AI agents for solar installers that answer the enquiry the minute it lands, ask whether they own the home and what the bill looks like, book the consultation into your calendar, and keep following up by email, text and phone for the six weeks a solar decision actually takes. On your own number, from your own material, at $25 a month.
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A solar lead that cost you real money arrives at 8pm and the first installer to answer usually gets the roof. The agent replies on your own number, through Twilio, Telnyx or one of seven other carriers, asks the questions you gave it, and offers a consultation slot while the homeowner is still thinking about it. The text step carries the sending window, the texts-per-hour pace for the number, the TCPA consent tick and the Reply STOP line.
If the text is ignored, the call step dials on your own Twilio number. The agent speaks in real time from the script you saved, answers "how much does a system cost?" and "what about the tax credit?" from your material, and offers the same open slots. The recording and transcript land against the contact.
A homeowner rarely signs after one conversation. The agent runs the sequence you wrote: the proposal recap on day 1, the incentive explainer on day 4, the financing note on day 9, the "still thinking it over?" on day 16, and on for as long as you set. Each step has its own delay and send condition, so the financing email goes only to people who opened the proposal and skipped the ones who already booked.
It sends from the mailbox your customers already know, with SPF, DKIM and DMARC checked and a health score on every address. A reply comes back over IMAP and is answered by the agent, from the same address, with the material you gave it.
One line of script puts a chat widget on your site in your colour, with your greeting. When a visitor asks "will my roof work?" or "do you cover my area?", the agent answers from your Q&A pairs and data points, asks the qualifying questions, and asks for an email address when the conversation is worth keeping. That address ties the visitor to the rest of their history.
Messenger, Instagram, WhatsApp and eight other platforms are answered by the same agent on your own app credentials, inside each platform's own reply window. The ad comment that turns into a DM is worked the same way as the form fill, and lands in the same inbox.
Every text, call transcript, email, chat and DM lands in one inbox, newest first, tagged with the channel and the agent. Filter it to a single number when you are working one campaign, or to a single agent when each territory has its own.
When a homeowner asks for a custom design, questions the payback figure, or is ready to sign, you reply in the thread yourself and the agent stands down on that contact. Hand it back when the site visit is done, and the sequence resumes, or ends because the booking rule fired.
Solar has the most expensive leads of almost any home-improvement trade and the longest decision behind them. A form fill from an ad, a referral, an aggregator lead paid for by the piece: each one is worth chasing hard, and each one cools within an hour of arriving because the homeowner filled in three forms at once and is talking to whoever answered first. Then, if it does survive the first day, it goes quiet for a month while the household compares quotes, reads about the tax credit and waits for a utility bill to arrive. AI agents for solar installers exist to do both halves of that job: the instant answer, and the long, patient follow-up that a sales team of three never has the afternoons for.
Bold Agent Kit is solar sales automation in one agent that works your leads across email, text messages, phone calls, website chat and social DMs from a single knowledge base. You give it your material once: your service area, your panel and inverter options, your financing partners, your answers on incentives and net metering, the pages of your site it may link to, and the questions you want asked of every lead before a consultant gives up an evening. Then it answers every enquiry in seconds, asks those questions, offers real open slots from your calendar, and writes the consultation in.
After the consultation, it runs the follow-up sequence you wrote across the weeks a solar decision takes. An email on day 1, a text on day 4, a call on day 9, and on for as long as you set, with each step gated on whether the last one was opened. When the homeowner replies "what happens to the credit next year?" or "can we do this with no money down?", the agent answers from your Q&A pairs, links only to the pages you allowed, and stops the sequence the moment there is a reply, a booking or an opt-out on any channel. With your CRM connected it reads the record before it writes, and writes the outcome back.
There is nothing per lead, per seat or per minute in the price. It is $25 a month, or $200 a year, for unlimited agents, contacts and lists, on your own carrier account and your own AI key. A solar company that spends four figures a month on leads spends a few dollars a month answering them, and every dollar of the deal it books is yours.
The homeowner wanted a quote. Four things happen between the form fill and the signature, and none of them is the homeowner's fault.
A lead lands at 7pm from an ad, or on a Sunday from an aggregator, and nobody sees it until the morning meeting. By then the homeowner has heard from two other installers and one of them has already booked the site visit. The money spent buying that lead was spent in the first hour, and the first hour was missed.
