AI Follow-up for Utilities. Half-finished rebate applications followed up until complete.
AI Follow-up runs the sequences that keep utility requests moving: the rebate application missing an invoice, the start request still waiting on a move-in date, the service quote nobody opened, the retail renewal due before the contract ends. Each step is written from your approved wording in the customer's language, consent rules apply, and any reply stops the sequence and alerts the owner.
TRY AI FOLLOW-UP FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Remind incomplete rebate applications twice, a week apart, then hand them to the program team.”
Lisa“Done: incomplete rebate applications get two reminders a week apart, then a task for the program team. Stop early if the documents arrive?”
Any setting, in any module · applied only on your yes
How Utilities use it
A customer leaves an insulation rebate application half complete; two polite reminders go out before the program deadline, then the program team is told.
A builder who received a temporary-service quote hears from you after three days and again after a week until he answers.
A retail energy customer whose contract ends in sixty days gets the renewal notice; replying with a question stops the sequence and alerts a rep.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Sequences after a lead, a demo, a quote, a booking, by stage
- Presets suggested from your knowledge; the AI writes and tunes the steps with you
- A reply stops the sequence and alerts the owner; consent rules respected
- Templates in the customer's language; every touch on the customer's record
- Deliverability report: bounces, complaints, engagement
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Follow-up does, for every business ›
Works withAI MarketingAI Auto-CallAI DemoAI QuotingAI Booking
Questions & answers
AI Follow-up for Utilities: questions & answers
Can an AI follow up on incomplete utility rebate applications?
Yes. A sequence reminds the customer or contractor about the missing invoice or form on the schedule you set, in their language, and stops when the customer replies. The eligibility decision stays with your program team.
Will customers who opt out keep receiving utility follow-ups?
No. Consent rules are part of every sequence, and an opt-out is respected and recorded on the customer's record. A reply of any kind stops the sequence and alerts the person who owns the request.
Who writes the follow-up messages for our programs?
The AI suggests the steps from your knowledge and writes them with you, and you approve the wording. Program staff can change timing or text later by telling Lisa.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Utilities ›
Answers & books
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Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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