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The first callback wins the job

CallsYou for solar and heat pump installers

Homeowners shopping for solar panels or a heat pump rarely talk to just one company - they send the same form to three or four installers and book a site survey with whoever gets back first. Meanwhile your advisors are up on roofs, in boiler rooms and out measuring, and inquiries come in at night, right after someone opened their electricity bill. CallsYou answers in chat straight away - the AI assistant knows your packages, equipment and what your site says about incentive programs - and when the customer wants to talk, it connects them to an advisor in about 30 seconds, even on a cell phone. After hours, the customer picks a time and the callback starts on its own.

Example flowlive
  1. Step 19:10 pm - heat pump question in chat
  2. Step 2AI asks about size and heating
  3. Step 3Customer books an 8:30 am callback
  4. Step 48:30 am - advisor connected
  5. Step 5Site survey booked for Thursday
Today

What costs you time and money today

A lead from a comparison site or ad campaign goes to several installers at once, and you call back three hours later because your advisor was on a survey - by then the customer has already booked with a competitor.
Most inquiries arrive in the evening and on weekends, when people are looking at their power bill or thinking about next winter's heating costs, and your office is closed.
Your team answers the same questions over and over: will an air-to-water heat pump work with regular radiators, is a battery worth adding to the panels, how long does installation take, how does selling power back to the grid work.
In the fall, when heating season starts, the phone at a heat pump company never stops, and every missed call is a homeowner who signs with whoever had a free hand to pick up.

Where it pays off most: reaching advisors in the field fast

In solar and heat pumps, homeowners decide who gets the site survey within minutes of sending an inquiry. CallsYou doesn't need anyone at a desk: the callback rings the advisor's cell phone, and on the Business plan you set the order - if the first person is on a roof and can't pick up, the next one takes the call. The AI assistant reads your website on its own - packages, warranties, past installations - and in the dashboard you add what isn't there, like current installation lead times or an instruction such as 'always offer a free energy assessment'. It doesn't size systems or calculate quotes - it gathers what your advisor needs and suggests a call. On the phone it's always a person, who knows which pages the customer viewed before reaching out.

AI chat assistantwins here
  • Answers questions on heat pumps, panels, batteries and warranties from your website
  • Asks about home size, current heating and power usage before handing off to an advisor
  • Takes the customer to the right package or case study page - the chat stays open
30-second callbackcomplement
  • Advisors pick up on their cell, even in the middle of another site survey
  • Evening visitors choose a time and the callback runs by itself in the morning
  • In peak season the next advisor takes over when the first one can't answer
Step by step

What it looks like in practice

Times and numbers are examples - they show the situation, not a guaranteed result.

1A late question, power bill in hand

At 9:10 pm, the owner of a 1,600 sq ft house writes in chat that he wants to replace his old boiler with a heat pump and asks whether it will work with regular radiators. The office closed hours ago, but the AI assistant replies right away, using what your website says about choosing a heat pump.

2The AI asks the right questions

The assistant asks when the house was built, how well it's insulated and how it's heated now, recommends your air-to-water package with the price and a link, and answers the incentive question with the details you added in the dashboard. It doesn't promise a grant amount or a specific unit size - that's for the advisor.

3The customer picks a time

When he says he'd rather talk to a real person, the assistant offers a callback and takes his number. It's after hours, so he chooses 8:30 the next morning.

48:30 am - a call in the van

At the chosen time the system rings an advisor who is driving to an installation and connects him with the customer on his cell. He has the chat transcript and the list of pages the customer viewed at hand.

5Site survey booked

The conversation starts with specifics: square footage, radiators, budget. The advisor books a site survey for Thursday, adds a note during the call, and the lead goes to your CRM via webhook.

Sample conversation

What it looks like on your website

In the chat, the AI assistant or your team replies - you decide when. On the phone, it is always a person.

AI assistantonline · replies instantly
How much is a solar system for a 1,500 sq ft house?
It depends on your electricity bill and the roof. Roughly what do you pay per month, and is the roof pitched or flat?
About $120, pitched roof facing south.
Those are good conditions. I can have an advisor call you back within 30 seconds with a first estimate, or you can pick a time that suits you.
Features

The features that work hardest here

An assistant that knows your offer

Enter your website address and the assistant reads your solar packages, heat pump models, warranties and projects on its own, checking for changes every night - a new price list shows up in its answers.

Knowledge beyond your website

In the dashboard you add what your site doesn't say: current installation lead times, how you help with incentive applications, answers to tough questions about payback.

Callbacks to the advisor's cell

The system connects the customer to an advisor in the browser dashboard, the mobile app or a regular cell phone - nobody has to drive back to the office to catch a hot lead.

Call order and phone-only mode

On the Business plan you decide who answers first and who takes over when they're on a roof. Phone-only mode sends calls straight to your team's cell phones.

Leads, CRM and notifications

Leads collected after hours wait in the dashboard, notifications arrive on apps like Telegram, and the API and webhooks push the data into your CRM.

Pricing

What it costs and what you get in this industry

The same simple plans for every business - below, what they do for you specifically. 3 days free, no contract, cancel in one click.

Chat only

Chat

An AI assistant that answers on your website instantly

$29/month
Included in the plan:
  • 1 agent
  • Up to 250 chat conversations / mo
  • The AI assistant knows your whole website
In your industry:
  • Answers questions on heat pumps, panels, batteries and warranties from your website
  • Asks about home size, current heating and power usage before handing off to an advisor
  • Takes the customer to the right package or case study page - the chat stays open
For more traffic

Business

For businesses with heavy traffic and a bigger team

$109/month
Included in the plan:
  • 5 agents
  • Up to 1,000 chat conversations / mo
  • 100 min on the phone or 200 min in the app
Everything in Chat + Call, plus:
  • Everything in Chat + Call
  • Agent order: who answers first and who takes over
  • Call recording
  • "Phone only" mode
FAQ

Questions

Will the assistant size the system and quote a price?

No - CallsYou doesn't produce automatic quotes or system sizing. The assistant shares the prices and packages on your website, collects what your advisor needs (home size, power usage, roof or heating type) and suggests a call. The quote comes from your team - usually after a site survey.

Can the AI answer questions about incentives and net metering?

The assistant shares what's on your website or what you've added in the dashboard - for example which programs you help with and how the application process works with you. It doesn't give tax or legal advice or make binding decisions - for detailed questions it hands the customer over to an advisor.

My advisors are out in the field all day. Who takes the call?

The callback can go to an advisor's regular cell phone, so they can answer on a job site or in the van. On the Business plan you set the order - if the first person doesn't pick up, the call moves to the next. A person always handles the phone; the AI never answers calls.

See CallsYou in your business

3 days free. Enter your website, check the assistant's answers and paste one line of code.