The short answer
A voice agent handling heat pump inquiries can collect basic information about the building and the caller's needs and schedule a conversation with a sales representative, but it should not state specific subsidy amounts, estimated savings, or guarantee equipment selection without a specialist's assessment. Every inquiry needs an individual technical review that the agent does not replace.
Why heat pump inquiries generate a lot of calls
Interest in heat pumps often comes from advertising, word of mouth, or information about support programs, which creates a wave of calls with very different levels of caller knowledge on the topic. Some callers just want general information, others are ready to schedule a specialist visit. The voice agent should recognize what stage of the decision the caller is at and guide the conversation accordingly, instead of applying one rigid script to everyone.
What information to collect at the start
Useful questions cover the type of building, its approximate size, the current heating source, and whether the customer is planning new construction or replacing an existing system. This information helps the sales rep prepare for the call, but it should not be the basis for stating a specific equipment model, power rating, or installation price over the phone, since selecting a heat pump requires a building assessment beyond the scope of a phone call.
Apply the workflow to your industry
AI agents for renewable energy companiesWhat the agent should not promise
The agent should not state specific subsidy amounts, estimated heating bills after installation, or payback periods, since these depend on many building-specific factors and on current support program rules that change independently of the company. Such information should come only from a sales rep or technical advisor after reviewing the customer's specific situation, based on current program conditions rather than general statements given over the phone.
How we deploy this with Callivera
At Callivera the process starts with an inquiry form, after which we discuss with the company what information the agent should collect from callers and which topics, such as subsidies or specific savings, should always route to a sales rep. We prepare the agent under the Recepcjonista AI plan at 149 EUR per month, including 300 minutes of calls with each additional minute billed at 0.39 EUR, test scenarios before launch, and deploy only after the company's approval.
Want this in your business without the setup work?
We prepare the AI agent on your knowledge, test it and launch after approval. AI Receptionist from €149/month.
Send an inquiryHow to evaluate inquiry handling quality
After launch, check how many collected inquiries turned into scheduled conversations with a sales rep, and whether the building information passed along was sufficient to prepare for the call. The company should also regularly check that the agent stays within the agreed topic boundaries, especially regarding subsidy amounts and savings claims.
Your action checklist
- Collect basic building and current heating source data.
- Never state subsidy amounts or estimated savings by phone.
- Route specific financial questions to a sales rep or advisor.
- Test scenarios before launching on real calls.
- Regularly check conversations against agreed topic boundaries.
Sources and scope
Editorial guidance, not legal or medical advice. Examples are illustrative; outcomes and integrations require verification.