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Capture, qualify and follow up with prospective solar customers through a considered workflow built around your sales team.
Built around approved messaging, clear human handoffs and the tools your team actually uses.
A promising enquiry can go cold while teams collect basic project details across calls and messages.
Sales teams repeatedly ask for location, bill range, roof context, property type and preferred timing.
When conversations are scattered, the next action and the person responsible are easy to miss.
Site teams need structured context before a survey—not another unlabelled chat thread.
The system gathers useful context, keeps the prospect moving and gives the team a cleaner next action. It supports the sales process—it does not replace technical judgement.
Responsible by designEstimates, pricing and technical recommendations remain subject to team review.
Concept interface · Final workflow is configured around each solar business.
Receive enquiries from the website, campaign landing pages or approved WhatsApp entry points.
Collect essential project context through a guided, configurable conversation.
Organise submitted information and estimated system context for team review.
Offer an appropriate survey or consultation slot once the lead is ready.
Send the sales team a clear record, next action and conversation context.
Every implementation is scoped. Capabilities are selected and configured around the agreed customer journey, systems and governance requirements.
Bring approved lead sources into one consistent qualification journey.
Ask the right questions without removing human judgement from the sale.
Request the information your team needs, with clear consent and purpose.
Prepare indicative project context for review—not an unverified final quotation.
Move qualified prospects toward a scheduled conversation or site visit.
Escalate edge cases and sales-ready enquiries to the right person.
Configure timely reminders around the business's approved sales process.
See enquiry stages, incomplete steps and handoff status in one view.
We begin with the current workflow, define what should be automated and protect the points where human judgement matters.
Discuss your workflowMap current lead sources, qualification questions, ownership and handoff rules.
Design the conversation, forms, dashboard states and human review points.
Connect agreed channels, scheduling and operational tools within the defined scope.
Test with real scenarios, train the team and improve the workflow after observation.
No. Solar AI Sales Engine is a tailored implementation service. The workflow, qualification logic, integrations and handoff rules are scoped around each solar business.
No. It can organise customer inputs and indicative context, but final technical recommendations, pricing and commitments remain with the solar company.
That is the intended approach. Feasible integrations are confirmed during discovery before a proposal is issued.
Human oversight, escalation points and approved messaging are designed into the workflow. Sensitive or uncertain cases should move to the team.
Show us how leads arrive today. We will identify the friction, define the right handoffs and scope a responsible implementation.
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