Predictika · Horizontal directional drill quotes

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

An AI sales agent prepares a quote for a Vermeer Navigator horizontal directional drill: the model, the engine and the destination region, a cab, a drilling fluid system, the crossing length, the product diameter, the drill pipe and the pullback the quote states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the drill options and limits and returns a verdict, every reason and the figures it computed.

Scope: Vermeer Navigator S3 horizontal directional drills (D20x22, D24x40, D40x55 and D60x90): engine and region, cab, drilling fluid system, crossing, product, drill pipe and stated pullback. See everything this validator covers

This validator models Navigator S3 drill quotes, not just the scenarios shown below.

  • Model, engine and options — the four Navigator S3 models, the Tier 4 Final and Tier 3 engines with the destination region, the cab and the one or two drilling fluid systems, each offered only on some models.
  • Crossing and product — the pullback the crossing needs against the drill's rating, the largest product and the longest crossing the drill is quoted for, and enough drill pipe to cover the crossing.
  • Reviews and the stated figure — a person reviews a crossing that loads the drill above 70 percent of its rating or runs past 80 percent of its length limit, and the pullback the quote states must match the computed one.

Any Navigator quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: tooling, locators, other Vermeer lines and prices. The model names, the pullback ratings, the cab, the engine options and the fluid systems follow public Vermeer pages; the pullback formula, the product and crossing limits, the review thresholds and the option rules for the smallest drill are modeled from comparable drills and are not published by Vermeer. No prices are modeled.

The AI sales agentBuilds the drill 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.

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
Options offered on some models onlyOnly with care
The cab, the Tier 3 engine and each drilling fluid system exist on some models and not on others, so each option needs its own rule tied to the selected model.
The model is a field of the request, so every option is checked against it on every call whatever order the choices were made in.
An engine that depends on the destinationOnly with workarounds
A Tier 3 engine is available on two models and still cannot ship to North America or Europe, so one rule must read the engine, the model and the region together.
Engine, model and region are in one request and both rules are evaluated on every call.
Pullback that depends on length and diameterOnly with workarounds
The pullback the crossing needs grows with its length and the product diameter and must stay under the rating of the chosen model, so it changes whenever any of the three changes.
The demand is computed once from the request and compared with the rating on every call.
Limits that differ by modelOnly with workarounds
The largest product, the longest crossing and the drill pipe needed all depend on the model and the crossing, so a switch of model silently changes what is allowed.
Each limit is looked up from the model and compared on every call, together with every other finding.
A stated pullback and review thresholdsOnly with workarounds
The pullback on the quote must equal the computed one, and two thresholds send a quote to a person, so separate rules recompute the figure and test the thresholds.
The stated figure is a field of the request and is compared with the computed figure on every call, with all other findings returned together.

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 crossing needs about 32,000 lb of pullback; the selected drill is rated 28,000 lb.
2Pullback demand is above 70 percent of the drill rating; a person should confirm ground conditions and tooling.
3A 14 in product is larger than this drill takes (12 in).
4A 450 ft crossing is longer than this drill is quoted for (400 ft).
5The crossing is above 80 percent of the length this drill is quoted for; a person should review the bore plan.
6250 ft of drill pipe is less than the 300 ft crossing.
7A cab is not offered on this drill.
8A Tier 3 engine cannot be delivered to North America or Europe; choose Tier 4 Final.
9The Tier 3 engine option is not offered on this drill.
10The drilling fluid system is not offered on this drill.
11The second (larger) drilling fluid system is not offered on this drill.
12The quote states 30,000 lb of pullback demand; the crossing computes to 24,000 lb.

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. Options, region and limits: A D20x22 S3 with a cab, a Tier 3 engine for Europe, a fluid system and a 450 ft crossing of a 10 in product

The agent's request. Please quote a Navigator D20x22 S3 for delivery to North America or Europe, with a cab, a Tier 3 engine and the drilling fluid system, for a 450 ft crossing of a 10 in product with 400 ft of drill pipe and a stated pullback of 40,000 lb. It is ready to send.

Verdict: Blocked.

