CogentIntelligence
AI agents for heat pump, solar and renewables installers
Renewables leads ask long questions, and every install comes with grant and certification paperwork. Cogent qualifies leads, books surveys and keeps the paperwork moving.
01Where the week goes
We work with heat pump installers, solar PV and battery installers, underfloor heating and MCS-certified firms. The details differ from firm to firm, but the same few jobs come up on almost every discovery call:
- Lead qualification. Property type, EPC, insulation and budget before a survey is worth it.
- Grant questions. Customers ask about the Boiler Upgrade Scheme constantly.
- Survey booking. Coordinating surveyor diaries.
- Certification. MCS and DNO paperwork.
None of these need your expertise. They need doing quickly, the same way every time, and that's exactly the kind of work AI agents do well, with your Business Map telling them how your business runs.
Key idea
A good renewables lead is qualified before anyone drives to it.
02Agents built for heat pump, solar and renewables installers
These are the agents we most often switch on first in this sector. Each one reads your second brain, works around the clock and asks you before anything that matters.
- Trigger
- A new enquiry
- Does
- Asks property, EPC and heating questions and explains grant basics from your approved wording
- Asks you
- Before any price
- Trigger
- A lead qualifies
- Does
- Books the survey and sends prep notes
- Asks you
- When diaries clash
- Trigger
- An install completes
- Does
- Chases documents for MCS, DNO and grant claims
- Asks you
- Before submitting anything
Your first agent is the one with the highest score on your discovery call, not the one on the top of this list. Most firms add a second and third over the following months.
03Ask your business anything
Because every agent writes to the same memory, you can ask questions in plain English that used to mean an afternoon in spreadsheets and inboxes.
YouHow many leads this month have an EPC with no insulation recommendation?
Cogent18 of 40.
YouWhich installs are waiting on paperwork?
CogentFour, two on DNO approval.
04Your Monday briefing
At 7am every Monday you get a short briefing built from your own tools: what came in, what's stuck and what changed.
05Find your peak
On the call we score every repeating job by hours a week × how easy it is to hand off (1 hard, 2 medium, 3 easy). The highest score gets built first. Here's how a typical list might look.
| Job | Hours a week | Ease | Score |
|---|---|---|---|
| Qualifying leads | 6 | 3 | 18 |
| Answering grant questions | 3 | 3 | 9 |
| Booking surveys | 3 | 3 | 9 |
| Chasing paperwork | 3 | 2 | 6 |
Example · dummy data. Score = hours a week × ease.
In this example, qualifying leads is the peak. Run your own numbers with the calculator on our home page, or bring them to the call.
06Where approvals sit
Every agent starts on a short lead. Here's a typical starting point for this sector. Yours is written into your Business Map.
Does alone
- Logging leads
- Drafting replies
Asks first
- Prices and grant claims
- Messages to customers
Never
- Promising grant approval
Grant eligibility is confirmed by the scheme, not the agent. Agents use your approved wording and never promise an outcome.
07Works with the tools you already use
We connect to what you have rather than asking you to move. Common tools in this sector include Tradify, Commusoft, OpenSolar, HubSpot, Xero and email. If a system has no integration, a Portal Operator agent can work it the way a person would.
08Questions
Can AI qualify heat pump leads?
Yes. It asks about property, EPC and heating before a survey is booked.
Can it answer Boiler Upgrade Scheme questions?
It explains the basics in your approved wording, and never promises eligibility.