01 / Solar Energy Operations
One conversation.
A connected operation.
An omnichannel intelligence agent turns sales and service conversations into structured records, then coordinates the next action across administration, engineering, installation and maintenance.
Start with
A focused enquiry and service pilot.
- Website and WhatsApp channels
- New sales and maintenance enquiries
- One CRM or service-management system
- Human confirmation before booking or dispatch
Connect first
The information needed for the next action.
- Customer, project and property records
- Site evidence and assessment requirements
- Installed asset and warranty history
- Approved solution and service knowledge
Connected journey
Capture once. Continue with context.
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01 / Capture
Every channel
Web, WhatsApp, social, campaign and service enquiries enter one managed conversation layer.
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02 / Understand
Intent and context
The agent identifies the customer, request, urgency and information needed to continue.
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03 / Structure
A usable work record
Customer, project, site, asset and issue details become one structured operational record.
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04 / Coordinate
The right team acts
The complete context and next action reach the responsible commercial or operational team.
Department experience
One record serving the full operation.
Sales & advisory
Qualify project opportunities.
- Collect property, usage, location and project timing
- Schedule consultations with the full enquiry attached
Administration
Create a complete work record.
- Coordinate customer details, consent and documents
- Manage appointments, reminders and project updates
Engineering & installation
Prepare assessment and delivery.
- Review site evidence and identify missing information
- Coordinate design, materials, crews and installation
Maintenance
Triage and dispatch with context.
- Understand alerts, outages and performance issues
- Assign technicians with asset and service history
Suggested 90-day pilot
Prove the workflow before expanding channels.
- 01Assess
Map enquiry, sales, engineering and maintenance handovers; establish response and completion baselines.
- 02Design
Define required information, routing rules, system actions, approvals and escalation paths.
- 03Pilot
Launch two channels, a controlled intent set and one operational integration with staff oversight.
- 04Scale
Add campaign sources, asset monitoring, inventory and more automated actions after validation.
Measure what improves
Operational evidence for the next investment.
- First-response time
- Qualified enquiry rate
- Time to site assessment
- Maintenance triage and dispatch time
