Predictika · Industrial drive package quotes

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

An AI sales agent prepares a quote for a fictional customer: a motor, a Falk enclosed gear drive and a Steelflex coupling, priced from an account price book. Before it goes out, the agent sends it to Predictika’s validator, which checks the parts against each other and the site, compares the net total the agent states with its own, and returns a verdict with every reason.

Scope: motor, enclosed gear drive and flexible coupling drive packages, quoted with account pricing and the net total the agent states. See everything this validator covers

This validator models a catalog of 9 motors, 9 gear drives, 7 couplings and 3 account tiers, built from public product information. It handles any drive package quote built from them, not just the scenarios shown below.

  • Motors — Motor size against the load, enclosure for hazardous and washdown sites, 460 V and 575 V plants, and constant-torque turndown on a variable frequency drive.
  • Gear drives — Rated horsepower at the load-class service factor, and the output speed the ratio gives.
  • Couplings — Torque rating and bore against the motor shaft.
  • Quote terms — Account tier pricing, extra discount limits and approvals, and the net total the agent states.

It does not cover real Regal Rexnord prices or availability. Prices and account multipliers are illustrative estimates; the model is built from public product information.

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
Fit between partsOnly with workarounds
The coupling bore against the motor shaft, and the gear rating against the motor size and service factor, are cross-object checks that rules-based CPQ usually handles with one hand-written validation rule per pair of parts.
Every part is data in a catalog; the same rules evaluate every combination.
Service factor and dutyOnly with care
The load class changes the horsepower the gear drive and coupling must cover, so each rating check needs a calculated field first.
The service factor and the required ratings are derived on each call and compared with each part.
Site and drive conditionsOnly with care
Hazardous location, washdown, voltage and VFD turndown each depend on a different motor attribute and are usually separate conditional rules.
All of them are checked together and every reason is named.
The net total the agent statesOnly with workarounds
Comparing a stated figure with a computed one needs a separate rule, and price rules rarely run on stated figures.
The stated net total is a field in the request and is checked against the computed net total.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is built, so a problem raised late can hide an earlier one.
Every rule is evaluated at the end of input and all findings come back together.

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
1block, approvalMotor size: motor horsepower below the load blocks; a motor more than twice the load needs a technical review
2blockMotor environment: a hazardous location needs an explosion-proof motor; a washdown line needs a washdown motor (this catalog stops at 10 HP)
3blockMotor voltage: a 575 V plant needs the 575 V motor version
4blockVariable frequency drive: the constant-torque turndown the duty needs must not exceed the motor rating
5blockGear drive: rated horsepower must cover the motor horsepower times the service factor (1.0 uniform, 1.4 moderate, 2.0 heavy)
6blockOutput speed: gear ratio must give the required rpm within plus or minus 5 percent
7blockCoupling: torque rating must cover the drive torque at the service factor, and its bore must fit the motor shaft
8computedPricing: each part is priced from list with the account tier multiplier; the package price times the quantity gives the quote total
9block, approvalExtra discount: above the account tier limit blocks; within the limit needs manager approval
10blockThe net total the agent states must match the validator net total within $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. Coupling fit: Six 100 HP packages, 1060T coupling

The agent's request. Quote for Ridgeline Aggregates: six drive packages, each a Marathon GT1046A 100 HP motor, a Falk size 2160 ratio 9 enclosed drive and a Falk Steelflex 1060T10 coupling, OEM gold account pricing. Net total $104,751.00. Ready to send.

Verdict: Blocked.

  • Coupling bore too small for the motor shaft. The Falk Steelflex 1060T10 bores to 2.125 in; the Marathon GT1046A 100 HP 405T TEFC shaft is 2.875 in.

2. Coupling fit: Six 100 HP packages, 1080T coupling

The agent's request. Quote for Ridgeline Aggregates: six drive packages, each a Marathon GT1046A 100 HP motor, a Falk size 2160 ratio 9 enclosed drive and a Falk Steelflex 1080T10 coupling, OEM gold account pricing. Net total $106,599.00. Ready to send.

Verdict: Allowed.

