Predictika · Practice communications quotes

An AI sales agent's Weave plan quote, checked before it goes out

An AI sales agent prepares a quote for Weave, the patient communications platform for dental, optometry, veterinary and medical practices: the Base Plan with or without phones, the Coordinate and Attract Bundles, the AI Receptionist and Yealink phones, for one office or several, month to month or on a year-long term. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and bundles Weave publishes and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: Weave practice plan quotes: the Base Plan with or without phones, the Coordinate Bundle, the Attract Bundle, the AI Receptionist and Yealink T87W and AX83H phones, for any number of locations, on a month-to-month or year-long term. See everything this validator covers

This validator models Weave plan quotes as published on the Weave plans and phones pages, not just the scenarios shown below.

  • Plans and bundles — the Base Plan (from $199 a month; with 2 premium Yealink phones or without phones), the Coordinate Bundle ($149 a month: online scheduling, digital forms, reminders and follow-ups, appointment confirmations, recall and reactivation) and the Attract Bundle ($149 a month: reviews, Text Connect, email marketing with 10,000 emails, bulk texting with 5,000 texts).
  • Add-ons — the Weave AI Receptionist (messaging, or voice and messaging; early access) and the Yealink T87W and AX83H phones, which are upgrades and not part of the standard bundles.
  • What the validator checks — that each feature the practice needs is in a bundle the quote includes, that the phones supplied cover the phones needed, that phones are quoted only with the phone plan, that the term is month to month or a year or longer, that bulk text and email volumes fit the bundle allotments, and that the stated monthly price matches the computed one.
  • Approvals — the AI Receptionist (early access, no published price), terms longer than 12 months, more than 5 locations, a practice management system Weave has not listed, and volumes above the bundle allotments go to a person.

Any Weave plan quote that touches these plans, bundles and add-ons is in scope — not only the scenarios pictured here. Not covered: Weave Payments processing rates (flat rate, not published), Weave Pay terminals, individual solutions priced separately, taxes, onboarding and negotiated discounts. Only the $199 and $149 prices are published; the other prices on this page are illustrative.

The AI sales agentBuilds the Weave plan quote from the conversation with the practice 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
Features that live inside bundlesOnly with care
Online scheduling, digital forms, reviews, bulk texting and email marketing each belong to a bundle; a rep who picks features rather than bundles can promise one and leave the bundle off, and it takes a product rule per feature and bundle to catch it.		The needs and the bundles are in one request and each need is checked against the bundles quoted.
Phones that must cover the staffOnly with workarounds
The plan includes 2 phones per location and more are Yealink upgrades; comparing phones needed with phones supplied needs a calculated field per location and is often left to the rep or a spreadsheet.		Phones needed, included phones and upgrades are compared in one pass on every call.
Hardware that only goes with the phone planOnly with care
Yealink phones make sense only with the Base Plan with phones; a selection rule can enforce it, but only if someone writes it for each phone model and keeps it current.		The plan option and each phone model are checked together.
A term that changes every priceOnly with workarounds
Month to month and year-long terms price the plan, both bundles, the AI Receptionist and each phone differently, and the stated figure has to follow; that is a price table per product per term, kept in step by hand.		The unit price is chosen from the term for every line and the total is compared with the stated figure in the same pass.
Allotments that scale with locationsOnly with care
The Attract Bundle includes 5,000 texts and 10,000 emails, which a multi-location quote multiplies; a validation rule must do the arithmetic for each bundle count.		Texts and emails are compared with the allotment for the locations quoted 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.

    
1The quote has a term of 11 months; Weave sells month to month, or a year-long term or longer.
2The quote has a term of 13 months; Weave offers discounts on extended-length contracts but does not publish them, so a person should confirm.
3The quote covers no practice location; at least 1 location is needed.
4The quote covers 6 locations; Weave prices larger groups as an enterprise quote, so a person should confirm.
5The practice needs online scheduling and digital forms, which come with the Coordinate Bundle, and the quote does not include it.
6The practice needs review requests, which come with the Attract Bundle, and the quote does not include it.
7The quote plans 1 bulk texts and 0 marketing emails a month, which come with the Attract Bundle, and the quote does not include it.
8The quote plans 5,001 bulk texts a month; the Attract Bundle includes 5,000 texts per location and Weave publishes no price for more, so a person should confirm.
9The quote plans 10,001 marketing emails a month; the Attract Bundle includes 10,000 emails per location and Weave publishes no price for more, so a person should confirm.
10The quote adds 2 Yealink T87W and 0 Yealink AX83H phones, but the Base Plan is quoted without phones; the phones go with the Base Plan with phones.
11The practice needs 3 phones but the quote supplies 2; the Base Plan with phones includes 2 phones per location and more are Yealink upgrades.
12The quote includes the Weave AI Receptionist, which is in early access and has no published price, so a person should confirm availability and price.
13The Coordinate Bundle schedules into the practice management system, and the quote names one that Weave has not listed as integrated, so a person should confirm the integration.
14The quote states a monthly price of $501.29; the plan prices give $501.30.

