USE CASE For rooftop solar sellers and installers

Solar Telecalling: 6 checks before a site survey

Solar telecalling means calling people who asked about rooftop solar, finding out whether a system could suit them and booking a site survey for the ones who are ready. An AI voice agent can make these first calls in the customer's language, so your engineers spend their time on real prospects. This guide gives you 6 checks, how to handle subsidy questions, a ready script and a tool to sort your enquiries.

  • A first call to every rooftop enquiry
  • Hindi, English and 7 more languages
  • Surveys booked for people who are ready
Solar telecalling: the 6 checks to make on a call before booking a rooftop site survey
The basics

What a good solar enquiry call finds out

A site survey takes an engineer, a vehicle and half a day, so a survey at a rented flat or a shaded roof is expensive. A first call finds this out before anyone travels. It also reaches people while they are still interested, since most rooftop buyers ask more than one seller. A first call to someone who filled in an ad form can sound like this:

First call · Rooftop enquiry from an ad · HinglishExample conversation
AI agentNamaste Suresh ji, main [Company] se bol rahi hoon. Aapne rooftop solar ke baare mein poocha tha. Kya abhi do minute baat ho sakti hai?
CallerHaan. Subsidy kitni milegi?
AI agentSubsidy scheme aur system ke size par depend karti hai, isliye sahi jaankari hamare engineer denge. Kya chhat aapki apni hai?
CallerHaan, apna makaan hai.
AI agentAchha. Bijli ka bill aam taur par zyada aata hai ya kam? Aur chhat par din mein chhaya rehti hai kya?
CallerBill zyada hai. Chhat khuli hai.
AI agentDhanyavaad. Survey ke liye Saturday subah gyarah baje ya shaam chaar baje, kaunsa theek rahega?
✓ Own roof confirmed✓ Subsidy passed to engineer✓ Survey times offered
Want to hear this on your own leads?Leave your number and our team will call you within 24 hours to show how the AI agent would talk to your customers.
Hear one yourself

Hear a solar enquiry call on your own phone

Enter your number and we will set up a live AI demo call for you. Hear the voice, interrupt it, ask it questions, in Hindi or English.

  • No setup needed for the demo
  • Hindi, English & regional languages
  • Takes 2 minutes
The checks

The 6 checks before you send an engineer

Each answer tells you something a survey would otherwise cost you to find out. Together they take a couple of minutes.

1. Who owns the roof

A tenant usually cannot agree to an installation, and a housing society has to decide as a group. Ask this early, and do it politely.

"Is the roof your own, or is it shared?"

2. Home or business

Homes, shops and factories can differ in their tariff, system size, subsidy and decision maker, so your team needs to know which this is.

"Is this for your home or for a business?"

3. Electricity bill

A rough idea is enough, because a high bill usually means more to save. Let them say it in their own words, and never promise a saving on this call.

"Is your bill usually high or low for your area?"

4. Roof space and shade

A terrace in shade all day may not be worth a visit. Ask about the roof type, its size and what shades it during the day.

"Is the roof flat or sloped? Do trees or buildings shade it?"

5. Subsidy questions

People ask this first. Do not quote a figure on the call: pass it to someone who knows the current scheme and can check this customer's situation.

"Our engineer will explain what applies to you."

6. A time for the survey

If it all looks good, offer two real times, and ask who will be home. Adult decision makers should be there, so that nobody has to come back.

"Saturday at 11, or 4 in the evening? Who will be at home?"

Free tool

Sort your solar enquiries

Enter what you know about an enquiry. The tool suggests whether to book a survey, follow up later or pass it to a person.

What to do with this enquiry

Ask on the call

These sorting rules are a starting point, so change them to match how your team works. Nothing is sent or saved.

How it works

From rooftop enquiry to booked survey

The agent handles the repeatable first call. Design, savings and subsidy advice stay with your engineers.

  1. 01
    An enquiry comes inFrom ads, your website or a referral, with a name, a number and permission to call.
  2. 02
    The agent callsWithin minutes during calling hours. Night enquiries wait for the morning.
  3. 03
    It makes the 6 checksIn the customer's language, with short and simple questions.
  4. 04
    It sorts the enquiryReady for a survey, needs your team, call again later, or not suitable.
  5. 05
    It books or transfersIt offers two survey times, or transfers the call live to your team.
  6. 06
    Your engineer gets the notesRoof, bill, ownership and questions asked, so that the visit starts prepared.
How a rooftop solar enquiry moves from a new lead to a booked site survey
From a new rooftop enquiry to a booked survey.
Subsidy

How to handle subsidy questions

Rooftop subsidy, such as under the PM Surya Ghar scheme, is often why people enquire. It is also the easiest place to say something wrong. This is general information, so check the current scheme before you write your script.

