Rooftop solar installers use AI voice calls to call every new lead within minutes, check whether the home is suitable, explain the subsidy, and book a free site survey, so field engineers only visit homes that are likely to install. This guide walks through the call flow that works, the rules that keep it accurate, and results from a real deployment.
Build a solar lead agent: Start free on Edesy — Rs 50 free credit, no demo needed.
Why solar leads need a fast first call
Demand for rooftop solar spikes with subsidy ads and electricity-bill season. Leads arrive in bursts, often in the evening and at weekends, and homeowners enquire with several installers at once. The installer whose call is useful first usually gets the site survey.
A telecaller can make a few dozen useful calls a day. An AI agent can call every lead as it arrives, in the customer's language, and hand the field team a clean list of booked surveys.
The call flow
A good solar qualification call has one goal: a booked free site survey. Not the sale.
| Step | What the agent does |
|---|---|
| 1. Greet | Introduces the installer, mentions the enquiry, asks if it is a good time |
| 2. Qualify | Location, house or flat, owns the roof, roof space, monthly bill, power cuts |
| 3. Short pitch | Central subsidy, net metering, warranty, payback in plain words |
| 4. Handle objections | Price, "need to ask family", rented home, "already have a quote" |
| 5. Book | Agrees a survey date and time, repeats it back |
| 6. Close | Thanks them, says the engineer will confirm before the visit |
Ask one question at a time. Accept soft answers like "haan", "hmm" or "ji" as a yes, and move on.
Rules that keep it accurate
- Never invent prices. The agent can say a 3 kW home usually suits a certain bill range, but the quote comes from the engineer after the survey.
- Use only approved subsidy facts. The central PM Surya Ghar subsidy for homes is Rs 30,000 for 1 kW, Rs 60,000 for 2 kW and Rs 78,000 for 3 kW or more (10% more in special category states). Put these in the agent's instructions or knowledge base, and add your state's top-up only if you are sure of it. Customers can check their own numbers on our free rooftop solar subsidy calculator.
- Flats go a different way. If the lead lives in a flat without roof rights, record that and route it to your society or commercial team instead of booking a survey.
- Call inside sensible hours. Set a calling window so no one is called late at night.
More prompt rules from live deployments: AI voice agent prompt rules.
What happens after the call
The call is only half the job. After each call, Edesy turns the conversation into structured fields: interest, property type, bill amount, objections, survey date and time, and outcome. Those fields can then update your CRM automatically:
- a note with the call summary;
- the pipeline stage (for example Contacted, or Meeting Scheduled when a survey is booked);
- a meeting for the field engineer;
- a follow-up task if the lead wants time, and a retry if they didn't answer.
Edesy has built-in integrations for HubSpot, Salesforce, Zoho CRM and GoHighLevel, and sends results to any other system by webhook, Zapier or Google Sheets. See post-call CRM automation.
Results from a real deployment
A rooftop solar installer in West Bengal runs a Bengali AI agent on every new lead in its CRM, plus an inbound agent for enquiry calls. As of September 2026 (rounded):
- about 1,000 calls analysed;
- 300+ free site surveys booked from outbound calls, roughly one in three analysed calls;
- about 200 callbacks scheduled for leads who wanted to talk later.
Read the full solar installer case study.
Cost
Calls cost Rs 4-6 per started minute depending on your prepaid top-up, and unanswered calls are free. A qualification call usually lasts two to four minutes.
Start
Create a free account, write the six steps above into your agent, and call your own phone. Want help connecting your CRM? Talk to us. More on the industry: AI voice agent for solar companies.