Predictika · HCM software quotes

An AI sales agent's HCM quote, checked before it goes out

An AI sales agent prepares a quote for a payroll and HR platform: Beti Automated Payroll as the base, add-on modules for time and labor, talent acquisition, talent management and HR, the number of employees and countries, the term, a discount and a stated monthly total. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the quote and returns a verdict and every reason.

Scope: Paycom-style HCM quotes: Beti Automated Payroll plus 17 add-on modules across Time and Labor Management, Talent Acquisition, Talent Management, HR Management, Expense Management, Paycom Pay and Global HCM, with employees, countries, term, discount and the stated monthly total. See everything this validator covers

This validator models HCM module quotes, not just the scenarios shown below.

  • Module dependencies — which modules are quoted only with another one, such as Scheduling with Time and Attendance, E-Verify with Onboarding, or COBRA with Benefits Administration.
  • Company size, countries and term — the minimum company size, Global HCM for employees in several countries, and the terms the model offers.
  • Discount, approvals and total — the discount limit and the term it needs, manager approval, pricing and solution reviews, and the stated monthly total against the computed one.

Any HCM quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: Everyday daily payroll, the Vault card, asset management and other Paycom modules. Product and module names follow Paycom's public software pages; the module dependencies, size, term and discount limits and every price are modeled and are not published by Paycom (see the note at the foot of the page).

The AI sales agentBuilds the HCM 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

Click to expand

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
Modules that depend on other modulesOnly with care
Scheduling, E-Verify, COBRA and the other add-ons each need a different parent module, so the rules multiply as the catalog grows.
Every dependency is a rule over the quote's fields and is checked together with the rest on every call.
Discount, term and approvals togetherOnly with workarounds
A discount limit, the term it needs and the approval threshold interact, and a rep often fixes one and meets the next.
Discount, term, size and modules are checked together and every finding comes back at once.
A stated monthly totalOnly with workarounds
The agent states a total, and a rules engine has to rebuild it from the employees, the base and every module price to catch a mismatch.
The total is computed from the quote and compared with the stated figure 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 errors surface one at a time.
All findings come back together, whatever order the choices arrived in.

What this validator catches: findings from its test cases

Click to expand

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.

1The quote covers 8 employees; this model quotes companies of 10 or more.
2Terms in this model are 12, 24 or 36 months; the quote has 18 months.
3A 12 month term needs a sales manager to confirm.
4Scheduling is quoted with Time and Attendance; add Time and Attendance or remove Scheduling.
5Labor Allocation is quoted with Time and Attendance; add Time and Attendance or remove Labor Allocation.
6Geofencing and Microfence need Time and Attendance; add Time and Attendance or remove them.
7Onboarding is quoted with Applicant Tracking; add Applicant Tracking or remove Onboarding.
8Enhanced Background Checks are ordered from Applicant Tracking; add Applicant Tracking or remove them.
9E-Verify is run from Onboarding; add Onboarding or remove E-Verify.
10COBRA Administration is quoted with Benefits Administration; add Benefits Administration or remove COBRA.
11Enhanced ACA is quoted with Benefits Administration; add Benefits Administration or remove Enhanced ACA.
12Compensation Budgeting is quoted with Performance Management; add Performance Management or remove Compensation Budgeting.
13The quote has employees in 2 countries; add Global HCM.
14A discount of 30 percent is above the 25 percent limit in this model.
15A discount of 30 percent needs a sales manager to approve.
16A discount above 10 percent needs a 36 month term; the quote has 24 months.
17A discount of 15 percent needs a sales manager to approve.
18A discount of 8 percent needs a sales manager to approve.
19The quote states a monthly list total of 2,000; the selected modules and employee count give 2,300.
20A company of 5,000 employees needs an enterprise pricing review before the quote goes out.
2110 add-on modules selected; a solution consultant should review the bundle.
22The quote covers 5 employees; this model quotes companies of 10 or more.
23Terms in this model are 12, 24 or 36 months; the quote has 6 months.
24The quote has employees in 3 countries; add Global HCM.
25A discount of 40 percent is above the 25 percent limit in this model.
26A discount above 10 percent needs a 36 month term; the quote has 6 months.
27The quote states a monthly list total of 1; the selected modules and employee count give 105.
28A discount of 40 percent needs a sales manager to approve.

Scenarios and results

Click to expand

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. Dependencies, size, countries and discount: A small two-country quote with Scheduling but no Time and Attendance, E-Verify without Onboarding, and a discount on a 24 month term

The agent's request. Please quote Beti Automated Payroll for 8 employees in 2 countries on a 24 month term, with Scheduling, Applicant Tracking, E-Verify and Benefits Administration, a discount of 12 percent, and a monthly list total of 184 dollars. The quote is ready to send.

Verdict: Blocked.

