Predictika · Smart electrical panels and home energy

An AI sales agent's SPAN panel package quote, checked before it goes out

An AI sales agent prepares a quote for a batch of homes: the SPAN Panel, an optional second panel, SPAN Drive EV chargers, the battery and gateway the home will use, and the installer's labor. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of SPAN's public product pages and installer pages and returns a verdict, every reason and the total it computed.

Scope: SPAN home packages: SPAN Panel MLO 48, MLO 24, MAIN 40, MAIN 32 and MAIN 16, SPAN Drive, Tesla, Franklin, SolarEdge and Enphase battery integration, and SPAN Authorized Installer labor. See everything this validator covers

This validator models a quote for homes fitted with SPAN Panels, based on the SPAN product pages for the five panels and the SPAN Drive, SPAN's installer pages and its solar and storage installer page. It handles any quote for these products, not just the scenarios shown. Where a rule is SPAN's published one it says so; limits that are only typical are labelled that way.

  • SPAN Panels — MLO 48 (48 circuit spaces, $3,850), MAIN 40 (40, $4,100), MAIN 32 (32, $3,500), MLO 24 (24, $2,550) and MAIN 16 (16, $2,950): 120/240 V single phase (MAIN 32: 120/240 V split phase only), 100 to 200 amp main breaker, Square D HOM, Eaton/Bryant BR, Siemens/Murray QP and (not on the MAIN 32) GE/ABB THQL branch breakers, trim kit for the MLO 48 and MAIN 40, elevation up to 9,842 feet, ambient temperature −22 to 122 degrees F. A MAIN 32 can share a home only with another MAIN 32; the other four can be mixed.
  • SPAN Drive — the $750 level 2 EV charger, 6 to 48 amp output, SAE J1772 connector (Tesla vehicles with an adapter), sold only as an accessory to a SPAN Panel; each Drive takes two circuit spaces.
  • Batteries and gateways — Tesla Powerwall 3, Franklin aPower and aPower2 (with aGate or aGate 1.3) on every panel; Powerwall 2 and Powerwall+ (Backup Gateway or Backup Switch), up to three SolarEdge Home Hubs (Home Backup Interface) and Enphase IQ batteries (IQ System Controller and the SPAN Remote Meter Kit) on the MAIN 32. Batteries and gateways are supplied by others and are checked, not priced.
  • Installation — only SPAN Authorized Installers can install and commission SPAN Panels; SPAN gives 3 to 8 hours as the typical install time; the PowerUp Project Planner shows how SPAN PowerUp avoids a service upgrade.
  • Typical limits (not published by SPAN) — labor rates, the trim kit and Remote Meter Kit prices, a 10 percent discount limit, manager approval above 5 percent and for projects of 20 homes or more.

Any quote for these products that touches these rules is in scope — not only the scenarios pictured here. Not covered: SPAN Edge (sold to utilities only), other SPAN products, wiring and permit costs, taxes and shipping, and panel models other than the five listed. The customers are fictional.

The AI sales agentBuilds the SPAN panel package quote for the homes and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

