Predictika · boom types, chassis, fleet agreements, working height, options and warranty years

An AI sales agent's utility aerial truck quote, checked before it goes out

An AI sales agent prepares a utility aerial truck quote for a fictional utility fleet: a boom type, a chassis class, a fleet agreement, a number of trucks, a working height, a warranty and service term, an outrigger upgrade, a telematics service and a discount. Before it goes out, the agent sends it to Predictika's validator, which checks it against a declarative model of the product and contract rules and reports every problem it finds, together with the price it computed, in one pass.

Scope: Utility aerial truck quotes for four boom types, three chassis classes and three fleet agreements, with truck counts, working height, warranty and service years, an outrigger upgrade, a telematics service, volume and extra discounts and order size. Prices in US dollars are illustrative estimates. See everything this validator covers

This validator checks any quote for these booms, chassis and fleet agreements, not just the scenarios shown below.

  • Booms and chassis — bucket trucks at 40 and 60 feet, an 80 foot material handling aerial and a digger derrick, on Class 5, Class 7 and Class 8 chassis, including the chassis that cannot carry the digger derrick.
  • Working height — a working height checked against the boom limit and the chassis limit, with an engineering stability review above 70 feet.
  • Options and fleet agreements — the outrigger upgrade and telematics service by boom type, and direct purchase, utility fleet and national rental fleet agreements with their truck minimums and discounts.
  • Term and order size — warranty and service terms of 1 to 5 years, a finance review above 3 years, a build slot review above 25 trucks, an approval band above 12 percent total discount, a limit at 20 percent, and a deal desk review above USD 5,000,000.
  • The stated total — the net total on the quote is compared with the total the validator computes.

Any quote for these booms, chassis and agreements is in scope, not only the scenarios pictured here. Not covered: other products, real list prices, regional road-legal and emissions rules, tax and other currencies.

The AI sales agentBuilds the utility aerial truck quote from the conversation and says it is ready to send.
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 this 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 or Conga) 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
Boom and chassis compatibilityOnly with workarounds
A pairwise compatibility between two catalogs usually becomes one rule per combination.
Compatibility is a property of the boom and the chassis, checked on every call.
A height that must fit two limitsOnly with care
A number that must fit both a boom range and a chassis limit spans several validation rules.
Both limits and the review band are evaluated together.
Options by boom typeOnly with care
The outrigger upgrade and telematics availability differ by boom, so option rules multiply.
Each option is checked against the boom property directly.
Contract years and order sizeOnly with workarounds
A hard range, a review band and a value threshold are held in separate rules.
The range, the bands and the order value are all evaluated together.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved, 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

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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 truck count must be between 1 and 100.
2The truck count must meet the minimum of the fleet agreement (20 for the national rental agreement).
3The working height must be from 20 feet up to the limit of the boom.
4The working height must not be above the limit of the chassis (50 for the Class 5 chassis).
5The Class 5 chassis cannot carry the digger derrick.
6The outrigger upgrade is not available on the 40 foot bucket truck.
7The telematics service is not available on the digger derrick.
8The contract must be from 1 to 5 years.
9The total discount must not be above 20 percent.
10A working height above 70 feet needs an engineering stability review.
11A contract longer than 3 years needs finance approval of the price lock.
12More than 25 trucks need a build slot capacity review.
13A total discount above the 12 percent a rep can give needs sales director approval.
14An order value above USD 5,000,000 needs a deal desk review.
15The net total stated on the quote must match the total the validator computes.

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. A contract term that is too long: A 6 year term on a direct fleet purchase

The agent's request. Bucket truck 60 ft on a Class 7 chassis, direct fleet purchase, 3 trucks, working height 55 feet, outrigger and telematics not added, for a 6 year warranty and service term. Ready to send.

Verdict: Blocked.

  • Contract length. A contract of 6 years is outside the 1 to 5 years allowed.

2. A contract term that is too long: The agent resubmits after fixing the errors

The agent's request. Same trucks, now for a 4 year term. Ready to send.

Verdict: Needs approval.

  • Long contract. A contract of 4 years is longer than 3 years, so finance must approve the price lock.

3. A contract term that is too long: The agent resubmits after fixing the errors

The agent's request. Same trucks, now for a 2 year term. Ready to send.

Verdict: Allowed.

4. The wrong chassis for a digger derrick: A digger derrick on a Class 5 chassis

The agent's request. Digger derrick on a Class 5 chassis, direct fleet purchase, 3 trucks, working height 45 feet, 2 year term. Ready to send.

Verdict: Blocked.

  • Chassis cannot carry the boom. The Class 5 chassis cannot carry the digger derrick.

5. The wrong chassis for a digger derrick: The agent resubmits after fixing the errors

The agent's request. Digger derrick on a Class 7 chassis, otherwise the same. Ready to send.

Verdict: Allowed.

6. A chassis that cannot reach the working height: A 55 foot boom on a Class 5 chassis

The agent's request. Bucket truck 60 ft on a Class 5 chassis, direct fleet purchase, 3 trucks, working height 55 feet, 2 year term. Ready to send.

Verdict: Blocked.

  • Height over the chassis limit. A working height of 55 feet is above the 50 foot limit of the Class 5 chassis.

7. A chassis that cannot reach the working height: The agent resubmits after fixing the errors

The agent's request. Bucket truck 60 ft on a Class 7 chassis, otherwise the same. Ready to send.

Verdict: Allowed.

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 utility aerial truck quote for a fictional utility fleet: a boom type, a chassis class, a fleet agreement, and more. Before it goes out, the agent sends it to Predictika's validator, which checks it against a declarative model of the product and contract rules and reports every problem it finds, together with the price it computed, in one pass.
  2. I will start with the first request by the agent.
  3. The agent says. Bucket truck 60 ft on a Class 7 chassis, direct fleet purchase, 3 trucks, working height 55 feet, outrigger and telematics not added. Ready to send. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with one finding, all in one answer. A contract of 6 years is outside the 1 to 5 years allowed.
  6. The validator returned one blocking finding 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 contract years and order size, rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the warranty and service term to 4 years.
  10. It calls the validator again.
  11. Not blocked, but held for a person.
  12. The one blocking finding is cleared; one approval remains for a person: long contract.
  13. The agent resubmits once more.
  14. The revised request. It changes the warranty and service term to 2 years.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. The earlier finding is cleared.
  18. One problem caught in one call, fixed in two passes, 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.