WhatsApp AI agent for installers: qualify the site, explain the packages, book the survey, without a sales call
Installation leads are expensive, arrive from ads at all hours, and need a site survey before a real quote. The wasted time is in between: collecting the roof type, the monthly bill, the number of cameras, the photos. An AI agent collects all of it in the first conversation and books the survey, so the salesperson's first call is a closing call.
Quick answer
Route ad and Google leads to a WhatsApp AI agent with your packages, indicative price ranges, the survey-to-installation process, financing options you publish and warranty terms as knowledge. It explains packages, collects property type, roof or site details, current bills or camera count, photos and address, and books a survey. Firm quotes, financing approval and technical design stay with the team. ReplyKit does this from $29 a month.
What the agent handles
Automate
- Packages and what each includes, with indicative price ranges marked as subject to survey.
- The process: survey, quote, approvals, installation, with typical timelines.
- Qualifying details: property type, ownership, roof type or camera locations, monthly electricity bill or coverage needs, photos, address.
- Financing and incentive information exactly as you publish it, with no eligibility promises.
- Warranty, maintenance and after-sales terms as written.
- Survey booking into real slots, with a reminder.
- Replies in the customer's language.
Keep with a person
- Firm quotes and system design.
- Financing approval or eligibility for grants and rebates.
- Technical faults on installed systems: the agent gives the support line and hands over.
- Contract terms and disputes.
Photos that save a survey
A roof photo, a photo of the meter, a photo of the entrance: the agent asks for them, describes them, and attaches them to the lead. A surveyor who has seen the roof arrives with the right ladder, or does not come at all if the roof is unsuitable. Instruct the agent to ask for photos after the qualifying questions, never to comment on suitability, and to leave that to the survey.
Setup for an installer
- Use a dedicated number. ReplyKit connects your number through Meta's official WhatsApp Business Platform: keep the number you already use in the WhatsApp Business app and the agent works alongside it, or add a dedicated number. Personal WhatsApp numbers cannot be connected. Keep your long-standing number out of it; see Meta's messaging limits explained
- Paste your website for packages and write the process, financing and warranty as text, exactly as published.
- Add surveys as a service with surveyor availability by area.
- Instruct the intake and boundaries: no firm quotes, no eligibility promises, faults to support.
- Connect the number through Meta's sign-in and test with "how much for solar for a double-storey house?".
Frequently asked questions
Can the agent quote a solar or CCTV system?
It gives indicative ranges you publish and books a survey for a firm quote, with the site details and photos collected.
Can it explain financing or rebates?
Only as you publish them, with no promises about eligibility. Approval stays with the team.
Does it collect photos?
Yes. It asks for roof, meter or site photos and attaches them to the lead for the surveyor.
Can it handle support for installed systems?
It gives the support line and hands over. Technical faults need a person.
How much does it cost?
From $29 a month for one number and 1,000 replies.
Make the first call a closing call
Packages, intake, photos, survey slots, connect your number through Meta's sign-in. 7-day free trial.
Sources and further reading
- Harvard Business Review, The Short Life of Online Sales Leads (Oldroyd, McElheran, Elkington, 2011) · firms that responded within an hour were about seven times more likely to qualify the lead
- WhatsApp Business Messaging Policy · opt-in, opt-out and prohibited-use rules every business must follow
- ReplyKit, Will WhatsApp ban my number for automation? · how Meta's messaging limits and quality rating work
ReplyKit is an independent product and is not affiliated with or endorsed by Meta or WhatsApp. This article is general guidance for running a small business, not legal, financial or regulatory advice.