Predictika · Multi-location managed services quotes

An AI sales agent's TPx managed services quote, checked before it goes out

An AI sales agent prepares a multi-location quote for TPx, the managed services provider: UCx with Webex or Microsoft Teams calling and Call Center, E911, Managed SD-WAN, internet access, Managed Networks and Wi-Fi, Managed Firewalls and Managed Endpoints, across branch and hub sites, for a term of one, three or five years. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product tiers, limits and prerequisites TPx publishes and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: TPx multi-location managed services quotes: UCx with Webex (Business, Pro, Elite), UCx with Microsoft Teams, Webex Call Center and E911, Managed SD-WAN, internet access, Managed Networks and Wi-Fi, Managed Firewalls and Managed Endpoints, for any number of sites, on a 1-, 3- or 5-year term. See everything this validator covers

This validator models TPx multi-location managed services quotes as described on the TPx public web pages and product sheets, not just the scenarios shown below.

  • Voice — UCx with Webex in the Business, Pro and Elite tiers, UCx with Microsoft Teams, UCx with Webex Call Center agents and E911 locations, at any number of sites, with the 100 percent voice uptime guarantee that applies when UCx is paired with SD-WAN.
  • Network — Managed SD-WAN with VMware, Silver Peak, Cisco Meraki or Fortinet, up to four circuits, 4G/5G LTE failover and inbound internet failover; internet access by fiber, cable, DSL, fixed wireless or LTE at the branch and hub sites; Managed Networks (Core and Optimum) with Wi-Fi access points and the 99.99 percent availability guarantee.
  • Security — Managed Firewalls in the Core, Optimum and Secure tiers (log retention, 24/7 monitoring, SOC monitoring and MDR, IPsec tunnels, SSL-VPN users) and Managed Endpoints in the Core, Optimum, Secure and Secure Bundle tiers.
  • What the validator checks — that every UCx site has an E911 location, that Teams seats have Teams Phone licenses, that phone features and Call Center agents sit on the right seat tier, that the voice and availability guarantees have the SD-WAN, second paths, access type and monitoring they need, that circuits, bandwidth and vendor fit the SD-WAN edge tier, that bandwidth fits the access type, that the firewall and endpoint tiers cover the retention, monitoring and MDR the customer requires, that the term, installation waiver and discount are allowed, and that the stated term total matches the computed one.
  • Approvals — a five-year term, a discount above 10 percent of list recurring charges (and up to 25 percent), an installation waiver above $100,000 and a term total above $10 million go to a person; a discount above 25 percent is blocked.

Any TPx multi-location quote that touches these services, tiers and limits is in scope — not only the scenarios pictured here. Not covered: UniVoice, RingCentral and Zoom Phone resale, MXDR and SASE, Managed Backup, Managed Microsoft 365, datacenter services, advisory services, phone hardware, taxes and fees, and rate cards by region. TPx publishes no prices, so every price on this page is illustrative.

