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WhatsApp automation for Solar energy

The channel where the sale happens is the only one with no record.

In practice, what changes for solar energy integrators: No conversation is left ownerless, and response time becomes visible.

Brazilian companies sell on WhatsApp and have no history, owner or deadline in any of those conversations. We wire WhatsApp into the CRM: every contact becomes a record with source, owner and next action, on the same number customers already know.

Automation here is not a bot answering everything. It is initial screening, routing to the right person, reminders for unanswered chats and re-engagement for people who went quiet.

The typical bottleneck in this sector

Leads are cheap and expensive at once: high volume, but most have no suitable roof, consumption or credit. Sales reps spend the day on simulations that never close.

What changes in the pipeline

  • Electricity bill amount and property type as qualification before the visit
  • Booked technical visit as the conversion, not the simulation request
  • Intended payment method recorded: cash and financed have different cycles

What is included

  • WhatsApp integrated with the CRM, history inside the customer record
  • Initial screening and automatic routing by service, region or rep
  • Immediate first reply, even outside business hours
  • Re-engagement cadence for contacts who stopped replying
  • Dashboard of first-response time and ownerless conversations

What changes in your operation

No conversation is left ownerless, and response time becomes visible.

How we measure results here

Cost per completed technical visit and visit-to-signed-proposal rate.

What defines the cost: number of flows, integrations and migrating the number to the official API. The messaging platform license and per-conversation API cost are contracted by you, directly with the vendor.

Straight answers

Leads are too expensive in this market.

They are expensive because they are measured as leads. The number that matters is cost per technical visit.

Will I lose the number my customers know?

No. The number is migrated to the official API keeping the same contact. What changes is that several people can answer on it, with history recorded.

Will my customer talk to a bot?

Only for screening, and only if it shortens their path. A bot that blocks access to a human is why people hate chatbots.

Can I broadcast to my contact list?

Within platform rules and Brazilian data protection law: consent, approved template and an opt-out. Mass blasting outside those rules gets the number banned.

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