From manual sales process to signed contract in minutes

Every new customer started the same way: an operator extracted consumption data from a utility bill, matched the prospect to an energy community by location, calculated a personalised savings estimate, and generated a contract. With 300+ inbound prospects a month, there was no room to grow. The process had no shortcuts. Invoices arrived in different formats from different providers.Invoices arrived in different formats from different providers. Community availability was not a simple yes/no - active, under construction, oversubscribed, and waitlisted each required different logic and different customer journeys. Every conversion depended on human availability, and every delay increased the risk of losing the lead.

GenOS Supervisor replaced the manual flow with an end‑to‑end onboarding pipeline embedded directly in Greenvolt’s website and CRM stack.\n\nA prospect uploads a utility bill. From that point, Supervisor orchestrates two specialist agents and the surrounding workflow. The Invoice Agent extracts more than 30 fields from any bill format, with confidence scoring built in from the start. High‑confidence extractions proceed automatically. Low‑confidence cases are routed to a human reviewer before a proposal is generated, keeping accuracy under human control where it matters. The Contract Agent handles everything downstream: contract generation from templates, electronic signature via DocuSign, and IBAN and company certificate validation for corporate clients.\n\nIn parallel, geospatial matching identifies the nearest available energy community and calculates a personalised savings and CO₂ reduction proposal. When no community is immediately available, the prospect joins a waiting list and is notified automatically when a match opens.\n\nEvery step is tracked in Microsoft Dynamics 365. If a prospect drops before signing, Supervisor triggers an automated follow‑up with the proposal and a link to resume, closing the loop between AI, process, and commercial outcomes.\n\nUnderneath all is the GenOS Platform: every agent action and decision is logged and traceable, and the entire onboarding funnel can be monitored, tuned, and extended from real production data as Greenvolt’s products and rules evolve.