Solutions · Solar Energy
Never Miss a Quote Request
Automatically qualify incoming solar quote requests, schedule site surveys, and track through to installation.
60%
faster quote processing
<4 min
average first response time
24/7
AI customer greeting
Why Solar Companies Lose Sales
Without Wise2Flow
- Quote requests are collected manually with missing info
- Customer data (roof type, utility bill) is incomplete
- Site survey scheduling is delayed and not tracked
- Post-quote follow-ups are missed, customers lost
With Wise2Flow
- AI automatically collects location, roof type, bill and consumption data
- Quote requests are complete and structured
- Auto-assignment to sales engineer and site survey scheduling
- Automatic follow-up reminders at day 2 and day 7 after quote
Solar Pipeline
New Quote Request
AI Qualified
Sales Engineer Assigned
Site Survey Scheduled
Proposal Sent
Negotiation
Installation Scheduled
Completed / Lost
Automation Flow
Quote request arrives
AI asks location, roof type, electricity bill and consumption
Assigns to a sales engineer
Creates a site survey appointment
Follow-up within 2 days after proposal
Re-reminder if no response within 7 days
AI Welcome Prompt (Example)
The AI introduces itself and asks about the property location, roof type (roof/ground), monthly electricity bill amount, purpose (residential/commercial), and whether they've received a quote before. Answers are automatically logged and passed to the sales team.
Ready-Made WhatsApp Messages (Example)
Welcome
Hi! I'm the Wise2Flow Solar assistant. Can I ask a few questions to prepare a custom solar energy quote for you?
Survey reminder
Reminder: your site survey is tomorrow at [Time]. Our engineer will meet you at [Address].
Post-quote follow-up
Did you get a chance to review the solar quote we sent? We're happy to answer any questions.
Sample Dashboard KPIs
76
New Quotes (this week)
91%
AI Qualification Rate
43%
Survey → Quote Conv.
18 days
Avg Days to Close
Ready for Your Company
Deploy the Solar template on your own WhatsApp number in 15 minutes.