7 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
Batteries and gateways that depend on the panel modelOnly with care
Powerwall 3 and the Franklin batteries are listed for every panel, but Powerwall 2, SolarEdge and Enphase are listed for the MAIN 32 only, and each battery family needs its own gateway or controller. Each pairing is a separate rule to keep in step with the catalog.
Battery, gateway, Remote Meter Kit and panel models are checked together on every call.
A panel mix where one model can only pair with itselfOnly with care
The MAIN 32 may share a home only with another MAIN 32, while the other four mix freely. A CPQ needs a rule per pair of models.
Both panel choices are compared in one pass.
Circuit spaces used by the home and its chargersOnly with workarounds
Whether the home fits depends on its circuit count plus two spaces for every Drive against the spaces of the panels quoted. That needs a customer circuit count that most quote setups do not carry, and arithmetic across lines.
The home's circuits, the Drives and the panels are compared on every call.
Site limits: voltage, service rating, elevation, temperatureOnly with workarounds
These are facts about the home, not product choices, so a quote tool does not normally hold them. High elevation with high temperature is a combined limit.
Service, elevation and temperature are request fields checked against the published limits.
Recommendations that need a person, such as a load above the service ratingOnly with workarounds
The guidance is to run the PowerUp Project Planner, not a hard rule. Quote tools tend to either ignore it or block the quote outright.
The quote is not blocked; it goes to a person with the reason listed.
A stated total that has to agree with the equipmentOnly with workarounds
Prices come from many places and the total typed on the quote can drift from them without anyone noticing.
The total is computed from the choices and compared with the total the quote states.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a person 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 SPAN Panel MAIN 32 is compatible only with other MAIN 32 panels in a multi-panel installation; the MAIN 40, MLO 48, MLO 24 and MAIN 16 can share a premise with each other.
2The SPAN Panel MAIN 32 is listed for 120/240 V split phase only; the other SPAN Panels are listed for 120/240 V and 120/208 V single phase.
3A service main breaker of 225 amps is outside the 100 to 200 amp main breaker range listed for every SPAN Panel.
4SPAN Panels take Square D HOM, Eaton/Bryant BR, Siemens/Murray QP and, except on the MAIN 32, GE/ABB THQL branch breakers; the quoted breaker brand is not on the list for these panels.
5A site elevation of 9,900 feet is above the 9,842 foot (3,000 meter) maximum listed for SPAN Panels.
6An ambient temperature of 125 degrees F is outside the rated range of minus 22 to 122 degrees F for SPAN Panels.
7At elevations of 6,561 feet and above SPAN requires the ambient temperature to be below 104 degrees F; this site is at 7,000 feet and 104 degrees F.
8A trim kit for flush mounting is listed only for the SPAN Panel MLO 48 and MAIN 40; none of the quoted panels takes one.
9The battery needs its own gateway or controller on the SPAN lists (Powerwall 2 and Powerwall+: Backup Gateway or Backup Switch; Franklin: aGate or aGate 1.3; SolarEdge: Home Backup Interface; Enphase IQ 3, 3T, 10, 10T: IQ System Controller 1 or 2; Enphase IQ 5P: IQ System Controller 3); the quoted gateway does not match.
10The quoted battery is not on the compatibility list for these panels; the MLO 48, MLO 24, MAIN 40 and MAIN 16 list Tesla Powerwall 3 and Franklin aPower and aPower2, and only the MAIN 32 also lists Powerwall 2, Powerwall+, SolarEdge Home Hub and Enphase IQ batteries.
11SPAN lists up to three SolarEdge Home Hubs; the quote has 4.
12Enphase batteries on a SPAN Panel require the SPAN Remote Meter Kit; the quote has none.
13The battery model and the number of batteries do not agree; the quote lists 0 batteries.
14The quote has no SPAN Panel and no existing SPAN Panel at the home; SPAN sells the Drive only as an accessory to a SPAN Panel, not as a standalone charger.
15A SPAN Drive output current of 49 amps is outside the configurable 6 to 48 amp range.
16SPAN Drive has an SAE J1772 connector; Tesla and NACS vehicles can charge from it only with an adapter, and the quote has none.
17The home needs 41 circuit spaces (its circuits plus two spaces for each SPAN Drive) but the quoted panels provide 40.
18Only SPAN Authorized Installers can install and commission SPAN Panels with the SPAN Installer App; the quoted installer is not authorized.
19The quote has 0 homes; at least one is needed.
20SPAN lists SPAN Drive solar-compatible charging alongside the MAIN 32; the quote promises solar charging with other panels, so a person confirms it.
21The calculated load of 215 amps is above the 200 amp service and the quote has no PowerUp Project Planner result showing how SPAN PowerUp avoids a service upgrade, so a person confirms the plan.
22SPAN gives 3 to 8 hours as the typical install time for most homes; the quote estimates 9 hours, so a person confirms the labor.
23A discount of $2,140 on a list price of $40,800 is more than 5 percent and needs a manager to approve it.
24A discount of $4,180 on a list price of $40,800 is more than the 10 percent limit.
25Projects of 20 homes or more are confirmed by a person before they are sent; this one has 20.
26The quote states a total of $35,800, but the panels, chargers, accessories, labor and discount give $40,800.

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. Mountain cabin renovations: Renovation of five mountain cabins at 7,400 feet

The agent's request. Please quote 5 homes on a 120/240 V service. Each home gets two SPAN Panel MLO 24 panels, a trim kit for flush mounting, 1 SPAN Drive EV charger set to 48 amps and a Tesla Powerwall 3. The home has 50 circuits on Square D HOM breakers and a 200 amp service main. The site is at 7,400 feet and 95 degrees F. Labor is estimated at 6 hours per home by our regular crew. The quote states a total of $35,250. It is ready to send.

