Predictika · Dental practice software quotes

An AI sales agent's dental practice software quote, checked before it goes out

An AI sales agent prepares a practice software quote: a product (Eaglesoft, Fuse or Dolphin), locations and workstations, eServices, a support plan, training hours and a stated total. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product line and returns a verdict and every reason.

Scope: Patterson practice software (Eaglesoft, Fuse and Dolphin) with Service Club or Non-Service Club support, eServices, web-based training, workstation limits and the stated totals. See everything this validator covers

This validator models dental practice software quotes, not just the scenarios shown below.

  • Product fit — Eaglesoft for US practices with a server on site, Fuse as the cloud product, Dolphin for orthodontic offices, and the workstation limit of each.
  • eServices, support and training — which eServices depend on eClaims or are not offered with Dolphin, upgrades with and without Service Club, and web-based training that needs broadband.
  • Approvals and totals — Eaglesoft across several locations, large training orders, and the stated workstation count and total price.

Any practice software quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: imaging hardware, equipment, supplies and the other Patterson businesses. Product names, Service Club and Non-Service Club, the eServices list, the US-only Eaglesoft 23.00 and the cloud and orthodontic positioning follow public Patterson pages; the workstation limits, dependencies, approval thresholds and all prices are modeled and are not published by Patterson (see the note at the foot of the page).

The AI sales agentBuilds the practice software quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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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 caughtTypical rules-based CPQPredictika
Limits that differ by productOnly with care
The workstation limit, the US-only rule and the server requirement each depend on the product, so every rule is keyed to the product and other fields at once.		The product, practice details and quantities are fields of one quote and are checked together on every call.
eServices that depend on one anotherOnly with workarounds
eAttachments and eRAs need eClaims and are not offered with Dolphin, so a rule must look across several optional lines.		The eServices are checked against each other and against the product on every call.
A stated totalOnly with workarounds
The agent states a workstation count and a total, and a rules engine has to rebuild both from the locations, workstations, eServices, support and training to catch a mismatch.		Both figures are computed from the quote and compared with the stated ones on every call.
Every problem returned in one answerOnly 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.

  

  

    
What this validator catches: findings from its test cases
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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.

    
1Eaglesoft 23.00 and higher is intended for US customers only; this practice is not in the US.
2Eaglesoft is server-based software and the practice has no server on site; consider Fuse (cloud).
3Dolphin is practice software for orthodontic offices and this is not an orthodontic practice.
4EAttachments and eRAs are not offered with Dolphin in this model; the quote has 1 of them.
5EAttachments and eRAs work with eClaims and the quote has 1 of them without eClaims.
6The quote has 31 workstations per location; this product allows at most 30.
7The quote has 51 workstations per location; this product allows at most 50.
8Fuse is cloud software that updates itself, so an upgrade order does not apply.
9The upgrade is quoted without Service Club, so update fees apply for each missed update; a person should confirm the customer accepts them.
10Customized web-based training needs high-speed internet and the practice has none.
1141 training hours is a large order; a person should confirm the schedule and the branch trainers.
12The quote states 9 workstations in total; the locations and workstations give 8.
13The quote states a total of 15,392 dollars; the lines add up to 14,892 dollars.
14Eaglesoft is server-based; a person should confirm the 3 locations are set up correctly or whether Fuse (cloud) is a better fit.
15The quote has 26 workstations per location; this product allows at most 25.
1645 training hours is a large order; a person should confirm the schedule and the branch trainers.

  

  

    
Scenarios and results
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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.

