Solar installers
Prepare qualified site and energy questions for a consultation.
Solar installers demo
Hear the conversation. Watch the customer record take shape.
Can I arrange an initial site survey for rooftop solar panels?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Roof description
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
Would solar and a battery work for my home, and what happens next?
- AI phone
- Website chat
Home & field services
Prepare qualified site and energy questions for a consultation.
A homeowner asks whether their property is worth assessing and what information is needed.
Saleringo
I can collect the location, reported issue, and preferred visit window. The team will review the request before confirming availability or a quote.
Create an assessment request without promising savings or system performance.
Never guarantees savings, incentives, suitability, output, or installation approval.
Prepared request
- Prospect contact
- Example customer
- Property and ownership
- Property and ownership
- Energy interest
- Energy interest
- Consultation timing
- AI phone
Sample details for this example. No customer record is created.
Assigned team
Solar project adviser
Awaiting staff reviewSend technical suitability, incentives, and pricing to an authorized adviser.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Solar project adviser
Send technical suitability, incentives, and pricing to an authorized adviser.
After approval
Confirm the consultation and share the approved information checklist.
A prepared request is not a confirmed booking, price, or decision.
- Collect property and energy context
- Prepare an assessment request
- Assign an adviser
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Create an assessment request without promising savings or system performance.
Same journey - Follow-up preference confirmed
Confirm the consultation and share the approved information checklist.
Latest update - Prepared request prepared
Send technical suitability, incentives, and pricing to an authorized adviser.
Now
Next actions
- Create an assessment request without promising savings or system performance.
Saleringo · Prepared now
- Send technical suitability, incentives, and pricing to an authorized adviser.
Solar project adviser · Next review
- Confirm the consultation and share the approved information checklist.
Saleringo · After approval
- Keep the result on the same customer history
Solar project adviser · At completion
Prepared in CRM
- Prospect contact
- Example customerSource: Phone
- Property and ownership
- Property and ownershipSource: Phone
- Energy interest
- Energy interestSource: Web chat
- Consultation timing
- AI phoneSource: Web chat
- Business detail
- Consultation timingSource: Messenger
- Contact preference
- Permission recordedSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned solar project adviser roles can open contact details.
Customer follow-up
We have your prepared request. Solar project adviser has the details and will confirm the next step in this conversation.
Sends only after solar project adviser confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.