Home services Solar
Callingly's AI Agent calls each new solar lead within seconds, confirms they own the home, and checks the basics (power bill, utility, roof and shade). Qualified homeowners are warm-transferred to a closer while they're still on the line. If no closer is free, it offers a callback at a time the homeowner picks.
Renters, homes with a shaded roof, and power bills too small for solar to pay back all come in through the same form as your best leads. A human setter has to dial each one to find out.
The AI Agent asks about each of those that your form didn't already cover, the moment the lead arrives. Closers only hear from homeowners who own the house and want to talk, and every answer is in the transcript before the closer says hello.
Solar is a big purchase with financing, incentives and a spouse to convince. A homeowner who isn't ready this week can be ready next month.
When the AI Agent doesn't reach someone, the followup sequence keeps calling and texting on the schedule you set, so a lead from three weeks ago still hears from you without anyone remembering to dial.
You write the qualifying questions, and the AI Agent asks the ones the lead’s form didn’t already answer. Here’s a starting set solar installers use:
The answers land in the call’s transcript, and the rep hears them before the homeowner is put through. Our post on what an AI should ask web leads has more on picking questions a form didn’t already answer.
AI Agent Hi, is this Marcus? This is Riley with Brightside Solar. You asked about going solar a minute ago. Do you have a couple of minutes?
Homeowner Sure.
AI Agent Great. First, do you own the home?
Homeowner Yes, about six years now.
AI Agent And roughly what's your electric bill in a typical month?
Homeowner Around 220, more in summer.
AI Agent That's helpful. Let me connect you with one of our solar specialists, who can look at your roof and your savings. One moment.
As soon as a lead reaches Callingly, the AI Agent calls the homeowner and can text in the same sequence. It only calls inside your call hours and between 8 AM and 9 PM in the lead’s time zone. It asks your qualifying questions, then warm-transfers the live homeowner to the available reps in your first priority group. If nobody there picks up, it tries the next group, then offers a callback at a time the homeowner picks. At that time, the AI Agent calls back and tries the transfer again.
If the homeowner doesn’t answer, the followup sequence keeps calling and texting on your schedule until it runs out. Every AI call keeps a recording and a transcript.
Website forms, Facebook Lead Ads and most CRMs connect directly or through Zapier, Make or a webhook. Buying shared leads? Here’s how to send Angi leads and Networx leads to the AI Agent. Everything else is on the integrations page.
Most lead vendors can send each lead to an email address, a webhook or Zapier, and Callingly takes all three. Once the lead lands, the AI Agent calls it within seconds during your call hours.
The AI Agent calls people who asked to hear from you, under the consent your form or lead vendor collected. In 2024 the FCC ruled that AI-generated voices count as artificial voices under the TCPA, so check that the consent language on your forms and your vendors' forms covers them. Your counsel should sign off on that wording.
No. It warm-transfers qualified homeowners to a closer live. If none is free, it offers a callback at a time the homeowner picks. The AI Agent calls back then and tries the transfer again.
Or see how the AI Agent works for home services companies in general.
No credit card required.