Predictika · Brokerage software quotes

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

An AI sales agent prepares a subscription quote for a real estate brokerage group: seats and offices, the focus of the business, the Publish marketing component, the viewing and bidding and legal-document functions, Next Hub integrations, a support tier, a term and a discount. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of what each combination allows and returns a verdict, every reason and the monthly total it computed.

Scope: Vitec Megler Suite subscription quotes for residential, new-construction and commercial brokerage: seats, offices, Publish, Next Hub integrations, bidding, support tier, term, discount and the stated monthly total. See everything this validator covers

This validator models Vitec Megler subscription quotes, not just the scenarios shown below.

  • Seats and offices — each office needs at least one user seat, and a large rollout of more than 200 seats goes to an implementation review.
  • Components — new-construction brokerage needs Publish, and the viewing and bidding module is for residential and new-construction brokerage, not commercial.
  • Next Hub — integrations need Next Hub, Next Hub needs API access, an order holds at most 10 integrations, and a commercial group with more than 5 goes to a solution architect.
  • Support, term and discount — Premium support needs 25 seats, the term is at least 12 months, and a discount above 10 percent needs sign-off and above 25 percent is blocked.
  • Totals — the monthly total the quote states is compared with the total computed from the seats, components and Next Hub.

Any Megler Suite quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Vitec business units. The product names (Next Megler Suite, Publish, Next Hub) and functions follow the public Vitec Megler pages. All prices (in Norwegian kroner per month), seat and integration limits, support tiers, the minimum term and the approval thresholds are modeled from comparable brokerage software and are illustrative, not published by Vitec.

The AI sales agentBuilds the subscription quote from the conversation with the brokerage group 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
Limits that depend on other choicesOnly with care
Bidding, Publish, Next Hub and API access depend on the focus and on each other, so a rule is needed for every pairing and must be kept in step with the catalog.
Each pairing is checked in the same pass as every other rule.
A monthly total reconciled with a stated oneOnly with workarounds
The total is built from seat prices that vary by focus, add-ons, support tier, Next Hub and discount, and a separate calculation is needed to compare it with the figure the quote states.
The total is computed inside the model and compared with the stated one on every call.
Support tiers tied to sizeOnly with care
Premium support depends on the number of seats, so the rule must read a number from another part of the quote.
The seat count is compared with the tier in the same pass.
Discounts with a sign-off and a hard capOnly with care
One threshold sends the quote to a person and a higher one blocks it, so the rules must be ordered and kept apart.
Both thresholds are checked together and each finding says whether it blocks or needs a person.
Large or unusual setups that need reviewOnly with care
A large rollout or a commercial group with many integrations is not an error, but needs a person, which rules often block or ignore.
These come back as approvals, separate from the blocking findings.
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 10 user seats for 12 offices; each office needs at least one seat.
2The viewing and bidding module is for residential and new-construction brokerage, not commercial.
3New-construction brokerage needs the Publish marketing component.
43 integrations are quoted but Next Hub is not on the quote.
5Next Hub connects third-party systems through the API; API access is not on the quote.
6Next Hub supports at most 10 integrations per order; the quote has 11.
7Premium support needs at least 25 seats; the quote has 10.
8The subscription term is 11 months; the minimum is 12.
9The quote states 7,500 NOK per month; the quoted components compute differently.
10A discount of 20 percent is above 10 percent and needs sales management approval.
11A discount of 30 percent is above the 25 percent maximum.
12201 user seats is a large rollout and needs an implementation review.
13A commercial brokerage with more than 5 integrations needs a solution architect review.

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. Commercial group with Premium support and Next Hub: Commercial group with Premium support, bidding, Next Hub and a high discount

The agent's request. Please quote the Megler Suite for a commercial brokerage group with 10 user seats across 4 offices, on Premium support and an 11-month term, with the viewing and bidding module and Next Hub, and 12 integrations and a discount of 20 percent. The quote states a monthly total of 21,000 NOK. It is ready to send.

Verdict: Blocked.

  • Bidding module not for commercial. The viewing and bidding module is for residential and new-construction brokerage, not commercial.
  • Too many integrations. Next Hub supports at most 10 integrations per order; the quote has 12.
  • Next Hub needs API access. Next Hub connects third-party systems through the API; API access is not on the quote.
  • Premium support needs 25 seats. Premium support needs at least 25 seats; the quote has 10.
  • Term below the minimum. The subscription term is 11 months; the minimum is 12.
  • Stated monthly does not match. The quote states 21,000 NOK per month; the quoted components compute differently.
  • Discount needs approval. A discount of 20 percent is above 10 percent and needs sales management approval.
  • Commercial with many integrations. A commercial brokerage with more than 5 integrations needs a solution architect review.

