AI Agent for Solar Companies
Solar installers and EPC firms spend significant time on repetitive intake work: qualifying leads, collecting roof data, running preliminary system designs, and tracking permit applications. This agent automates those workflows by handling customer conversations, extracting system requirements, cross-referencing local utility rules and incentive programs, and flagging projects for engineering review. It runs 24/7 on your existing communication channels—reducing manual data entry and moving qualified projects into design faster.
How it works
We audit your current intake process, define decision trees for lead qualification and system design rules, and integrate the agent with your CRM, permitting platform, and utility databases. The agent is built, tested in staging against your actual project data, and deployed to handle inbound inquiries and customer conversations in production.
Key benefits
Use cases
Frequently asked questions
Does the agent need access to utility interconnection databases?
It can integrate with public utility APIs and your internal interconnection rule library. We configure it to query the systems your team already uses, or we build a reference database of local codes and incentive rules specific to your service area.
Can it work with existing CRM and permitting software?
Yes. We integrate directly with common platforms like HubSpot, Salesforce, and permit management tools via API. Customer data flows automatically into your system, reducing duplicate entry and keeping records in sync.
How does it handle complex or unusual projects?
The agent qualifies standard projects and flags edge cases—high-complexity roofs, battery storage, three-phase systems—for manual engineering review. You define the thresholds that trigger handoff to your team.
What data does it need to start?
Examples of your past intake conversations, your local utility interconnection rules, typical system design parameters, and access to your CRM and customer communication channels. We build the agent incrementally and test it against real project data.
Want this for your business?
Tell us what you'd like to automate — we'll reply with concrete next steps, no sales pitch.
Talk to us →