    
1. Product fit, eServices and training: An Eaglesoft quote for a practice outside the US with no server on site, too many workstations, eRAs without eClaims and training without broadband

    
The agent's request. Please quote Eaglesoft for one practice location with 32 workstations per location on Service Club support, with eRAs, plus 10 hours of web-based training. The practice is a general practice, is outside the US, has no server on site. The total is 32 workstations and 50,430 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Eaglesoft is for US customers. Eaglesoft 23.00 and higher is intended for US customers only; this practice is not in the US.
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  • Eaglesoft needs a server on site. Eaglesoft is server-based software and the practice has no server on site; consider Fuse (cloud).
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  • eAttachments and eRAs need eClaims. EAttachments and eRAs work with eClaims and the quote has 1 of them without eClaims.
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  • Workstations over the product limit. The quote has 32 workstations per location; this product allows at most 30.
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  • Web training needs broadband. Customized web-based training needs high-speed internet and the practice has none.
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2. Product fit, eServices and training: The agent resubmits after fixing the errors

    
The agent's request. Please quote Fuse for one practice location with 32 workstations per location on Service Club support, with eClaims and eRAs, plus 10 hours of web-based training. The practice is a general practice. The total is 32 workstations and 30,630 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 32 workstation(s) in total and a quote total of 30,630 dollars.
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3. Upgrade, support plan and stated totals: A three-location Fuse upgrade order without Service Club and with wrong stated figures

    
The agent's request. Please quote Fuse for 3 locations with 6 workstations per location as an upgrade order on Non-Service Club support, with eClaims. The practice is a general practice. The total is 20 workstations and 18,500 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Fuse is not upgraded by order. Fuse is cloud software that updates itself, so an upgrade order does not apply.
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  • Stated workstations do not match. The quote states 20 workstations in total; the locations and workstations give 18.
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  • Stated total price does not match. The quote states a total of 18,500 dollars; the lines add up to 18,000 dollars.
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  • Upgrade without Service Club. The upgrade is quoted without Service Club, so update fees apply for each missed update; a person should confirm the customer accepts them.
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4. Upgrade, support plan and stated totals: The agent resubmits after fixing the errors

    
The agent's request. Please quote Fuse for 3 locations with 6 workstations per location on Service Club support, with eClaims. The practice is a general practice. The total is 18 workstations and 18,000 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 18 workstation(s) in total and a quote total of 18,000 dollars.
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5. Dolphin fit, eServices and training: A two-location Dolphin order for a general practice with too many workstations, eAttachments and a large training order

    
The agent's request. Please quote Dolphin for 2 locations with 26 workstations per location on Service Club support, with eClaims and eAttachments, plus 45 hours of web-based training. The practice is a general practice. The total is 52 workstations and 65,135 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Dolphin is for orthodontic offices. Dolphin is practice software for orthodontic offices and this is not an orthodontic practice.
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  • eServices not offered with Dolphin. EAttachments and eRAs are not offered with Dolphin in this model; the quote has 1 of them.
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  • Workstations over the product limit. The quote has 26 workstations per location; this product allows at most 25.
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  • Large training order. 45 training hours is a large order; a person should confirm the schedule and the branch trainers.
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6. Dolphin fit, eServices and training: The agent resubmits after fixing the errors

    
The agent's request. Please quote Dolphin for 2 locations with 20 workstations per location on Service Club support, with eClaims, plus 40 hours of web-based training. The practice is an orthodontic office. The total is 40 workstations and 50,960 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 40 workstation(s) in total and a quote total of 50,960 dollars.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a practice software quote: a product (Eaglesoft, Fuse or Dolphin), locations and workstations, eServices, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product line and returns a verdict and every reason.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote Eaglesoft for one practice location with 32 workstations per location on Service Club support, with eRAs, plus 10 hours of web-based training. The practice is a general practice, is outside the US, has no server on site. The rest of the request is on screen. The total is 32 workstations and 50,430 dollars.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with five findings, all in one answer. Eaglesoft 23.00 and higher is intended for US customers only; this practice is not in the US. Eaglesoft is server-based software and the practice has no server on site; consider Fuse (cloud). EAttachments and eRAs work with eClaims and the quote has 1 of them without eClaims. The other two are on screen.
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  6. The validator returned five blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for limits that differ by product, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the product to fuse, the US practice to yes, the server on site to yes, the broadband to yes, the eServices to eClaims, eRAs and the stated total to $30,630.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All five earlier findings are cleared.
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  13. Five problems caught in one call, fixed in one pass, and a clean $30,630 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.