Predictika · Oscilloscope configure-to-quote

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

An AI sales agent prepares a configure-to-quote request for a mixed signal oscilloscope: model, bandwidth and bandwidth upgrade, probes, digital channels, software options, license type, care and calibration plans, and discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the compatibility and approval rules and returns a verdict, every reason and the figures it computed.

Scope: mixed signal oscilloscope (5 Series B MSO class) configure-to-quote: bandwidth and upgrades, probes, digital channels, software options, licenses, care and calibration plans, discount approvals. See everything this validator covers

This validator models quotes for a four-model mixed signal oscilloscope family (4, 6 and 8 input models and a low-profile 8 input model) — not just the scenarios shown below.

  • Bandwidth and upgrades — the offered starting bandwidths, the offered upgrade levels (500 MHz, 1 GHz, 2 GHz), upgrades that must go up and not down, and the rule that a 2 GHz upgrade is installed at a service center rather than as a field software license.
  • Channels — analog channels plus digital probes (each digital probe uses one input) against the inputs the model has.
  • Probes — passive probe bandwidth against the usable bandwidth at the instrument inputs.
  • Software options and licenses — option dependencies (power analysis before motor and drive analysis, bandwidth floors for jitter analysis and long record length), the function generator on the low-profile model, and node-locked versus floating licenses.
  • Service — care plan (3 or 5 years) and calibration plan terms that must agree.
  • Approvals and stated figures — what a sales rep can discount, what needs management approval, what no one can approve, and the final bandwidth the quote itself states.

Any oscilloscope quote touching these choices is in scope — not only the scenarios pictured here. Not covered: prices (no public list price structure was found, so this validator produces no price build-up or line-item quote), other instrument families such as spectrum analyzers and sources, and any vendor CPQ platform. Assumptions: the minimum bandwidth for jitter analysis and 500 Mpoint record length, the power-analysis dependency, the low-profile model having no function generator and no upgrade, matching care and calibration terms, and the discount limits are invented illustrative values.

The AI sales agentBuilds the oscilloscope quote request from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 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
A 2 GHz bandwidth upgrade requested as a field software licenseOnly with care
A product rule can force the service-center install for the 2 GHz level, but each upgrade level and install method pairing is a separate rule to keep in step with the catalog.
Install method and target level are checked together, with the stated final bandwidth, on every call.
Digital probes that use up analog channels beyond the inputs the model hasOnly with workarounds
Quantities and a shared channel budget usually need a custom calculation or a script, because the limit depends on the model and on two other quantities.
The channel budget is computed from the quantities and compared with the model on every call.
Software options that depend on another option, on bandwidth, or on the license typeOnly with care
One product rule per dependency. They work, but a bandwidth floor that refers to the final, upgraded bandwidth needs the upgrade resolved first.
Dependencies read the computed final bandwidth, so an upgrade in the same quote counts.
A quote that states a final bandwidth different from what the configuration comes toOnly with workarounds
A validation rule can compare a stated figure only if the stated figure is a field on the quote and the final bandwidth is calculated first.
The stated figure travels with the quote and is compared with the computed one on every call.

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.

1A starting bandwidth of 500 MHz is not offered on the MSO58LP (8 inputs; 2U low profile; 1 GHz).
2A bandwidth upgrade to 750 MHz is not an offered upgrade level (500 MHz, 1 GHz or 2 GHz).
3A bandwidth upgrade to 500 MHz is not above the starting bandwidth of 1000 MHz.
4The MSO58LP (8 inputs; 2U low profile; 1 GHz) is a fixed 1 GHz model and has no bandwidth upgrade.
5A bandwidth upgrade to 2 GHz must be installed at a Tektronix Service Center; it cannot be done in the field with a software license.
6The 500 Mpoint record length option needs a final bandwidth of at least 1 GHz; this quote has 500 MHz.
76 analog channels plus 3 digital probe(s) use 9 FlexChannel inputs, but the MSO58B (8 FlexChannel inputs) has 8.
8The Inverters, Motors and Drives analysis option needs the Power analysis option on the same instrument.
9The advanced jitter and eye diagram analysis option needs a final bandwidth of at least 1 GHz; this quote has 500 MHz.
10The arbitrary function generator option is not offered on the MSO58LP (8 inputs; 2U low profile; 1 GHz).
11The Windows 10 SSD option is node-locked only and cannot be combined with floating licenses.
12The care plan (Total Protection T5 (5 years)) runs 5 years but the calibration plan (Z540 calibration C3 (3 years)) runs 3 years; the two terms must match.
13The quote states a final bandwidth of 1000 MHz, but this configuration comes to 500 MHz.
14A discount of 21 percent is above the 20 percent limit that anyone can approve.
15A discount of 11 percent is above the 10 percent a sales rep can give; it needs sales management approval.
16The TPP0250 250 MHz passive probe is rated 250 MHz, below the 500 MHz of usable bandwidth at the instrument inputs, so the probe will limit measurements; confirm with the customer.
17No extended care plan is attached; confirm the customer wants only the standard factory warranty.

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. Bandwidth upgrade: A 2 GHz upgrade ordered as a field license

The agent's request. Please quote an MSO56B with a starting bandwidth of 500 MHz, upgraded to 2 GHz (installed in the field with a software license), supplied with TPP0500B 500 MHz passive probe. We need 4 analog channels. Software options: none. Licenses: node-locked. Service: Tek Care R3 (3 years) with Z540 calibration C3 (3 years). Requested discount: 0 percent. The quote states a final bandwidth of 1 GHz. It is ready to send.

Verdict: Blocked.

