Predictika · Dental imaging unit quotes

An AI sales agent's ProMax 3D imaging unit quote, checked before it goes out

An AI sales agent prepares a quote for a dental clinic that wants a Planmeca ProMax 3D cone beam imaging unit: a model (3D s, 3D Classic, 3D Plus, 3D Mid or 3D Max), the imaging volume the clinic needs, the voxel size, the cephalometric option, the optional imaging programs, the Romexis software modules, the workstation, the room and ceiling at the clinic, a discount and a stated order total. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product family and returns a verdict and every reason.

Scope: Planmeca ProMax 3D s, 3D Classic, 3D Plus, 3D Mid and 3D Max for a clinic quote, with imaging volume, voxel size and licence, cephalometric option, ENT programs, 4D jaw motion, SureSmile certification, Romexis modules, room and ceiling, discount and the stated total (illustrative prices). See everything this validator covers

This validator models Planmeca ProMax 3D family quotes, not just the scenarios shown below.

  • Model and imaging volume — the width and height of the volume each model scans, the 75 micron voxel size that needs the Endodontic imaging licence, and which models offer ENT programs, 4D jaw motion and SureSmile certification.
  • Site and software — the room width the unit needs, wider when a cephalostat is quoted, the ceiling height against the unit's adjustable range, and the Romexis modules that run on Windows only.
  • Price and approvals — the discount an agent may offer, the discount that needs a sales director, a ceiling that needs the unit lowered, and the stated total against the units, options and modules.

Any ProMax 3D family quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: 2D-only units, intraoral scanners, dental chairs and units, and service plans. The model names, imaging volumes, option availability, room footprints and software notes follow public Planmeca material; the ProMax 3D Max figures, the discount limits, the approvals and all prices are modeled, are illustrative and are not published by Planmeca (see the note at the foot of the page).

The AI sales agentBuilds the imaging unit 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 depend on the modelOnly with care
Volume, ENT programs, 4D jaw motion and SureSmile all change with the ProMax 3D model, so every rule is keyed to the model and another field at once.
The model and every option are fields of one quote and are checked together on every call.
Room, ceiling and software of the clinicOnly with workarounds
The footprint depends on whether a cephalostat is quoted, the ceiling is compared with a range, and Windows-only modules depend on the workstation, which means comparing several fields at once.
Room, ceiling, option and workstation are compared on every call.
Discount limits and the stated totalOnly with workarounds
A discount has two thresholds, one for the agent and one for a sales director, and the agent states a total that a rules engine has to rebuild from units, options, modules and discount 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 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.

1The clinic needs a volume 100 mm across; this ProMax 3D model scans at most 80 mm across.
2The clinic needs a volume 90 mm high; this ProMax 3D model scans at most 80 mm high.
3The clinic needs a volume 140 mm high; this ProMax 3D model scans at most 100 mm high.
475 micron voxel imaging needs the Endodontic imaging licence and the quote has none.
53D ENT programs are not available on this ProMax 3D model.
64D jaw motion is not available on this ProMax 3D model.
7The clinic needs SureSmile certification and this ProMax 3D model does not have it.
8The room is 200 cm wide; the unit with the quoted cephalometric option needs 212 cm.
9The ceiling is 170 cm high; the unit needs at least 173 cm even at its lowest setting.
10The ceiling is 230 cm; the unit is adjustable for low ceilings but a person should confirm the installation height before the quote is sent.
11Cephalometric Analysis, 3D Ortho Studio and PlanCAD Easy run on Windows only; the workstation is a Mac.
12The quote takes a discount of 60,000 dollars against 248,600 dollars of list price, above the 20 percent an agent may offer.
13The quote takes a discount of 30,000 dollars against 248,600 dollars of list price, above the 10 percent that needs a sales director.
14The quote states an order total of 1,000 dollars; the prices give 248,600 dollars.
15The clinic needs a volume 150 mm across; this ProMax 3D model scans at most 80 mm across.
16The clinic needs a volume 100 mm high; this ProMax 3D model scans at most 50 mm high.
17The room is 180 cm wide; the unit with the quoted cephalometric option needs 202 cm.

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. Volume, voxel size, options and the room: A ProMax 3D s quote for a 150 mm by 100 mm volume at 75 micron voxel size with no Endodontic licence, 4D jaw motion, a 180 cm room and a Mac workstation

The agent's request. Please quote 1 Planmeca ProMax 3D s unit with a cephalometric scanning option, plus 4D jaw motion. The clinic needs a scan volume 150 mm across and 100 mm high at 75 micron voxel size. The Romexis modules are 3D Ortho Studio, 3D Implant Planning on a macOS workstation. The room is 180 cm wide with a 260 cm ceiling. The order total is 69,300 dollars. It is ready to send.

Verdict: Blocked.

  • Imaging volume too wide for the model. The clinic needs a volume 150 mm across; this ProMax 3D model scans at most 80 mm across.
  • Imaging volume too tall for the model. The clinic needs a volume 100 mm high; this ProMax 3D model scans at most 50 mm high.
  • 75 micron voxel needs the Endodontic licence. 75 micron voxel imaging needs the Endodontic imaging licence and the quote has none.
  • 4D jaw motion not available on this model. 4D jaw motion is not available on this ProMax 3D model.
  • Room too narrow for the unit. The room is 180 cm wide; the unit with the quoted cephalometric option needs 202 cm.
  • Windows-only Romexis module on a Mac. Cephalometric Analysis, 3D Ortho Studio and PlanCAD Easy run on Windows only; the workstation is a Mac.