The AI sales agentBuilds the TPx managed services quote from the conversation with the customer 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
E911 per location, not per seatOnly with workarounds
Emergency addresses belong to locations, but a quote holds seats on lines. A CPQ has no count of distinct UCx locations to compare with the registered E911 locations, so it needs a roll-up field and a rule that someone keeps in step.
Sites with UCx and E911 locations are separate inputs and are compared on every call.
Guarantees that depend on other services at the same sitesOnly with workarounds
The 100 percent voice uptime guarantee needs SD-WAN and a second path at each site, and the 99.99 percent availability guarantee needs fiber or cable access and Optimum monitoring. A flat quote does not know which services share a site, so an engineer checks it by hand.
Sites with each service, second paths, access type and monitoring are inputs, and each guarantee is checked against them.
SD-WAN vendor, edge tier and circuitsOnly with care
Fortinet SD-WAN Light, the circuits each edge tier carries and inbound failover with VMware only are product rules that must agree with a bandwidth limit per edge tier; each is a rule, and they interact.
Vendor, tier, circuits, bandwidth and failover are checked together in one pass.
Access type against bandwidthOnly with care
DSL, cable, fixed wireless and LTE each top out at a different speed; a pick list can hide the wrong combinations, but the limit has to be maintained for every access type and for branch and hub sites separately.
Each access type has its limit, and the branch and hub bandwidth is compared with it on every call.
Security tiers against what the customer must haveOnly with workarounds
A retail customer needs 365 days of firewall logs, a regulated one needs SOC monitoring and MDR, and a remote workforce needs more than 20 SSL-VPN users. Each requirement is a fact about the customer that has to be compared with the tier, the tunnel limit and Active Directory.
Retention, monitoring, MDR, tunnels and VPN users are inputs and are checked against the firewall and endpoint tiers.
A stated total that has to agree with the quoteOnly with workarounds
Many services across 150 sites, a discount and an installation waiver make a total that can drift from what is typed on the quote 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 quote has a 5-year term, a long price commitment, so a person should confirm.
2The quote has a term of 2 years; the services are quoted for 1, 3 or 5 years.
3The quote puts UCx at 23 sites, but the deal has 22 sites in total.
4The quote puts Managed SD-WAN at 23 sites, but the deal has 22 sites in total.
5The quote has Managed Networks at 23 sites and Managed Firewalls at 22 sites, but the deal has 22 sites in total.
6The quote has 21 E911 registered locations for 22 sites with UCx; every UCx location needs its own registered E911 address.
7The quote includes 40 UCx with Microsoft Teams seats, and the Microsoft Teams Phone licenses for those users are not confirmed; calling through TPx needs a Teams Phone license for each user.
8The quote has 41 seats that need busy lamp field or shared call appearance, and only 30 Pro seats and 10 Elite seats; those phone features are not on the Business tier.
9The quote has 11 Call Center agents and only 10 Elite seats; each Call Center agent needs an Elite seat.
10The quote promises the 100 percent voice uptime guarantee at 23 sites, but UCx is quoted at 22 sites.
11The quote promises the 100 percent voice uptime guarantee at 23 sites, and Managed SD-WAN is quoted at 22 sites; the guarantee applies only when UCx is paired with SD-WAN.
12The quote promises the 100 percent voice uptime guarantee at 20 sites, but only 15 SD-WAN sites have a second path, a second circuit or LTE failover.
13The quote includes Managed SD-WAN at 22 sites with no SD-WAN vendor chosen.
14The quote has Fortinet SD-WAN Light with the Advanced edge tier; Fortinet is available only with the Standard edge tier.
15The quote has up to 3 circuits at an SD-WAN site; the chosen vendor and edge tier carry up to 2, and Managed SD-WAN aggregates at most 4 circuits.
16The quote includes inbound internet failover at 4 sites; it is available with the VMware SD-WAN only.
17The quote has 22 sites with a second path, but Managed SD-WAN is quoted at 20 sites.
18The quote has LTE failover at 19 sites, but only 18 sites have a second path.
19The quote has a site bandwidth of 1,000 Mbps; the chosen SD-WAN edge tier carries up to 500 Mbps.
20The quote has 101 Mbps at the branch sites; the access type chosen for them carries up to 100 Mbps.
21The quote has 10,001 Mbps at the hub sites; the access type chosen for them carries up to 10,000 Mbps.
22The quote guarantees 99.99 percent network availability at 22 sites, but only 2 sites have fiber or cable access; DSL, fixed wireless and LTE access cannot carry the guarantee.
23The quote guarantees 99.99 percent network availability at 22 sites, but only 15 sites have a second path, a second circuit or LTE failover.
24The quote guarantees 99.99 percent network availability at 22 sites, and Managed Networks Optimum, with 24x7 monitoring, is quoted at 10 sites.

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. Retail chain, 150 sites: A quote for a national retail chain: voice, SD-WAN, access, Wi-Fi, firewalls and endpoints across its stores and hubs

The agent's request. Please quote TPx managed services for 143 branch sites on cable access at 300 Mbps and 7 hub sites on fiber access at 500 Mbps. UCx with Webex at 150 sites with 1,000 Business, 220 Pro and 40 Elite seats, 90 of them with busy lamp field. The voice order also has 35 Call Center agents, E911 at 120 locations and the 100 percent voice uptime guarantee at 150 sites. Managed SD-WAN with Cisco Meraki on the Standard edge tier at 150 sites, with up to 3 circuits per site, a second path at 110 sites and LTE failover at 110 sites. The quote also includes Managed Networks Optimum at 120 sites, Managed Networks Core at 30 sites, 450 Wi-Fi access points and the 99.99 percent availability guarantee at 150 sites. Managed Firewalls Optimum at 150 sites, with 45 SSL-VPN users. Managed Endpoints Optimum for 1,400 endpoints. The customer requires 365 days of firewall log retention. The term is 3 years. Installation fees are waived. The monthly discount is $26,000. The quote states $5,495,040 over the term. It is ready to send.

