AI intake for solar installers
Porto talks with homeowners about their roof, their power bill and their timing, then hands your sales team a brief before the site visit.
Brightside Solar
AI assistant
Hi, I’m Brightside Solar’s AI assistant. What made you start looking at solar?
Our power bill hit $310 last month, and we just replaced the roof.
Roof age already covered
So it skips that question
That helps a lot. Do you own the home, and does the roof face mostly south or west?
What Porto does for solar installers
Porto replaces the quote form on a solar installer’s website with a short AI conversation. It learns about the home, the roof, the monthly bill and the timing, and sends your team a one page brief before anyone schedules a site visit.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Ownership
Whether the visitor owns the home and can sign
Roof
Age, material and which way it faces
Usage
The monthly bill, plus plans like an EV or a pool
Financing
Cash, loan or lease, and incentives they have read about
Timing
When they want panels on the roof
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Mendoza household
84
Strong fit
Home
Owned single family home, new roof this year
Usage
About $310 a month, EV planned next year
Financing
Interested in a loan, asked about tax credits
Timing
Wants installation before summer
Questions from solar installers
Can Porto give a solar quote?
No. It collects what your team needs to prepare one and tells the homeowner when to expect it.
What if the visitor rents?
Porto asks about ownership early and answers renters kindly, so your team only sees homes that can sign.
Does it work in Spanish?
Yes. Porto replies in the language the visitor writes in, and the brief arrives in yours.
See Porto set up for solar installers
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo