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SalesMulti-step flowUnited StatesEnglish

Solar & home-improvement lead

Qualifies solar and home-improvement enquiries on the essentials (homeownership, energy bill, property), gates out non-fits politely, captures the lead, and books a free consultation.

Runs on web, telephony.

Use this template Install free · connect your tools · go live

Last updated 2026-06-30

The conversation flow

Solar & home-improvement lead is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

renterhomeownerQualify fitStartCapture & bookStepEnd callThanks so much for your int…End callYou're all set — the consul…

How the agent opens

“Hi! Thanks for your interest in going solar — I can check if your home's a good fit. Quick question first: are you the homeowner?”

How it works

  1. 1
    Qualify fit

    Capture whether they're the homeowner, their {monthly_bill}, and {property_type}.

  2. 2
    Capture & book

    Good fit (homeowner). Use capture_lead, then book_consult to share a consultation link.

Tools & integrations it uses

Create CRM lead
Zoho CRMSalesforce
Send booking link
Calendly

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Frequently asked questions

What does the Solar & home-improvement lead agent do?

Qualifies solar and home-improvement enquiries on the essentials (homeownership, energy bill, property), gates out non-fits politely, captures the lead, and books a free consultation. On a call it can create crm lead and send booking link. You install it, connect your tools, and it's ready to take or make calls.

How does the Solar & home-improvement lead agent handle a call?

It follows a guided flow: qualify fit and capture & book. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the Solar & home-improvement lead agent?

Connect Zoho CRM, Salesforce, and Calendly so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does Solar & home-improvement lead support?

It runs on web and telephony, in EN. You can change the voice and language in the builder.

How quickly can I launch the Solar & home-improvement lead agent?

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

₹300.00 free credit on signup

Launch the Solar & home-improvement lead agent

Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.

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