Predictika · CAD license quotes

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

An AI sales agent prepares a license quote for the Sword Tell CAD line: an edition, seats, optional Protect module and Tell Connectors, a license type and term, and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product line and returns a verdict and every reason.

Scope: The Sword Tell CAD line (Tell Watch, Tell Industry, Tell View and Tell Student) with the Protect module and Tell Connectors, as named on the public Sword Tell pages. See everything this validator covers

This validator models Sword Tell license quotes, not just the scenarios shown below.

  • Editions — Tell Watch, Tell Industry, Tell View and Tell Student, with the Protect module available on Watch and Industry and the free Tell Student edition limited to basic, non-commercial use.
  • Tell Connectors — DXF/IGES, SolidWorks, Creo, CATIA, Inventor, Solid Edge and STEP, including the CATIA and Solid Edge connectors being readers only, and connector seats that must be carried by product seats.
  • License type, term and maintenance — named or floating licenses, subscription terms and perpetual licenses with maintenance.
  • Size, build, language and discounts — the 32-bit and 64-bit builds for large assemblies, the interface languages, large deployments and discounts that need approval.

Any Sword Tell license quote that touches these rules is in scope — not only the scenarios pictured here. The edition, connector and product names are public; the license rules below them are modeled from comparable products and are not published by Sword Group. No prices are modeled, so the validator returns a verdict and findings but no price build-up.

The AI sales agentBuilds the license 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.

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

Click to expand

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
Features and connectors that depend on the editionOnly with care
Each edition needs its own list of allowed features and connectors, and every new connector adds a rule per edition.
The product and every option are in one request and checked together on every call.
Connectors that can only read, not exportOnly with care
A reader-only rule has to look at the connector and at the export option at the same time.
The connector and the export choice are fields of one request, compared on every call.
Pool size, term and maintenance that depend on the license typeOnly with workarounds
Floating pools, subscription terms and perpetual maintenance each follow different rules, so conditional checks pile up.
The license type, term and maintenance are fields of the request and are checked together on every call.
Build limits for very large assembliesOnly with care
A size limit applies only to one build, so a build rule has to sit beside every size rule.
The assembly size and the build are fields of the request and are compared 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

Click to expand

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.

1Tell Student is the free edition for learning; it cannot be quoted for commercial use.
2Tell Student includes only the basic 2D and 3D design features; the Protect module and Tell Connectors are not available with it.
3Tell Student is a named license only; a floating license is not available.
4Tell Student is free and is not sold as a perpetual license.
5Tell Student is for small models; 900 parts exceeds the 500 parts it allows.
6The Protect module is part of Tell Watch and Tell Industry; it is not available with Tell View.
7Tell View can add only the DXF/IGES and STEP connectors; the CAD-system connectors need Tell Watch or Tell Industry.
8The CATIA and Solid Edge connectors are readers; export to these formats is not available.
9Export to other CAD formats is requested but no connector is on the quote.
103 connector seats are quoted but no Tell Connector is selected.
11A Tell Connector is selected but no seats carry it.
128 connector seats are quoted but the product has only 5 seats.
13A floating license pool needs at least 3 seats; the quote has 2.
14Subscription terms are 1, 2 or 3 years; the quote has 4 years.
15Support and updates are included in a subscription; 2 years of separate maintenance cannot be added.
16A perpetual license is quoted with 1 to 5 years of maintenance; the quote has 0.
17A perpetual license is quoted with 1 to 5 years of maintenance; the quote has 6.
18250,000 parts needs the 64-bit build; the 32-bit build is limited to assemblies of 200,000 parts.
191,200,000 parts is a very large assembly; engineering should confirm the hardware sizing.
20The interface languages are French, English, German, Spanish and Italian.
21A discount of 20 percent is above 15 percent and needs sales management approval.
22A discount of 35 percent is above the 30 percent maximum.
23The discount of -5 percent is below zero.
2450 seats is a large deployment; a person should confirm the license server and support plan.
25The quote has 0 seats; at least one seat is required.

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. Edition, Protect and connectors: A Tell View quote with the Protect module, two CAD connectors and export

The agent's request. Please quote 5 seats of Tell View on a 1-year subscription, for an assembly of 5,000 parts on the 64-bit build, with the Protect module, with the Creo and CATIA connectors on 8 connector seats, and export to other CAD formats. It is ready to send.