Verdict: Blocked.

  • Trim kit not available for these panels. A trim kit for flush mounting is listed only for the SPAN Panel MLO 48 and MAIN 40; none of the quoted panels takes one.
  • Not enough controllable circuit spaces. The home needs 52 circuit spaces (its circuits plus two spaces for each SPAN Drive) but the quoted panels provide 48.
  • Installer is not SPAN Authorized. Only SPAN Authorized Installers can install and commission SPAN Panels with the SPAN Installer App; the quoted installer is not authorized.
  • Stated total differs from the computed total. The quote states a total of $35,250, but the panels, chargers, accessories, labor and discount give $39,000.

2. Mountain cabin renovations: The agent resubmits after fixing the errors

The agent's request. Please quote 5 homes on a 120/240 V service. Each home gets a SPAN Panel MLO 48 and a SPAN Panel MLO 24, a trim kit for flush mounting, 1 SPAN Drive EV charger set to 48 amps and a Tesla Powerwall 3. The home has 50 circuits on Square D HOM breakers and a 200 amp service main. The site is at 7,400 feet and 95 degrees F. Labor is estimated at 6 hours per home by a SPAN Authorized Installer. The quote states a total of $46,200. It is ready to send.

Verdict: Allowed.

  • Order summary. 5 homes at $9,240 each, list price $46,200, net $46,200 (panel and Drive prices are SPAN list prices, other prices illustrative).

3. Townhome community with two chargers per home: Townhome community of eight homes with two SPAN Drive chargers each

The agent's request. Please quote 8 homes on a 120/208 V service. Each home gets a SPAN Panel MAIN 32 and a SPAN Panel MLO 24, 2 SPAN Drive EV chargers set to 60 amps and a Tesla Powerwall 3. The home has 40 circuits on Square D HOM breakers and a 200 amp service main. The site is at 600 feet and 90 degrees F. Labor is estimated at 6 hours per home by a SPAN Authorized Installer. The quote states a total of $79,360. It is ready to send.

Verdict: Blocked.

  • Mixed panel models not supported. The SPAN Panel MAIN 32 is compatible only with other MAIN 32 panels in a multi-panel installation; the MAIN 40, MLO 48, MLO 24 and MAIN 16 can share a premise with each other.
  • Service voltage not supported by the MAIN 32. The SPAN Panel MAIN 32 is listed for 120/240 V split phase only; the other SPAN Panels are listed for 120/240 V and 120/208 V single phase.
  • Drive output current outside its range. A SPAN Drive output current of 60 amps is outside the configurable 6 to 48 amp range.

4. Townhome community with two chargers per home: The agent resubmits after fixing the errors

The agent's request. Please quote 8 homes on a 120/208 V service. Each home gets a SPAN Panel MAIN 40 and a SPAN Panel MLO 24, 2 SPAN Drive EV chargers set to 48 amps and a Tesla Powerwall 3. The home has 40 circuits on Square D HOM breakers and a 200 amp service main. The site is at 600 feet and 90 degrees F. Labor is estimated at 6 hours per home by a SPAN Authorized Installer. The quote states a total of $84,160. It is ready to send.

Verdict: Allowed.

  • Order summary. 8 homes at $10,520 each, list price $84,160, net $84,160 (panel and Drive prices are SPAN list prices, other prices illustrative).

5. Solar retrofit program with Enphase batteries: Solar retrofit program of ten homes with Enphase batteries

The agent's request. Please quote 10 homes on a 120/240 V service. Each home gets a SPAN Panel MAIN 40 and a SPAN Panel MAIN 16, 1 SPAN Drive EV charger set to 48 amps and 2 Enphase IQ 10 batteries. The home has 45 circuits on Square D HOM breakers and a 200 amp service main, with a calculated load of 215 amps. The site is at 600 feet and 90 degrees F. Labor is estimated at 10 hours per home by a SPAN Authorized Installer. The quote states a total of $104,100. It is ready to send.

Verdict: Blocked.