  

  

    
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. Dental office, one location: A quote for a dental office with scheduling, reviews, bulk texting and five phones

    
The agent's request. Please quote Weave for a practice with 1 office, on a 12-month term, with the Base Plan with 2 phones per office and the Coordinate Bundle. The practice wants online scheduling and digital forms, review requests, 4,000 bulk texts a month and 5 phones. The quote states $408.00 a month. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Reviews need the Attract Bundle. The practice needs review requests, which come with the Attract Bundle, and the quote does not include it.
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  • Bulk texts and email marketing need the Attract Bundle. The quote plans 4,000 bulk texts and 0 marketing emails a month, which come with the Attract Bundle, and the quote does not include it.
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  • Phones supplied are fewer than needed. The practice needs 5 phones but the quote supplies 2; the Base Plan with phones includes 2 phones per location and more are Yealink upgrades.
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  • Stated monthly price does not match. The quote states a monthly price of $408.00; the plan prices give $367.20.
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2. Dental office, one location: The agent resubmits after fixing the errors

    
The agent's request. Please quote Weave for a practice with 1 office, on a 12-month term, with the Base Plan with 2 phones per office, the Coordinate Bundle, the Attract Bundle and 3 Yealink T87W phones. The practice wants online scheduling and digital forms, review requests, 4,000 bulk texts a month and 5 phones. The quote states $541.80 a month. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Monthly charge of $541.80 and a term total of $6,501.60.
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3. Optometry group, three offices: A quote for an optometry group of three offices with the AI Receptionist

    
The agent's request. Please quote Weave for a practice with 3 offices, on a 6-month term, with the Base Plan with 2 phones per office, the Attract Bundle and the AI Receptionist with voice and messaging. The practice wants online scheduling and digital forms, 12,000 bulk texts a month and 6 phones. Its practice management system is not on the Weave integration list. The quote states $2,446.20 a month. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Online scheduling and forms need the Coordinate Bundle. The practice needs online scheduling and digital forms, which come with the Coordinate Bundle, and the quote does not include it.
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  • Term between 2 and 11 months. The quote has a term of 6 months; Weave sells month to month, or a year-long term or longer.
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  • Stated monthly price does not match. The quote states a monthly price of $2,446.20; the plan prices give $2,271.00.
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  • AI Receptionist is in early access. The quote includes the Weave AI Receptionist, which is in early access and has no published price, so a person should confirm availability and price.
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4. Optometry group, three offices: The agent resubmits after fixing the errors

    
The agent's request. Please quote Weave for a practice with 3 offices, on a 12-month term, with the Base Plan with 2 phones per office, the Coordinate Bundle, the Attract Bundle and the AI Receptionist with voice and messaging. The practice wants online scheduling and digital forms, 12,000 bulk texts a month and 6 phones. Its practice management system is not on the Weave integration list. The quote states $2,446.20 a month. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • AI Receptionist is in early access. The quote includes the Weave AI Receptionist, which is in early access and has no published price, so a person should confirm availability and price.
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  • Practice management system not listed. The Coordinate Bundle schedules into the practice management system, and the quote names one that Weave has not listed as integrated, so a person should confirm the integration.
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  • Quote summary. Monthly charge of $2,446.20 and a term total of $29,354.40.
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5. Veterinary group, two offices: A quote for a veterinary group of two offices without the phone plan

    
The agent's request. Please quote Weave for a practice with 2 offices, on a 12-month term, with the Base Plan without phones, the Attract Bundle and 2 Yealink T87W phones. The practice wants 8,000 bulk texts a month, 12,000 marketing emails a month and 4 phones. The quote states $626.40 a month. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Yealink phones need the Base Plan with phones. The quote adds 2 Yealink T87W and 0 Yealink AX83H phones, but the Base Plan is quoted without phones; the phones go with the Base Plan with phones.
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  • Phones supplied are fewer than needed. The practice needs 4 phones but the quote supplies 2; the Base Plan with phones includes 2 phones per location and more are Yealink upgrades.
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  • Stated monthly price does not match. The quote states a monthly price of $626.40; the plan prices give $653.40.
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6. Veterinary group, two offices: The agent resubmits after fixing the errors

    
The agent's request. Please quote Weave for a practice with 2 offices, on a 12-month term, with the Base Plan with 2 phones per office, the Attract Bundle and 2 Yealink T87W phones. The practice wants 8,000 bulk texts a month, 12,000 marketing emails a month and 4 phones. The quote states $626.40 a month. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated monthly price does not match. The quote states a monthly price of $626.40; the plan prices give $761.40.
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7. Veterinary group, two offices: The agent resubmits after fixing the errors

    
The agent's request. Please quote Weave for a practice with 2 offices, on a 12-month term, with the Base Plan with 2 phones per office, the Attract Bundle and 2 Yealink T87W phones. The practice wants 8,000 bulk texts a month, 12,000 marketing emails a month and 4 phones. The quote states $761.40 a month. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Monthly charge of $761.40 and a term total of $9,136.80.
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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 Weave, the patient communications platform for dental, optometry, veterinary and medical practices: the Base Plan with or without phones, the Coordinate and Attract Bundles, the AI Receptionist and Yealink phones, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and bundles Weave publishes and returns a verdict, every reason, a line-item quote and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote Weave for a practice with 1 office, on a 12-month term, with the Base Plan with 2 phones per office and the Coordinate Bundle. The practice wants online scheduling and digital forms, review requests, 4,000 bulk texts a month and 5 phones. The rest of the request is on screen. The quote states $408.00 a month.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with four findings, all in one answer. The practice needs review requests, which come with the Attract Bundle, and the quote does not include it. The quote plans 4,000 bulk texts and 0 marketing emails a month, which come with the Attract Bundle, and the quote does not include it. The practice needs 5 phones but the quote supplies 2; the Base Plan with phones includes 2 phones per location and more are Yealink upgrades. The other one is on screen.
    6. 
      
  6. The validator returned four 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.
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  7. What this shows: for features that live inside bundles, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the stated monthly price to $541.80. It sets the Attract Bundle to included and the Yealink T87W phones to 3.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. The validator also returns the line-item quote. It starts with Weave Base Plan with 2 phones and Weave Coordinate Bundle; the other two lines are on screen.
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  13. All four earlier findings are cleared, and the validator's total, $541.80, matches the quote.
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  14. Four problems caught in one call, fixed in one pass, and a clean $541.80 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    15.