Verdict: Blocked.

  • E911 locations missing for UCx sites. The quote has 120 E911 registered locations for 150 sites with UCx; every UCx location needs its own registered E911 address.
  • Voice guarantee needs a second path. The quote promises the 100 percent voice uptime guarantee at 150 sites, but only 110 SD-WAN sites have a second path, a second circuit or LTE failover.
  • Circuits exceed the edge tier. The quote has up to 3 circuits at an SD-WAN site; the chosen vendor and edge tier carry up to 2, and Managed SD-WAN aggregates at most 4 circuits.
  • Availability guarantee needs a second path. The quote guarantees 99.99 percent network availability at 150 sites, but only 110 sites have a second path, a second circuit or LTE failover.
  • Availability guarantee needs Optimum monitoring. The quote guarantees 99.99 percent network availability at 150 sites, and Managed Networks Optimum, with 24x7 monitoring, is quoted at 120 sites.
  • Log retention beyond the firewall tier. The customer requires 365 days of firewall log retention, and the chosen Managed Firewalls tier keeps 120 days.
  • SSL-VPN users need Active Directory. The quote has 45 SSL-VPN remote users without Active Directory integration; the limit without it is 20.
  • Stated total does not match. The quote states a term total of $5,495,040; the prices give $5,622,480.
  • Discount above 10 percent. The quote takes a monthly discount of $26,000 against $182,180 of list recurring charges, above the 10 percent that needs a sales director.
  • Large install waiver. The quote waives $157,500 of installation fees, above $100,000, so a person should confirm.

2. Retail chain, 150 sites: The agent resubmits after fixing the errors

The agent's request. Please quote TPx managed services for 143 branch sites on cable access at 300 Mbps and 7 hub sites on fiber access at 500 Mbps. UCx with Webex at 150 sites with 1,000 Business, 220 Pro and 40 Elite seats, 90 of them with busy lamp field. The voice order also has 35 Call Center agents, E911 at 150 locations and the 100 percent voice uptime guarantee at 150 sites. Managed SD-WAN with Cisco Meraki on the Standard edge tier at 150 sites, with up to 2 circuits per site, a second path at 150 sites and LTE failover at 150 sites. The quote also includes Managed Networks Optimum at 150 sites, 450 Wi-Fi access points and the 99.99 percent availability guarantee at 150 sites. Managed Firewalls Secure at 150 sites, with 45 SSL-VPN users and Active Directory integration. Managed Endpoints Optimum for 1,400 endpoints. The customer requires 365 days of firewall log retention. The term is 3 years. Installation fees are waived. The monthly discount is $26,000. The quote states $6,553,440 over the term. It is ready to send.

Verdict: Needs approval.

  • Discount above 10 percent. The quote takes a monthly discount of $26,000 against $208,040 of list recurring charges, above the 10 percent that needs a sales director.
  • Large install waiver. The quote waives $157,500 of installation fees, above $100,000, so a person should confirm.
  • Quote summary. Installation fees of $157,500 waived, monthly charge of $182,040 and a term total of $6,553,440.

3. Retail chain, 150 sites: The agent resubmits after fixing the errors

The agent's request. Please quote TPx managed services for 143 branch sites on cable access at 300 Mbps and 7 hub sites on fiber access at 500 Mbps. UCx with Webex at 150 sites with 1,000 Business, 220 Pro and 40 Elite seats, 90 of them with busy lamp field. The voice order also has 35 Call Center agents, E911 at 150 locations and the 100 percent voice uptime guarantee at 150 sites. Managed SD-WAN with Cisco Meraki on the Standard edge tier at 150 sites, with up to 2 circuits per site, a second path at 150 sites and LTE failover at 150 sites. The quote also includes Managed Networks Optimum at 150 sites, 450 Wi-Fi access points and the 99.99 percent availability guarantee at 150 sites. Managed Firewalls Secure at 150 sites, with 45 SSL-VPN users and Active Directory integration. Managed Endpoints Optimum for 1,400 endpoints. The customer requires 365 days of firewall log retention. The term is 3 years. Installation fees are billed. The monthly discount is $20,000. The quote states $6,926,940 over the term. It is ready to send.

Verdict: Allowed.

  • Quote summary. One-time installation of $157,500, monthly charge of $188,040 and a term total of $6,926,940.

