About SolarAssist AI

SolarAssist AI – AI Voice Assistant for Solar Companies

Never miss another solar lead. SolarAssist AI answers inbound calls, captures qualified prospect details, books free consultations directly on your calendar, and transfers high-intent calls to your team. Built specifically for residential and commercial solar providers with a natural, professional voice flow and a setup that takes minutes.

⭐ Key Benefits

• Capture every solar lead, 24/7 – no voicemail, no missed opportunities

• Book consultations instantly – offers real-time availability from your calendar

• Transfer high-intent calls – commercial, pricing, or urgent service inquiries reach your team fast

• Clean CRM data – contact fields updated live during every call

• Professional & concise – structured qualification with a natural voice

• Solar-focused – built for consultations, financing, installation, batteries, and incentives

🧠 What the Agent Does (Voice Flow)

• Answers the call and greets the caller professionally

• Captures first name, last name, phone number, and email

• Identifies reason for call (consultation, pricing, installation, battery, commercial, etc.)

• Qualifies property type (home or business)

• Captures energy usage details (monthly bill, ownership status)

• Books a free solar consultation using your connected calendar

• Saves a short structured call summary after every call

• Ends with clear confirmation and next steps

🧩 Included Actions

Calendars

• Appointment Booking Action

Contact Field Updates

• Update First Name → standard CRM field

• Update Last Name → standard CRM field

• Update Email → standard CRM field

• Update Phone → {{contact.phone}}

• Update Appointment → {{contact.appointment}}

• Update Reason for Call → {{contact.reason_for_call}}

• Update Call Summary (After Call) → {{contact.call_summary}}

🗂️ Contact Custom Fields (Exact)

• {{contact.reason_for_call}} – free_consultation / pricing_financing / installation_process / battery_storage / incentives_rebates / system_maintenance / commercial_solar / energy_savings_consultation / general_question / other

• {{contact.call_summary}} – Short structured summary (long text)

Note: First Name, Last Name, Email, and Phone are saved to standard CRM fields automatically.

📅 Appointment Booking

• Books free solar consultations during the call

• Uses real-time calendar availability

• Confirms date and time verbally with the caller

• Reduces scheduling friction and increases show rates

⚙️ Recommended Agent Settings

• Maximum Call Time: 8–10 minutes

• Idle Reminder: ON – 5s, 1×

• Response Speed: Fast

• Interruption Sensitivity: 0.75

• LLM Temperature: 0

• Voice Speed: 1.0

• Voice Temperature: 0.15

• Voice Volume: 100%

🚀 5-Minute Setup

• Connect your calendar

• Create the contact custom fields

• Enable Appointment Booking & Call Transfer

• Paste the SolarAssist AI prompt and set the initial message

• Test once, then go live

🔒 Privacy & Data Handling

• English-only agent

• Does not invent pricing, savings, or incentive details

• Stores only structured contact data you define

• Designed for compliant, professional solar lead handling

💡 Perfect For

• Commercial solar providers

• Residential solar installation companies

• Battery storage installers

• Solar financing teams

• Energy savings consultation teams