Do not quote a figure on the first call

The amount can depend on the scheme in force, the system size and who the customer is. A number that turns out wrong costs you the sale and your good name.

Do not promise that they will get it

Say that it depends on eligibility and the rules in force. "You will definitely get it" is a promise neither a telecaller nor an agent can make.

Tell them who will explain it

The caller should say that your engineer or advisor will go through what applies to them, and offer a time for that conversation.

Keep the approved answer up to date

Schemes change. Give one person the job of checking the wording, and update the agent whenever the rules do.

Side by side

Solar first calls by AI agent vs telecalling team

Enquiries from ads often arrive in bursts, in the evening or at weekends. The question is who gets to them first.

AI agentTelecalling teamSalesperson calls laterSMS or chat message
Reaches a new enquiry quicklyWithin minutes, in calling hoursWhen someone is freeOften the next dayYes, if they read it
Asks the same checks every timeYesDepends on the personDepends on the personOnly as a form
Copes with a burst of ad enquiriesMany calls in parallelOnly with more peopleNoYes
Explains savings and designNo, it hands overPartlyYesNo
Handles regional languages9 Indian languagesWhoever is on shiftDepends on the personOne per template
Leaves a recordRecording, transcript, outcomeDepends on the teamRarelyReply, if any
Best forFirst calls and sortingFollow-upsClosing the saleA first nudge
Script

सोलर टेलीकॉलिंग की हिंदी स्क्रिप्ट

A full first call to someone who enquired. Keep the subsidy line in place, and adjust the checks to suit your business.

एजेंट: नमस्ते [नाम] जी, मैं [कंपनी] से बोल रही हूँ। आपने रूफ़टॉप सोलर के बारे में पूछा था। क्या अभी दो मिनट बात हो सकती है?

ग्राहक: जी, सब्सिडी कितनी मिलेगी?

एजेंट: यह योजना और सिस्टम के आकार पर निर्भर करता है, इसलिए हमारे इंजीनियर सही जानकारी देंगे। क्या छत आपकी अपनी है?

ग्राहक: जी, अपना मकान है।

एजेंट: बिजली का बिल आमतौर पर ज़्यादा आता है या कम? और छत पर दिन में छाया रहती है क्या?

ग्राहक: बिल ज़्यादा है। छत खुली है।

एजेंट: धन्यवाद। सर्वे के लिए [समय 1] या [समय 2], कौन-सा ठीक रहेगा?

Before you start

Ten points before a solar campaign starts

Most of these are decisions your sales head already makes in their head. Writing them down keeps every call consistent.

  • Where the numbers came fromCall people who asked to hear from you, and keep a record of it.
  • Which areas you coverThe agent should not book surveys where you cannot install.
  • Which customers you serveHomes, shops, factories or housing societies.
  • Your approved subsidy lineOne short answer, checked against the current scheme.
  • What the agent must not promiseSavings, payback, subsidy amounts or final prices.
  • What makes a good surveyWrite down your own rules for roof, bill and ownership.
  • Who is free for surveysShare the days and areas, and name who keeps this up to date.
  • Who takes live transfersName a person for each calling window.
  • How many times to tryDecide the number of calls, then stop.
  • How opt-outs are recordedThey must reach every list you use.
Ten-point checklist before a solar calling campaign starts
Ten points to settle before the first solar call.
Getting started

Start solar telecalling in 4 steps

Start with new enquiries from one area. Most campaigns go live in 24 hours to 7 days.

  1. 1. Share your survey rules

    Tell us what makes a good survey, and which areas you cover.

  2. 2. Approve the script

    We write it with you, and the agent calls you for a test in your language.

  3. 3. Run new enquiries

    Call one area first, and ask your engineers how the booked surveys went.

  4. 4. Adjust and widen

    Change the checks if surveys are still wasted, then add more areas.

