Separate New Solar Projects From Service Requests
Your receptionist asks whether the caller wants to discuss a solar project or needs help with an existing system. That distinction gives your team a clearer starting point for the callback.
- Project inquiriesCollect the property location and what the caller wants to discuss.
- Existing customersTake a message about the system concern or installation question.
- After-hours coverageAnswer forwarded inquiries when your office has closed for the day.
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An AI receptionist for solar handles the first conversation using your business information. It can ask a prospective customer for their address and reason for calling, then collect details for a consultation. An existing customer can describe a service concern without being treated as a new project inquiry.
Set the services and property types your business accepts so the intake reflects your actual work. Your receptionist sends the conversation summary to you by email and app push, giving your team the context to decide what happens next.
Take a Solar Inquiry From Greeting to Handoff
The call starts with the virtual assistant introduction and recording notice, then moves to your intake questions. Your receptionist gathers the details and follows your booking, message, or urgent routing instructions.
- Caller intentAsk whether the conversation concerns a new project or current service.
- Property contextCapture the address and the project details your team requests.
- Next actionBook a consultation or prepare a message for your callback.
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For a new inquiry, your receptionist might ask where the property is and what the owner hopes to discuss with an installer. It follows the questions you provide instead of turning the conversation into a technical assessment. If you choose calendar booking, it can put an appointment into Google Calendar.
For an existing customer's concern, it records the description and checks your urgency instructions. A warm transfer lets your on-call person hear a summary before pressing 1 to accept. The dashboard keeps the recording and transcript available for your review.
Set Consultation Rules and Service Call Instructions
You choose what your receptionist asks, which consultations it can book, and who receives urgent messages. The onboarding chat and your website provide the business information behind those choices.
- 1Project scopeDefine your service area and the kinds of installations you discuss.
- 2Consultation policySpecify the intake questions and choose booking or a return call.
- 3Service escalationGive the receptionist your urgency criteria and on-call contact order.
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Use onboarding to distinguish installation inquiries from service work you accept. Tell your receptionist how to handle questions about your consultation process and price policy. If your team needs to review a property before scheduling, choose callback intake rather than immediate appointment booking.
You can forward only busy, unanswered, or after-hours calls, or forward your whole line. We supply the carrier or phone system guide and a local number. Run a test conversation using your own project questions, then adjust the settings through plain language instructions in the dashboard.
Keep Solar Assessments and Project Promises With Your Team
Your receptionist handles intake and approved business answers; your team handles site assessments and project decisions. A caller's description becomes context for a consultation, rather than a technical conclusion.
- Site assessmentCollect property details for your team to evaluate during a consultation.
- Project pricingFollow your stated policy and leave individual quotes to your business.
- Customer updatesTake installation questions for your callback without inventing project progress.
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A question about whether a particular roof suits an installation should reach your team with the caller's details. Your receptionist can explain the consultation process you taught it, but it cannot inspect a property. Keep technical judgments and any promises about project outcomes with the person preparing the proposal.
The same boundary applies when a customer asks when their installation will finish. Unless you supplied an approved answer, the useful response is a complete message for your callback. Review what was captured before replying to the customer.
Hear the Demo, Then Test Your Solar Intake
Use the browser demo to hear a conversation; once trials open, add your solar business instructions during onboarding. You can test consultation intake before putting your forwarding choices into service.
- Browser accessTalk in the demo without creating an account or scheduling a meeting.
- Business setupAdd your project scope and service instructions through the onboarding chat.
- Call reviewWhen trials open, read your transcript to assess the details your team receives.
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Open the no-signup voice demo and choose a fictional business scenario. Ask a follow-up question or switch from English to Spanish to hear how the conversation proceeds. The demo shows the interaction; your solar business information will be added during onboarding when trials open.
Join early access for solar businesses; once trials open, use the email sign-in link and answer the onboarding questions. You will get 14 days with up to 100 trial minutes. Add your card before forwarding goes live, then make a test call to check the intake and handoff.
Questions
What happens when a solar caller asks something the AI does not know?
Your receptionist takes the question and the caller's contact details for your team instead of supplying a project answer it does not have. Give it clear business information during onboarding. Review the resulting summary and update your instructions when a recurring question needs an approved response.
Can it book a solar consultation?
Yes. Your receptionist can book appointments into Google Calendar using the booking instructions you set. If you need to check property details first, choose message intake instead. It can collect the address and consultation request so your team can return the call before arranging an appointment.
Do we need a new public phone number?
No. Keep the number your solar business already advertises and use call forwarding. You can send all calls to your receptionist or limit forwarding to busy, unanswered, or after-hours calls. We provide a guide for your carrier or phone system and a test call before launch.
Will customers hear that the call is recorded?
Yes. The opening greeting tells callers that the call is recorded and identifies your receptionist as a virtual assistant. Those disclosures are always included. Your team can review the transcript, recording, and summary in the dashboard to check how a project inquiry or service message was handled.
Can urgent service calls reach our on-call person?
Yes. Define which service concerns count as urgent and the order in which your contacts should be reached. Your receptionist can warm transfer or page your on-call person. With a warm transfer, they hear a brief summary and press 1 before taking the call.
How much does it cost to try and keep the service?
When trials open, the free trial will last 14 days, capped at 100 minutes. A card is required before call forwarding goes live. Monthly plans: Starter at $99 with 150 AI minutes and $0.35 per extra minute; Pro at $249 with 500 AI minutes and $0.20 per extra minute. You can cancel online under the month-to-month plan.
Try the Demo Before Setting Up Solar Call Intake
Listen to a demo conversation, then bring your consultation questions to your trial when trials open. Set your service area and routing instructions before testing a call as your business.