  • 2 GHz upgrade needs a service center. A bandwidth upgrade to 2 GHz must be installed at a Tektronix Service Center; it cannot be done in the field with a software license.
  • Stated bandwidth does not match. The quote states a final bandwidth of 1000 MHz, but this configuration comes to 2000 MHz.
  • Probe limits the bandwidth. The TPP0500B 500 MHz passive probe is rated 500 MHz, below the 1000 MHz of usable bandwidth at the instrument inputs, so the probe will limit measurements; confirm with the customer.

2. Bandwidth upgrade: The agent resubmits after fixing the errors

The agent's request. Please quote an MSO56B with a starting bandwidth of 500 MHz, upgraded to 2 GHz (installed at a Tektronix Service Center), supplied with TPP1000 1 GHz passive probe. We need 4 analog channels. Software options: none. Licenses: node-locked. Service: Tek Care R3 (3 years) with Z540 calibration C3 (3 years). Requested discount: 0 percent. The quote states a final bandwidth of 2 GHz. It is ready to send.

Verdict: Allowed.

  • Configuration summary. The MSO56B (6 FlexChannel inputs) at 2000 MHz final bandwidth uses 4 of 6 FlexChannel inputs; Tek Care R3 (3 years); Z540 calibration C3 (3 years).

3. Options and licenses: Motor analysis, jitter analysis and Windows on an 8-input scope

The agent's request. Please quote an MSO58B with a starting bandwidth of 500 MHz, supplied with TPP0500B 500 MHz passive probe. We need 8 analog channels. Software options: Inverters, Motors and Drives analysis, advanced jitter and eye diagram analysis, arbitrary function generator, Windows 10 SSD. Licenses: floating. Service: Tek Care R3 (3 years) with Z540 calibration C3 (3 years). Requested discount: 0 percent. The quote states a final bandwidth of 500 MHz. It is ready to send.

Verdict: Blocked.

  • Option needs Power analysis. The Inverters, Motors and Drives analysis option needs the Power analysis option on the same instrument.
  • Option needs more bandwidth. The advanced jitter and eye diagram analysis option needs a final bandwidth of at least 1 GHz; this quote has 500 MHz.
  • Windows option needs node-locked license. The Windows 10 SSD option is node-locked only and cannot be combined with floating licenses.

4. Options and licenses: The agent resubmits after fixing the errors

The agent's request. Please quote an MSO58B with a starting bandwidth of 500 MHz, upgraded to 1 GHz (installed in the field with a software license), supplied with TPP1000 1 GHz passive probe. We need 8 analog channels. Software options: Power analysis, Inverters, Motors and Drives analysis, advanced jitter and eye diagram analysis, arbitrary function generator, Windows 10 SSD. Licenses: node-locked. Service: Tek Care R3 (3 years) with Z540 calibration C3 (3 years). Requested discount: 0 percent. The quote states a final bandwidth of 1 GHz. It is ready to send.

Verdict: Allowed.

  • Configuration summary. The MSO58B (8 FlexChannel inputs) at 1000 MHz final bandwidth uses 8 of 8 FlexChannel inputs; Tek Care R3 (3 years); Z540 calibration C3 (3 years).

5. Channels and service: Digital probes beyond the inputs, mismatched plans and a deep discount

The agent's request. Please quote an MSO54B with a starting bandwidth of 500 MHz, supplied with TPP0500B 500 MHz passive probe. We need 4 analog channels and 2 digital probes. Software options: none. Licenses: node-locked. Service: Tek Care R5 (5 years) with Z540 calibration C3 (3 years). Requested discount: 25 percent. The quote states a final bandwidth of 500 MHz. It is ready to send.

Verdict: Blocked.

  • More channels than the model has. 4 analog channels plus 2 digital probe(s) use 6 FlexChannel inputs, but the MSO54B (4 FlexChannel inputs) has 4.
  • Care and calibration terms differ. The care plan (Tek Care R5 (5 years)) runs 5 years but the calibration plan (Z540 calibration C3 (3 years)) runs 3 years; the two terms must match.
  • Discount above the maximum. A discount of 25 percent is above the 20 percent limit that anyone can approve.

6. Channels and service: The agent resubmits after fixing the errors

The agent's request. Please quote an MSO56B with a starting bandwidth of 500 MHz, supplied with TPP0500B 500 MHz passive probe. We need 4 analog channels and 2 digital probes. Software options: none. Licenses: node-locked. Service: Tek Care R5 (5 years) with Z540 calibration C5 (5 years). Requested discount: 15 percent. The quote states a final bandwidth of 500 MHz. It is ready to send.

Verdict: Needs approval.

  • Discount needs approval. A discount of 15 percent is above the 10 percent a sales rep can give; it needs sales management approval.
  • Configuration summary. The MSO56B (6 FlexChannel inputs) at 500 MHz final bandwidth uses 6 of 6 FlexChannel inputs; Tek Care R5 (5 years); Z540 calibration C5 (5 years).

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 configure-to-quote request for a mixed signal oscilloscope: model, bandwidth and bandwidth upgrade, probes, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the compatibility and approval rules and returns a verdict, every reason and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote an MSO56B with a starting bandwidth of 500 MHz, upgraded to 2 GHz (installed in the field with a software license), supplied with TPP0500B 500 MHz passive probe. We need 4 analog channels. The rest of the request is on screen. The quote states a final bandwidth of 1 GHz.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with two findings and one approval, all in one answer. A bandwidth upgrade to 2 GHz must be installed at a Tektronix Service Center; it cannot be done in the field with a software license. The quote states a final bandwidth of 1000 MHz, but this configuration comes to 2000 MHz.
  6. The validator returned two blocking findings and one approval 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 a 2 GHz bandwidth upgrade requested as a field software license, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the upgrade installed to service center, the probe to TPP1000 1 GHz passive probe and the stated final bandwidth to 2 GHz.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All three earlier findings are cleared, and the validator's figure matches the quote.
  13. Three 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.