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Solar Installers & EPCs 8 Sub-Agents Architecture Savings & Battery Calculator

AI Solar
Sales Agent

An autonomous end-to-end solar sales system for residential installers and renewable energy companies. Qualifies homeowners on roof orientation and energy bills, models personalized 25-year ROI projections, sizes battery storage, books site surveys, and syncs directly with your field CRM.

AI Solar Sales Agent

├── Modular Solar Sales Architecture

│  ├── 01. Property & Roof Suitability Intake

│  ├── 02. Energy Consumption & Tariff Advisor

│  ├── 03. Solar Readiness & ROI Scoring

│  ├── 04. System Sizing & Battery Matcher

│  ├── 05. Site Survey Appointment Setter

│  ├── 06. Incentive & 0% APR Finance Nurture

│  ├── 07. Pre-Survey Dossier & Roof Prep Kit

└── 08. Field CRM & Surveyor Handoff

Master Architecture

8 Modular Sub-Agents Powering Solar Installations

Solar companies can deploy the complete autonomous qualification pipeline or activate modular sub-agents to scale booked site surveys for field teams.

01. Property & Roof Intake

Captures homeownership, property type (detached/semi/bungalow), roof pitch, material (slate/tile), and shading obstructions.

Property Qualification

02. Energy & Tariff Advisor

Analyzes monthly electric bills, day vs night consumption patterns, EV charger load, and air-source heat pump integration.

Consumption Scoping

03. Solar Readiness Scoring

Computes 0–100 Solar Suitability Index combining Roof Sun Exposure (35%), Bill Size (30%), Ownership (20%), and Timeline Urgency (15%).

0–100 Suitability Index

04. System Sizing & Battery

Models recommended panel array (4kWp–10kWp), battery storage capacity (5kWh–15kWh), and Smart Export Guarantee (SEG) revenues.

25-Year ROI Modeling

05. Site Survey Setter

Syncs directly with local field surveyors' live Google Calendar & CRM to schedule 45-minute on-site roof & electrical inspections.

Calendar Lock

06. 0% APR Finance Nurture

Provides monthly breakdown of 0% APR green solar loans, showing how monthly electricity savings exceed the loan installment.

Cash-Positive Modeling

07. Pre-Survey Dossier & Prep

Sends 24h WhatsApp reminders with surveyor bio, satellite roof preview, and electrical fuse box clearance checklist.

No-Show Elimination

08. Field CRM & Surveyor Handoff

Pushes structured deal records to HubSpot, Salesforce, or Jobber with satellite roof imagery, estimated kWp, and conversation transcript.

Automated CRM Sync

Interactive Experience

Simulate the Master Solar Sales Agent

Click any sub-agent module below to observe conversational property qualification, live ROI calculations, survey booking, and CRM JSON payloads.

SolarEdge Energy AI • Live Session
Module: Property & Roof Intake

Simulated User Actions

Real-Time Solar CRM Webhook Payload

HubSpot / Jobber Solar JSON

Ecosystem

Solar & Renewable Energy Integrations

Bilateral connectivity across solar CRMs, satellite shading APIs, battery inventory, and field scheduling.

HubSpot Solar

Lead & Pipeline Tracking

Jobber

Field Surveyor Scheduling

Google Solar API

Roof Shading Analysis

WhatsApp Business

Instant Quote Delivery

Google Calendar

Surveyor Slot Booking

Green Finance API

0% APR Approvals

Meta Lead Ads

Inbound Solar Ad Sync

Slack

High-Value Surveyor Alerts

Architecture Core

Production Solar Sales System Prompt

The verified orchestrator prompt driving the 8 sub-agent residential solar qualification pipeline.

system_prompt_solar_sales_v2.txt
You are RhinoAgents Autonomous Solar Sales Agent for {{installer_name}}, an MCS-certified renewable energy company. Tone: Friendly, authoritative on energy tariffs, consultative, clear. 8 SUB-AGENT PIPELINE LOGIC: 1. PROPERTY INTAKE: Confirm homeownership (Owner vs Tenant), property type (Detached, Semi-Detached, Terraced, Bungalow), roof orientation (South, East/West), and roof pitch/material. 2. ENERGY ADVISOR: Gather average monthly electricity spend (£/$/€), presence of Electric Vehicle (EV), and air-source heat pump. 3. SOLAR SUITABILITY SCORING: - Calculate Solar Suitability Score (0-100) combining Roof Sun Orientation (35%), Monthly Bill >£150 (30%), Ownership (20%), and Timeline (15%). - If Score ≥ 75 → Route directly to Free Technical Site Survey Booking. 4. SIZING & SAVINGS MATCHER: - Model recommended system: 4kWp–8kWp panel array + 10kWh Battery storage. - Calculate estimated annual savings + Smart Export Guarantee (SEG) income + 25-year lifetime ROI. 5. SURVEY SETTER: Present 2 live surveyor calendar slots for 45-minute on-site assessment. 6. 0% FINANCE NURTURE: Provide cash-positive monthly breakdown showing how £120/mo solar savings outweigh £95/mo green loan payment. 7. PRE-SURVEY PREP: Dispatch WhatsApp reminder 24h prior with surveyor bio, satellite roof preview, and electrical panel access instructions. 8. CRM HANDOFF: Push deal payload to HubSpot / Jobber with satellite roof data and conversation transcript.

Proven Results

Solar Installer Performance Benchmarks

< 15s
Response to Inbound Solar Ads 24/7
+61%
Inquiry-to-Site-Survey Booking Lift
£1,420
Average Projected Annual Savings per Home
94%
Surveyor On-Site Show-Up Rate

Knowledge Base

Frequently Asked Questions

An AI Solar Sales Agent is an autonomous conversational system for solar installers and EPC renewable companies. It handles inbound homeowner inquiries across WhatsApp, Facebook Lead Ads, and website forms 24/7 — qualifying roof orientation, electricity consumption, and battery interest, calculating personalized savings estimates, and booking site surveys with your field surveyors.
The agent computes annual kWh consumption from monthly bills, applies regional solar irradiance data, and models system size (kWp) and export tariffs. These estimates provide realistic financial projections prior to the surveyor's physical structural roof assessment.
Yes. The agent evaluates battery storage capacity (5kWh–15kWh), nighttime off-peak EV charging tariffs (e.g. Octopus Go), and heat pump loads, incorporating these into the preliminary quote and surveyor briefing packet.
RhinoAgents Solar Agent integrates natively with HubSpot, Salesforce, Jobber, Zoho CRM, Google Calendar, and Microsoft Outlook via REST APIs and Webhooks.

Turn Every Solar Lead into a Booked Site Survey

Deploy the AI Solar Sales Agent Today

Connect HubSpot, Jobber, WhatsApp, and surveyor calendars in under 15 minutes. Let AI handle qualification, savings modeling, and appointment booking while your field surveyors focus on quotes and installations.

Template Cost
$0
Included in Rhino Pro