Features > AI CPQ Solver
AI & Automation

AI CPQ Solver

Customer entered bay width and duty cycle. CPQ returned forty-two valid configs. The rep still escalated to engineering. Mercura AI solver ranks rule-valid options against stated goals with reasoning your team can override.

AI solver · runtime

Requirements → rules first → ranked pick

Illustrative demo · sample numbers

1 · Customer requirements

Span 18 mCapacity 10 tDuty class M5

2 · Rules engine runs first

Only valid configs continue

VALID

Enter the search

BLOCKED BY RULE

Trolley T4 + rail R2

3 · Goal weighting

4 · Ranked recommendation · rep can override

Scores are illustrative · every row already passed the rules engine

What the solver does

Best-fit ranking

Valid options scored against the goals you configure

Rules-grounded

Only rule-valid configurations enter the search

Human-reviewable

Reps review the reasoning and can override before quote send

The challenge

Customer entered bay width and duty cycle. CPQ returned forty-two valid configs. The rep still escalated to engineering.

A builder of overhead bridge crane systems for manufacturing and logistics bays configures span, capacity class, hook height, runway speed, and control package in Mercura CPQ. Rules block incompatible trolley and rail combinations. A buyer enters bay width, required lift capacity, and expected duty cycle. CPQ returns dozens of rule-valid line items that all price correctly.

Inside sales still pings application engineering because none of the forty-two options clearly wins on cost, lead time, and floor clearance together. Reps pick the third ranked config by habit. Customers receive quotes that work on paper but are heavier or slower than the application needs. Expert judgment does not scale when every inquiry leaves a wide valid set.

AI CPQ implementation bootstraps draft rules from ERP and specification uploads. Conversational CPQ parses buyer language during quoting. Agentic CPQ governs procurement agent endpoints. Rules-based configuration rejects invalid combinations but does not rank valid ones. The AI CPQ solver is different: Mercura searches the rule-valid configuration space, scores candidates against cost, performance, lead time, and regulatory objectives you define, and returns ranked recommendations with plain-language reasoning reps review before quote send.

Inquiry to config to price to approval to order should not queue behind engineering every time constraints leave more than one correct answer.

How it works

How the Mercura AI CPQ solver works

Buyers or reps enter application requirements: span, capacity, duty class, clearance limits, budget ceiling, or regulatory tags. Mercura runs the rules engine first so only valid configurations enter the solver search. The AI evaluates candidates against weighted objectives your product team configures, cost, performance, lead time, and compliance priorities. Ranked results include comparison rationale and confidence indicators. When trade-offs exist, the solver surfaces Pareto-optimal alternatives instead of hiding the tension. Sales engineers accept, adjust, or override recommendations before pricing and quote release. Historical approved configurations inform scoring over time. Mercura does not replace rules authoring, approval policy, or SME sign-off on novel applications.

Rules first

Validity comes before ranking

Illustrative flow · numbers vary by catalog

Customer requirements

Span · capacity · duty class

↓

Rules engine

Incompatible combinations removed

↓

Valid configurations

Dozens may remain

↓

AI ranking

Scored against configured goals

↓

Ranked recommendation

Rep reviews, accepts or overrides

Who decides what

Rules decide validity. AI ranks the valid set.

Rules engine

Is this configuration allowed?

Deterministic constraints from your published rules. The solver never bypasses them.

AI solver

Which valid option fits best?

Ranks rule-valid options against goals your team configures, with rationale reps can review.

Trade-offs

When goals conflict, the tension stays visible

Illustrative demo data · every point is a rule-valid configuration

Cost →↑ Shorter lead time

Pareto-optimal alternative

VFD hoist · stock rail

No other valid option is better on both cost and lead time, so it stays on the shortlist.

Reps review and can override before quote send.

What's included

What the AI CPQ solver covers

01Requirements

  • Requirement inputs mapped to rule-valid configuration search
  • API access for solver calls in custom sales tools

02Score

  • Multi-objective scoring across cost, performance, and lead time
  • Learning signal from approved configurations and outcomes

03Rank

  • Ranked recommendations with plain-language comparison rationale
  • Pareto-optimal alternatives when goals conflict
  • Confidence indicators for how well each option meets requirements

04Review

  • Rep review and override workflow before quote send

The difference

Complex configuration before and after AI ranking

Rep picks from a wide valid set

  1. 01 Dozens of rule-valid configs with no clear best fit
  2. 02 Quality depends on which engineer or rep handles the inquiry
  3. 03 Complex quotes queue behind application engineering
  4. 04 Self-service stops when more than one valid answer exists
  5. 05 Customers receive workable but suboptimal specifications

With Mercura AI solver

  1. 01 Ranked shortlist from customer requirements in one session
  2. 02 Same scoring logic applied to every inquiry and channel
  3. 03 Engineering reviews exceptions, not every multi-option quote
  4. 04 Self-service extends to applications with many valid paths
  5. 05 Quotes reflect best-fit trade-offs reps can explain to buyers

Real-world example

Example workflow: crane config ranked by span, duty, and lead time

An overhead crane OEM saw reps escalate whenever bay width and duty cycle left more than thirty valid Mercura configurations. After enabling the AI solver, a buyer entered span, capacity class, and expected picks per hour. Mercura returned a ranked shortlist with reasoning on rail weight, motor package, and quoted lead time. The rep accepted the top recommendation, adjusted control package for a regional safety tag, and sent the quote without an engineering callback. Application engineers now handle novel bay layouts only.

Business impact

Why the AI solver is ranking intelligence, not a replacement for rules

The AI CPQ solver adds engineering judgment at quote time when rules alone leave multiple correct answers. It complements AI CPQ implementation, sales guidance flows, rules-based validation, and self-service configurators. Mercura does not bypass the constraint engine or publish recommendations without rep review. Someone must define objectives, validate scoring after catalog changes, and own approval on edge cases. If the pain is "CPQ says valid but nobody knows which valid option to quote", the solver aligns inquiry, configuration, price, approval, and order with ranked configs your team can defend to the buyer.

Business impact

Clearer best-fit choices

Rule-valid options are ranked against the goals your product team configures.

Rules stay in charge

Only valid configurations enter the search; the constraint engine is never bypassed.

Explainable and overridable

Reps review the rationale and can adjust or override before quote send.

AI lifecycle map

Two different jobs: bootstrap the CPQ model from existing data, then rank valid configurations at quote time

Build time

AI drafts. Your team approves before publish.

Existing data

ERP · specs · price book

AI draft

AI CPQ Implementation

Human review

Ready for review

Published rules

Rules engine

Runtime

Rules decide validity. AI ranks what is valid.

Requirements

Customer inputs

Rules engine

Valid set first

AI ranking

AI CPQ Solver

Rep review

Accept or override

Published rules from build time become the rules engine that gates every runtime recommendation

Rules-valid set · ranked for rep review

Enter span and duty cycle and review a ranked crane shortlist before quote send

Book a demo and walk requirement input through rule-valid search, ranked recommendations, and rep override, so engineering time goes to the cases that need it.

Let’s build together.

We empower manufacturers to master product modeling, streamline quoting process, reduce errors, and ultimately deliver the tailored solutions that customers demand.