AI Agent Profile

Objectives Handled
120,586
Successful qualification interactions

Successful qualification interactions

Key Objectives
97% accuracy in eligibility determination saving 15+ hours of human assessment time per week with automatic document verification
Successful qualification interactions


Watch a demonstration of the agent's capabilities

UK Energy Efficiency Programmes, Government Grant Requirements, Insulation Standards, Benefit Eligibility Criteria
Pre-qualify leads based on ECO4 eligibility
Assess property type, household income, and benefits status to determine scheme eligibility
Collect property information for qualification
Gather data on property age, insulation, heating system, and energy efficiency ratings
Explain ECO4 scheme benefits and processes
Clearly communicate available improvements, funding options, and next steps to prospects
Schedule callback appointments with advisors
Book qualified leads into available time slots for energy efficiency consultations
UK Energy Efficiency Programmes, Government Grant Requirements, Insulation Standards, Benefit Eligibility Criteria
Detail-oriented energy efficiency expert from Leeds who knows UK government schemes inside and out
Specialised in ECO4 and Great British Insulation Scheme (GBIS) lead qualification and appointment scheduling.
Natural Conversation
Engages prospects with human-like dialogue
Appointment Setting
Books qualified callbacks with advisors
ECO4 Knowledge
Deep understanding of scheme requirements
Personalization
Adapts to each prospect's situation
