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Home & Professional Services · Sales

Solar Installation Enquiry

Create an installation consultation brief from property type and project goals.

For home & professional services teams handling sales conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Create an installation consultation brief from property type and project goals.
  • Clarify property type before the team follows up.
  • Organise locality, project goal, consultation preference into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

Hello, I have a question about solar installation enquiry.
What kind of property is this for?
I’m enquiring about property type. Could your team help me understand the options and process?
Are you exploring backup power, bill reduction or another goal? You can skip anything you would rather discuss with a colleague.
I’d prefer to discuss the details with someone.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify sales intent and explain the scope.

  2. 02

    Relevant questions

    What kind of property is this for?

  3. 03

    Captured details

    Property type · Locality · Project goal · Consultation preference

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Property type
  • Locality
  • Project goal
  • Consultation preference

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Service coverage and working hours
  • Survey or consultation process
  • Approved scope, exclusions and cancellation terms
  • Approved answers to “What kind of property is this for?” and “Are you exploring backup power, bill reduction or another goal?”
  • A named team responsible for solar installation enquiry enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

System sizing, savings and permissions require a qualified survey and current rules.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Electrical design, financing commitments or guaranteed savings.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your sales process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and electrical design, financing commitments or guaranteed savings.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about solar installation enquiry

What does the team need from the first conversation?

Start with property type and locality. Collect the other suggested details only if they help the next action. Are you exploring backup power, bill reduction or another goal?

Can it complete this request automatically?

System sizing, savings and permissions require a qualified survey and current rules. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Electrical design, financing commitments or guaranteed savings. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your home & professional services process. What kind of property is this for? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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