  • Below minimum company size. The quote covers 8 employees; this model quotes companies of 10 or more.
  • Scheduling needs Time and Attendance. Scheduling is quoted with Time and Attendance; add Time and Attendance or remove Scheduling.
  • E-Verify needs Onboarding. E-Verify is run from Onboarding; add Onboarding or remove E-Verify.
  • Several countries need Global HCM. The quote has employees in 2 countries; add Global HCM.
  • Discount over 10 percent needs a 36 month term. A discount above 10 percent needs a 36 month term; the quote has 24 months.
  • Discount over 5 percent needs manager approval. A discount of 12 percent needs a sales manager to approve.

2. Dependencies, size, countries and discount: The agent resubmits after fixing the errors

The agent's request. Please quote Beti Automated Payroll for 40 employees in 2 countries on a 36 month term, with Time and Attendance, Scheduling, Applicant Tracking, Onboarding, E-Verify, Benefits Administration and Global HCM, a discount of 5 percent, and a monthly list total of 1,360 dollars. The quote is ready to send.

Verdict: Allowed.

  • Quote summary. 40 employee(s), 7 add-on module(s), list price 34 dollars per employee per month, 1,360 dollars per month in total (illustrative prices).

3. Benefits, compensation, term and total: COBRA without Benefits Administration, Compensation Budgeting without Performance Management, a 12 month term and a wrong total

The agent's request. Please quote Beti Automated Payroll for 250 employees in 1 country on a 12 month term, with Time and Attendance, Applicant Tracking, COBRA Administration and Compensation Budgeting, no discount, and a monthly list total of 4,000 dollars. The quote is ready to send.

Verdict: Blocked.

  • COBRA needs Benefits Administration. COBRA Administration is quoted with Benefits Administration; add Benefits Administration or remove COBRA.
  • Compensation Budgeting needs Performance Management. Compensation Budgeting is quoted with Performance Management; add Performance Management or remove Compensation Budgeting.
  • Stated monthly total does not match. The quote states a monthly list total of 4,000; the selected modules and employee count give 5,500.
  • One-year term needs confirmation. A 12 month term needs a sales manager to confirm.

4. Benefits, compensation, term and total: The agent resubmits after fixing the errors

The agent's request. Please quote Beti Automated Payroll for 250 employees in 1 country on a 24 month term, with Time and Attendance, Applicant Tracking, Benefits Administration, COBRA Administration, Performance Management and Compensation Budgeting, no discount, and a monthly list total of 7,250 dollars. The quote is ready to send.

Verdict: Allowed.

  • Quote summary. 250 employee(s), 6 add-on module(s), list price 29 dollars per employee per month, 7,250 dollars per month in total (illustrative prices).

5. Module bundle and discount: Ten modules with a 30 percent discount on a 24 month term

The agent's request. Please quote Beti Automated Payroll for 800 employees in 1 country on a 24 month term, with Time and Attendance, Scheduling, Labor Allocation, Applicant Tracking, Onboarding, Enhanced Background Checks, Benefits Administration, COBRA Administration, Performance Management and Compensation Budgeting, a discount of 30 percent, and a monthly list total of 30,400 dollars. The quote is ready to send.

Verdict: Blocked.

  • Discount over the limit. A discount of 30 percent is above the 25 percent limit in this model.
  • Discount over 10 percent needs a 36 month term. A discount above 10 percent needs a 36 month term; the quote has 24 months.
  • Discount over 5 percent needs manager approval. A discount of 30 percent needs a sales manager to approve.
  • Large module bundle needs solution review. 10 add-on modules selected; a solution consultant should review the bundle.

6. Module bundle and discount: The agent resubmits after fixing the errors

The agent's request. Please quote Beti Automated Payroll for 800 employees in 1 country on a 36 month term, with Time and Attendance, Scheduling, Labor Allocation, Applicant Tracking, Onboarding, Enhanced Background Checks, Benefits Administration, COBRA Administration and Performance Management, a discount of 5 percent, and a monthly list total of 28,800 dollars. The quote is ready to send.

Verdict: Allowed.

  • Quote summary. 800 employee(s), 9 add-on module(s), list price 36 dollars per employee per month, 28,800 dollars per month in total (illustrative prices).

Narration transcript

Click to expand

The text of the narrated walkthrough, step by step.

  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote for a payroll and HR platform: Beti Automated Payroll as the base, add-on modules for time and labor, talent acquisition, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the quote and returns a verdict and every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote Beti Automated Payroll for 8 employees in 2 countries on a 24 month term, with Scheduling, Applicant Tracking. The quote is ready to send. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with five findings and one approval, all in one answer. The quote covers 8 employees; this model quotes companies of 10 or more. Scheduling is quoted with Time and Attendance; add Time and Attendance or remove Scheduling. E-Verify is run from Onboarding; add Onboarding or remove E-Verify. The other two are on screen.
  6. The validator returned five blocking findings and one approval 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.
  7. What this shows: for discount, term and approvals together, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the employees to 40, the term to 36 months, the add-on modules to Time and Attendance, Scheduling, Applicant Tracking, Onboarding, E-Verify, Benefits Administration and Global HCM, the discount to 5 percent and the stated monthly total to $1,360.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All six earlier findings are cleared.
  13. Six problems caught in one call, fixed in one pass, and a clean $1,360 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.