Internal Development
Definitive Sales Agent
Innovating the solar sales industry in Alberta, Canada, with an AI voice system that reconnects with existing leads, qualifies interest, and turns conversations into booked consultations.
- Status
- In development
- Designed for
- Solar sales teams in Alberta, Canada
The problem
Why this system exists.
Solar sales teams often hold large lead lists that require repetitive dialing, consistent qualification, accurate dispositions, and timely callbacks. Manual outreach makes coverage and follow-up difficult to sustain.
The system
One accountable workflow.
Definitive Sales Agent brings CRM lead imports, AI voice conversations, Alberta-focused qualification, callback handling, and calendar booking into one operator-controlled workflow. Development includes call eligibility checks, consent and do-not-call controls, simulation modes, and human-review handoffs.
- CSV and CRM lead imports
- AI voice outreach and lead reactivation
- Alberta-focused qualification and objection handling
- Calendar booking and appointment coordination
- Structured call summaries and callback tracking
- Operator controls and pre-call safeguards
System areas
Current direction
What comes next.
The current work is focused on call quality, workflow reliability, disclosure requirements, and accurate CRM write-back before production use.