Sun Speed CRM

A solar-sales agent that can check the calendar and hand over the call

Services: AI Receptionists ; AI Agents ; RAG Knowledge Systems ; AI Workflow Automation ; AI ERP & CRM
Delivery: Voice calling, qualification, knowledge retrieval, appointment tools, and CRM follow-up.

Four defined agent tools:

1. Check appointment availability.
2. Book an explicitly confirmed appointment.
3. Search the solar knowledge base.
4. Transfer the caller to a human.

The surrounding workflow includes leads, call analysis, SMS, email sequences, and reminders.

A solar conversation can move between qualification, financing questions, installation details, objections, and booking. A fixed script cannot supply every answer or determine whether a calendar slot is available.

The agent also needs to respect a refusal. Mentioning a time in conversation must not be treated as permission to book it.

Twilio connects the phone call to an OpenAI Realtime voice bridge. The backend prepares lead context and exposes the four operational tools.

Qualification instructions cover homeowner status, electricity bills, credit-related questions, and roof context. Knowledge search supports questions about financing, PPAs, leases, installation, savings, and incentives.

The booking tool requires explicit confirmation of the appointment time and accepts time-zone information. A transfer tool provides a route to staff when a caller requests a person.

The CRM stores the lead and call history. SMS templates cover welcome messages, missed-call follow-up, confirmations, and reminders. Email templates and sequences support continued contact.

Make booking an explicit action. Availability lookup and booking are separate tools. The booking instructions reject action after phrases such as "no" or "that doesn't work."

Retrieve detailed product information. PDF ingestion and vector-search infrastructure supply the knowledge tool.

Preserve lead identity. Phone-matching and context services connect the conversation to the right CRM record.

Test the supporting workflow. The repository contains tests for voice services, lead handling, context, scheduling, SMS, email sequences, and script configuration. Prompt tests check instructions; they do not replace live conversation tests.

The delivered voice workflow connects a call to product knowledge, calendar actions, human transfer, and subsequent communication.

A seller can review the lead and call rather than receiving an isolated booking notification. The available records do not establish a booking-conversion increase or production call-capacity benchmark.

Next.js; Node.js, Express 5; Supabase/PostgreSQL; Twilio, WebSockets, OpenAI Realtime; PDF ingestion and vector search; Google Calendar APIs; Resend; queues and schedulers.

Four business tools behind the solar-sales conversation.
Sun Speed CRM connects voice AI to knowledge search, availability, confirmed bookings, and human transfer, with lead records and follow-up communication in the same workflow.

We built Sun Speed's voice agent with concrete actions behind the conversation. It can look up solar information, check available slots, book after confirmation, and transfer the caller, while keeping the lead and follow-up history in the CRM.