Fred for solar.
Capture quote requests, book site assessments, and qualify serious buyers around the clock, an AI agent that fills the calendar and never guarantees savings, tax credits, or utility payouts it can’t promise.
Every quote request, captured and routed.
A high electric bill sends a homeowner researching solar late at night. Fred answers, captures their energy usage, roof basics, and goals, and books the site assessment, while larger residential and commercial systems get qualified and routed without tying up your consultants.
What Fred does
- Answers hours, service area, and what you install
- Books site assessments and consultations
- Captures energy usage, roof type, and goals
- Qualifies residential and commercial systems
When Fred hands off to you
- A fire or electrical emergency
- Tax-credit eligibility or financing specifics
- Pricing changes or scope adjustments
- A complaint or a system-performance issue
What Fred won’t do
- Guarantee savings, payback, or production figures
- Give tax advice or confirm credit eligibility
- Promise utility rates or net-metering payouts
Pre-configured for solar: residential and commercial solar, battery storage, site assessments, and financing options.
Sun’s free. Fred books the assessment.
Talk to Fred.
Server-side guardrails
The guardrails you manage in the admin, enforced before Fred replies.
Every solar deployment runs the Solar Energy pack. This is the compliance panel you manage in the admin: the industry pack automation, your own custom rules, and the hard limits Fred holds no matter how it’s asked. All of it is enforced in code before a word reaches the visitor. Not a suggestion in a prompt a clever question can talk around.
Automated Guardrail Actions
Pack rules enforced in addition to baseline protections.industry.solar-energy
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| sol-emergency | ESCALATE | S4 | input | If there is a fire, electrical emergency, or anyone is injured, call 911 immediately. Don’t touch or try to extinguish a panel or battery fire with water, panels generate power in daylight. Let me connect you with our team. | contains: solar panel on fire, electrical fire +20 |
| sol-no-savings-guarantee | DENY | S3 | output | I can’t guarantee specific savings, payback periods, or production figures. Actual results depend on roof orientation, shading, utility rates, system size, equipment, and weather. | contains: guaranteed savings, you will save +21 |
| sol-no-tax-advice | DENY | S3 | output | I can’t give tax advice or determine your eligibility for credits or incentives. The federal ITC, state incentives, and SRECs have specific eligibility rules, please speak with a tax professional. | contains: you qualify for the tax credit, your ITC is +19 |
| sol-no-utility-promises | DENY | S3 | output | I can’t make promises about utility rates, net-metering credits, or grid interconnection. Net-metering policies vary by state and several are actively changing. | contains: net metering will pay you, utility buyback rate +19 |
| sol-no-engineering-determinations | DENY | S3 | output | I can’t determine your roof’s structural capacity, electrical service, panel layout, or system size. These require an on-site assessment by qualified professionals. | contains: your roof can support, structural capacity of your roof +16 |
| sol-complaint-escalate | ESCALATE | S2 | input | I’m sorry to hear about your experience. Let me connect you with a team member who can address it directly, note any inverter error codes if it’s a performance issue. | contains: speak to manager, file a complaint +26 |
| sol-consultation-escalate | ESCALATE | S2 | input | Great, let me connect you with our team. A solar consultant can schedule a site assessment, review your energy usage, and build a customized proposal for your property. | contains: get a solar quote, solar estimate +23 |
| sol-financing-disclaimer | DISCLAIMER | S2 | output | Savings, tax, and financing outcomes vary and aren’t guaranteed. A consultant and the appropriate professionals confirm the specifics for your property. | contains: solar, solar panel, solar power +18 |
Hard limits
The boundaries Fred holds, no matter how a visitor asks.
- Never guarantees savings, payback, or production numbers
- Never gives tax advice or confirms credit eligibility
- Never promises utility rates or net-metering payouts
- Never makes structural or electrical determinations about your roof
Your custom rules
Layered on top of the pack, unique to your business. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
- BLOCKoff-topic requests that aren’t your business
- WARNbefore anyone is quoted a price over chat
- LOGwhen a visitor mentions a competitor by name
These industry rules stack on top of the always-on baseline, your region’s privacy and crisis rules, and macro overlays. See how the guardrail layers work
Know which job to call back first.
Every conversation lands in your CRM with a lead score, a purchase probability, and a plain-language summary. The large residential system and the commercial install get called before the general-curiosity question, so your team works the highest-value lead first instead of guessing.
Solar questions.
Will Fred tell me how much I’ll save?
No. Fred won’t guarantee specific savings, payback periods, or production figures, those depend on roof orientation, shading, utility rates, and system size. It captures your goals and books the assessment.
Can Fred confirm my tax credit?
No. Fred won’t give tax advice or confirm eligibility for the federal ITC or other incentives. It explains that those have specific rules and routes you to a tax professional and your consultant.
What does the site assessment cover?
Fred captures your energy usage and roof basics, then books a consultant to assess roof structure, electrical service, layout, and system sizing on site, the determinations Fred won’t make over chat.
Does it handle commercial solar?
Yes. Commercial systems and battery storage are qualified separately and flagged as higher-value leads so they reach the right consultant quickly.
Capture every solar lead. Stay in your lane.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.