From manual sales process to signed contract in minutes

The challenge

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. Community availability was never a simple yes or no - active, under construction, oversubscribed, and waitlisted each required different logic. Every conversion depended on human availability.

The solution

GenOS replaced the manual flow with an end-to-end onboarding pipeline embedded directly in Greenvolt's website. A prospect uploads their utility bill. Two specialist agents take it from there. 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 go to a human reviewer before the proposal is generated. The Contract Agent handles everything downstream: contract generation from templates, electronic signature via DocuSign, and IBAN and company certificate validation for corporate clients. 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. No lead goes cold. Every step is tracked in Microsoft Dynamics 365. If a prospect drops before signing, an automated follow-up sends the proposal with a link to resume.