4. Medical group, 18 clinics: A quote for a regional medical group: Teams calling, a call center and SD-WAN

The agent's request. Please quote TPx managed services for 16 branch sites on cable access at 300 Mbps and 2 hub sites on fiber access at 500 Mbps. UCx with Webex at 18 sites with 120 Business, 60 Pro and 20 Elite seats, 20 of them with busy lamp field. The voice order also has 25 Call Center agents, E911 at 15 locations, UCx with Microsoft Teams for 150 seats and the 100 percent voice uptime guarantee at 18 sites. Managed SD-WAN with Fortinet on the Standard edge tier at 18 sites, with up to 2 circuits per site, a second path at 18 sites and LTE failover at 18 sites. The quote also includes Managed Networks Optimum at 18 sites and 60 Wi-Fi access points. Managed Firewalls Optimum at 18 sites. Managed Endpoints Secure for 400 endpoints. The customer requires 24/7 firewall monitoring. The term is 1 year. Installation fees are waived. The quote states $359,880 over the term. It is ready to send.

Verdict: Blocked.

  • E911 locations missing for UCx sites. The quote has 15 E911 registered locations for 18 sites with UCx; every UCx location needs its own registered E911 address.
  • Teams Phone licenses not confirmed. The quote includes 150 UCx with Microsoft Teams seats, and the Microsoft Teams Phone licenses for those users are not confirmed; calling through TPx needs a Teams Phone license for each user.
  • Call Center agents need Elite seats. The quote has 25 Call Center agents and only 20 Elite seats; each Call Center agent needs an Elite seat.
  • Install waiver needs a 3-year term. The quote asks to waive installation fees on a 1-year term; installation fees are waived only on terms of 3 years or longer.
  • Stated total does not match. The quote states a term total of $359,880; the prices give $392,280.

5. Medical group, 18 clinics: The agent resubmits after fixing the errors

The agent's request. Please quote TPx managed services for 16 branch sites on cable access at 300 Mbps and 2 hub sites on fiber access at 500 Mbps. UCx with Webex at 18 sites with 120 Business, 60 Pro and 30 Elite seats, 20 of them with busy lamp field. The voice order also has 25 Call Center agents, E911 at 18 locations, UCx with Microsoft Teams for 150 seats and the 100 percent voice uptime guarantee at 18 sites. Managed SD-WAN with Fortinet on the Standard edge tier at 18 sites, with up to 2 circuits per site, a second path at 18 sites and LTE failover at 18 sites. The quote also includes Managed Networks Optimum at 18 sites and 60 Wi-Fi access points. Managed Firewalls Optimum at 18 sites. Managed Endpoints Secure for 400 endpoints. The customer requires 24/7 firewall monitoring. The term is 3 years. Installation fees are waived. The quote states $1,192,176 over the term. It is ready to send.

Verdict: Allowed.

  • Quote summary. Installation fees of $18,900 waived, monthly charge of $33,116 and a term total of $1,192,176.

6. Wealth advisory, 24 offices: A quote for a wealth advisory firm: DSL branches, a Core firewall and endpoint protection

The agent's request. Please quote TPx managed services for 22 branch sites on DSL access at 150 Mbps and 2 hub sites on fiber access at 1,000 Mbps. UCx with Webex at 24 sites with 200 Business, 40 Pro and 10 Elite seats, 15 of them with busy lamp field. The voice order also has E911 at 24 locations. Managed SD-WAN with VMware on the Advanced edge tier at 24 sites, with up to 3 circuits per site, a second path at 24 sites, LTE failover at 24 sites and inbound internet failover at 2 sites. The quote also includes Managed Networks Optimum at 24 sites and 70 Wi-Fi access points. Managed Firewalls Core at 24 sites, with 9 IPsec VPN tunnels. Managed Endpoints Optimum for 350 endpoints. The customer requires 365 days of firewall log retention, 24/7 firewall monitoring, SOC monitoring and MDR on the firewalls and MDR on endpoints. The term is 3 years. Installation fees are billed. The quote states $964,728 over the term. It is ready to send.

Verdict: Blocked.