3. Hazardous location: Four 25 HP packages, standard TEFC motor

The agent's request. Quote for Summit Grain Cooperative: four drive packages, each a Marathon GT1028A 25 HP TEFC motor, a Falk size 2120 ratio 14 enclosed drive and a Falk Steelflex 1050T10 coupling, standard distributor pricing. Net total $35,633.08. Ready to send.

Verdict: Blocked.

  • Motor not rated for a hazardous location. The site is a hazardous location; the Marathon GT1028A 25 HP 284T TEFC is not explosion-proof.

4. Hazardous location: Four 25 HP packages, explosion-proof motor

The agent's request. Quote for Summit Grain Cooperative: four drive packages, each a Marathon E547-P 25 HP explosion-proof motor, a Falk size 2120 ratio 14 enclosed drive and a Falk Steelflex 1050T10 coupling, standard distributor pricing. Net total $42,274.00. Ready to send.

Verdict: Allowed.

5. Stated total and extra discount: Ten packages, stated total ignores the discount

The agent's request. Quote for Harbor Packaging: ten drive packages, each a Marathon GT1028A 25 HP motor, a Falk size 2120 ratio 14 enclosed drive and a Falk Steelflex 1050T10 coupling, OEM gold account pricing with a 5 percent extra discount. Net total $80,661.00. Ready to send.

Verdict: Blocked.

  • Stated net total differs from the validator total. The net total the agent states (80661.0 USD) differs from the net total the validator computes (76627.95 USD).
  • Extra discount needs manager approval. 5 percent extra discount on top of account multipliers needs manager approval (up to 6 percent).

6. Stated total and extra discount: Ten packages, stated total corrected

The agent's request. Quote for Harbor Packaging: ten drive packages, each a Marathon GT1028A 25 HP motor, a Falk size 2120 ratio 14 enclosed drive and a Falk Steelflex 1050T10 coupling, OEM gold account pricing with a 5 percent extra discount. Net total $76,627.95. Ready to send.

Verdict: Needs approval.

  • Extra discount needs manager approval. 5 percent extra discount on top of account multipliers needs manager approval (up to 6 percent).

7. Variable frequency drive: Eight packages on a VFD, ODP motor

The agent's request. Quote for Bayview Bottling: eight drive packages on a variable frequency drive, each a Marathon GT0019A 10 HP ODP motor, a Falk size 2050 ratio 14 enclosed drive and a Falk Steelflex 1030T10 coupling, standard distributor pricing. Net total $28,802.00. Ready to send.

Verdict: Blocked.

  • Motor cannot hold torque over the VFD speed range. The VFD duty needs 8:1 constant-torque turndown; the Marathon GT0019A 10 HP 215T ODP is rated 2:1 constant torque.

8. Variable frequency drive: Eight packages on a VFD, TEFC motor

The agent's request. Quote for Bayview Bottling: eight drive packages on a variable frequency drive, each a Marathon GT1019A 10 HP TEFC motor, a Falk size 2050 ratio 14 enclosed drive and a Falk Steelflex 1030T10 coupling, standard distributor pricing. Net total $30,869.44. Ready to send.

Verdict: Allowed.

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 fictional customer: a motor, a Falk enclosed gear drive and a Steelflex coupling, priced from an account price book. Before it goes out, the agent sends it to Predictika’s validator, which checks the parts against each other and the site, compares the net total the agent states with its own, and returns a verdict with every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Quote for Ridgeline Aggregates: six drive packages, each a Marathon GT1046A 100 HP motor, a Falk size 2160 ratio 9 enclosed drive and a Falk Steelflex 1060T10 coupling. Net total $104,751.00. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with one finding, all in one answer. The Falk Steelflex 1060T10 bores to 2.125 in; the Marathon GT1046A 100 HP 405T TEFC shaft is 2.875 in.
  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.
  7. What this shows: for fit between parts, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the coupling to Falk Steelflex 1080T10 and the stated net as to 106599.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The validator also returns the line-item quote. It starts with Motor: Marathon GT1046A 100 HP 405T TEFC and Gear drive: Falk enclosed drive size 2160 ratio 9; the other line is on screen.
  13. The earlier finding is cleared, and the validator's total, $106,599.00, matches the quote.
  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.