Quote, design, finance, and install — chased through one agent.
Reads each new inquiry, calculates savings from the customer's bill, proposes the right system size, books the site assessment, and tracks the install through commissioning.
9 quotes drafted today. One sample summary:
How does OpenAI (ChatGPT) work for Solar Energy teams?
OpenAI (ChatGPT) works for Solar Energy teams as the engine behind a DeskFerry agent built around the workflows that actually consume your week.
- 01
Trigger fires
The agent reads context from OpenAI (ChatGPT) and the other systems your Solar Energy operation depends on, runs the routine work in the background, and surfaces only the cases that need a human decision.
- 02
Reply to every solar inquiry with @ChatGPT
Automate repetitive tasks and free up your Solar Energy team to focus on high-value strategic work.
- 03
Calculate savings from the utility bill
Teams typically see higher pre-qualified appointments once the agent is in production.
- 04
Propose the right system
Setup is no-code, every action is auditable, and the agent is scoped to the rules your Solar Energy team defines — not a generic template applied to your business.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Reply to every solar inquiry with @ChatGPT
- 2Calculate savings from the utility bill
- 3Propose the right system
- 4Book a site assessment
Already wired in
ChatGPT is built into DeskFerry.
No API key, no model setup, no glue code. Connect the apps your team already uses and solar energy runs on them.
ChatGPT runs inside DeskFerry on our keys.
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What OpenAI (ChatGPT) + DeskFerry can do
Real OpenAI (ChatGPT) actions your AI agent can perform automatically — no manual work required.
Create Assistant
Tool to create a new assistant with specified parameters. use after finalizing model, tools, and instructions.
Create Message
Tool to create a new message in a specific thread. use when adding messages to an existing conversation after confirming the thread id.
Create Thread
Tool to create a new thread. use when initializing a conversation with optional starter messages.
Delete assistant
Tool to delete a specific assistant by its id. use when you need to remove an assistant after confirming its id.
Delete file
Tool to delete a file. use when you need to remove an uploaded file by its id after confirming the target.
List files
Tool to retrieve a list of files. use when you need to view all files uploaded to your organization.
List fine-tunes
Tool to list your organization's fine-tuning jobs. use when you need to review all fine-tune runs.
List models
Tool to list available models. use when you need to discover which models you can call. use after confirming your api key is valid.
List run steps
Tool to retrieve all steps of a specific run. use when you need to inspect each step's details after initiating a run.
Modify thread
Tool to modify an existing thread's metadata. use after obtaining the thread id when you need to update metadata.
Your solar quote · 8.2 kW · est. 22-yr return
Based on your last 12 months ($186 avg monthly bill, mostly summer-loaded), an 8.2 kW system covers ~94% of usage.
Personalized using LinkedIn activity from the last 30 days.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to m.delgado@homemail.com.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: Reply to every solar inquiry with @ChatGPT — calculate savings from the utility
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
How it works
Get started in three steps
Step 01
Connect OpenAI (ChatGPT)
Authorize OpenAI (ChatGPT) in your DeskFerry dashboard. The secure connection takes less than 60 seconds.
Step 02
Configure Your AI Agent
Set up triggers, actions, and conditions specific to how your team uses OpenAI (ChatGPT). For Solar Energy teams, this typically means routing workflows from tools like Aurora Solar alongside OpenAI (ChatGPT).
Step 03
Deploy & Monitor Results
Your AI agent goes live immediately. Track tasks automated, time saved, and accuracy metrics in real-time.
Start automating Solar Energy for OpenAI (ChatGPT)
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What systems does it work with?
Aurora Solar, Energy Toolbase, Sighten (now SunRun), and direct CRM (Salesforce, HubSpot). Design tools integrate for proposal generation.
How does it estimate savings?
From the customer's last 12 months of utility bills, local solar irradiance, and your current panel/inverter pricing. Estimates are within ~5% of formal proposals.
Does it handle financing options?
It walks customers through cash, loan, and PPA options based on their situation. Substantive financing decisions go through your finance team.
What about permitting and interconnection?
It tracks the permit and interconnection status, sends customer updates at each milestone, and flags delays with your operations team.
Does it handle post-install monitoring?
Yes — it watches each install's production data and proactively notifies customers of issues. Maintenance plans are managed through the same channel.
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