Features FAQ

FAQs
For Frank
The Confirmation AI Agent.

Frequently Asked Questions

Everything you need to know about our AI welcome call service

What does Frank actually do?

Frank makes automated welcome calls (sometimes called Confirmation Calls) to your new solar customers to confirm key details, reduce cancellations, and ensure smooth post-sale handoff.

How does Frank reduce cancellations?

By calling the homeowner quickly after the sale, Frank reinforces the decision, answers questions, and ensures there's no confusion about next steps—reducing buyer's remorse.

What kind of information does Frank confirm?

Frank verifies homeowner name, system size, adders, financing terms, rep promises, roof condition, and next steps, such as a site survey or install date.

Can Frank be trained on our specific sales process?

Yes. Frank must be customized for each solar company to match the company's terminology, process, and internal handoff requirements.

Can Frank be integrated with our CRM?

Yes. Frank can receive deal data directly from your CRM or sales tools, so there's no need for manual input.

Will homeowners know they're talking to a bot?

Frank uses natural language voice AI and polite phrasing. Many homeowners assume they're speaking to a friendly assistant. You control how he introduces himself.

What happens if the homeowner asks a question Frank can't answer?

Frank flags the call for human follow-up and can escalate via email or internal system. He doesn't guess.

How quickly does Frank make the call after the sale?

Frank can call within minutes of receiving the copy of the contract. Most companies have him call while the rep is still in the home.

What happens if the homeowner doesn't answer?

Frank leaves a friendly voicemail and will retry the call at scheduled intervals.

Does Frank speak Spanish (or other languages)?

Yes. Frank can be trained to speak multiple languages, including Spanish, based on your customer base.

Can we hear samples of Frank in action?

Yes. We provide real call recordings and can simulate a custom demo for your company.

What's the biggest benefit of using Frank?

Frank reduces cancellations, improves handoff quality, and ensures reps don't forget critical steps—protecting your revenue. Frank also checks if the sales reps documented all parts of the agreement.

Does Frank handle compliance or disclosures?

Yes. If you have specific phrases or scripts required by financing, insurance, or HOA rules, Frank can be trained to include them.

Can Frank collect additional data from the homeowner?

Yes. He can ask follow-up questions, collect info (like preferred install time or insurance status), and update your system.

Will this replace our sales reps?

No. Frank supports your reps by ensuring no details fall through the cracks after the sale.

How much setup is required?

Setup takes a few days to a couple of weeks. We train Frank on your workflows, connect to your CRM, and run test calls before launch.

Is Frank secure and compliant with data privacy regulations?

Yes. We use secure, encrypted systems and follow industry best practices for customer data.

How much does it cost?

Pricing depends on your call volume and features. We charge an initial set-up fee and then a cost per call additional.

What makes Frank different from a regular IVR or phone bot?

Frank is proactive, human-like, and tailored for post-sale verification—not a passive menu system. He's trained on your data and sounds like a helpful team member.

Can Frank send text messages, emails, or transfer the call to a human?

Yes, he can! Frank can do anything a person can do on the phone, including texting, emailing, or transferring calls. And he can interact with software such as CRMs, spreadsheets, and most business software.

Ready to Stop Losing Deals?

See how Frank can reduce your cancellations and increase your revenue