  • Pullback demand over rating. The crossing needs about 45,000 lb of pullback; the selected drill is rated 19,550 lb.
  • Product too large. A 10 in product is larger than this drill takes (8 in).
  • Crossing too long. A 450 ft crossing is longer than this drill is quoted for (400 ft).
  • Drill pipe short of crossing. 400 ft of drill pipe is less than the 450 ft crossing.
  • Cab not offered. A cab is not offered on this drill.
  • Tier 3 engine not offered. The Tier 3 engine option is not offered on this drill.
  • Tier 3 engine for NA or EU. A Tier 3 engine cannot be delivered to North America or Europe; choose Tier 4 Final.
  • Fluid option 1 not offered. The drilling fluid system is not offered on this drill.
  • Stated pullback does not match. The quote states 40,000 lb of pullback demand; the crossing computes to 45,000 lb.

2. Options, region and limits: The agent resubmits after fixing the errors

The agent's request. Please quote a Navigator D40x55 S3 for delivery to North America or Europe, with a cab, a Tier 4 Final engine and the larger drilling fluid system, for a 300 ft crossing of a 8 in product with 350 ft of drill pipe and a stated pullback of 24,000 lb. It is ready to send.

Verdict: Allowed.

  • Crossing summary. 300 ft crossing, 8 in product, 24,000 lb pullback demand.

3. Engine, fluid system and pullback: A D24x40 S3 with a Tier 3 engine for North America, the larger fluid system and a 400 ft crossing

The agent's request. Please quote a Navigator D24x40 S3 for delivery to North America or Europe, with a Tier 3 engine and the larger drilling fluid system, for a 400 ft crossing of a 8 in product with 450 ft of drill pipe and a stated pullback of 32,000 lb. It is ready to send.

Verdict: Blocked.

  • Pullback demand over rating. The crossing needs about 32,000 lb of pullback; the selected drill is rated 28,000 lb.
  • Tier 3 engine for NA or EU. A Tier 3 engine cannot be delivered to North America or Europe; choose Tier 4 Final.
  • Fluid option 2 not offered. The second (larger) drilling fluid system is not offered on this drill.

4. Engine, fluid system and pullback: The agent resubmits after fixing the errors

The agent's request. Please quote a Navigator D40x55 S3 for delivery to another region, with a Tier 3 engine and the larger drilling fluid system, for a 350 ft crossing of a 8 in product with 400 ft of drill pipe and a stated pullback of 28,000 lb. It is ready to send.

Verdict: Allowed.

  • Crossing summary. 350 ft crossing, 8 in product, 28,000 lb pullback demand.

5. Long crossing, pipe and reviews: A D60x90 S3 for a 1,300 ft crossing with 1,200 ft of drill pipe

The agent's request. Please quote a Navigator D60x90 S3 for delivery to North America or Europe, with a cab, a Tier 4 Final engine and the drilling fluid system, for a 1,300 ft crossing of a 4 in product with 1,200 ft of drill pipe and a stated pullback of 50,000 lb. It is ready to send.

Verdict: Blocked.

  • Drill pipe short of crossing. 1,200 ft of drill pipe is less than the 1,300 ft crossing.
  • Stated pullback does not match. The quote states 50,000 lb of pullback demand; the crossing computes to 52,000 lb.
  • Pullback above 70 percent of rating. Pullback demand is above 70 percent of the drill rating; a person should confirm ground conditions and tooling.
  • Crossing above 80 percent of length. The crossing is above 80 percent of the length this drill is quoted for; a person should review the bore plan.

6. Long crossing, pipe and reviews: The agent resubmits after fixing the errors

The agent's request. Please quote a Navigator D60x90 S3 for delivery to North America or Europe, with a cab, a Tier 4 Final engine and the drilling fluid system, for a 1,100 ft crossing of a 3 in product with 1,150 ft of drill pipe and a stated pullback of 33,000 lb. It is ready to send.

Verdict: Allowed.

  • Crossing summary. 1,100 ft crossing, 3 in product, 33,000 lb pullback demand.

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 quote for a Vermeer Navigator horizontal directional drill: the model, the engine and the destination region, a cab, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the drill options and limits 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 a Navigator D20x22 S3 for delivery to North America or Europe, with a cab, a Tier 3 engine and the drilling fluid system. 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 nine findings, all in one answer. The crossing needs about 45,000 lb of pullback; the selected drill is rated 19,550 lb. A 10 in product is larger than this drill takes (8 in). A 450 ft crossing is longer than this drill is quoted for (400 ft). The other six are on screen.
  6. The validator returned nine 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 options offered on some models only, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the model to D40x55 S3, the engine to Tier 4 Final, the drilling fluid system to larger fluid system, the crossing length to 300 ft and the pullback stated on the quote to 24,000 lb. Two more changes are on screen.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All nine earlier findings are cleared.
  13. Nine 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.