Announcing Bodhi Assisted Insights

There’s a trend we’re hearing among installers.  No matter where they’re based in the country, or what their project levels look like, they’re trying to do more with less.  For example, one installer based out of Texas used to have 3-4 project managers as a part of their operations team.  Now, it’s just one PM and the owner running all of the project coordination and customer communications for the business.

For many companies, this is a recipe for sleepless nights and unhappy marriages.  It’s impossible to keep up with all customer communications while also juggling other business responsibilities.  Something will eventually fall through the cracks.  And that’s exactly what happened to this solar business.  They didn’t catch an escalation in time, and it led to a 1-star review.

Unfortunately, this scenario is a reality for many solar companies who have trimmed their staff.

That’s why we’ve built Bodhi Assisted Insights — to help even lean teams stay strong.

You may notice that Assisted Insights spells out a certain buzzword.  For a long time we stayed on the sidelines of AI.  Everyone remembers last year’s hype period, when everyone was posting about and playing with ChatGPT.  En masse, businesses rolled out AI products so that they could stay current.

We stayed back.  At Bodhi, it’s not in our nature to jump on a trend just because everyone else is.  We understand that the solar customer interaction is incredibly sensitive, which is why we wanted to approach AI the Bodhi way — thoughtfully and focused on real business outcomes.  

Over the past year, we’ve been thinking about how AI can actually best benefit residential installers, and our answer is Bodhi Assisted Insights.  With Bodhi Assisted Insights, you have the ability to peer inside the mind of the solar customer.  If our Texan installer had access to Bodhi Assisted Insights, we feel confident they would have caught the customer escalation early and saved that blemish on their public reputation.  

What is Bodhi Assisted Insights?

We built Bodhi Assisted Insights to solve a real pain point we’ve heard from solar pros across the world.  No matter the size of your team or your project volumes, it’s basically impossible to know how all of your customers are feeling as they go through the sales, install, or post-install process.  

This means that at any given moment, your team is in the dark as to your customers’ current sentiment and if any intervention might be needed.  

In the age of solar skeptics and scant leads, guessing how your customers are feeling about your company just isn’t good enough.  Guessing can lead to 1-star reviews, cancellations, and more problems that will hurt your business.

Bodhi Assisted Insights is a new AI feature within Bodhi that pulls in all the information we have on your customers and gives you all of your customers’ current state of mind.  With Assisted Insights, there’s no need to search through endless messages or check in with other teammates to see how a customer is feeling — our tool summarizes and surfaces the information for you.

No more surprise escalations or fire-drills.  With Bodhi Assisted Insights, your team gets a prioritized list of the customers that most need your team’s attention in that moment.

What makes Bodhi Assisted Insights special?

Today, if you want to know how your customers feel about your company, you have to ask them, either with a direct outreach or through a survey.  We’ve heard of solar businesses who have their project managers call their customers weekly, asking them whether they have any questions.  

This is a nice goal, but it’s not scalable, especially if you’re working with a lean team.  And even if you have the resources to do weekly, personalized outreaches to every homeowner, there’s no guarantee your customers will respond.  Response rates for surveys average between 5-10%.  That means that, for the most part, you’re unaware of the sentiment of over 90% of your customers for most of the project.

With Bodhi Assisted Insights, we're able to know how all of your customers are feeling without ever having to ask them.  By analyzing all the information we have on your customer to-date, Bodhi AI can pick up on trends in sentiment, identify root cause issues, and even suggest responses to problems you can't track day to day.  

How can I get started with Bodhi Assisted Insights?

Bodhi Assisted Insights is available to all Bodhi Starter and Bodhi Pro plans. To see how Bodhi AI can help your business and learn how you can get started, book a demo.