  • Battery not compatible with these panels. The quoted battery is not on the compatibility list for these panels; the MLO 48, MLO 24, MAIN 40 and MAIN 16 list Tesla Powerwall 3 and Franklin aPower and aPower2, and only the MAIN 32 also lists Powerwall 2, Powerwall+, SolarEdge Home Hub and Enphase IQ batteries.
  • Gateway does not match the battery. The battery needs its own gateway or controller on the SPAN lists (Powerwall 2 and Powerwall+: Backup Gateway or Backup Switch; Franklin: aGate or aGate 1.3; SolarEdge: Home Backup Interface; Enphase IQ 3, 3T, 10, 10T: IQ System Controller 1 or 2; Enphase IQ 5P: IQ System Controller 3); the quoted gateway does not match.
  • Enphase battery needs a Remote Meter Kit. Enphase batteries on a SPAN Panel require the SPAN Remote Meter Kit; the quote has none.
  • Calculated load above the service rating. The calculated load of 215 amps is above the 200 amp service and the quote has no PowerUp Project Planner result showing how SPAN PowerUp avoids a service upgrade, so a person confirms the plan.
  • Install time above the typical range. SPAN gives 3 to 8 hours as the typical install time for most homes; the quote estimates 10 hours, so a person confirms the labor.

6. Solar retrofit program with Enphase batteries: The agent resubmits after fixing the errors

The agent's request. Please quote 10 homes on a 120/240 V service. Each home gets a SPAN Panel MAIN 40 and a SPAN Panel MAIN 16, 1 SPAN Drive EV charger set to 48 amps and 2 Tesla Powerwall 3 batteries. The home has 45 circuits on Square D HOM breakers and a 200 amp service main, with a calculated load of 215 amps. The site is at 600 feet and 90 degrees F. Labor is estimated at 10 hours per home by a SPAN Authorized Installer. The quote states a total of $104,100. It is ready to send.

Verdict: Needs approval.

  • Calculated load above the service rating. The calculated load of 215 amps is above the 200 amp service and the quote has no PowerUp Project Planner result showing how SPAN PowerUp avoids a service upgrade, so a person confirms the plan.
  • Install time above the typical range. SPAN gives 3 to 8 hours as the typical install time for most homes; the quote estimates 10 hours, so a person confirms the labor.
  • Order summary. 10 homes at $10,410 each, list price $104,100, net $104,100 (panel and Drive prices are SPAN list prices, other prices illustrative).

7. Solar retrofit program with Enphase batteries: The agent resubmits after fixing the errors

The agent's request. Please quote 10 homes on a 120/240 V service. Each home gets a SPAN Panel MAIN 40 and a SPAN Panel MAIN 16, 1 SPAN Drive EV charger set to 48 amps and 2 Tesla Powerwall 3 batteries. The home has 45 circuits on Square D HOM breakers and a 200 amp service main, with a calculated load of 215 amps and a PowerUp Project Planner result attached. The site is at 600 feet and 90 degrees F. Labor is estimated at 8 hours per home by a SPAN Authorized Installer. The quote states a total of $100,800. It is ready to send.

Verdict: Allowed.

  • Order summary. 10 homes at $10,080 each, list price $100,800, net $100,800 (panel and Drive prices are SPAN list prices, other prices illustrative).

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 batch of homes: the SPAN Panel, an optional second panel, SPAN Drive EV chargers, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of SPAN's public product pages and installer pages and returns a verdict, every reason and the total it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote 5 homes on a 120/240 V service. Each home gets two SPAN Panel MLO 24 panels, a trim kit for flush mounting, 1 SPAN Drive EV charger set to 48 amps and a Tesla Powerwall 3. The rest of the request is on screen. The quote states a total of $35,250.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with four findings, all in one answer. A trim kit for flush mounting is listed only for the SPAN Panel MLO 48 and MAIN 40; none of the quoted panels takes one. The home needs 52 circuit spaces (its circuits plus two spaces for each SPAN Drive) but the quoted panels provide 48. Only SPAN Authorized Installers can install and commission SPAN Panels with the SPAN Installer App; the quoted installer is not authorized. The other one is on screen.
  6. The validator returned four 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 and against the stated total.
  7. What this shows: for circuit spaces used by the home and its chargers, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the panel to SPAN Panel MLO 48, the SPAN Authorized Installer to yes and the stated total to $46,200.
  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 SPAN Panel MLO 48 and SPAN Panel MLO 24; the other five lines are on screen.
  13. All four earlier findings are cleared, and the validator's total, $46,200, matches the quote.
  14. Four problems caught in one call, fixed in one pass, and a clean $46,200 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.