Predictika · Trane commercial rooftop unit quotes

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

An AI sales agent drafts a quote for commercial rooftop units (Precedent, Voyager and IntelliPak) with heating, economizer, ventilation control and curb. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model, compares the total the agent states with the one it computes, and returns every finding together with the line-item quote.

Scope: commercial packaged rooftop unit quotes (Precedent, Voyager and IntelliPak) with heating, economizer, ventilation control and curb, in US dollars. See everything this validator covers

This validator covers quotes for eight rooftop unit sizes across three families, with gas, electric, heat pump or hot water heat, an optional economizer and demand-controlled ventilation, and either a new roof curb or an adapter for an existing one. It does not cover split systems, chillers, controls and building automation, installation labor, financing, or markets outside North America.

  • Sizing and heating — cooling capacity against the load, an approval above 25 percent oversizing, heat pump and hot water availability by family, gas service, and gas heat capacity against the heating load.
  • Energy code and electrical — an air-side economizer on units of 5 tons and up outside climate zone 1A, demand-controlled ventilation for dense occupancy with high outdoor air, 575 V availability, and electric heat at 208 or 230 V limited to 10 tons.
  • Replacement and refrigerant — a curb adapter when the new unit's curb class differs from the existing one, and the AIM Act transition away from R-410A for 2026 installs.
  • Commercial terms — lead time against the requested delivery, discount authority by order value, and the total the agent states, which is compared with the validator's own total.

Any rooftop unit quote that combines these units, heating options, controls and curbs runs through this validator, not just the seven scenarios shown on this page. It is an illustrative model built from public product information; prices, capacities, lead times and discount limits are fictional estimates, and it does not use Trane's own rules.

The AI sales agentBuilds the rooftop unit 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 4 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

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 CPQ (our assessment)Predictika
Energy code that depends on unit size, climate zone, occupancy and outdoor air together, so a quote can be missing a required optionOnly with workarounds
A product rule can force an option for one condition, but combining size, zone, occupancy and airflow across the quote takes custom logic, and a missing option goes unflagged.		The code conditions are evaluated together on every call and each missing option is reported.
Heating and voltage options that depend on the unit family and sizeOnly with care
Each availability rule is possible, but they multiply across eight units and four heat types and have to be kept in step with the catalog.		Availability comes from the unit catalog and is checked with the electrical limits in one pass.
Replacement jobs: a curb adapter when the existing curb class differs from the new unitOnly with care
A rule can compare two numbers, but the existing curb is rarely a field on the quote, so the adapter is easy to leave out.		The existing curb class is part of the request and the adapter is required and priced from it.
Discount authority that depends on the order value, plus an approval bandOnly with care
Tiers by value are possible; keeping the approval band consistent with the price on every line takes custom pricing logic.		The maximum, the approval limit and every priced line come from the same model.
A stated total that leaves out part of the quoteOnly with workarounds
A validation rule can compare a stated total with a calculated one only if the stated figure is a field on the quote, which it rarely is.		The stated total travels with the quote and is compared with the computed total 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.

    
1Cooling capacity of the unit covers the load.
2A unit more than 25 percent oversized needs engineering approval.
3Heat pumps and hot water heat only on the families that offer them.
4Gas heat needs gas service at the site and enough capacity for the heating load.
5An air-side economizer on units of 5 tons and up outside climate zone 1A.
6Demand-controlled ventilation above 25 people per 1000 sq ft with more than 3,000 cfm of outdoor air.
7575 V only on the units that offer it.
8Electric heat at 208 or 230 V not above 10 tons.
9A curb adapter when the existing curb class differs from the new unit.
10No R-410A units for installs in 2026 or later.
11Lead time within the requested delivery (hot water heat adds 2 weeks).
12Discount within the maximum for the order value (12 percent, 18 percent from USD 250,000).
13A discount above 5 percent needs approval.
14The agent's stated total matches the computed total.