☀Solar DialerV2 Preview

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☀ Solar DialerV2 Preview
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Agent workspace

Dial

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Call result

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Hi, this is Jarren with Solar Routes. I’m calling about the property in your area. Are you still getting your electric service through your current utility?

About how much is the average electric bill right now, and has it gone up over the last year?

We help homeowners compare their current electric cost with the solar options available for the property. The review is simply to see whether the numbers make sense.

If the home looks like a fit, we can set a short appointment to go through the numbers. Would earlier or later in the day be easier?

≋

Transcript starts when the call connects

This preview uses sample conversation text. Live streaming still requires backend wiring.

Agent

Hi, this is Jarren with Solar Routes. How are you today?

00:03
Homeowner

Doing well. What is this regarding?

00:07
Agent

I’m calling about the electric service at your property.

00:11
Call connected

Spoke for 2 minutes. Asked about current utility bill.

Today · Jarren
Imported from Legacy list

Source file: Danville homeowners.

June 14 · System
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Your workspace is ready

Select playlists and go Ready. The lead profile, call result, and live tools appear when a call connects.

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Current lead

Emma Brown

Connected
Contact
SolarProfile data
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All leads

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NameLocationSourceCampaignStatusLast contactedOwner
Showing 0–0 of 0
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Appointments today—Not part of this adapter

Campaigns

Configure leads, agents, scripts, caller IDs, and results.

Step 1 of 5

Upload a lead file

Nothing becomes dialable until the review step is complete.

Step 2 of 5

Map columns

Match file columns to Solar Dialer lead fields.

First Name→
Phone→
State→
Utility→

Step 3 of 5

Assign the leads

Step 4 of 5

Review before importing

18,402Valid rows
642Exact duplicates
83Invalid phones
214DNC matches
!

All 18,402 usable leads will begin staged.
An admin must make them dial eligible after reviewing the source.

✓

Import staged successfully

18,402 leads were added to Illinois Homeowners. No calls were started.

Today

Wednesday, July 22

Today

Callbacks due8
Appointments14
Confirmed11
Bill received7
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Call logs

Recording, transcript, result, and appointment history.

Date & timeLeadAgentCampaignDurationResultRecording
Showing 1–20 of 2,418
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Scripts

Plain-text scripts assigned to campaigns.

Illinois Main

Illinois Homeowners · Updated 2 hours ago

Active
Cold Lead

3 campaigns · Updated yesterday

Active
Appointment Confirmation

All campaigns · Updated Jul 18

Active

Details

Details

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Saved.