  • Branch bandwidth too high for the access type. The quote has 150 Mbps at the branch sites; the access type chosen for them carries up to 100 Mbps.
  • Log retention beyond the firewall tier. The customer requires 365 days of firewall log retention, and the chosen Managed Firewalls tier keeps 40 days.
  • 24/7 monitoring needs Optimum or Secure. The customer requires 24/7 firewall monitoring, which Managed Firewalls includes only at the Optimum and Secure tiers.
  • SOC monitoring and MDR need Secure. The customer requires SOC active log monitoring and MDR on the firewalls, which Managed Firewalls includes only at the Secure tier.
  • Too many IPsec tunnels. The quote has 9 site-to-site IPsec VPN tunnels on a firewall; Managed Firewalls supports up to 5.
  • Endpoint MDR needs Secure. The customer requires MDR on endpoints, which Managed Endpoints includes only at the Secure and Secure Bundle tiers.
  • Stated total does not match. The quote states a term total of $964,728; the prices give $1,078,128.

7. Wealth advisory, 24 offices: The agent resubmits after fixing the errors

The agent's request. Please quote TPx managed services for 22 branch sites on cable access at 150 Mbps and 2 hub sites on fiber access at 1,000 Mbps. UCx with Webex at 24 sites with 200 Business, 40 Pro and 10 Elite seats, 15 of them with busy lamp field. The voice order also has E911 at 24 locations. Managed SD-WAN with VMware on the Advanced edge tier at 24 sites, with up to 3 circuits per site, a second path at 24 sites, LTE failover at 24 sites and inbound internet failover at 2 sites. The quote also includes Managed Networks Optimum at 24 sites and 70 Wi-Fi access points. Managed Firewalls Secure at 24 sites, with 5 IPsec VPN tunnels. Managed Endpoints Secure Bundle for 350 endpoints. The customer requires 365 days of firewall log retention, 24/7 firewall monitoring, SOC monitoring and MDR on the firewalls and MDR on endpoints. The term is 3 years. Installation fees are billed. The quote states $1,471,608 over the term. It is ready to send.

Verdict: Allowed.

  • Quote summary. One-time installation of $25,200, monthly charge of $40,178 and a term total of $1,471,608.

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 multi-location quote for TPx, the managed services provider: UCx with Webex or Microsoft Teams calling and Call Center, E911, Managed SD-WAN, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product tiers, limits and prerequisites TPx publishes and returns a verdict, every reason, a line-item quote and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote TPx managed services for 143 branch sites on cable access at 300 Mbps and 7 hub sites on fiber access at 500 Mbps. UCx with Webex at 150 sites with 1,000 Business, 220 Pro and 40 Elite seats, 90 of them with busy lamp field. The rest of the request is on screen. The quote states $5,495,040 over the term.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with eight findings and two approvals, all in one answer. The quote has 120 E911 registered locations for 150 sites with UCx; every UCx location needs its own registered E911 address. The quote promises the 100 percent voice uptime guarantee at 150 sites, but only 110 SD-WAN sites have a second path, a second circuit or LTE failover. The quote has up to 3 circuits at an SD-WAN site; the chosen vendor and edge tier carry up to 2, and Managed SD-WAN aggregates at most 4 circuits. The other five are on screen.
  6. The validator returned eight blocking findings and two approvals in one answer, led by E911 locations missing for UCx sites and voice guarantee needs a second path, among others. A check that reads one product or one field at a time would pass most of this; it shows only when sites, services, tiers and the stated total are checked against each other.
  7. What this shows: for SD-WAN vendor, edge tier and circuits, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the e911 registered locations to 150, the most circuits at a site to 2, the sites with a second path to 150, the Sites with LTE failover to 150 and the stated term total to $6,553,440. Three more changes are on screen. It removes the Managed Networks Core sites.
  10. It calls the validator again.
  11. Not blocked, but held for a person.
  12. The validator also returns the line-item quote. It starts with UCx with Webex Business seats and UCx with Webex Pro seats; the other eleven lines are on screen.
  13. The eight blocking findings are cleared; two approvals remain for a person: discount above 10 percent and large install waiver.
  14. The agent resubmits once more.
  15. The revised request. It changes the installation fees to billed, the monthly discount to $20,000 and the stated term total to $6,926,940.
  16. It calls the validator once more.
  17. This time the validator clears it.
  18. The validator also returns the line-item quote. It starts with UCx with Webex Business seats and UCx with Webex Pro seats; the other twelve lines are on screen.
  19. Both earlier findings are cleared, and the validator's total, $6,926,940, matches the quote.
  20. Ten problems caught in one call, fixed in two passes, and a clean $6,926,940 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.