Round-robin with deadline
The qualified lead goes to the next consultant in the queue. They have 1 hour to reply; with no reply, the lead moves on to the next one.
For solar integrators and solar energy companies
AI SDR on WhatsApp for solar energy: from ad to signed contract
The ad lead gets a reply in seconds, at any hour. The AI finds out the electric bill amount, whether the property is owned, the city, and when they want to install, and hands off to the next consultant in the queue. System size, generation, and proposal always come from your team's simulation.
- Replies in seconds, 24/7
- Advisor round-robin
- Savings shown only as estimates
Where the project slips away today
The consultant spends hours on conversations that would never become a project
Half of the ad leads rent or have an income too low to make it worthwhile.
The good lead waits for the consultant to get back from a visit, and signs with whoever replied first.
A proposal that's sent goes unanswered, and the credit under review has no deadline.
The lead's journey
A straight line from ad to installed system
Today, the form lead waits for the consultant to get back from a site visit. Here, the AI replies right away, filters for people with a real project, and logs every step on the pipeline card.
- AdForm or click to WhatsApp
- AI repliesIn seconds, at any hour
- QualificationBill, property, and timeline
- Round-robinThe next consultant in the queue
- Consultant1 hr to reply
- Technical visitBill and city on the card
- ProposalConsumption, system size, and value
- Contract closedSyncs back to your system
Done in the dashboardSyncs back to your system
Built for solar energy
The consultant going only to the visits that become projects
The pipeline the solar integrator uses
New lead, qualified, in progress, technical visit, proposal sent, credit under review, and contract closed. The proposal requires consumption, system size, and amount.
Safeguards already on
The AI doesn't promise a zero electric bill or 100% savings, doesn't quote system size or price without the bill and the visit, and doesn't guarantee financing approval.
From Spend to Contract
Upload your ad spend spreadsheet and see, by campaign, ad set, and ad, what each lead, each visit, and each contract cost, plus the return on revenue.
Teach your ads to bring in people who install
With conversions on, every qualified lead, visit, and contract is sent back to Meta, with the project value. Campaigns start looking for people similar to those who signed, not just those who clicked. Phone numbers and emails are sent encrypted.
Examples use fictional companies, people and numbers.
Ready on day one
During onboarding, the specialist sets up your account for the “Solar energy” industry, and it starts out ready to go
This is what your account gets on first login, taken from the same template that builds the dashboard. You can change everything later, from stage names to questions.
The pipeline
- New lead
- Qualified
- In progress
- Technical visit
- Proposal sent
- Credit under review
- Contract closed
The qualification questions
- Electric bill“About how much is your electric bill each month?”
- How they plan to pay“Are you thinking of paying in full, or would you rather finance?”
- Property and who decides“Do you own the property or rent?”
- By when“When are you thinking of getting it installed?”
- Roof and location“Which city is the property in?”
By the numbers
- Pipeline stages
- 7
- Deal fields
- 8
- Qualification items
- 5
- Re-engagement messages
- 3
Industry considerations: No promises of a zero electric bill or guaranteed savings: generation and savings are shown only as estimates from the simulation.
Book a demoHow it starts
In one afternoon, without replacing your CRM
Connect the company's WhatsApp
The official account, with approved templates. The lead gets the first reply within seconds.
Connect your lead system
The ad or website form sends each lead with the campaign and the legal basis.
Choose the Solar energy template
In Pipeline → New board, the board comes with the stages, the proposal fields, and round-robin already on. Then just set up the consultant queue.
Does the AI promise a zero electric bill?
No. Energy fed into the grid becomes credit, but the bill never drops to zero. Generation and savings only appear as estimates from the simulation run by your team.
Does the AI quote system size and price?
Not without the electric bill and the technical visit. The AI gathers consumption, the property, and the city, and the consultant prepares the proposal.
Do I need to replace my CRM?
No. The dashboard notifies your CRM at every lead step and, if you allow it, lets it update the stages back.
Watch your next lead get a reply in seconds
We'll show you with your own ads and pipeline.