A consultant drives forty minutes to a house that turns out to be rented, shaded by three oaks, or on a bill too small to justify a system. The questions that would have caught it take two minutes to ask and are the two minutes nobody has at 7pm.
A solar decision takes weeks. Most leads get the proposal, one chase, and then silence, because the sixth touch on the twentieth day is the job that always loses to the lead that came in this morning. The household that was going to sign in week five never hears from you in week five.
The website chat, the office line, the sales mobile and the Instagram DMs are each watched by a different person, or by nobody. The same homeowner arrives in three of them as three strangers and gets three different answers about the tax credit.
You build the solar agent once. From then on it answers, qualifies, books and follows up on the channels you connect, on its own, and only fetches a person for the conversations that need one.
Email, text, phone, website chat and eleven social DM platforms, answered by the same agent from the same knowledge base: your service area, your equipment, your financing options, your incentive answers and the pages of your site it may link to. Every reply is stored alongside the material it was generated from, so what it said about the credit is exactly what you told it to say.
It asks whether they own the home, what the roof is like and what the bill runs to, in the order and wording you gave it, and takes the answers into the record. Then it offers open slots from Google Calendar, Microsoft 365, Calendly, Acuity or Cal.com and writes the consultation in. Only a slot it actually offered can be booked.
After the consultation, or after a lead that never answered, the sequence you wrote runs across email, text and call steps for weeks. Each step waits its delay and checks its send condition. A reply, a booking or an opt-out on any channel stops the sequence on every channel and cancels anything queued.
Solar is the industry that learned about texting rules the hard way. The text step of a campaign carries the number it sends from, how many texts an hour that number may send, the TCPA consent tick with its sending window, and the Reply STOP line. A reply of STOP is honoured on every channel at once and any message already queued to that person is cancelled. The campaign is created as a draft, shows the whole plan on a review screen, and sends nothing until you press Start.
Every message and every call transcript is stored against the contact with a timestamp and the material the agent used. When a homeowner says "I never asked for this", the consent, the thread and the opt-out handling are all there to show.
Each one answers a problem above, and each one runs without a sales manager remembering to do it.
A form fill at 9pm is answered at 9pm, on the channel it came in on, with the first qualifying question already asked. The homeowner is still on the sofa with the bill in hand.
Ownership, roof, shade and bill are asked before the slot is offered. A renter is thanked and pointed to the page you chose; a homeowner with a $300 bill is booked while the answer is fresh.
Email, text, call, email again, for as many weeks as the decision takes, and it stops the moment there is a reply, a booking or an opt-out on any channel.
Not a booking link and a hope. Real open slots are offered, the chosen one is checked against what was offered, written to your calendar and confirmed in the reply.
Every send, reply, call, page view and booking is recorded against a person and reported as a funnel, per agent and across all agents. This is the part that tells you which lead source and which channel are worth more money next month.
The funnel counts people rather than messages: how many leads the agent reached, how many replied, how many went on to read your incentives or financing pages, and how many converted, with the total value won and the median time it took. Set a goal with a dollar value per signed contract, or a page rule on your thank-you page, and a campaign reports what it produced, not just how many texts it sent.
Below the funnel, a channel table shows where each homeowner first made contact and which channel they were on when they booked, so you learn whether it is the text or the call that moves your market. One row per person shows the whole journey in order, months of it if the decision took months. Visit triggers close the loop: when a known lead comes back to the financing page three weeks after the consultation, the agent tells you, or follows up after a delay on the channel they last used. Page goals and triggers need a one-line snippet on your site; conversations, bookings and marking a deal won do not.
Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.
Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.
