Predictika · RingCentral multi-site quotes
An AI sales agent prepares a multi-site business phone quote: RingEX Core, Advanced or Ultra seats with annual or monthly billing, desk and conference phone subscriptions, AI Receptionist and booster add-ons, number porting and contact center agents, in US dollars per month. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the tier limits, go-live and pricing rules, compares the monthly total the quote states with the computed one, and returns every finding together with the line-item quote. This is an illustrative model built from public information; it is not RingCentral's internal rule set.
This validator models one product line: multi-site business phone quotes built on RingCentral's RingEX tiers (Core, Advanced, Ultra) with desk and conference phone subscriptions, AI Receptionist and booster add-ons, number porting and emergency addresses, with contact center agents flagged for a separate quote. It handles any quote that combines these choices across up to three sites, not only the scenarios shown on this page. It does not cover other RingCentral products.
7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Illustrative agent statement. The validator receives the structured request below.
Proposing agent: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
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 caught | Typical rules-based CPQ | Predictika |
|---|---|---|
| Emergency address at every site that has seats | Only with workarounds The check compares the number of sites that have seats with the number of registered addresses. That is a count across several site lines, which per-line rules do not see, so it usually ends up in a summary field or custom code. | The sites with seats are counted and compared with the registered addresses on every call, and the finding states both numbers. |
| Number porting time against the customer go-live date | Only with care A fixed lead-time rule works, but this one has a gray zone: below 15 business days is a block, 15 to 29 needs approval and 30 or more passes. Rules with one threshold do not give that third answer. | Three outcomes come from one rule set, and the finding says how many numbers and how many business days. |
| Toll-free minutes and text messages pooled across the account | Only with care The allowances belong to the tier and the pool grows with the number of seats at all sites, so the expected usage has to be compared with a total that changes when any site changes. | The pool is recomputed from the seats at every site and compared with the expected usage; an add-on that covers the gap clears the finding. |
| Discount ceiling that depends on the size of the monthly subtotal | Only with care A rep limit, an approval band and a ceiling that changes with the subtotal are three related thresholds. They work when each is entered correctly, but they drift apart when prices change. | The rep limit, the ceiling for this subtotal and the approval band are evaluated together on every call. |
| Stated monthly total that must match the computed one | Only with workarounds A validation rule can compare a stated figure with a calculated one only if the stated figure is a field on the quote, which it rarely is. | The stated monthly total travels with the quote and is compared with the computed one on every call. |
| Tier features that differ per plan: automatic recording and meeting size | Only with care Each limit is simple alone, but they live on the plan and must be read against several unrelated quote fields at once; they are easy to leave out of step when the plan table changes. | Plan limits are read from the plan table and every limit is checked in the same pass. |
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.
| 1 | 2 sites have seats but only 1 has an emergency address registered. |
| 2 | 20 percent extra discount is above the 5 percent a sales rep can give; approvable up to 20 percent. |
| 3 | 21 percent extra discount exceeds the 20 percent maximum for a $8,423.00 monthly subtotal. |
| 4 | 25 contact center agents are priced by a separate RingCentral quote and are not in this total. |
| 5 | A 201-person meeting is above the 200 participants the Ultra tier supports. |
| 6 | Automatic call recording is not part of the Core tier; it starts at Advanced. |
| 7 | Porting 10 numbers can take up to 30 business days; go-live in 15 business days may slip. |
| 8 | Porting 60 numbers takes 15 to 30 business days; go-live in 10 business days is shorter than the minimum. |
| 9 | Stated monthly total does not match: the agent stated $1,000.00; the validator computes $750.00. |
| 10 | The Advanced tier includes 1,000 toll-free minutes a month for the whole account; the quote expects 1500, about $19.50 a month in overage at 3.9 cents a minute (an estimate). |
| 11 | The quote expects 4,000 text messages a month; the 30 seats pool only 3000. Add a Business SMS Booster or expect overage. |
| 12 | The quote has no seats at any site. |
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.
