Automating responses
An automation rule acts on incoming requests without you lifting a finger. Set one up once, and every matching request will receive a response automatically, with no manual intervention required.
How a rule works
Section titled “How a rule works”Each rule has three parts:
- Trigger: a new request arrives.
- Conditions (optional): only act when the request matches your criteria. Add one condition or several (all conditions must be true for the rule to fire).
- Action: either apply a template or send the request to an external URL.
You can enable or disable a rule at any time without deleting it, which makes it straightforward to pause automation during quiet periods or while reviewing your pricing.
The apply-template action
Section titled “The apply-template action”This is the action most providers use. When a matching request arrives, the rule automatically creates a quote using your chosen template, filled with your standard line items and pricing. The quote is then submitted on your behalf without any further action from you.
Pairing this action with a well-maintained template (one with accurate products and pricing) means buyers receive a complete, priced quote as soon as a matching request arrives.
Conditions: what you can filter on
Section titled “Conditions: what you can filter on”If you add conditions, the rule only fires when a request satisfies all of them. You can filter on any of the following fields:
| Field | What it filters | Useful operators |
|---|---|---|
| Volume (kWh) | The buyer’s estimated energy requirement. | is greater than, is less than, equals |
| Current Monthly Price | What the buyer currently pays per month. | is greater than, is less than |
| Customer City | The buyer’s city. | equals, contains |
| Customer Region | The buyer’s state or region. | equals, contains |
| Customer Country | The buyer’s country. | equals |
| Price Currency | The currency the buyer expects. | equals |
| Quote Type | Cash Purchase or Energy as a Service. | equals |
Available operators: equals, is greater than, is less than, is greater than or equal to, is less than or equal to, contains.
Example: a rule targeting mid-size Lagos installs
- Volume (kWh) is greater than 5,000
- Volume (kWh) is less than 50,000
- Customer City equals Lagos
The query endpoint action
Section titled “The query endpoint action”For teams with their own quoting or CRM systems, this action forwards the full request details to a web address you control. Your system receives the data and can respond with a quote automatically. Most providers don’t need this; it is for businesses that have existing tools to connect.
Managing your rules
Section titled “Managing your rules”Open the Automation Rules list to see all your rules, or go to Automation Rules → New Rule to create one.
- Delete a rule you no longer need.
- You can have multiple rules, each targeting different project profiles (for example, one rule for residential Lagos jobs and another for large industrial jobs above 100 MWh).