Solar · Outbound
Utility Scout
Meet Scout, a professional Voice AI assistant for utility companies. Scout's primary role is to engage with potential customers for energy consultation services.
What it does
Built around four
core capabilities.
Energy assessment
Drives energy assessment reliably, every call.
Cost analysis
Drives cost analysis reliably, every call.
Service scheduling
Books appointments directly against your calendar with availability awareness.
Customer education
Drives customer education reliably, every call.
Sample conversation
A typical
outbound call.
Every prompt is editable in the workflow editor after you import the playbook.
Scout (Finn)
Customer
Scout (Finn)
Customer
▸ Captured: Energy assessment
Scout (Finn)
Customer
▸ Captured: Cost analysis
Scout (Finn)
How it works
Three steps from
playbook to live calls.
Import
Pick the Utility Scout playbook and Finn drops the full workflow into your dashboard.
Customize
Tweak the persona, prompts, captured fields, and integrations — no code, just drag-and-drop.
Deploy
Connect a phone number, upload an audience or set up inbound routing, and go live in minutes.
What's included
Everything ships
ready to go.
Pre-built workflow, captures, and integrations — every node editable. Wires into the tools your solar team already uses.
- Pre-written outbound opening script
- Pre-built workflow nodes covering every step
- Capture fields for energy assessment, cost analysis, service scheduling
- Recommended voice + language pair for the industry
- Suggested handoff rules (live agent transfer + voicemail fallback)
- Editable persona — tweak tone, name, and prompt without code
- Batch calling and audience CSV upload ready
Suggested integrations
SalesforceAurora Solar
HubSpotOpenSolarDon't see yours? Finn plugs into any system via webhooks + API.
Real outcomes
Teams that already shipped.
"RocketSDR improved candidate experience and reduced offer drop-offs with Finn 24×7 AI helpline and proactive escalations."
Shivansh
Head of Engineering, RocketSDR
FAQ
Questions and answers.
Is Finn TCPA-compliant for solar outbound?+
Solar is the most-litigated TCPA enforcement vertical, so Finn ships with the guardrails — federal + state DNC, calling-window enforcement, one-to-one consent rule, AI disclosure on direct ask, and audit logs retained per state statute. TCPA compliance depends on how you use them; you remain the responsible party.
What about purchased lead lists?+
Use only with verified prior consent (your own forms or consent-compliant lead vendors). Scout suppresses any lead without explicit one-to-one consent — protects you from regulator action and class-action exposure.
Can Finn capture utility bills mid-call?+
Yes — sends a secure SMS upload link. Homeowner snaps a pic of their bill, your consultant walks into the appointment with real data instead of self-reported ranges.
Which CRMs and design tools does Finn work with?+
Aurora Solar, Solo, Lightreach, OpenSolar for design. Salesforce, HubSpot, Sunbase for CRM. Lead sources: Modernize, HomeAdvisor, Angi.
Does Scout quote savings or financing terms?+
No — that's the consultant's job. Scout educates on net-metering basics and financing categories (PPA vs. loan vs. lease vs. cash) without quoting specific terms or savings figures.
Ready to ship
Import Utility Scout
and go live today.
Every account starts with a 30-minute free trial. No credit card needed.