Solar & EPC

AI voice agents for rooftop solar qualification and site surveys

Qualify rooftop solar leads, collect the latest electricity bill, book site surveys and follow up on proposals — automatically. For residential and commercial (C&I) solar and EPC teams.

Live AI voice call

00:30

Anil Kumar

Rooftop solar enquiry → survey · English

Speaking
Agent

Hi Anil, this is Ravi from SunPath Energy. You enquired about rooftop solar — can I ask a couple of quick questions to size the right system for you?

Prospect

Sure. My monthly bill is around 8,000 and it’s an independent house.

Qualified · bill + rooftop Site survey booked Bill requested on WhatsApp Outcome logged

What happens on every call

From dial to follow-up — automatically

Enquiry follow-up

Calls rooftop and C&I solar enquiries fast.

Qualify load

Monthly bill, sanctioned load, roof area, CAPEX vs PPA.

Book site survey

Schedules a rooftop survey with the engineer.

Log outcome

Requirement & notes saved; sales team notified.

Collect + follow-up

Requests the electricity bill; sends proposal info.

Use cases

Workflows out of the box

Rooftop solar lead qualification
Site survey booking
Electricity bill collection
Proposal follow-up
Subsidy / net-metering FAQ
CAPEX vs PPA explanation
Commercial / C&I qualification
Post-survey follow-up
Old / cold lead reactivation

Example call

An example conversation, end to end

Illustrative example — names, numbers and records below are for demonstration and do not represent a specific customer.

Full call transcript

English
00:00
agent

Hi Anil, this is Ravi from SunPath Energy. You enquired about rooftop solar. Can I ask a couple of quick questions to size the right system?

00:09
caller

Yes. My monthly electricity bill is around 8,000.

intent: solar_enquiry

00:15
agent

Thanks. Is this an independent house with your own rooftop, and roughly how much open roof area do you have?

intent: qualify_rooftop

00:23
caller

Independent house, maybe 500 square feet of open terrace.

00:29
agent

That’s enough for about a 4–5 kW system, which can cover most of your bill, and you may be eligible for the rooftop subsidy. The next step is a free site survey — Saturday 10 AM or Monday 4 PM?

Tool: calendar.list_slots → 2 slots
00:42
caller

Saturday 10 is fine.

00:45
agent

Booked for Saturday 10 AM with our survey engineer. Could you share a photo of your latest electricity bill on WhatsApp? It helps us prepare an accurate proposal.

Tool: calendar.book_slot → site_survey · Sat 10:00 AM
00:55
caller

Sure, I’ll send it.

00:57
agent

Perfect — I’ll send the request link now. Thanks Anil, see you Saturday!

Tool: crm.upsert_lead → stage=qualified · ~5kW · subsidy_eligible

Booking confirmed

Sat

10:00

Rooftop site survey

with SunPath Survey Engineer

Sat 10:00 · 45 min

Synced

Internal slots · Google Calendar

Integrations

Plugs into the tools you already use

Webhook
Calendly
Google Calendar
Twilio
Exotel
WhatsApp
SMS
Email (Resend)

CRM connectors (HubSpot, Salesforce, Zoho, Pipedrive) are coming soon — today you can export leads/calls or notify your team via webhook, email and Slack.

Start with 100 leads

Give VaniVx 100 leads from your CRM, website forms, missed calls, webinar list or old enquiry database — and see how many get contacted, qualified, booked, reactivated or escalated.