Predictika · reseller package quotes

An AI sales agent's Yext reseller package quote, checked before it goes out

An AI sales agent at a marketing agency prepares a quote for the Yext reseller partner packages: Base, Starter, Professional or Ultimate, the add-ons, the features the customer needs, the number of locations, the term and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the package structure and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: Yext reseller partner packages (Base, Starter, Professional, Ultimate) and their add-ons (Yext for Food, Yext for Healthcare, Yelp Knowledge, Google Q&A, Review Response, Competitive Intelligence, Live API). See everything this validator covers

This validator models Yext reseller package quotes, not just the scenarios shown below. Items marked with an asterisk (*) are illustrative.

  • Packages and features — the four reseller packages, each adding features to the one below (for example Lead Capture from Starter, the Knowledge Network and white-labeled interface from Professional, Review Generation and Publishing in Ultimate), checked against the features the customer needs.
  • Add-ons — the seven published add-ons with the package each requires, the ones already included in Ultimate, the five competitors that Competitive Intelligence tracks, and a priority support option*.
  • Locations, term and discount — reseller customers with fewer than 25 locations, one to three year terms, a term discount that goes to approval above the standard, a contract-size review, and a stated total compared with the priced lines.

Any Yext reseller package quote that touches these packages and rules is in scope — not only the scenarios pictured here. Not covered: Yext enterprise packages and add-ons, Pages, Search and Social capacity pricing, professional services, taxes and reseller margin. Prices, terms, discounts and the review threshold are typical for this kind of product rather than published by Yext (see the note at the end).

The AI sales agentBuilds the package quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, the line-item quote and the computed figures.

8 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 depend on the package levelOnly with care
Each feature needs a rule that ties it to a package. It works, but the rules multiply as features and tiers are added.
The features the customer needs are in the request and are checked against the package on every call.
Add-ons that need a minimum package or are already includedOnly with workarounds
A prerequisite rule for each add-on, plus a second rule to stop an add-on being sold where the package already includes it, so the customer is not charged twice.
Both tests run together for every add-on, whatever order the choices arrived in.
Competitive Intelligence tied to a count of competitorsOnly with care
The count of competitors depends on whether the add-on, or the package that includes it, is on the quote. A cross-line rule that must be kept up to date.
The competitor count is checked against whichever source supplies the capability.
A customer-size limit on the whole programOnly with care
A validation rule on the location count that is easy to miss when a quote is edited later.
The location count is checked on every call.
Term discounts and approval thresholds that depend on the totalOnly with care
The standard discount depends on the term and the contract value on the lines, so price rules and approval rules must agree.
The total is computed first, then the discount is compared with the standard for the term.
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.

10 locations is outside the reseller program, which covers customers with fewer than 25 locations.
2The term is 4 years; the terms quoted are 1, 2 or 3 years.
3Yext for Food is available with the Starter package or higher.
4Yext for Healthcare is available with the Starter package or higher.
5Yelp Knowledge is available with the Starter package or higher.
6Google Q&A is available with the Starter package or higher.
7Google Q&A is already included in the Ultimate package and should not be quoted separately.
8Review Response is available with the Professional package or higher.
9Review Response is already included in the Ultimate package and should not be quoted separately.
10Competitive Intelligence is available with the Starter package or higher.
116 competitors are listed; Competitive Intelligence tracks 5.
12Competitive Intelligence is quoted but no competitors to track are listed.
132 competitors are listed but the quote has no Competitive Intelligence.
14Competitive Intelligence is already included in the Ultimate package and should not be quoted separately.
15Live API is available with the Starter package or higher.
16Live API is already included in the Ultimate package and should not be quoted separately.
17Priority support* is available with the Professional package or higher.
18Lead Capture is included from the Starter package; the Base package does not include it.
19Listings syndication through the Knowledge Network is included from the Professional package.
20Review Generation and Review Publishing are included in the Ultimate package only.
21The White-Labeled Scan and White-Labeled Interface are included from the Professional package.
22A discount of 16 percent is above the 15 percent maximum.
23One-year terms have no standard discount; a person should approve 5 percent.
24A discount of 8 percent is above the 5 percent that applies to this term; a person should approve it.
25Contracts of 75,$0 or more are reviewed by the partner team; a person should confirm $89,856.
26The quote states a total of $3,359.00; the priced lines give $3,360.00.

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. Agency, restaurant group: Base package ordered with Yext for Food and Lead Capture

The agent's request. Please quote the Yext Base reseller package for a customer with 12 locations, on a 1-year term, with the Yext for Food add-on. The customer needs Lead Capture. The quote states a total of $3,024.00. It is ready to send.

Verdict: Blocked.

  • Yext for Food needs the Starter package or higher. Yext for Food is available with the Starter package or higher.
  • Lead Capture needs Starter or higher. Lead Capture is included from the Starter package; the Base package does not include it.

