AI Partner Portal for Utilities. Trade allies signed up, vetted and credited for referrals.
AI Partner Portal runs your trade-ally network: electricians, HVAC installers, insulation and solar contractors apply on your site to join the efficiency program list. The AI researches each applicant's website and presence before your program team approves, and every customer a contractor sends is attributed to that contractor, who follows their own referrals in a partner view. Retail suppliers use it for brokers.
TRY AI PARTNER PORTAL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Contractors apply on our trade-ally page; I approve each one after the AI's research.”
Lisa“Done: contractor applications from your trade-ally page are researched first and wait for your approval. Should approved contractors see their customers' request status?”
Any setting, in any module · applied only on your yes
How Utilities use it
An HVAC contractor applies to join the heat-pump trade-ally list; the AI checks his website and service area before staff decide.
A homeowner arrives through an insulation contractor's link, and the rebate inquiry is credited to that contractor automatically.
A retail supplier's commercial broker signs up through the portal and follows the status of the business customers they introduced.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Partner and reseller application form on your site
- The AI researches the applicant, site, presence, fit, before you approve
- Referral attribution on every lead; a partner view of their own customers
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.
Questions & answers
AI Partner Portal for Utilities: questions & answers
Can a utility manage its trade-ally contractor network online?
Yes. Contractors apply through a form on your site, the AI researches their website and presence, and your program team approves or declines each one. Approved contractors get attribution for the customers they bring and a view of their own referrals.
Does the AI approve contractors for the program?
No. It gathers the research and presents the application; approval is your program staff's decision. Participation rules, insurance and licensing checks remain your own process.
Can retail energy suppliers use the partner portal for brokers?
Yes. Brokers who bring commercial and industrial customers apply the same way, and each customer they introduce is attributed to them. Offers to those customers still come only from your approved rate sheet.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Utilities ›
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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.
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