Predictika · Business phone seat, add-on and term quotes
An AI sales agent prepares a quote for a cloud business phone service: users on three seat tiers, desk phones, call groups, call queues and recording add-ons, monthly or annual billing, term, the online promotion and any negotiated discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the tier, add-on, channel and term rules and returns a verdict, every reason and the user count it computed.
This validator models business phone seat, add-on and term quotes — not just the scenarios shown below.
Any business phone seat, add-on and term quote that touches these products and actions is in scope — not only the scenarios pictured here. Not covered: prices (they change and are not modeled here, so this validator produces no price build-up or line-item quote), contact center and developer usage products, international calling rates, and any vendor CPQ platform. Assumptions: add-on limits, the discount limits, the term approval threshold and the channel rules for 100 users or more are illustrative values, except where noted in the footer.
7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Illustrative agent statement. The validator receives the structured request below.
Proposing agent: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
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 caught | Typical rules-based CPQ | Predictika |
|---|---|---|
| Desk phones, call groups and recording add-ons that need a particular tier | Only with care Each is a product rule tied to a tier. It works, but the counts (phones against eligible users, add-ons against users who can use them) are quantity relationships that need more than show-or-hide rules. | The quote carries seat counts per tier, and each add-on is compared with the users who can use it. |
| Online versus sales-assisted quotes and the online promotion | Only with workarounds Which channel a quote may use, and whether a promotion applies, depends on the total user count and billing. Usually handled outside the quote, by convention. | Total users, channel, billing and promotion are checked together on every call. |
| Discount only where it is allowed, and with the right authority | Only with workarounds Approval levels are usually a separate approval process; combinations such as promotion plus discount, or discount on a small online quote, are rarely checked on the quote itself. | Discount, channel, promotion and user count are compared together, with a rep limit, an approval band and a ceiling. |
| A stated user total that differs from the lines | Only with workarounds The stated total is rarely a field on the quote, so nothing compares it with the lines. | The stated total is a field on the quote and is compared with the computed total on every call. |
| Every problem returned in one answer | Only with workarounds Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next. | All findings come back together, in order of severity, whatever order the choices arrived in. |
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.
| 1 | a 150 user quote cannot be bought online; 100 users or more is handled through Vonage sales. |
| 2 | the online promotion applies only to annual agreements for up to 99 users. |
| 3 | 20 desk phones are quoted but only 15 users are on Premium or Advanced, the tiers that support desk phones. |
| 4 | 36 on-demand recording add-ons are quoted for only 35 Mobile and Premium users; Advanced users already include on-demand recording. |
| 5 | call groups are quoted but no user is on the Advanced tier. |
| 6 | call queues are quoted but no user is on Premium or Advanced. |
| 7 | automatic call recording is quoted for 51 users but the quote has 50 users. |
| 8 | a 5 percent negotiated discount cannot be combined with the online promotion. |
| 9 | a 5 percent discount is not available on a quote with fewer than 100 users. |
| 10 | a 25 percent discount is above the 20 percent limit that anyone can approve. |
| 11 | monthly billing has no multi-month term, but the quote has a 24 month term. |
| 12 | an annual agreement needs at least 12 months; the quote has 11. |
| 13 | the quote states 60 users but its lines add up to 50. |
| 14 | a 15 percent discount is above the 10 percent a sales rep can give; it needs sales management approval. |
| 15 | a 36 month annual term is longer than 24 months; it needs sales management approval. |
| 16 | 3 call queues for 50 users is more than one queue per 20 users; confirm the design with the customer. |
| 17 | automatic recording for 26 of 50 users is more than half the company; compliance review is required. |
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.
The agent's request. Please quote Alderbrook Dental Group: 150 users, 20 Mobile, 70 Premium and 60 Advanced, with 100 desk phones, billed annual on a 36 month term, ordered online, with the online promotion. The quote states 150 users. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote Alderbrook Dental Group: 150 users, 20 Mobile, 70 Premium and 60 Advanced, with 100 desk phones, billed annual on a 24 month term, ordered through sales, with a 8 percent discount. The quote states 150 users. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote Alderbrook Dental Group: 40 users, 25 Mobile, 10 Premium and 5 Advanced, with 20 desk phones, 2 call groups, 1 call queue, 36 on-demand recording add-ons, billed annual on a 12 month term, ordered online. The quote states 40 users. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote Alderbrook Dental Group: 40 users, 10 Mobile, 20 Premium and 10 Advanced, with 24 desk phones, 2 call groups, 1 call queue, 28 on-demand recording add-ons, billed annual on a 12 month term, ordered online. The quote states 40 users. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote Alderbrook Dental Group: 110 users, 10 Mobile, 60 Premium and 40 Advanced, with 80 desk phones, billed monthly, ordered through sales, with a 25 percent discount. The quote states 110 users. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote Alderbrook Dental Group: 110 users, 10 Mobile, 60 Premium and 40 Advanced, with 80 desk phones, billed annual on a 36 month term, ordered through sales, with a 15 percent discount. The quote states 110 users. It is ready to send.
Verdict: Needs approval.
The agent's request. Please quote Alderbrook Dental Group: 110 users, 10 Mobile, 60 Premium and 40 Advanced, with 80 desk phones, billed annual on a 24 month term, ordered through sales, with a 8 percent discount. The quote states 110 users. It is ready to send.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.