zymbler

WhatsApp AI agent for solar companies

Solar inquiries arrive at all hours and need the same questions every time. An AI agent on your WhatsApp asks them, notes the answers and hands ready leads to your team.

6 min readUpdated By the Zymbler team

The short answer
A WhatsApp AI agent for a solar company answers every inquiry in seconds. It asks your qualifying questions one at a time (do they own the home, what's the monthly bill, what's the roof like, when do they want it), notes the answers on the contact, and emails you when the lead is ready for a site visit.

The first message is nearly always the same: “How much for solar?” The honest answer is “it depends”, followed by four or five questions. Those questions are where leads go cold. The installer is on a roof, the office is shut, and by the time someone replies the homeowner has asked two other companies.

Brightside Solar · Tuesday evening
  1. Hi, how much for solar on my house?
    Lucas · 9:48 PM
  2. Hi Lucas, it depends on your roof and how much power you use, so a few quick questions first. Do you own the home?
    Ray · AI · 9:48 PM
  3. Yes, it's ours
    Lucas · 9:49 PM
  4. And roughly what's your electricity bill a month?
    Ray · AI · 9:49 PM
  5. About 120, more in summer
    Lucas · 9:50 PM
  6. Thanks. Is the roof flat or sloped?
    Ray · AI · 9:50 PM
  7. Sloped, faces south
    Lucas · 9:51 PM
  8. Noted. When would you like it installed?
    Ray · AI · 9:51 PM
  9. Before summer if possible
    Lucas · 9:52 PM
  10. Thanks Lucas, that's all I need. I've passed it to the team to arrange a site visit.
    Ray · AI · 9:52 PM

The questions it asks

You write them yourself when you set up the agent, in plain words: what you sell, what customers usually ask, what you need to know before a site visit, and when a person should take over. For most installers that means whether they own the home, the monthly bill, the roof, the location and the timeline.

It asks one at a time, the way a good salesperson would, and it doesn't ask what it already knows. If Lucas comes back on Friday, the agent picks up from its notes instead of starting again.

LucasWhat Ray has learned

Homeowner, wants rooftop solar before summer. Sloped, south-facing roof; electricity bill about 120 a month, higher in summer. Ready for a site visit.

What they want
Rooftop solar for the home
When
Before summer
How keen
High
Budget
Not asked yet
Where
Not asked yet
Email
Not asked yet

Your team opens that card instead of scrolling back through the chat. It shows what Lucas wants and what nobody has asked yet. Each lead also gets a score from 0 to 100, so the ones worth a call first are easy to spot.

Prices, brochures and photos

The agent only states prices and policies you've written down, and it's told never to make up a discount. If your packages have starting prices, give it those; if every system is quoted after a visit, tell it so and it will say so.

It can share up to 10 items from your Library: a brochure, photos of past installs, a link to your financing page. It knows each item by the description you write, so describe them well. It doesn't read inside the PDF.

When your team steps in

When a lead is ready, you get an email with what they want, and the agent keeps the conversation going until someone on your team picks it up. Anyone can take over from the shared inbox with one tap and hand it back when they're done.

Some chats shouldn't stay with the agent at all: a customer asking for a person, say, or a complaint. You write those rules too. When one applies, the agent hands the chat over with a one-line reason for your team and stops replying in it.

What it doesn't do

  • It can't open photos. Homeowners often send a picture of the bill or the roof. The agent thanks them and hands the chat to your team, who open the photo in Zymbler's inbox. That's why it asks for the bill as a number up front.
  • It doesn't chase. It replies when customers message; it won't follow up on a quote by itself. To nudge a list, your team sends an approved template, and any reply goes back to the agent.
  • It doesn't size systems. It only knows what you've told it.

Meta bills you for each reply the agent sends once the number's 1,000 free service messages for the month are used (your team's replies count too), apart from replies inside a Click-to-WhatsApp ad's free window. The pricing calculator shows what that comes to for your volume.


What to read next


Questions people ask

Can an AI agent give a solar quote on WhatsApp?
Only from prices you've written down. Zymbler's agent states the prices and policies you give it and is told never to invent a discount. For a quote that depends on the roof and the bill, it collects the details and hands the lead to your team.
What if a customer sends a photo of their electricity bill or roof?
The agent can't open photos, voice notes or documents. When a customer sends one, the agent thanks them, says someone from your team will look at it, and hands the chat over, so you get an email. Your team opens the file in Zymbler's inbox, where files are kept for six months. That's why the agent asks for the monthly bill as a number up front.
Will it follow up with leads who go quiet?
No. The agent replies when a customer messages; it doesn't start conversations. Your team can send an approved WhatsApp template to a list, for example every lead marked engaged, and replies come straight back to the agent.
Can I keep using the WhatsApp Business app on my phone?
Where Meta allows it, yes. The same number can stay on the app while Zymbler answers, and a reply you send from the phone pauses the agent in that chat.

WhatsApp, Meta, Meta Business Agent, Meta One, Messenger and Instagram are trademarks of Meta Platforms, Inc. or its affiliates. Zymbler is independent and not endorsed by Meta.


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