Predictika · pool heaters, pump and filter sets, dealer programs, pool volume, options and program years

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

An AI sales agent prepares a pool equipment quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and contract rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.

Scope: pool equipment quotes for the Pool Equipment Packages product line. See everything this validator covers

This validator models Pentair style pool equipment package quotes: four pool heaters, three pump and filter sets and three dealer programs, the number of packages, the pool volume in thousand gallons, the pool automation controller and extended equipment warranty options, the program term in years and discounts. It handles any quote made of these heaters, sets and programs, not just the scenarios shown below.

  • Heaters and pump and filter sets — 250,000 and 400 kBTU gas heaters, a 140 kBTU heat pump and a solar array, with a single-speed or variable-speed pump and a cartridge or large filter. The single-speed set cannot supply the flow the 400 kBTU heater needs.
  • Pool volume — The pool volume in thousand gallons must be within the heater limit and the pump and filter set limit, and above 50 it needs a pool engineering review.
  • Options and dealer programs — The pool automation controller and the extended equipment warranty plan are only available on heater types that offer them. Standard, preferred and builder dealer programs each have their own package minimum and discount.
  • Term and order size — A program term of 1 to 5 years, with a finance review above 3 years. An order is limited to 120 packages and above 40 packages it needs a builder desk review.
  • Discounts and order value — Dealer program, volume and extra discounts add up: a rep can give up to 12 percent in total, a sales director must approve above that, and 20 percent is the limit. An order above USD 250,000 needs a deal desk review.
  • The stated net total — A check that the net total the agent states matches the contract value the validator computes.

It does not cover other Pentair products such as water treatment, commercial pool systems or well pumps, real list prices, local pool codes or installation decisions, or tax and multi-currency quoting.

The AI sales agentBuilds the quote from the conversation and says it is ready.
Predictika validatorChecks the quote against the product and contract rules and returns every finding it has.

8 scenarios in 4 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 or Revenue Cloud) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator catchesTypical rules-based CPQPredictika
Pump set and heater compatibilityOnly with workarounds
A pairwise compatibility between two catalogs usually becomes one rule per combination.		Compatibility is a property of the heater and the pump set, checked on every call.
Pool volume against two limitsOnly with care
A number that must fit both a heater limit and a pump set limit spans several validation rules.		Both limits and the review band are evaluated together.
Options by heater typeOnly with care
Option rules per heater type, extended for every new type or option.		The heater lists which options it offers; the check follows from the choices.
Discount stacking and approval bandsOnly with workarounds
Dealer program, volume and extra discounts add up across rules and approval levels, and the total is rarely checked in one place.		The discounts are added once and compared with both the rep authority and the limit.
The total the agent statesOnly with workarounds
Comparing a stated total with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.		The stated net total is a field in the request and is checked against the computed total.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved, 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
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Every rule is checked on every call, in whatever order the choices arrive, and one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
RuleEffectWhat it checks
Quantityblock1 to 120 pool packages
Contract minimumblockAt least the dealer program minimum pool packages
Pool volume in thousand gallons vs pool heaterblock1 to the item maximum
Pool volume in thousand gallons vs pump and filter setblockNot above the package limit
Compatibilityblockthe package cannot supply the flow rate the 400 kBTU gas heater needs.
Pool automation controllerblockOnly on items that offer it
Extended equipment warranty planblockOnly on items that offer it
Contract yearsblock1 to 5 years
Total discount limitblockAbove 20 percent
Pool volume in thousand gallons reviewneeds approvalAbove 50: a pool engineering review is required
Long contractneeds approvalAbove 3 years needs finance approval
Large quantityneeds approvalAbove 40 pool packages: a builder desk review is required
Discount approvalneeds approvalTotal above 12 percent within the limit
Large orderneeds approvalAbove USD 250000 needs deal desk review
Stated net totalblockThe net total the agent states must match the contract value the validator computes (within USD 1).

  

  

    
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. The total the agent states: Stated total below computed

    
The agent's request. The 250 kBTU gas heaters with the variable-speed pump with cartridge filter for 6 packages on the standard dealer program, pool volume 20 thousand gallons, 2 year program. Net total USD 33,307.20. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Quoted Net Total. The quoted net total of USD 33307.2 does not match the USD 37008.0 the validator computed.
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2. The total the agent states: Stated total corrected

    
The agent's request. The 250 kBTU gas heaters with the variable-speed pump with cartridge filter for 6 packages on the standard dealer program, pool volume 20 thousand gallons, 2 year program. Net total USD 37,008. Ready to send.

    
Verdict: Allowed.

    
3. Options by heater type: Controller on the solar array

    
The agent's request. The solar heating arrays with the variable-speed pump with cartridge filter for 6 packages on the standard dealer program, pool volume 20 thousand gallons, 2 year program, with the pool automation controller. Net total USD 63,408. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Automation Controller Option. The pool automation controller is not available on the Solar heating array.
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4. Options by heater type: Controller on the 250 kBTU gas heater

    
The agent's request. The 250 kBTU gas heaters with the variable-speed pump with cartridge filter for 6 packages on the standard dealer program, pool volume 20 thousand gallons, 2 year program, with the pool automation controller. Net total USD 43,608. Ready to send.

    
Verdict: Allowed.

    
5. Pump set and heater: 400 kBTU heater with a single-speed set

    
The agent's request. The 400 kBTU gas heaters with the single-speed pump with cartridge filter for 6 packages on the standard dealer program, pool volume 15 thousand gallons, 2 year program. Net total USD 36,540. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Pump Set Compatibility. The Single-speed pump with cartridge filter cannot supply the flow rate the 400 kBTU gas heater needs.
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6. Pump set and heater: 400 kBTU heater with a variable-speed set

    
The agent's request. The 400 kBTU gas heaters with the variable-speed pump with cartridge filter for 6 packages on the standard dealer program, pool volume 15 thousand gallons, 2 year program. Net total USD 44,808. Ready to send.

    
Verdict: Allowed.

    
7. Review by a person: 4 year program term

    
The agent's request. The 250 kBTU gas heaters with the variable-speed pump with cartridge filter for 6 packages on the standard dealer program, pool volume 20 thousand gallons, 4 year program. Net total USD 38,016. Ready to send.

    
Verdict: Needs approval.

    
    
      
  • Long Term Review. A contract of 4 years is longer than 3 years; finance must approve the price lock.
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8. Review by a person: 8 percent extra discount

    
The agent's request. The 250 kBTU gas heaters with the variable-speed pump with cartridge filter for 8 packages on the preferred dealer program, pool volume 20 thousand gallons, 2 year program and an extra 8 percent discount. Net total USD 42,929.28. Ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount Approval. Total discount of 13 percent is above the 12 percent a rep can give; sales director must approve.
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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 pool equipment quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and contract rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. The 250 kBTU gas heaters with the variable-speed pump with cartridge filter for 6 packages on the standard dealer program, pool volume 20 thousand gallons, 2 year program. Net total USD 33,307.20. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with one finding, all in one answer. The quoted net total of USD 33307.2 does not match the USD 37008.0 the validator computed.
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  6. The validator returned one blocking finding 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 and against the stated total.
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  7. What this shows: for the total the agent states, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the stated net as to 37,008.
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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. The validator also returns the line-item quote. It starts with 250 kBTU gas heater and Variable-speed pump with cartridge filter; the other line is on screen.
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  13. The earlier finding is cleared, and the validator's total, USD 37,008, matches the quote.
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  14. One problem 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.
    15.