits sit on different lines from the plan, so they are easy to let drift. | The limits are looked up from the plan and compared with what the customer asks for. |
| Analog ports that must cover the analog devices | Only with workarounds The ports depend on how many adapters of each type are quoted, and are compared with a number typed on another line, so it needs a cross-line rule that interacts with the hardware lines. | Ports are totaled from the adapters quoted and compared with the devices to connect in the same pass. |
| Two stated totals that must each reconcile | Only with care A monthly figure and a one-time figure are free-entry fields; each needs its own comparison with a computed value. | Both stated totals travel with the quote and are compared with the computed ones on every call. |
| Every problem returned in one answer | Only with workarounds Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next. | All findings come back together, whatever order the choices arrived in. |
Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.
| 1 | The quote has 0 users; at least 1 is needed. |
| 2 | The quote includes call recording, which is listed from the Pro plan up, not on Essentials. |
| 3 | The quote needs videoconferencing for 26 participants; the chosen plan allows up to 25. |
| 4 | The quote needs videoconferencing for 101 participants; the chosen plan allows up to 100. |
| 5 | The quote needs videoconferencing for 2 participants; the chosen plan allows up to 0. |
| 6 | The quote includes text messaging, which is listed from the Pro plan up, not on Essentials. |
| 7 | The quote expects 251 text messages a month per user; the plan lists 250 a month and an overage rate of $0.0095 per message, and the pages do not say whether the allowance is per user or per account, so a person should confirm it. |
| 8 | The quote expects 1,001 text messages a month per user; the plan lists 1,000 a month and an overage rate of $0.0095 per message, and the pages do not say whether the allowance is per user or per account, so a person should confirm it. |
| 9 | The quote includes CRM integration, which is listed on the Pro Plus plan only. |
| 10 | The quote includes AI transcriptions and AI insights, which are listed on the Pro Plus plan only. |
| 11 | The quote includes team chat, which is listed on the Pro Plus plan only. |
| 12 | The quote includes hot desking, which is listed on the Pro Plus plan only. |
| 13 | The quote includes call queuing, which is listed on the Pro Plus plan only. |
| 14 | The quote connects 3 analog devices but the adapters quoted provide 2 analog ports (2 on an HT812, 4 on an HT814). |
| 15 | The quote expects 501 inbound toll-free minutes a month; the quoted toll-free allowance is 500 minutes, so a person should confirm the charge for the extra minutes. |
| 16 | The quote expects 1,501 inbound toll-free minutes a month; the quoted toll-free allowance is 1,500 minutes, so a person should confirm the charge for the extra minutes. |
| 17 | The quote expects 3,001 inbound toll-free minutes a month; the quoted toll-free allowance is 3,000 minutes, so a person should confirm the charge for the extra minutes. |
| 18 | The quote states a monthly total of $219.49; the published list prices give $219.50. |
| 19 | The quote states a one-time hardware total of $469.99; the published list prices give $469.98. |
| 20 | The quote states a monthly total of $1.00; the published list prices give $219.50. |
The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.
The agent's request. Please quote Ooma Office Essentials for 14 users, with 3 additional phone numbers. The customer needs call recording, CRM integration, team chat and videoconferencing for 30 participants. Expected inbound toll-free calling is 400 minutes a month. Include 2 Yealink conference IP phones. The quote states a monthly total of $309.15 and a one-time hardware total of $799.98. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote Ooma Office Pro Plus for 14 users, with 3 additional phone numbers. The customer needs call recording, CRM integration, team chat and videoconferencing for 30 participants. Expected inbound toll-free calling is 400 minutes a month. Include 2 Yealink conference IP phones. The quote states a monthly total of $449.15 and a one-time hardware total of $799.98. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote Ooma Office Pro for 9 users, with 1 additional phone number. The customer needs call recording, videoconferencing for 12 participants and text messaging at 100 messages per user a month. Expected inbound toll-free calling is 200 minutes a month. Include 1 Grandstream HT812 adapter and 1 Yealink conference IP phone. The customer has 6 analog devices to connect. The quote states a monthly total of $234.50 and a one-time hardware total of $539.97. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote Ooma Office Pro for 9 users, with 1 additional phone number. The customer needs call recording, videoconferencing for 12 participants and text messaging at 100 messages per user a month. Expected inbound toll-free calling is 200 minutes a month. Include 1 Grandstream HT812 adapter, 1 Grandstream HT814 adapter and 1 Yealink conference IP phone. The customer has 6 analog devices to connect. The quote states a monthly total of $224.55 and a one-time hardware total of $589.97. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote Ooma Office Pro for 9 users, with 1 additional phone number. The customer needs call recording, videoconferencing for 12 participants and text messaging at 100 messages per user a month. Expected inbound toll-free calling is 200 minutes a month. Include 1 Grandstream HT812 adapter, 1 Grandstream HT814 adapter and 1 Yealink conference IP phone. The customer has 6 analog devices to connect. The quote states a monthly total of $234.50 and a one-time hardware total of $589.97. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote Ooma Office Pro Plus for 22 users, with 4 additional phone numbers. The customer needs CRM integration, call queuing, videoconferencing for 60 participants and text messaging at 1,500 messages per user a month. Expected inbound toll-free calling is 2,000 minutes a month, on a 1,500-minute toll-free calling package. Include 1 Grandstream HT814 adapter and 2 Yealink conference IP phones. The customer has 4 analog devices to connect. The quote states a monthly total of $713.70 and a one-time hardware total of $919.97. It is ready to send.
Verdict: Needs approval.
The agent's request. Please quote Ooma Office Pro Plus for 22 users, with 4 additional phone numbers. The customer needs CRM integration, call queuing, videoconferencing for 60 participants and text messaging at 1,000 messages per user a month. Expected inbound toll-free calling is 2,000 minutes a month, on a 3,000-minute toll-free calling package. Include 1 Grandstream HT814 adapter and 2 Yealink conference IP phones. The customer has 4 analog devices to connect. The quote states a monthly total of $728.70 and a one-time hardware total of $919.97. It is ready to send.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.