Named agents. Installed inside the system.

Lead qualification

• Qualifies inbound enquiries 24/7
• Scores & routes leads
• Books the first call

Commercial lead engine

• Scores inbound commercial enquiries
• Auto-schedules site surveys
• Routes leads by installer region

Proposals & scoping

• Drafts proposals from discovery notes
• Models pricing & scope
• Flags risk before contract

Quote engineering

• Builds quote drafts from survey data
• Models tariff & payback
• Flags risk before contract

Reputation & reviews

• Requests reviews at the right moment
• Monitors Google & Trustpilot
• Drafts owner responses

Customer experience

• Sends pre-visit reminders
• Handles rebookings & changes
• Flags unhappy customers early

Delivery orchestration

• Spins up projects from won deals
• Manages briefs & approvals
• Keeps clients updated automatically

Install orchestration

• Schedules crews & equipment
• Tracks grid-connection deadlines
• Keeps customers informed

Job operations

• Assigns jobs across technicians
• Tracks bay capacity live
• Alerts on parts delays

Invoicing & payments

• Generates invoices on job close
• Chases overdue balances
• Reconciles payments daily

Content & assets

• Drafts copy, outlines, decks
• Runs first-pass edits
• Keeps brand voice consistent

Tariff & market intelligence

• Monitors dynamic tariff shifts
• Alerts installers of new incentives
• Surfaces policy changes

Performance monitoring

• Tracks live system output
• Flags underperforming sites
• Generates customer performance reports

Insight & intelligence

• Monitors client industries
• Delivers weekly intel drops
• Surfaces pitch-worthy angles

Reporting & insights

• Sends daily performance brief
• Flags revenue leaks
• Tracks technician productivity

Partner & installer comms

• Syncs installer network updates
• Distributes training material
• Coordinates co-marketing moments

Client success

• Tracks client health scores
• Flags retention risks early
• Drafts QBR decks automatically