Predictika · Commercial backflow assembly package quotes

An AI sales agent's backflow assembly quote, checked before it goes out

An AI sales agent puts together a quote for a package of commercial backflow assemblies with a valve kit, a distributor program, options and a plan term, and says it is ready to send. Before it goes out, the agent sends it to Predictika's validator, which checks it against a declarative model of the product line and the pricing policy and returns a verdict, every reason and the total it computed.

Scope: Commercial backflow assembly package quotes: four backflow assemblies, three valve kits and three distributor programs, with design flow, options, plan years, discounts and order size. All prices, limits and percentages are illustrative estimates built from general public knowledge. See everything this validator covers

This validator models a backflow assembly package quote, not just the scenarios shown below.

  • Assemblies and valve kits — a 2 inch reduced pressure assembly, a 3 inch double check assembly, a 4 inch pressure vacuum breaker and a 6 inch double check detector assembly, with a basic, standard or full-bypass valve kit, including the basic kit that cannot support the bypass metering the detector assembly needs.
  • Design flow — a design flow in tens of gallons per minute checked against the assembly limit and the valve kit limit, with a hydraulic engineering review above 50.
  • Options and distributor programs — the freeze protection enclosure and the annual test and certification plan by assembly type, and the standard, contractor and project programs with their assembly minimums and discounts.
  • Plan and order size — plan terms from 1 to 5 years, a finance review above 3 years, a project desk review above 40 assemblies, an approval band above 12 percent total discount, a limit at 20 percent and a deal desk review above USD 250,000.

Any backflow assembly package quote that touches these rules is in scope, not only the scenarios pictured here. Not covered: other water products such as water heaters, radiant heating or filtration, real list prices, local plumbing code or cross-connection decisions, and tax or multi-currency quoting. Every number in the model is an estimate for illustration.

The AI sales agentBuilds the backflow assembly 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
A component that cannot work with the product it is quoted onOnly with care
Each pairing, such as a basic valve kit on a detector assembly, needs its own exclusion rule, and the list grows with every new kit and assembly.
The assembly, the valve kit and what each one needs are in one request and checked together on every call.
Limits that depend on the product chosenOnly with care
Design flow has a different ceiling for each assembly and each valve kit, so a quote needs a rule per product and the lower of two limits has to be remembered.
The design flow is a field of the request and is compared with the limit of every selected product.
An option that exists only on some productsOnly with care
The freeze protection enclosure and the test plan are offered on some assemblies and not others, so an option rule is needed for each assembly.
The option and the assembly are in one request and checked together.
A stated total that must match the computed totalOnly with workarounds
The total is built from unit prices, service years and program discounts, so a separate rule has to recompute it and compare it with the figure on the quote.
The stated total is a field of the request and is compared with the computed total on every call.
Every problem returned in one answerOnly 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, 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.

1A contract of 4 years is longer than 3 years; finance must approve the price lock.
2A design flow in tens of gallons per minute of 55 is above 50; a hydraulic engineering review is required.
345 assemblies are above 40; a project desk review is required.
4Total discount of 13 percent is above the 12 percent a rep can give; sales director must approve.
5Order value of USD 344,219.96 is above USD 250,000 and needs a deal desk review.
6130 assemblies are outside the 1 to 120 allowed.
7Order value of USD 753,729.6 is above USD 250,000 and needs a deal desk review.
8The freeze protection enclosure is not available on the 3 inch double check assembly.
9The Basic gate valve kit cannot support the bypass metering the 6 inch detector assembly needs.
10A design flow in tens of gallons per minute of 35 is outside the 1 to 30 range of the 2 inch reduced pressure assembly.
11A design flow in tens of gallons per minute of 25 is above the 20 limit of the Basic gate valve kit.
1210 assemblies are below the 20 assemblies minimum of the Project program.
13A contract of 6 years is outside the 1 to 5 years allowed.
14Total discount of 23 percent exceeds the 20 percent limit.
15The quoted net total of USD 33,307.2 does not match the USD 37,008.0 the validator computed.