2. Volume, voxel size, options and the room: The agent resubmits after fixing the errors

The agent's request. Please quote 1 Planmeca ProMax 3D Mid unit with a cephalometric scanning option, plus the Endodontic imaging licence, 4D jaw motion. The clinic needs a scan volume 150 mm across and 100 mm high at 75 micron voxel size. The Romexis modules are 3D Ortho Studio, 3D Implant Planning on a Windows workstation. The room is 260 cm wide with a 260 cm ceiling. The order total is 130,800 dollars. It is ready to send.

Verdict: Allowed.

  • Quote summary (illustrative prices). List price and an order total of 130,800 dollars.

3. SureSmile, volume height and ceiling: A ProMax 3D Plus quote with SureSmile certification, a 140 mm tall volume and a 170 cm ceiling

The agent's request. Please quote 1 Planmeca ProMax 3D Plus unit with a cephalometric scanning option, plus the Endodontic imaging licence. The clinic needs a scan volume 120 mm across and 140 mm high at 150 micron voxel size, with SureSmile certification. The Romexis modules are 3D Ortho Studio, 3D Implant Planning on a Windows workstation. The room is 400 cm wide with a 170 cm ceiling. The order total is 104,300 dollars. It is ready to send.

Verdict: Blocked.

  • Imaging volume too tall for the model. The clinic needs a volume 140 mm high; this ProMax 3D model scans at most 100 mm high.
  • SureSmile certification not available on this model. The clinic needs SureSmile certification and this ProMax 3D model does not have it.
  • Ceiling too low for the unit. The ceiling is 170 cm high; the unit needs at least 173 cm even at its lowest setting.

4. SureSmile, volume height and ceiling: The agent resubmits after fixing the errors

The agent's request. Please quote 1 Planmeca ProMax 3D Mid unit with a cephalometric scanning option, plus the Endodontic imaging licence. The clinic needs a scan volume 120 mm across and 140 mm high at 150 micron voxel size, with SureSmile certification. The Romexis modules are 3D Ortho Studio, 3D Implant Planning on a Windows workstation. The room is 400 cm wide with a 260 cm ceiling. The order total is 124,300 dollars. It is ready to send.

Verdict: Allowed.

  • Quote summary (illustrative prices). List price and an order total of 124,300 dollars.

5. Discount limit and stated total: Two ProMax 3D Mid units with a 60,000 dollar discount and a stated total that does not match the prices

The agent's request. Please quote 2 Planmeca ProMax 3D Mid units with a cephalometric scanning option, plus the Endodontic imaging licence. The clinic needs a scan volume 150 mm across and 100 mm high at 150 micron voxel size. The Romexis modules are 3D Ortho Studio, 3D Implant Planning on a Windows workstation. The room is 400 cm wide with a 260 cm ceiling, and a 60,000 dollar discount. The order total is 198,600 dollars. It is ready to send.

Verdict: Blocked.

  • Discount above agent authority. The quote takes a discount of 60,000 dollars against 248,600 dollars of list price, above the 20 percent an agent may offer.
  • Stated total does not match. The quote states an order total of 198,600 dollars; the prices give 188,600 dollars.

6. Discount limit and stated total: The agent resubmits after fixing the errors

The agent's request. Please quote 2 Planmeca ProMax 3D Mid units with a cephalometric scanning option, plus the Endodontic imaging licence. The clinic needs a scan volume 150 mm across and 100 mm high at 150 micron voxel size. The Romexis modules are 3D Ortho Studio, 3D Implant Planning on a Windows workstation. The room is 400 cm wide with a 260 cm ceiling, and a 20,000 dollar discount. The order total is 228,600 dollars. It is ready to send.

Verdict: Allowed.

  • Quote summary (illustrative prices). List price of 248,600 dollars, discount of 20,000 dollars and an order total of 228,600 dollars.

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 quote for a dental clinic that wants a Planmeca ProMax 3D cone beam imaging unit: a model (3D s, 3D Classic, 3D Plus, 3D Mid or 3D Max), the imaging volume the clinic needs, the voxel size, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product family and returns a verdict and every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote 1 Planmeca ProMax 3D s unit with a cephalometric scanning option, plus 4D jaw motion. The clinic needs a scan volume 150 mm across and 100 mm high at 75 micron voxel size. The rest of the request is on screen. The order total is 69,300 dollars.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with six findings, all in one answer. The clinic needs a volume 150 mm across; this ProMax 3D model scans at most 80 mm across. The clinic needs a volume 100 mm high; this ProMax 3D model scans at most 50 mm high. 75 micron voxel imaging needs the Endodontic imaging licence and the quote has none. The other three are on screen.
  6. The validator returned six 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 limits that depend on the model, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the model to Planmeca ProMax 3D Mid, the endodontic imaging licence to yes, the workstation to windows, the room width to 260 cm and the stated total to 130,800 dollars.
  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 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.