Predictika · residential water heaters, venting kits, warranty plans, peak demand in gallons per minute, options and contract years

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

An AI sales agent prepares a water heater 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: water heater quotes for the Residential Water Heater product line. See everything this validator covers

This validator models Rheem style residential water heater quotes: four water heater types, three venting kits and three warranty plans, the number of water heaters, the peak demand in gallons per minute, the recirculation pump and leak detection options, the warranty term in years and discounts. It handles any quote made of these water heaters, kits and plans, not just the scenarios shown below.

  • Water heaters and venting kits — Gas tank, hybrid heat pump, condensing gas tankless and electric tankless water heaters, with an atmospheric flue kit, a PVC direct vent kit and a stainless steel concentric vent kit. The atmospheric flue kit cannot vent the condensing gas tankless unit.
  • Peak demand — The peak demand in gallons per minute must be within the water heater rating and the venting kit capacity, and above 9 it needs a plumbing engineer review.
  • Options and warranty plans — The recirculation pump and the leak detection subscription are only available on water heater types that offer them. Basic, plus and premier warranty plans each have their own unit minimum and discount.
  • Term and order size — A warranty term of 1 to 7 years, with a finance review above 5 years. An order is limited to 120 water heaters and above 40 water heaters it needs a project desk review.
  • Discounts and order value — Warranty plan, 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 400,000 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 Rheem products, real list prices, plumbing code or permit decisions, rebate eligibility, 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

Click to expand

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
Water heater and venting kit compatibilityOnly with workarounds
A pairwise compatibility between two catalogs usually becomes one rule per combination.
Compatibility is a property of the water heater and the kit, checked on every call.
Peak demand against two limitsOnly with care
A number that must fit both a water heater rating and a venting kit capacity spans several validation rules.
Both limits and the review band are evaluated together.
Options by water heater typeOnly with care
Option rules per water heater type, extended for every new type or option.
The water heater lists which options it offers; the check follows from the choices.
Discount stacking and approval bandsOnly with workarounds
Warranty plan, 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

Click to expand

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 water heaters
Contract minimumblockAt least the warranty plan minimum water heaters
Peak demand vs water heaterblock1 to the item maximum
Peak demand vs venting kitblockNot above the package limit
Compatibilityblockthe the package cannot vent the condensing gas tankless unit.
Recirculation pumpblockOnly on items that offer it
Leak detection subscriptionblockOnly on items that offer it
Contract yearsblock1 to 7 years
Total discount limitblockAbove 20 percent
Peak demand reviewneeds approvalAbove 9: a plumbing engineer review is required
Long contractneeds approvalAbove 5 years needs finance approval
Large quantityneeds approvalAbove 40 water heaters: a project desk review is required
Discount approvalneeds approvalTotal above 12 percent within the limit
Large orderneeds approvalAbove USD 400000 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

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. The total the agent states: Stated total below computed

The agent's request. The hybrid heat pump water heaters with the PVC direct vent kit for 6 water heaters on the basic warranty plan, peak demand 4 gallons per minute, 3 year warranty. Net total USD 13,327.20. Ready to send.

Verdict: Blocked.

  • Quoted Net Total. The quoted net total of USD 13327.2 does not match the USD 14808.0 the validator computed.

2. The total the agent states: Stated total corrected

The agent's request. The hybrid heat pump water heaters with the PVC direct vent kit for 6 water heaters on the basic warranty plan, peak demand 4 gallons per minute, 3 year warranty. Net total USD 14,808. Ready to send.

Verdict: Allowed.

3. Options by water heater type: Recirculation pump on electric tankless

The agent's request. The electric tankless water heaters with the PVC direct vent kit for 6 water heaters on the basic warranty plan, peak demand 4 gallons per minute, 3 year warranty, with the recirculation pump. Net total USD 11,508. Ready to send.

Verdict: Blocked.

  • Recirculation Pump Option. The recirculation pump is not available on the Electric tankless water heater.

4. Options by water heater type: Recirculation pump on hybrid heat pump

The agent's request. The hybrid heat pump water heaters with the PVC direct vent kit for 6 water heaters on the basic warranty plan, peak demand 4 gallons per minute, 3 year warranty, with the recirculation pump. Net total USD 17,508. Ready to send.

Verdict: Allowed.

5. Water heater and venting kit: Gas tankless with an atmospheric flue

The agent's request. The condensing gas tankless water heaters with the atmospheric flue kit for 6 water heaters on the basic warranty plan, peak demand 5 gallons per minute, 3 year warranty. Net total USD 15,435. Ready to send.

Verdict: Blocked.

  • Vent Kit Compatibility. The Atmospheric flue kit cannot vent the condensing gas tankless unit.

6. Water heater and venting kit: Gas tankless with a PVC vent kit

The agent's request. The condensing gas tankless water heaters with the PVC direct vent kit for 6 water heaters on the basic warranty plan, peak demand 5 gallons per minute, 3 year warranty. Net total USD 16,608. Ready to send.

Verdict: Allowed.

7. Review by a person: 6 year warranty term

The agent's request. The hybrid heat pump water heaters with the PVC direct vent kit for 6 water heaters on the basic warranty plan, peak demand 4 gallons per minute, 6 year warranty. Net total USD 15,096. Ready to send.

Verdict: Needs approval.

  • Long Term Review. A contract of 6 years is longer than 5 years; finance must approve the price lock.

8. Review by a person: 8 percent extra discount

The agent's request. The hybrid heat pump water heaters with the PVC direct vent kit for 12 water heaters on the plus warranty plan, peak demand 4 gallons per minute, 3 year warranty and an extra 8 percent discount. Net total USD 24,877.44. Ready to send.

Verdict: Needs approval.

  • Discount Approval. Total discount of 16 percent is above the 12 percent a rep can give; sales director must approve.

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 water heater 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. I will start with the first request by the agent.
  3. The agent says. The hybrid heat pump water heaters with the PVC direct vent kit for 6 water heaters on the basic warranty plan, peak demand 4 gallons per minute, 3 year warranty. Net total USD 13,327.20. 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 quoted net total of USD 13327.2 does not match the USD 14808.0 the validator computed.
  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.
  7. What this shows: for the total the agent states, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the stated net as to 14,808.
  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 Hybrid heat pump water heater and PVC direct vent kit; the other line is on screen.
  13. The earlier finding is cleared, and the validator's total, USD 14,808, 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. Now you can try the other scenarios yourself.