Each of these is usually a separate person, a separate service or a separate tool, and most of them are paid per lead, per seat, per minute or per conversation. Here they are one plan.
| The job | What it normally takes | Bold Agent Kit |
|---|---|---|
| Answering the lead in the first five minutes, at any hour | An appointment setter on shifts, or a call centre paid per lead | Included |
| Asking the qualifying questions before a consultant drives out | The setter, if they remember, or nobody | Included, from your questions |
| Booking the consultation into the calendar | A booking link the homeowner may or may not use | Included, the agent books it |
| Following up for six weeks across email, text and phone | A sales rep's good intentions, or a dialler priced per seat | Included |
| Answering incentive and financing questions | The consultant, interrupted, from memory | Included, from your Q&A pairs |
| Working the DMs from the ad campaign | Whoever has the Instagram login this week | Included, same agent, same inbox |
| Re-working last year's unsigned quotes | The campaign that never gets sent | Included, from a CSV or CRM segment |
| Knowing which lead source and channel signed | A spreadsheet reconciled once a quarter | Included, per agent and per channel |
Bold Agent Kit is $25 a month, or $200 a year, for the whole account: every agent, every channel, every lead, no seat tiers. The only other costs are your carrier's, for texts and calls, and your AI provider's, typically a few dollars a month per agent, both billed to you at cost.
The same agent covers all of these. Many installers run one per lead source, one per territory, or one for new leads and one for the book of old quotes.
The AI appointment setting for solar that a sales team wishes it had. Every form fill, ad DM, chat and call is answered in seconds, asked the qualifying questions, and offered a consultation slot from the calendar. The consultant walks into a house that has already told the agent who owns it, what the roof is and what the bill runs to.
The solar lead follow-up that runs across the weeks between the proposal and the signature. The sequence you wrote sends the recap, the incentive explainer, the financing note and the check-in on the days you set, answers the questions that come back, and stops the moment the homeowner replies, books or opts out.
The book of proposals that never signed. Export last year's unsigned quotes from the CRM as a segment, or upload a CSV, and run a short win-back campaign at them with whatever has changed: a new incentive, a new financing partner, a price. The agent answers the replies and books the second consultation.
Connect the tools you already run and the agent works them like an assistant would: it takes appointments straight into your calendar, writes notes and outcomes back to the CRM, and reads your store to see what somebody has bought before it answers them.
Bookings are real, not guesses. It is only ever given slots that are genuinely free, and it can only take one it actually offered — so it cannot invent a time or double-book you. The same connection pulls a segment of past customers into a list when you want to run a campaign at them.
HubSpot
GoHighLevel
Housecall Pro
ServiceTitan
Jobber
Google Calendar
Microsoft 365
Calendly
HubSpot Meetings
Zoho Bookings
Acuity
Cal.com
Square
Stripe
Shopify
WooCommerce
Wix
SquarespaceEach agent uses a model on your own API key, in the same way it sends from your own mailbox and your own phone number. Sixteen providers are supported: OpenAI, Anthropic, Gemini, xAI and Mistral; DeepSeek, GLM, Kimi, Qwen and MiniMax; Groq, Together, Fireworks and OpenRouter; and Ollama or any other OpenAI-compatible endpoint you host yourself.
Bring your own credentials and you own the whole stack: your model provider, your mailboxes, your carrier, your CRM. We charge for the software and nothing else — no token markup, no metering, no credit packs — so your provider bills you direct at their rates, usually a few dollars a month per agent.
OpenAI
Anthropic
Gemini
xAI
Mistral
DeepSeek
GLM
Kimi
Qwen
MiniMax
Groq
Together
Fireworks
OpenRouter
Ollama
Any OpenAI APIA new address sending forty cold emails a day gets filtered, and takes the domain with it. Mailboxes that opt into warm-up send each other ordinary mail on a ramp, starting at five a day. The receiving mailbox finds each message, moves it out of spam if it landed there, marks it read and replies to a share of them.
Each mailbox carries a health score out of 100 — SPF, DKIM and DMARC on the sending domain, seven days of real sends and bounces, and where its own warm-up mail is landing — with the reasons listed. A mailbox whose bounce rate or spam placement passes a threshold is pulled out of campaign rotation automatically, before it damages the domain.
Three steps. A campaign is created as a draft and shows you the whole plan, every lead and every step, before it sends anything.
Name it, choose a model and paste your API key. Then give it what it needs to answer a homeowner: your service area and equipment options as data points, your incentive, net-metering and financing answers as Q&A pairs, your warranty and process documents, and the pages of your site it may link to. Put your hours in as a data point so it never promises a callback at the wrong time.
Write the instructions last: the qualifying questions and their order, what to do with a renter or a shaded roof, which financing offers it may mention, and the exact situations in which it should stop and fetch a person. A custom design request, a payback challenge and a "ready to sign" are the usual three.