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. Valve kit and detector assembly: Six 6 inch detector assemblies with the basic gate valve kit

The agent's request. Please quote 6 assemblies for Brightwater Mechanical: a 6 inch double check detector assembly and a basic gate valve kit, on the standard distributor program for 2 years, for a design flow of 15, with a net total of USD 36,540. It is ready to send.

Verdict: Blocked.

  • Valve kit cannot support the assembly. The Basic gate valve kit cannot support the bypass metering the 6 inch detector assembly needs.

2. Valve kit and detector assembly: The agent resubmits after fixing the errors

The agent's request. Please quote 6 assemblies for Brightwater Mechanical: a 6 inch double check detector assembly and a standard valve kit with test cocks, on the standard distributor program for 2 years, for a design flow of 15, with a net total of USD 44,808. It is ready to send.

Verdict: Allowed.

  • Price summary. USD 44,808.0 total for 6 assemblies over 2 years; USD 7,300.0 per assembly; USD 504.0 per year service; USD 44,808.0 before discount; 0 percent total discount.

3. Stated total: A quote whose net total is lower than the total the validator computes

The agent's request. Please quote 6 assemblies for Larkspur Facilities: a 2 inch reduced pressure assembly and a standard valve kit with test cocks, on the standard distributor program for 2 years, for a design flow of 20, with a net total of USD 33,307.2. It is ready to send.

Verdict: Blocked.

  • Quoted total does not match. The quoted net total of USD 33,307.2 does not match the USD 37,008.0 the validator computed.

4. Stated total: The agent resubmits after fixing the errors

The agent's request. Please quote 6 assemblies for Larkspur Facilities: a 2 inch reduced pressure assembly and a standard valve kit with test cocks, on the standard distributor program for 2 years, for a design flow of 20, with a net total of USD 37,008. It is ready to send.

Verdict: Allowed.

  • Price summary. USD 37,008.0 total for 6 assemblies over 2 years; USD 6,000.0 per assembly; USD 504.0 per year service; USD 37,008.0 before discount; 0 percent total discount.

5. Options by assembly: The freeze protection enclosure on the 3 inch double check assembly

The agent's request. Please quote 6 assemblies for Ironbridge Property Group: a 3 inch double check assembly and a standard valve kit with test cocks, on the standard distributor program for 2 years, for a design flow of 20 and the freeze protection enclosure, with a net total of USD 63,408. It is ready to send.

Verdict: Blocked.

  • Option not offered on the assembly. The freeze protection enclosure is not available on the 3 inch double check assembly.

6. Options by assembly: The agent resubmits after fixing the errors

The agent's request. Please quote 6 assemblies for Ironbridge Property Group: a 3 inch double check assembly and a standard valve kit with test cocks, on the standard distributor program for 2 years, for a design flow of 20, with a net total of USD 56,808. It is ready to send.

Verdict: Allowed.

  • Price summary. USD 56,808.0 total for 6 assemblies over 2 years; USD 9,300.0 per assembly; USD 504.0 per year service; USD 56,808.0 before discount; 0 percent total 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 puts together a quote for a package of commercial backflow assemblies with a valve kit, a distributor program. Before it goes out, the agent sends it to Predictika's validator, which checks it against a declarative model of the product line and the pricing policy and returns a verdict, every reason and the total it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote 6 assemblies for Brightwater Mechanical: a 6 inch double check detector assembly and a basic gate valve kit. 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 one finding, all in one answer. The basic gate valve kit cannot support the bypass metering the 6 inch detector assembly needs.
  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 a component that cannot work with the product it is quoted on, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the valve kit to standard valve kit with test cocks and the net total stated on the quote to $44,808.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The earlier finding is cleared.
  13. One problem caught in one call, fixed in one pass, and a clean $44,808 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.