OPERATIONS

Proactive customer service made easy for your team

Bodhi® helps you deliver proactive customer service by streamlining communications, offering self-serve resources, and getting ahead of escalations and cancellations.

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Loved and trusted around the world

Customer communications without the headaches

Bodhi® centralizes customer communications—text, email, and in-app—into one team inbox while automating updates through every stage of the project, saving you time, effort, and aggravation.
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Not a single customer has asked me about their project since we launched Bodhi.

Addison Fountain
Addison Fountain
Yellowball Solar

Stop escalations before they snowball into cancellations

Bodhi® uses the power of AI to identify which customers need your immediate attention and how best to respond, meaning no more surprise escalations or cancellations.
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The sentiment tool is really cool. If I see a frowny face, I’m like, ‘Why did we get that?’ And I love that I can click to see what caused it.

Amanda Costa
Amanda Costa
EMPWR Solar

Reduce customers' calls with self-service solutions

Bodhi® provides a company-branded portal where customers can check for updates, access documents, and get answers—without needing to call you.
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Using Bodhi helped AM Sun Solar CSRs handle 67% more projects

67%

increase in project volume

4.5

Google review score
"I can't tell you how many times we get a high rating for customer service, and I think: Well I give them a welcome call, and I schedule their project, but Bodhi does the rest!"
Jody Bannister,
Customer Experience Manager A.M. Sun Solar
Integration
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Product
Bodhi Pro
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Best-in-class products comes with world-class support

Check out our FAQs or reach out to our support team for questions.
Can I pick which channels my message gets sent on?
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Yes, you can view each homeowner’s preferences for communication within your Bodhi® account.  Bodhi® automatically updates which channels your messages are sent on based on these preferences, but your admins on your team are also able to change which channels messages are sent on based on your company’s processes. Currently, text, email, and in-app Bodhi® messages are supported and can be toggled off and on.

How many project managers can use Bodhi?
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No matter what version of Bodhi® you use, you can add unlimited staff and team members to your Bodhi® account, allowing you to tag-team customer communications and use the same templates and automations.

Can I customize my message templates?
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Yes, Bodhi® comes with pre-built message templates for each solar project phase, but you can also customize the language in these templates to better match your company’s unique voice and brand.

Do I have to have a CRM?
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In order to use Bodhi® Pro, your team already needs to be using a CRM or Project management tool to keep track of projects.  Integrating with your CRM is how Bodhi® ‘knows’ to keep customers updated with automated, personalized messages so that your team can focus on meaningful tasks — like building personal relationships with your customers or executing projects.

You can find a list of supported CRMs here.  If you don’t see the solution your team is using, get in touch, and we can discuss potential next steps.

Bodhi® Starter and Bodhi® Free are standalone products that work without a CRM integration. Some data entry is required, but they have been designed to help growing solar businesses address the challenge of keeping up with customers' expectations for constant updates.

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Helping you brighten up the world, one customer at a time
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