Predictika · Fleet lease quotes

An AI sales agent's full-service fleet lease, checked before it goes out

An AI sales agent prepares a full-service fleet lease quote: a vehicle class (light-duty, medium-duty, heavy-duty tractor or trailer), a powertrain, a gross vehicle weight rating, the number of units, the term, the annual miles per unit, a maintenance program, charging equipment, a liftgate or refrigeration unit, Fleet Insight, Catalyst AI and Sell2Lease with trade-ins. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the lease and returns a verdict and every reason.

Scope: Full-service leases of light-duty, medium-duty and heavy-duty trucks and trailers, with powertrain, weight rating, term, mileage, maintenance program, chargers, liftgate, refrigeration, Fleet Insight, Catalyst AI and Sell2Lease. See everything this validator covers

This validator models full-service lease quotes, not just the scenarios shown below.

  • Vehicle and powertrain — the weight rating that fits each class, which powertrains each class can take, and the charging equipment that electric vehicles need and other vehicles do not.
  • Body, maintenance and add-ons — where a liftgate or refrigeration unit fits, the fleet size on-site maintenance needs, Catalyst AI needing Fleet Insight, and Sell2Lease needing trade-in units.
  • Term, mileage and approvals — the lease terms offered, the annual mileage a lease can be quoted for, and the large-fleet, high-mileage, electric heavy-duty and long-term heavy-duty cases that go to a person for review.

Any full-service lease quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: Penske Truck Rental, used-vehicle sales and contract logistics. No prices are modeled. The product names, vehicle classes, maintenance programs and add-on names follow Penske's public leasing pages; the weight bands, terms, mileage limit, fleet-size minimums, add-on dependencies and approval thresholds are modeled from comparable fleet-lease programs and are not published by Penske (see the note at the foot of the page).

The AI sales agentBuilds the lease 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
Add-ons that depend on each otherOnly with care
Catalyst AI needs Fleet Insight, Sell2Lease needs trade-in units and trade-ins need Sell2Lease, so each rule is keyed to two fields at once.
Every dependency is checked on every call, in both directions.
Options that exist on only some vehicle classesOnly with workarounds
Liftgates, refrigeration units, powertrains and weight ratings each depend on the vehicle class, so every rule is keyed to the class and another field at once.
The class and every option are fields of one quote and are checked together.
Fleet size, mileage and term togetherOnly with workarounds
On-site maintenance needs a minimum fleet, mileage over a limit goes to review and the term is restricted by the class, which means comparing several fields against thresholds.
Every threshold is compared 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.

1Lease terms in this model are 36, 48, 60, 72 or 84 months; the quote has 24 months.
2A lease needs at least 1 unit; the quote has 0.
3A trailer has no powertrain; choose NoPowertrain for trailers.
4A truck or tractor needs a diesel, gasoline or electric powertrain.
5Heavy-duty tractors are quoted with diesel or electric powertrains, not gasoline.
6A gross vehicle weight rating of 19,500 lbs does not fit the selected vehicle class (light up to 14,000; medium 14,001 to 33,000; heavy-duty tractor above 33,000).
7A gross vehicle weight rating of 12,000 lbs does not fit the selected vehicle class (light up to 14,000; medium 14,001 to 33,000; heavy-duty tractor above 33,000).
8A gross vehicle weight rating of 26,000 lbs does not fit the selected vehicle class (light up to 14,000; medium 14,001 to 33,000; heavy-duty tractor above 33,000).
9Electric vehicles need charging equipment; the quote has 0 chargers.
104 chargers are quoted but the vehicles are not electric.
11A liftgate fits a truck body or trailer, not a heavy-duty tractor.
12Refrigeration units are quoted on medium-duty trucks and trailers only.
13On-site maintenance needs at least 10 units at the customer location; the quote has 6.
14Catalyst AI fleet benchmarking needs the Fleet Insight add-on.
15250,000 annual miles per unit is above what the lease can be quoted for.
16250,000 annual miles per unit needs a mileage and maintenance review.
17150,000 annual miles per unit needs a mileage and maintenance review.
18Sell2Lease needs at least 1 trade-in unit; the quote has 0.
193 trade-in units are listed but Sell2Lease is not selected.
2015 trade-ins exceed the 12 new units.
21A deal of 60 units goes to pricing review.
22Electric heavy-duty tractors need a charging infrastructure review.
23An 84-month term on a heavy-duty tractor needs residual value review.
242 chargers are quoted but the vehicles are not electric.

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. Heavy-duty tractor, powertrain, add-ons and chargers: A heavy-duty tractor lease with a gasoline powertrain, a light weight rating, a liftgate, chargers and Catalyst AI without Fleet Insight

The agent's request. Please quote a full-service lease for 12 heavy-duty tractor units, with a gasoline powertrain, at a gross vehicle weight rating of 26,000 lbs, with 2 chargers, for 60 months at 40,000 miles per unit per year, with Comprehensive Maintenance and a liftgate and Catalyst AI. It is ready to send.

