Can teams start with one Solar workflow and expand later?
Yes. Most teams start with one focused workflow, then add routing, automations, and integrations after the first rollout is working well.
Industry solution
AI calling for solar lead qualification and scheduling
Capture property details, timeline, and intent; then schedule consultations and keep follow-up consistent.
Key capabilities
- Lead qualification scripts that stay consistent
- Book consultations automatically
- Automated follow-up tasks and notifications
Qualify quickly
Collect basic property and timeline details to identify high-intent leads.
Schedule consults
Book a consultation or callback and send reminders to reduce no-shows.
Automate next steps
Create tasks and push updates to your workflow tools so reps follow up fast.
FAQs
Does Cosmo hand off to a human when needed?
Yes. Cosmo can escalate calls with context, summaries, and the details your team needs to pick up the next step cleanly.
What happens after the call ends?
Cosmo can generate summaries, create tasks, and send updates to connected tools so the next step happens without manual cleanup.