Which work should you start with?
- Review extracted bill values before applying them to the energy profile.
- Open a call summary with its recording or transcript when available.
- Check the customer-linked tasks created from eligible call action items.
- Use a sales brief to select the next record to inspect.
Who still owns each decision?
| AI-supported work | Person or evidence still needed |
|---|---|
| Bill extraction | Rep verifies usage, units and site |
| Call summary | Rep checks source and commitments |
| Follow-up task | Owner acts and records the outcome |
| Sales handover | Accepted offer and payment evidence |
Example: catch two errors before they become promises
Illustrative bill review: 32 cents per kWh means A$0.32 per kWh, not A$32. Correct the unit before using the estimate. A call task labelled Review timing is an internal review deadline; it does not establish that the customer agreed to that appointment.
Which AI capabilities should you verify?
ArcSolar’s embedded bill analysis, call intelligence and briefs are separate from the planned sidebar agentic chat and AI voice agents. Availability depends on plan, access, source material and release. A summary does not establish a payment, provider approval or completed task.
Test the evidence alongside the summary
Bring a fictional bill and call scenario to an ArcSolar demo. Follow the reviewed inputs into the offer and the saved action into the task list.
Sources and review (6)
Published by ArcSolar. Examples are illustrative; product details come from the sources below. Editorial standards.
- ArcSolar tasks, ownership and review timing — ArcSolar; checked 11 October 2026.
- ArcSolar sales metrics and source review — ArcSolar; checked 11 October 2026.
- ArcSolar plan, access and release availability — ArcSolar; checked 11 October 2026.
- ArcSolar electricity bill analysis — ArcSolar; checked 11 October 2026.
- ArcSolar CallIntelligence and customer-linked tasks — ArcSolar; checked 11 October 2026.
- Understand the customer's quote view — ArcSolar; checked 11 October 2026.