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AI agent for electricians

Lighting and Controls Upgrade Proposal Agent

Produce a proposal with savings based on real usage that meets the customer's payback goal.

CreatingDecisionsReal estate and constructionSales
See how it worksGet access
Lighting and Controls Upgrade Proposal Agent: what goes in, what the agent does and what you get

What it does

A retrofit proposal that promises savings without usage data does not win trust. This agent collects the fixture counts, wattages and operating hours for each area and calculates current and proposed energy use and cost. It checks for utility incentives and adds them. It then tests the payback against the one the customer wants. If the payback is too long, it changes the options, such as adding controls only in the highest-use areas, and recalculates. It shows all assumptions in a plain summary. You approve the proposal before it goes to the customer. Edge case: a warehouse runs 24 hours but one wing is empty at night, and the agent proposes occupancy sensors for that wing only.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Site survey is complete 2 USES A TOOL Read fixture counts, wattages and hours by area andcalculate current energy use and cost 3 DOES Choose replacement fixtures and controls by area 4 USES A TOOL Calculate new energy use, cost and installed price 5 USES A TOOL Look up utility incentives and add them 6 CHECKS THE RESULT Does the payback meet the customer's target? If not: Show the payback by area and the longest paybackitems. Back to step 4. 7 DOES Adjust the options, for example controls only inhigh-use areas 8 USES A TOOL Recalculate savings and payback 9 CHECKS THE RESULT Is the payback now at or below the target? If not: Try another combination or tell the customerwhat the target requires. Back to step 7. 10 YOU APPROVE Electrician approves the proposal 11 RESULT Customer proposal with assumptions
Read the steps as a list
  1. Site survey is complete
  2. Read fixture counts, wattages and hours by area and calculate current energy use and cost
  3. Choose replacement fixtures and controls by area
  4. Calculate new energy use, cost and installed price
  5. Look up utility incentives and add them
  6. Does the payback meet the customer's target?If not: Show the payback by area and the longest payback items. Back to step 4.
  7. Adjust the options, for example controls only in high-use areas
  8. Recalculate savings and payback
  9. Is the payback now at or below the target?If not: Try another combination or tell the customer what the target requires. Back to step 7.
  10. Electrician approves the proposalThe agent waits here for your OK.
  11. Customer proposal with assumptions

How it decides

It uses actual hours from the customer where possible. It picks the options with the best payback until the target is met.

  • Use measured hours over estimates (default)
  • Include incentives only if confirmed eligible
  • Show savings as a range of plus or minus 10%
  • Do not claim savings the calculation does not show

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Payback target
  • Electricity rate
  • Operating hours source
  • Incentive programs
  • Savings range (default plus or minus 10%)

What keeps you in control

It always asks you first

  • The proposal before sending

Hard limits

  • Never guarantees savings
  • Shows all assumptions
  • Never sends to the customer without approval

It stops when

  • Done: proposal with payback at or below target
  • Stop: target cannot be met; electrician explains options to the customer

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA 12,000 sq ft office had 210 fluorescent fixtures running 3,900 hours a year. The agent calculated $9,800 per year in savings on a $41,000 job, a payback of 4.2 years against a 3 year target, so the check failed. It cut controls in low-use storage and added a $6,500 incentive. The new payback was 2.9 years. The electrician approved it.

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