2. Commercial group with Premium support and Next Hub: The agent resubmits after fixing the errors

The agent's request. Please quote the Megler Suite for a commercial brokerage group with 10 user seats across 4 offices, on Premium support and a 12-month term, with Next Hub and API access, and 10 integrations and a discount of 20 percent. The quote states a monthly total of 19,840 NOK. It is ready to send.

Verdict: Blocked.

  • Premium support needs 25 seats. Premium support needs at least 25 seats; the quote has 10.
  • Discount needs approval. A discount of 20 percent is above 10 percent and needs sales management approval.
  • Commercial with many integrations. A commercial brokerage with more than 5 integrations needs a solution architect review.

3. Commercial group with Premium support and Next Hub: The agent resubmits after fixing the errors

The agent's request. Please quote the Megler Suite for a commercial brokerage group with 25 user seats across 4 offices, on Premium support and a 12-month term, with Next Hub and API access, and 5 integrations and a discount of 10 percent. The quote states a monthly total of 33,525 NOK. It is ready to send.

Verdict: Allowed.

  • Quote summary. 25 seat(s) at 1,130 NOK each plus 9,000 NOK for Next Hub, 10 percent discount.

4. New-construction office group: New-construction office group with integrations and no Next Hub

The agent's request. Please quote the Megler Suite for a new-construction brokerage group with 10 user seats across 12 offices, on Standard support and a 12-month term, with 3 integrations. The quote states a monthly total of 8,900 NOK. It is ready to send.

Verdict: Blocked.

  • Fewer seats than offices. The quote has 10 user seats for 12 offices; each office needs at least one seat.
  • New construction needs Publish. New-construction brokerage needs the Publish marketing component.
  • Integrations need Next Hub. 3 integrations are quoted but Next Hub is not on the quote.

5. New-construction office group: The agent resubmits after fixing the errors

The agent's request. Please quote the Megler Suite for a new-construction brokerage group with 10 user seats across 2 offices, on Standard support and a 12-month term, with the Publish marketing component, Next Hub and API access, and 3 integrations. The quote states a monthly total of 18,000 NOK. It is ready to send.

Verdict: Allowed.

  • Quote summary. 10 seat(s) at 1,080 NOK each plus 7,200 NOK for Next Hub, 0 percent discount.

6. Large rollout: Large rollout with a 30 percent discount

The agent's request. Please quote the Megler Suite for a residential brokerage group with 201 user seats across 20 offices, on Extended support and a 12-month term and a discount of 30 percent. The quote states a monthly total of 119,595 NOK. It is ready to send.

Verdict: Blocked.

  • Discount above the hard cap. A discount of 30 percent is above the 25 percent maximum.
  • Large office group needs review. 201 user seats is a large rollout and needs an implementation review.

7. Large rollout: The agent resubmits after fixing the errors

The agent's request. Please quote the Megler Suite for a residential brokerage group with 200 user seats across 20 offices, on Extended support and a 12-month term and a discount of 10 percent. The quote states a monthly total of 153,000 NOK. It is ready to send.

Verdict: Allowed.

  • Quote summary. 200 seat(s) at 850 NOK each plus 0 NOK for Next Hub, 10 percent discount.

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 subscription quote for a real estate brokerage group: seats and offices, the focus of the business, the Publish marketing component, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of what each combination allows and returns a verdict, every reason and the monthly total it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote the Megler Suite for a commercial brokerage group with 10 user seats across 4 offices, on Premium support and an 11-month term. The quote states a monthly total of 21,000 NOK. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with six findings and two approvals, all in one answer. The viewing and bidding module is for residential and new-construction brokerage, not commercial. Next Hub supports at most 10 integrations per order; the quote has 12. Next Hub connects third-party systems through the API; API access is not on the quote. The other three are on screen.
  6. The validator returned six blocking findings and two approvals 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 monthly total reconciled with a stated one, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the contract term to 12 months, the integrations to 10 and the monthly total stated on the quote to 19,840. It sets the API access to yes. It removes the viewing and bidding.
  10. It calls the validator again.
  11. Still blocked, with one finding and two approvals, all in one answer. Premium support needs at least 25 seats; the quote has 10.
  12. Five findings cleared. Still blocking: Premium support needs 25 seats. Two approvals also remain for a person: discount needs approval and commercial with many integrations.
  13. The agent resubmits once more.
  14. The revised request. It changes the user seats to 25, the integrations to 5, the discount to 10 percent and the monthly total stated on the quote to 33,525.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. All three earlier findings are cleared.
  18. Eight problems 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.