2. Agency, restaurant group: The agent resubmits after fixing the errors

The agent's request. Please quote the Yext Starter reseller package for a customer with 12 locations, on a 1-year term, with the Yext for Food add-on. The customer needs Lead Capture. The quote states a total of $5,328.00. It is ready to send.

Verdict: Allowed.

  • Order summary. 12 locations at $37 a month per location; list total $5,328, net total $5,328.00.

3. Agency, clinic group: Starter package ordered with Review Response, the Knowledge Network and six competitors

The agent's request. Please quote the Yext Starter reseller package for a customer with 18 locations, on a 2-year term, with the Yext for Healthcare, Review Response and Competitive Intelligence add-ons, tracking 6 competitors. The customer needs listings syndication through the Knowledge Network. The quote applies a 5 percent discount. The quote states a total of $22,572.00. It is ready to send.

Verdict: Blocked.

  • Review Response needs the Professional package or higher. Review Response is available with the Professional package or higher.
  • Too many competitors to track. 6 competitors are listed; Competitive Intelligence tracks 5.
  • Knowledge Network needs Professional or higher. Listings syndication through the Knowledge Network is included from the Professional package.

4. Agency, clinic group: The agent resubmits after fixing the errors

The agent's request. Please quote the Yext Professional reseller package for a customer with 18 locations, on a 2-year term, with the Yext for Healthcare, Review Response and Competitive Intelligence add-ons, tracking 6 competitors. The customer needs listings syndication through the Knowledge Network. The quote applies a 5 percent discount. The quote states a total of $30,780.00. It is ready to send.

Verdict: Blocked.

  • Too many competitors to track. 6 competitors are listed; Competitive Intelligence tracks 5.

5. Agency, clinic group: The agent resubmits after fixing the errors

The agent's request. Please quote the Yext Professional reseller package for a customer with 18 locations, on a 2-year term, with the Yext for Healthcare, Review Response and Competitive Intelligence add-ons, tracking 5 competitors. The customer needs listings syndication through the Knowledge Network. The quote applies a 5 percent discount. The quote states a total of $30,780.00. It is ready to send.

Verdict: Allowed.

  • Order summary. 18 locations at $75 a month per location; list total $32,400, net total $30,780.00.

6. Agency, retail chain: Ultimate package ordered for 25 locations with Google Q&A and a one-year discount

The agent's request. Please quote the Yext Ultimate reseller package for a customer with 25 locations, on a 1-year term, with the Yext for Food, Yelp Knowledge and Google Q&A add-ons. The customer needs Review Generation and Review Publishing. The quote applies a 12 percent discount. The quote states a total of $26,664.00. It is ready to send.

Verdict: Blocked.

  • Location count outside the reseller program. 25 locations is outside the reseller program, which covers customers with fewer than 25 locations.
  • Google Q&A is already in Ultimate. Google Q&A is already included in the Ultimate package and should not be quoted separately.
  • Discount on a one-year term. One-year terms have no standard discount; a person should approve 12 percent.

7. Agency, retail chain: The agent resubmits after fixing the errors

The agent's request. Please quote the Yext Ultimate reseller package for a customer with 20 locations, on a 3-year term, with the Yext for Food and Yelp Knowledge add-ons. The customer needs Review Generation and Review Publishing. The quote applies a 12 percent discount. The quote states a total of $60,192.00. It is ready to send.

Verdict: Needs approval.

  • Discount above the standard for this term. A discount of 12 percent is above the 10 percent that applies to this term; a person should approve it.
  • Order summary. 20 locations at $95 a month per location; list total $68,400, net total $60,192.00.

8. Agency, retail chain: The agent resubmits after fixing the errors

The agent's request. Please quote the Yext Ultimate reseller package for a customer with 20 locations, on a 3-year term, with the Yext for Food and Yelp Knowledge add-ons. The customer needs Review Generation and Review Publishing. The quote applies a 10 percent discount. The quote states a total of $61,560.00. It is ready to send.

Verdict: Allowed.

  • Order summary. 20 locations at $95 a month per location; list total $68,400, net total $61,560.00.

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 at a marketing agency prepares a quote for the Yext reseller partner packages: Base, Starter, Professional or Ultimate, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the package structure and returns a verdict, every reason, a line-item quote and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote the Yext Base reseller package for a customer with 12 locations, on a 1-year term, with the Yext for Food add-on. The customer needs Lead Capture. The rest of the request is on screen. The quote states a total of $3,024.00.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with two findings, all in one answer. Yext for Food is available with the Starter package or higher. Lead Capture is included from the Starter package; the Base package does not include it.
  6. The validator returned two 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 add-ons that need a minimum package or are already included, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the package to Yext Starter and the stated total to $5,328.00.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The validator also returns the line-item quote, on screen.
  13. Both earlier findings are cleared, and the validator's total, $5,328.00, matches the quote.
  14. Two problems caught in one call, fixed in one pass, and a clean $5,328.00 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.