Commercial & C&I SolarIndia, Pan-India OperationsC&I Solar Developer

Commercial Solar AI: 2 x 400kW Deals Won From Weekend RFQs

A Pune-based C&I solar developer was losing weekend RFQs from procurement teams. Deploying an AI receptionist with intelligent routing captured every enquiry, qualified MW target and financing structure, and pinged the right named account executive on Slack — winning two 400kW deals in month one.

2
400kW Deals in Month 1
100%
RFQ Capture Rate
24/7
Availability
₹18Cr
Pipeline Added
The Problem

What was broken

  • Weekend and after-hours RFQs from procurement teams landed in unmonitored inboxes
  • Named account executives found out about enquiries 2–4 days late — after the customer had signed with a competitor
  • No structured qualification meant reps opened proposals without knowing MW, tariff or timeline
  • Site data (roof area, structure type, single-line diagram) often missing from initial enquiry
The Solution

What we built

AI receptionist across phone, email and WhatsApp capturing every commercial enquiry

Structured C&I qualification: MW target, site type, tariff category, financing (CAPEX/OPEX/RESCO)

Named-account routing: enquiry auto-matched to the right AE based on state, industry vertical and deal size

Slack + WhatsApp alerts to the AE within 60 seconds — even at 2am on Sunday

Document collection over WhatsApp: rooftop images, electricity bills, single-line diagrams uploaded pre-call

Workflow

How it runs end-to-end

01

RFQ arrives

Phone / email / WhatsApp / website form fires webhook regardless of channel.

02

AI qualifies

MW target, tariff, financing, timeline captured in a 3–5 minute conversation.

03

Document collection

AI requests roof photos, latest 3 bills and SLD; customer uploads over WhatsApp.

04

AE routing

Zoho CRM auto-assigns based on state + vertical + deal size; Slack + WhatsApp alert fires.

05

Warm handover

AE calls Monday morning fully briefed; site visit booked in the first conversation.

Technology

The stack we used

AI Voice: Vapi.ai with Claude 3.5 Sonnet + ElevenLabs

WhatsApp: Interakt Business API (green tick)

CRM: Zoho CRM Enterprise + custom Deluge automation

Document handling: AWS S3 + Textract for bill parsing

Notifications: Slack + WhatsApp for AE alerts

Analytics: Zoho Analytics + custom dashboard

Product Views

What it looks like in production

Commercial RFQ Intake

Structured qualification across MW, tariff, financing and site data.

Document Upload Thread

Roof photos and bill uploads captured over WhatsApp before the AE calls.

AE Slack Alert

Named-account routing with full deal context inside 60 seconds.

Pipeline Dashboard

MW pipeline by state, vertical and stage — live.

Business Results

The numbers that moved

Metric
Before
After
Note
Weekend RFQ capture
~0
100%
Every enquiry captured
Time to AE notification
2–4 days
under 60 seconds
Deals won from AI-captured RFQs (month 1)
2 x 400kW
Pipeline added (month 1)
₹18 Cr
Documents ready before first AE call
35%
94%

"We used to lose commercial RFQs because nobody replied over the weekend. The bot captures the file, MW target and timeline, then wakes me up on Slack. Won two 400kW deals in month one."

Founder, C&I Solar Developer, India
FAQ

Answers to the usual questions

How does the AI handle technical procurement questions?

For technical / commercial detail beyond the qualification frame, AI transparently offers a warm transfer or same-day expert callback — captured in the CRM.

Is data secure for enterprise procurement teams?

Yes. All PII stays in Zoho; documents in encrypted S3; no data used for LLM training. ISO 27001 aligned.

Does it work for utility-scale (10MW+) enquiries?

Yes. Routing thresholds are configurable — 10MW+ auto-routes to the co-founder's phone directly.

10-day go-live Zero-risk guarantee

Ready for a similar deployment?

Book a 20-minute audit. We will show a live demo trained for your service area, panels and CRM — with real numbers, not slides.

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