Verdict: Blocked.

  • Gasoline not offered on heavy-duty tractors. Heavy-duty tractors are quoted with diesel or electric powertrains, not gasoline.
  • Weight rating does not match class. A gross vehicle weight rating of 26,000 lbs does not fit the selected vehicle class (light up to 14,000; medium 14,001 to 33,000; heavy-duty tractor above 33,000).
  • Chargers without electric vehicles. 2 chargers are quoted but the vehicles are not electric.
  • Liftgate not for tractors. A liftgate fits a truck body or trailer, not a heavy-duty tractor.
  • Catalyst AI needs Fleet Insight. Catalyst AI fleet benchmarking needs the Fleet Insight add-on.

2. Heavy-duty tractor, powertrain, add-ons and chargers: The agent resubmits after fixing the errors

The agent's request. Please quote a full-service lease for 12 heavy-duty tractor units, with a diesel powertrain, at a gross vehicle weight rating of 80,000 lbs, for 60 months at 40,000 miles per unit per year, with Comprehensive Maintenance and Fleet Insight and Catalyst AI. It is ready to send.

Verdict: Allowed.

  • Lease summary. 12 unit(s) on a 60-month full-service lease at 40,000 miles per unit per year.

3. Light-duty truck, weight, term and maintenance: A light-duty truck lease with a weight rating that is too high, a refrigeration unit, on-site maintenance for 6 units and a 24-month term

The agent's request. Please quote a full-service lease for 6 light-duty truck units, with a gasoline powertrain, at a gross vehicle weight rating of 19,500 lbs, for 24 months at 40,000 miles per unit per year, with On-Site Maintenance and a refrigeration unit. It is ready to send.

Verdict: Blocked.

  • Lease term not offered. Lease terms in this model are 36, 48, 60, 72 or 84 months; the quote has 24 months.
  • Weight rating does not match class. A gross vehicle weight rating of 19,500 lbs does not fit the selected vehicle class (light up to 14,000; medium 14,001 to 33,000; heavy-duty tractor above 33,000).
  • Refrigeration only on medium trucks and trailers. Refrigeration units are quoted on medium-duty trucks and trailers only.
  • On-site maintenance needs a larger fleet. On-site maintenance needs at least 10 units at the customer location; the quote has 6.

4. Light-duty truck, weight, term and maintenance: The agent resubmits after fixing the errors

The agent's request. Please quote a full-service lease for 12 light-duty truck units, with a gasoline powertrain, at a gross vehicle weight rating of 10,000 lbs, for 48 months at 40,000 miles per unit per year, with On-Site Maintenance and no add-ons. It is ready to send.

Verdict: Allowed.

  • Lease summary. 12 unit(s) on a 48-month full-service lease at 40,000 miles per unit per year.

5. Trailer, powertrain, mileage and Sell2Lease: A trailer lease with a diesel powertrain, Sell2Lease without trade-ins and very high annual miles

The agent's request. Please quote a full-service lease for 8 trailer units, with a diesel powertrain, for 60 months at 250,000 miles per unit per year, with Comprehensive Maintenance and Sell2Lease. It is ready to send.

Verdict: Blocked.

  • Trailer has no powertrain. A trailer has no powertrain; choose NoPowertrain for trailers.
  • Annual miles above limit. 250,000 annual miles per unit is above what the lease can be quoted for.
  • Sell2Lease needs trade-ins. Sell2Lease needs at least 1 trade-in unit; the quote has 0.

6. Trailer, powertrain, mileage and Sell2Lease: The agent resubmits after fixing the errors

The agent's request. Please quote a full-service lease for 8 trailer units, with no powertrain, with 4 trade-ins, for 60 months at 60,000 miles per unit per year, with Comprehensive Maintenance and Sell2Lease. It is ready to send.

Verdict: Allowed.

  • Lease summary. 8 unit(s) on a 60-month full-service lease at 60,000 miles per unit per year.

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 full-service fleet lease quote: a vehicle class (light-duty, medium-duty, heavy-duty tractor or trailer), a powertrain, a gross vehicle weight rating, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the lease and returns a verdict and every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote a full-service lease for 12 heavy-duty tractor units, with a gasoline powertrain, at a gross vehicle weight rating of 26,000 lbs. It 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, all in one answer. Heavy-duty tractors are quoted with diesel or electric powertrains, not gasoline. A gross vehicle weight rating of 26,000 lbs does not fit the selected vehicle class (light up to 14,000; medium 14,001 to 33,000; heavy-duty tractor above 33,000). 2 chargers are quoted but the vehicles are not electric. The other two are on screen.
  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.
  7. What this shows: for options that exist on only some vehicle classes, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the powertrain to diesel, the gross vehicle weight rating to 80,000 lbs, the chargers to 0, the liftgate to no and the Fleet Insight to yes.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All five earlier findings are cleared.
  13. Five problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.