Reports eat your evenings
Pulling numbers means exporting from the CRM, wrestling a spreadsheet and hoping the formulas still work. So reporting happens rarely, late, or not at all.
Sol - Ask AI assistant
Ask your pipeline anything
Sol is the AI reporting assistant for your sales pipeline, built into Solar AI-Q. Ask a question in plain English and get an answer from your own CRM data in seconds - no spreadsheets, no report builder, no waiting until someone has time to pull the numbers.
Included in Core and Complete - set up and tuned for you
The problem
Your data has the answers. Getting them out is the hard part
Most solar businesses are sitting on everything they need to make sharper decisions. It is just scattered across tools, buried in exports, or stuck in someone's head.
The numbers live in different tools
Leads in one place, proposals in another, jobs and invoices somewhere else again. Stitching a single picture together by hand takes hours you do not have.
Decisions run on gut feel
Which lead source is worth the spend? Where do deals stall? When the answer is too hard to reach, you guess - and guessing gets expensive.
How it works
Plain English in, straight answers out
Sol works like the analyst you never hired - always across the numbers, never on leave.
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Ask in plain English
Type a question the way you would ask a colleague. No filters to configure, no dashboard to learn, no query language.
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Sol reads your pipeline
Sol answers from the pipeline and performance data in your CRM - the leads, appointments, quotes and sales your whole system feeds into every day.
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Get an answer in seconds
A straight answer you can act on, right when you asked for it. Then ask the follow-up question, and the one after that.
Example questions
The kind of questions you can ask
If the answer lives in your pipeline, asking beats building a report. A few examples of where Sol earns its keep.
"Which lead source converted best last quarter?"
Know where next month's marketing budget should go before you spend it - based on what actually turned into sales, not on which provider sends the most emails.
"How many proposals are still open right now?"
Proposal activity from OpenSolar or Pylon syncs into your CRM the moment a quote is sent, viewed or signed - so you can see what is hanging, and Andy can chase it.
"How many appointments did we book this week?"
Every booking lands in the CRM, whether a human made it or the AI team did. Check the week's momentum from the ute, before the first site visit.
"How is this month tracking against last month?"
Spot a slow month while there is still time to do something about it, instead of finding out when the invoices are counted.
Illustrative examples. Sol answers from your own pipeline and performance data, so the questions - and the answers - are specific to your business.
Why it holds up
An answer is only as good as the data underneath it
Ask AI features bolted onto a half-empty CRM give you confident answers about incomplete data. Solar AI-Q is built integration first, so the pipeline Sol reads is the pipeline your whole business runs on. One entry. Everywhere updated.
- Every enquiry from your lead providers flows straight into the pipeline - nothing lives in a stray inbox
- Proposal triggers from OpenSolar or Pylon fire when a quote is sent, viewed or signed, keeping the CRM in step with reality
- The AI Note Taker transcribes every call into the CRM, so what was said on the phone is on the record too
- Piper, Sarah and the rest of the AI team log their work in the same system - one pipeline, one source of truth
Packages
Sol in Core vs Complete
Sol is included in both packages. The difference is how far the reporting goes.
| Sol | Core | Complete |
|---|---|---|
| Included in the package | Yes | Yes |
| Ask pipeline and performance questions on demand | Yes - self-serve | Yes |
| Configuration | Self-serve | Fully configured for your business |
| Scheduled reporting | Not included | Deeper scheduled reporting - the numbers land without being asked |
| Package | $2,500 setup, $497 per month | $4,900 setup, $695 per month |
All prices AUD ex GST. No lock-in contracts. Support is identical in every package - dedicated Slack channel, video and guide library, weekly group training. See full pricing and inclusions
The AI team
Sol tells you how the rest of the team is doing
While Piper answers every new lead and Sarah calls enquiries within moments, Sol is the one you ask how it is all going. The doers fill the pipeline. Sol reads it back to you.
Every agent is set up, tuned and managed for you - the difference between SaaS and SWaS.
FAQ
Questions owners ask about Sol
What exactly is Sol?
Sol is the Ask AI assistant inside Solar AI-Q - an AI reporting assistant for your sales pipeline. You ask questions about your pipeline and performance in plain English, and Sol answers from the data in your CRM. In Complete, Sol is fully configured for your business with deeper scheduled reporting on top.
Where does Sol get its answers from?
From your own CRM data. Because Solar AI-Q is built integration first, that data stays current - leads flow in from your lead providers, proposal activity syncs from OpenSolar or Pylon the moment a quote is sent, viewed or signed, and the AI Note Taker puts every call on the record. One entry, everywhere updated.
What is the difference between Sol in Core and Complete?
In Core, Sol is self-serve - you ask questions on demand and get answers from your pipeline. In Complete, we fully configure Sol for your business and add deeper scheduled reporting, so the numbers you care about arrive on a schedule without anyone asking for them.
Does Sol cost extra?
No. Sol is included in both Core and Complete. All prices are AUD ex GST with no lock-in contracts - see the pricing page for the full package inclusions.
Do I need to be technical to use it?
No. If you can send a text message, you can use Sol. There is no query language, no report builder and no dashboard training. You ask in plain English and get a plain English answer. And like every part of Solar AI-Q, it is set up and tuned for you - software with a service, not another tool to learn.
Know your numbers without building a report
Book a free Strategy Call. We will map where your pipeline data lives today, where the blind spots are, and tell you honestly whether Solar AI-Q fits your business.
Book a Strategy CallNo pressure. No obligation. Just a straight conversation about your business.