AI CPQ Configuration Validation Agent for HVAC Equipment Sales

How Cassidy automates using AI

Step 1: Capture opportunity and application data

The Workflow triggers when a new HVAC opportunity enters your CRM, pulling project details like site address, regional classification (North/Southeast/Southwest), building type, load summary, and design specifications including tonnage, voltage, and refrigerant requirements.

Step 2: Configure and validate system pairings

Cassidy matches the selected outdoor unit, indoor unit, and coil combination against AHRI Directory data, retrieving the Certified Reference Number and confirming the pairing qualifies as an AHRI-certified matched system.

Step 3: Run compliance and compatibility checks

The Workflow validates SEER2/EER2/HSPF2 metrics against DOE regional minimums, checks accessory compatibility (heat kits, economizers, controls), verifies electrical sizing (MCA/MOCP), and confirms refrigerant line length limits—flagging any exceptions for review.

Step 4: Generate pricing and approval routing

Cassidy calculates configured pricing from base units plus options, applies distributor multipliers and margin targets, and auto-routes exceptions (non-compliant efficiency, spec deviations, AHRI mismatches) to engineering or manager approval queues.

Step 5: Assemble submittal and quote packages

The Workflow pulls OEM cut sheets, wiring diagrams, performance tables, dimensional drawings, and AHRI certificates into a templated submittal PDF, while generating an itemized quote with BOM, pricing, alternates, and scope inclusions.

Step 6: Export to ERP and hand off for order

Once approved, Cassidy pushes the validated configuration to your ERP with clean part numbers, ship sets, lead times, and special instructions—locking the revision and maintaining a complete audit trail for quote-to-order handoff.