Add the sales mailbox, a number for texts and calls, the chat snippet for your site, and the Messenger and Instagram accounts the ads send people to. Each one runs on your own account, so the number on the ad is the number that texts back and the reputation stays yours.
Then add the calendar the consultants work from so it can book, and the CRM so it reads the record before it answers and writes the outcome back. Import the leads you already have as a CSV, or pull a segment straight out of the connected CRM.
Switch on auto-reply for the channels you want answered, and build the follow-up sequence across email, text and call steps with the days, hours and time zone it may contact anyone. Read the whole plan on the review screen: every lead, every step, every date. Nothing leaves until you press Start.
Then watch the inbox. Replies are worked by the agent, consultations appear in the calendar, and the conversations you named come to you with the agent standing down. Pause the campaign during a storm week and resume it after.
One account runs unlimited agents, one per client, and nothing is shared between them. A knowledge base belongs to a single agent, and content from one agent is never used to generate replies for another.
Invite a client by email address and they get their own login, which opens onto the one agent you gave them: its conversations, its numbers, its analytics and a reply box. They cannot see your other clients, your API keys, your settings or your billing. Access is deny-by-default.
No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.
| Agents | |
|---|---|
| How many | Unlimited — one per business, brand or job |
| Shared brain | The same identity, instructions and knowledge on every channel |
| Knowledge base | Documents, Q&A pairs, data points and pages of your own site |
| Isolation | One agent's content is never used to reply for another |
| Client seats | Invite a client into one agent, with their own login |
| Channels | |
| As many mailboxes per agent as you connect, rotated by campaigns | |
| Text messages | Nine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend |
| Phone calls | Answering and dialling, with recordings and transcripts |
| Transcription | Google, or Deepgram nova-3 on your own key |
| Voices | Google, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account |
| Voice cloning | Record a voice in the browser and clone it on your ElevenLabs or Fish Audio key |
| Website chat | A widget on your site with your colour, image and greeting |
| Social DMs | Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X |
| Inbox | |
| One list | Every channel's conversations together, newest first, tagged by channel |
| Filters | By channel, by mailbox or number, or by agent |
| Takeover | Reply yourself and the agent stands down on that thread |
| Hand back | Return the thread to the agent when you are done |
| Campaigns | |
| Multichannel sequences | Email, text and call steps in one campaign, each with its own timing |
| Send conditions | Send a step only if they opened, did not open, clicked or did not click |
| Schedule | The days, hours and time zone anything may be sent |
| Stop rules | A reply, a booking or an opt-out on any channel ends the sequence |
| Pacing | Per-mailbox and per-number hourly limits, pausable and resumable |
| Review before start | The full plan is shown; a campaign sends nothing until you start it |
| Templates | Email, text and call scripts, saved once and reused |
| Analytics | |
| Funnel | Reached, replied, visited, converted, plus value won and time to convert |
| By channel | Where each person started, and the channel they converted on |
| Pages | Which pages known people read, and how many of them converted |
| Journeys | One row per person: every message, visit, call and booking in order |
| Goals | A page rule or a manual "won", each with a dollar value |
| Triggers | A known person returns to a page — notify you, or send a follow-up |
| Open and click tracking | Recorded per campaign and added to that person's history |
| Integrations | |
| Calendars | Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings |
| CRMs and commerce | HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace |
| Booking | Real open slots offered, and only an offered slot can be booked |
| CRM import | Import a segment of customers into a contact list |
| Deliverability and compliance | |
| Mailbox warm-up | Ramped sending across the network, with spam rescue and replies |
| Health score | SPF, DKIM, DMARC, bounce rate and inbox placement, with reasons |
| Auto-rest | A failing address is removed from rotation automatically |
| Unsubscribes | One click, honoured automatically, including on queued mail |
| Reply limits | One reply per thread, per-sender daily and per-channel hourly caps |
| Filtering | Bounces, out-of-office and no-reply addresses ignored |
| List building | |
| Contact extraction | Emails, phone numbers and social profiles, on any site. Unlimited. |
| Deep scan | Follows the pages of a domain most likely to carry contact details |
| Domain queue | Load a CSV of sites and work through them one at a time |
| Contacts and lists | Unlimited, by email or phone, with CSV import and export |
| AI | |
| Your own key | Sixteen providers, including any OpenAI-compatible endpoint you host |
| What we charge for AI | Nothing — no markup, no metering, no credit packs |
| On calls | Uses your provider's fastest model automatically |
| Account | |
| Platforms | Chrome side panel and web dashboard on one login |
| Members' forum | Six boards, visible only once you are signed in |
| Referral program | $50 a year per referral ($5 a month), recurring for the life of the account |
| Support | support@boldagents.co |
Billed monthly. No add-ons, no seat tiers. Cancel anytime.
