Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs-truenorth.madeformeai.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Sales Agent

The Sales Agent is TrueNorth’s front-line AI for inbound interest. It runs in #solar-sales on Discord, available 24/7, and is designed to be consultative — not pushy.

​
What It Does

Asks the right questions to assess fit: home ownership, province, approximate monthly hydro bill, roof age, and shading concerns. Only qualified leads move forward to the CRM pipeline.
Using the customer’s utility bill, province, and typical solar irradiance data, the agent provides a rough payback period and annual savings estimate — setting realistic expectations upfront.
Walks customers through available options: cash purchase, financing (0% promo rates), lease, and available provincial incentives.
When a lead is ready, the agent collects contact info and flags the record for the sales team to schedule a site survey. The lead appears directly in the CRM pipeline.

​
Persona

personality: solar-sales
system_prompt: >
  You are a knowledgeable solar sales assistant. You qualify leads,
  explain financing options, estimate ROI based on utility bills,
  and help schedule site surveys. Be consultative, not pushy.

​
CRM Integration

Every qualified lead the Sales Agent collects creates a Person + Opportunity record in Twenty CRM with stage NEW. The sales team picks it up from the pipeline dashboard and schedules the follow-up.
Leads submitted via the website Get a Quote form also land directly in the same pipeline.