Verdict: Blocked.

  • Protect module not available with Tell View. The Protect module is part of Tell Watch and Tell Industry; it is not available with Tell View.
  • Tell View supports only open formats. Tell View can add only the DXF/IGES and STEP connectors; the CAD-system connectors need Tell Watch or Tell Industry.
  • CATIA and Solid Edge connectors are read-only. The CATIA and Solid Edge connectors are readers; export to these formats is not available.
  • More connector seats than product seats. 8 connector seats are quoted but the product has only 5 seats.

2. Edition, Protect and connectors: The agent resubmits after fixing the errors

The agent's request. Please quote 5 seats of Tell Industry on a 1-year subscription, for an assembly of 5,000 parts on the 64-bit build, with the Protect module, with the Creo and CATIA connectors on 5 connector seats. It is ready to send.

Verdict: Allowed.

  • Order summary. 5 seat(s), 5 connector seat(s).

3. Floating pool, term and maintenance: A two-seat floating pool on a four-year subscription with maintenance

The agent's request. Please quote 2 floating seats of Tell Industry on a 4-year subscription with 2 years of maintenance, for an assembly of 5,000 parts on the 64-bit build. It is ready to send.

Verdict: Blocked.

  • Floating license needs a pool. A floating license pool needs at least 3 seats; the quote has 2.
  • Subscription term not available. Subscription terms are 1, 2 or 3 years; the quote has 4 years.
  • Maintenance is included in a subscription. Support and updates are included in a subscription; 2 years of separate maintenance cannot be added.

4. Floating pool, term and maintenance: The agent resubmits after fixing the errors

The agent's request. Please quote 3 floating seats of Tell Industry on a 3-year subscription, for an assembly of 5,000 parts on the 64-bit build. It is ready to send.

Verdict: Allowed.

  • Order summary. 3 seat(s), 0 connector seat(s).

5. Large assembly, build and discount: A 300,000-part assembly on the 32-bit build with CATIA export and a 20 percent discount

The agent's request. Please quote 5 seats of Tell Watch on a 1-year subscription, for an assembly of 300,000 parts on the 32-bit build, with the CATIA connector on 4 connector seats, and export to other CAD formats, at a discount of 20 percent. It is ready to send.

Verdict: Blocked.

  • CATIA and Solid Edge connectors are read-only. The CATIA and Solid Edge connectors are readers; export to these formats is not available.
  • Large assemblies need the 64-bit build. 300,000 parts needs the 64-bit build; the 32-bit build is limited to assemblies of 200,000 parts.
  • Discount above 15 percent. A discount of 20 percent is above 15 percent and needs sales management approval.

6. Large assembly, build and discount: The agent resubmits after fixing the errors

The agent's request. Please quote 5 seats of Tell Watch on a 1-year subscription, for an assembly of 300,000 parts on the 64-bit build, with the CATIA connector on 4 connector seats, at a discount of 20 percent. It is ready to send.

Verdict: Needs approval.

  • Discount above 15 percent. A discount of 20 percent is above 15 percent and needs sales management approval.
  • Order summary. 5 seat(s), 4 connector seat(s).

7. Large assembly, build and discount: The agent resubmits after fixing the errors

The agent's request. Please quote 5 seats of Tell Watch on a 1-year subscription, for an assembly of 300,000 parts on the 64-bit build, with the CATIA connector on 4 connector seats, at a discount of 15 percent. It is ready to send.

Verdict: Allowed.

  • Order summary. 5 seat(s), 4 connector seat(s).

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 license quote for the Sword Tell CAD line: an edition, seats, optional Protect module and Tell Connectors, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product line and returns a verdict and every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote 5 seats of Tell View on a 1-year subscription, for an assembly of 5,000 parts on the 64-bit build. It is ready to send. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with four findings, all in one answer. The Protect module is part of Tell Watch and Tell Industry; it is not available with Tell View. Tell View can add only the DXF/IGES and STEP connectors; the CAD-system connectors need Tell Watch or Tell Industry. The CATIA and Solid Edge connectors are readers; export to these formats is not available. 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.
  7. What this shows: for connectors that can only read, not export, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the edition to Tell Industry and the connector seats to 5. It removes the Export to other CAD formats.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All four earlier findings are cleared.
  13. Four 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.