For Solar installer · 9 Grok Bots

A solar back office that surveys, designs, permits, and moves projects to PTO

9 Grok Bots for a solar shop: capture every inquiry and survey, draft the array design and production estimate, assemble permits and interconnection, price with incentives, and schedule the install — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
9 bots·3 domain specialists·Success metric: Survey-to-PTO cycle and proposal-out rate·Category: Home & trade
The problem it targets

Moving each project through a long pipeline — fielding inquiries, running roof and shade site surveys, laying out the array and modeling production, assembling AHJ permit packets and utility interconnection applications, pricing the system with incentives and financing, then chasing inspections and permission-to-operate — so surveys sit unscheduled, permits stall, proposals go out with stale numbers, and projects lose weeks waiting on a step nobody had time to prepare.

What you get

From day one

1

Every inquiry and its site survey — roof planes, shade, main panel, and twelve months of usage — logged the moment it lands, so no design ever starts on a guess and nothing is lost between visits.

2

A drafted array design with a shade-adjusted production estimate, an assembled AHJ permit packet and utility interconnection application, and a homeowner proposal that shows the price before and after the incentives — every number traced to its source, ready for you to review.

3

A proposed survey, install, and inspection schedule with confirmations drafted, plus a one-page weekly pipeline digest showing where every project sits from survey to permission-to-operate.

Meet the team

9 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Survey Intake

intake
read-only
Watches & prepares — never sends
Capturing every inquiry and its survey details — roof, shade, panel, usage — into the tracker
Approves: duplicate flag; incomplete-survey flag
3

System Design

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted array layout and shade-adjusted production estimate from the survey
Approves: every design before it feeds a proposal
4

Permit & Interconnection

specialist
specialist
Drafts for your review — you approve before anything leaves
Assembled AHJ permit packets and utility interconnection applications as drafts
Approves: every submission to the AHJ or utility
5

Proposal Builder

drafter
Drafts for your review — you approve before anything leaves
Homeowner proposal from the reviewed design and price book, numbers shown
Approves: every proposal before it goes out
6

Incentive & Finance

specialist
specialist
Drafts for your review — you approve before anything leaves
Modeled tax credit, rebates, and financing options with caveats named
Approves: every figure; never tax advice or money movement
7

Install Scheduler

coordinator
Drafts for your review — you approve before anything leaves
Proposed survey/install/inspection schedule; drafted confirmations
Approves: every message; every booking
8

Pipeline Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: pipeline by stage, stalled projects, cycle time
Approves: none (nothing leaves the shop)
9

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Design→Interconnection→Builder→Finance→Scheduler→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send or submit. Every proposal, message, permit packet, and interconnection application waits for your approval.
  • ×It uses only your own equipment list, price book, program rules, and opted-in customers. It does not buy audiences, contact strangers, or message anyone you have not chosen.
  • ×It never moves or collects money, never gives tax or financial advice, and never books or dispatches a crew without your decision.
  • ×It never promises a production number or an incentive that is not from your own tool and program rules.
Survey-to-PTO
cycle and proposal-out rate
How you'll know it's working

One number, measured over time

Share of new inquiries that get a scheduled site survey, share of surveys turned into a reviewed design and proposal the same week, and median days from signed contract to permission-to-operate

Before day one

What you fill in — the bots never guess these

project-tracker
the header contract for the tracker every bot reads and writes, one row per project through the survey-to-PTO stages.
equipment-list
your panels, inverters, and racking with the specs designs are built from. Equipment comes only from here.
price-book
your per-watt price, adders, and terms. Prices come only from here.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training