Four steps to start solar telecalling with an AI agent
Start with new enquiries from one area.
Avoid these

Solar calling mistakes that waste surveys

Calling days after the ad

Fix: call new enquiries as soon as you can, inside calling hours. People who asked yesterday may have booked someone else by now.

Promising a subsidy amount

Fix: keep it to one approved line, and pass the details to a person who can check the current rules.

Promising a zero bill

Fix: savings depend on usage, roof and tariff. Let your engineer explain what is realistic after seeing the site.

Booking every enquiry

Fix: a rented flat or a shaded roof wastes a day. Ask your engineers which surveys went nowhere, and add a check for that.

No follow-up for "not yet"

Fix: rooftop solar is a big decision, and many people are not ready this month. Ask when to call again, and do call.

हिंदी में

सोलर टेलीकॉलिंग, आसान शब्दों में

रूफ़टॉप सोलर के लिए पूछताछ करने वाले हर व्यक्ति के घर इंजीनियर भेजना महँगा पड़ता है। इसलिए पहले एक छोटी कॉल की जाती है, जिसमें पूछा जाता है कि छत अपनी है या नहीं, बिजली का बिल कैसा है और छत पर छाया रहती है या नहीं।

सब्सिडी की रक़म कॉल पर मत बताइए, क्योंकि यह योजना और ग्राहक की स्थिति पर निर्भर करती है। यह जानकारी आपके इंजीनियर को देने दीजिए। एआई एजेंट पहली कॉल ग्राहक की भाषा में कर सकता है, और तैयार ग्राहकों के लिए सर्वे का समय तय कर सकता है।

Ready to try AI calling for your business?Request a demo and our team will call you within 24 hours.
FAQ

Solar telecalling: common questions

01

What is solar telecalling?

It is calling people who asked about solar to find out whether a system could suit them, answer basic questions and book a site survey. An AI voice agent can make these first calls for you.

02

What should a solar telecaller ask?

Who owns the roof, whether it is for a home or a business, how high the electricity bill is, the roof type and shade, and a good time for a survey.

03

Can the AI agent quote the subsidy amount?

We advise against it. The amount can depend on the scheme in force, the system size and the customer. The agent gives your approved line and passes the details to your engineer.

04

Can it book site surveys?

Yes. It offers two times from those you allow and passes the booking to your team. A live calendar link is possible after a feasibility check.

05

Can it explain savings or the price of a system?

It can share only what you approve. Savings and final prices depend on the site, so they are best left to your engineer or advisor.

06

How fast can it call a new enquiry?

Within minutes during calling hours, generally 9 AM to 8 PM, once the enquiry reaches the agent. Enquiries that arrive at night wait for the morning.

07

Does it work for commercial solar?

It can do the first call, and find out the type of business and who decides. Commercial sales usually need a person soon after that, so plan a quick transfer.

08

Which languages can it use?

English, Hindi, Marathi, Gujarati, Tamil, Telugu, Kannada, Bengali and Malayalam. You can set the first language by area, and the agent follows a customer who switches.

09

Can it call lists I bought?

Be careful. Call people who asked to hear from you. Consent and DND rules apply, so check the current rules. This is general information, not legal advice.

10

Does it work with my CRM?

You can begin with a list and a clean export. CRM integration is possible after a feasibility check. Troika already connects to Zoho CRM, Salesforce, Google Sheets and Google Forms, and other systems can send leads through our API.

11

How do I start solar telecalling with AI?

Leave your number in the form on this page to hear a call. Then share your survey rules and areas. Most campaigns go live in 24 hours to 7 days.

The AI agent calls in English and in eight languages listed in the Eighth Schedule of the Constitution of India: Hindi, Marathi, Gujarati, Tamil, Telugu, Kannada, Bengali and Malayalam.

About Troika

Who runs your solar calls

Troika Tech Services has worked with Indian businesses since 2012. As an AI calling company, we set up, run and improve AI calling campaigns as a fully managed service, so your team decides and approves while ours builds and runs. You share your survey rules and approved wording, and we run the first calls and pass the ready customers to your team.

Clients across the country use us as an AI calling company in India, and our team in Mira Road East makes us an AI calling company in Mumbai you can visit. See how our AI calling agents in Mumbai work for local businesses, read the guide to AI calling agents, or explore the wider set of AI agents we build.

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  • No setup needed for the demo
  • Hindi, English & regional languages
  • Takes 2 minutes
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