The agent's request. Quote for Harborline Dental Group, three sites on RingEX Core with annual billing: 120 at the headquarters, 60 at the branch office and 20 at the remote office seats, 165 desk phones (Yealink T54W, T43U and T33G), 6 conference phones, one AI Receptionist and 2 Call Queues Boosters. Automatic call recording is turned on, the largest video meeting is 150 participants, all three sites have emergency addresses, and go-live is in 40 business days. Expected usage is 800 toll-free minutes and 8,000 text messages a month. The quote states a monthly total of $5,423.00. It is ready to send.
Verdict: Blocked.
The agent's request. Quote for Harborline Dental Group, three sites on RingEX Ultra with annual billing: 120 at the headquarters, 60 at the branch office and 20 at the remote office seats, 165 desk phones (Yealink T54W, T43U and T33G), 6 conference phones, one AI Receptionist and 2 Call Queues Boosters. Automatic call recording is turned on, the largest video meeting is 150 participants, all three sites have emergency addresses, and go-live is in 40 business days. Expected usage is 800 toll-free minutes and 8,000 text messages a month. The quote states a monthly total of $8,423.00. It is ready to send.
Verdict: Allowed.
The agent's request. Quote for Kestrel Ridge Logistics, three sites on RingEX Advanced with annual billing: 80 seats at the headquarters, 40 at the branch office and 30 at the remote office, 130 desk phones (Poly VVX250, Yealink T43U and T33G), 4 conference phones, one AI Receptionist and one Call Queues Booster. 60 existing numbers are to be ported in, with go-live in 10 business days, and 2 of the 3 sites have emergency addresses. Automatic call recording is turned on and the largest video meeting is 80 participants. Expected usage is 600 toll-free minutes and 9,000 text messages a month. The quote states a monthly total of $4,657.50. It is ready to send.
Verdict: Blocked.
The agent's request. Quote for Kestrel Ridge Logistics, three sites on RingEX Advanced with annual billing: 80 seats at the headquarters, 40 at the branch office and 30 at the remote office, 130 desk phones (Poly VVX250, Yealink T43U and T33G), 4 conference phones, one AI Receptionist and one Call Queues Booster. 60 existing numbers are to be ported in, with go-live in 20 business days, and all 3 sites have emergency addresses. Automatic call recording is turned on and the largest video meeting is 80 participants. Expected usage is 600 toll-free minutes and 9,000 text messages a month. The quote states a monthly total of $4,657.50. It is ready to send.
Verdict: Needs approval.
The agent's request. Quote for Kestrel Ridge Logistics, three sites on RingEX Advanced with annual billing: 80 seats at the headquarters, 40 at the branch office and 30 at the remote office, 130 desk phones (Poly VVX250, Yealink T43U and T33G), 4 conference phones, one AI Receptionist and one Call Queues Booster. 60 existing numbers are to be ported in, with go-live in 30 business days, and all 3 sites have emergency addresses. Automatic call recording is turned on and the largest video meeting is 80 participants. Expected usage is 600 toll-free minutes and 9,000 text messages a month. The quote states a monthly total of $4,657.50. It is ready to send.
Verdict: Allowed.
The agent's request. Quote for Maple Hollow Veterinary Partners, three sites on RingEX Advanced with annual billing: 60 seats at the headquarters, 30 at the branch office and 10 at the remote office, 80 desk phones (Yealink T54W, T43U and T33G), 3 conference phones, one AI Receptionist and one Call Queues Booster, with a 15 percent extra discount. All three sites have emergency addresses, automatic call recording is turned on, the largest video meeting is 60 participants, and go-live is in 45 business days. Expected usage is 300 toll-free minutes and 4,000 text messages a month. The quote states a monthly total of $3,198.50. It is ready to send.
Verdict: Blocked.
The agent's request. Quote for Maple Hollow Veterinary Partners, three sites on RingEX Advanced with annual billing: 60 seats at the headquarters, 30 at the branch office and 10 at the remote office, 80 desk phones (Yealink T54W, T43U and T33G), 3 conference phones, one AI Receptionist and one Call Queues Booster, with a 5 percent extra discount. All three sites have emergency addresses, automatic call recording is turned on, the largest video meeting is 60 participants, and go-live is in 45 business days. Expected usage is 300 toll-free minutes and 4,000 text messages a month. The quote states a monthly total of $3,038.57. It is ready to send.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.