Property context
Ask whether the enquiry is for a home, commercial building or another supported property.
Property & home services
WhatsApp Chatbot for Solar installersQualify solar enquiries before the site survey.
Help prospects describe their property, installation interest and location so your solar team can plan the next conversation.
Business knowledge. Team handover. A clear next step.
Built around your businessHelpful answers. Thoughtful follow-up.
THE RIGHT START
Make the first
conversation count.
A solar enquiry needs a technical assessment before a system can be promised. Capture the initial context and explain the survey process using your approved information.
Explore the WhatsOS AI assistantSurvey requests
Collect the area and a preferred time for a technical conversation.
Technical handover
Route system sizing, roof suitability and commercial estimates to your qualified team.
FROM HELLO TO HANDOFF
A useful enquiry.
A team ready to help.
Start with a natural question. Gather the details that matter. Let your team confirm the next step.
- Understand the enquiryAnswer from the business information you approve.
- Collect relevant detailsProperty type · Locality · Project goal · Consultation preference
- Bring in your teamShare the context and make any pending confirmation clear.
Your business assistantIllustrative WhatsApp conversation
Example only · Adapt the questions to your business
A PRACTICAL WAY TO START
Your knowledge.
Your team. Your workflow.
Choose a focused starting point, check the information behind each answer, and test the handover before you go live.
Give it reliable information
- Service coverage and working hours
- Survey or consultation process
- Approved scope, exclusions and cancellation terms
Assign an owner to review these sources when your services, prices or opening hours change.
AI & business knowledgeConfirm what can be completed
System sizing, savings and permissions require a qualified survey and current rules.
Check the exact connector and permissions you need. Without a live connection, collect a request for staff to verify.
Explore integrationsKeep a person in the loop
Bring in your team for: Electrical design, financing commitments or guaranteed savings.
Test missing information, a request for a person and a customer opt-out. Agree who owns the follow-up.
Explore the shared inboxQUESTIONS, ANSWERED
FAQs for
solar installers.
Have a workflow in mind? Talk to us about the details.
Speak with WhatsOSCan it promise electricity savings?
No. Savings and system output depend on a technical assessment and site conditions. Any estimate must be reviewed by your team.
Can it check subsidy eligibility?
It may link to your approved information, but current eligibility and application requirements need verification by the responsible team and official sources.
Should a customer send electricity bills immediately?
Initial intake can start with property type and area. Use your approved consent-based process if documents are needed later.
How do we get started with WhatsOS?
Choose the enquiry flow, prepare approved business information and connect your WhatsApp number through the account setup. Agree who takes over, test typical and exceptional conversations, then publish the reviewed configuration.
Can a team member take over the conversation?
Yes. WhatsOS provides a shared inbox for your team. Define who handles enquiries, when the assistant hands over and how the team follows up. Available roles and allowances depend on your plan and configuration.
What happens when a customer opts out?
Opted-out customers must be excluded from broadcast audiences and sending checks. Use the appropriate consent and message-template process for any outbound communication; a previous enquiry is not blanket permission to send promotions.
YOUR NEXT CONVERSATION
Make WhatsApp work
for solar installers.
Start with one enquiry flow. Build it around your team.