$16.67 a month, billed once a year. No add-ons, no seat tiers. Cancel anytime.
In seconds, on the channel the lead arrived on. A text is answered on your own number, an email from your own mailbox, a website chat in the widget, a Messenger or Instagram DM inside that platform's reply window. Auto-reply is a separate switch per channel, so you can have it answer texts and chat at night and leave the office line to a person during the day. On phone calls it hears and speaks in real time on your Twilio number, using your provider's fastest model so it does not leave silences, and answering and dialling are separate switches. Every reply is generated from the knowledge base you gave it and stored with the material it used.
Yes, from questions you write. In the agent's instructions you set the questions and their order: whether they own the home, the roof type and age, any shading, the average monthly bill, the utility. It asks them in conversation, takes the answers into the contact record, and follows the rule you gave for each outcome, such as thanking a renter and pointing them to a page you chose, or offering a homeowner with a qualifying bill a consultation slot. It does not score leads on its own or invent criteria; the qualification is exactly what you told it to ask.
It books. Connect the calendar your consultants work from, Google Calendar, Microsoft 365, Calendly, Cal.com, Acuity Scheduling, Zoho Bookings, Square Appointments or HubSpot Meetings, and the agent is given your real open slots for the week ahead. It offers a few of them, and when the homeowner picks one, the choice is checked against the slots that were offered, written to the calendar and confirmed in the reply. It cannot book a time that was not free and it cannot cancel an appointment it was not shown. A booking on any channel stops the follow-up sequence on every channel.
As long as a solar decision takes, which is usually weeks. A campaign is a sequence of email, text and call steps, each with its own delay and its own send condition: opened, not opened, clicked or not clicked. A common solar lead follow-up runs an email on day 1, a text on day 4, a call on day 9, an email on day 16 and a text on day 30, but the days, the wording and the number of steps are yours. It runs inside the days, hours and time zone you set, and stops on that contact the moment there is a reply, a booking or an opt-out.
What you told it to say. Put your incentive answers in as Q&A pairs, your financing partners and terms as data points, and the pages of your site that explain them as allowed pages, and the agent answers from that material and links only to those pages. It does not pull incentive figures from the model's memory, which is the way a wrong percentage ends up in a text. When a question falls outside what you gave it, it says so and, if you wrote the rule, hands the thread to a person.
The controls are built into the text step. It carries the TCPA consent tick with its sending window, the texts-per-hour pace for the number, and the Reply STOP line, and a reply of STOP is honoured on every channel at once, with anything already queued to that person cancelled. Every campaign email carries a one-click unsubscribe. Every message and call is stored against the contact with a timestamp. Whether your leads were consented and your sequence meets the rules where you operate is your decision and your responsibility, as it would be with a setter making the same calls, and the record is there to show it.
Yes. Unlimited agents are included in the plan, each with its own identity, number, mailbox, knowledge base, instructions and analytics, and nothing is shared between them. Many installers run one agent for aggregator leads, one for the ad campaign, and one for referrals, so each source has its own funnel and the money goes to the one that books consultations. A dealer with several territories runs one per office on that office's number, and a franchise or a marketing partner can invite each installer into their own agent with a login that sees that agent and nothing else.
The plan is $25 a month or $200 a year for the whole account, with a 7-day free trial and unlimited agents, contacts and lists. There is no per-lead, per-seat, per-message or per-minute charge. You pay your carrier for texts and calls on your own account and your AI provider for the model on your own key, both at cost and typically a few dollars a month per agent. A company buying leads at a few hundred dollars each pays a few dollars a month to answer every one of them in the first minute.
One subscription, unlimited agents. What changes is the knowledge base, the channels and the instructions.
Build the solar agent, connect the number the ads use, load the qualifying questions, and see how it handles the form fills that arrive while your consultants are asleep.
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