What happens today
Technical proposals that take days
Energy
Technical proposals in minutes, with follow-up that never slips.
A technical quoting tool with automatic sales follow-up, and Lattice agents that gather the data for your regulatory and operating reports.
- Minutes
- Technical proposals at Swivel Energy, once days
- Today
- Regulatory and operating reports
- Today
- Automatic sales follow-up
- In your cloud or on your server
- Approval before sensitive actions
- Mexican regulation
Sofía
Lattice agent · Energy
Online · Asks before anything important
The problem
Technical proposals take days and follow-up gets scattered.
Each proposal is built by hand with the client's data, sales follow-up lives in several inboxes and recurring reports are prepared in a rush.
What happens today
Scattered sales follow-up
What happens today
Regulatory and operating reports built by hand
Use cases
What an agent would do in energy
- 01
Technical quoting with follow-up
Available today, with SalesHub and custom development. Builds the proposal with the client's data and follows up automatically.
- 02
Regulatory and operating reports
Available today, in Lattice. Gathers the data and prepares the recurring report.
- 03
Sales follow-up
Available today, with SalesHub. Nobody has to remember whom to write to.
- 04
Weekly sales report
Available today, in Lattice. Figures from your system and spreadsheets, ready every Monday.
Example agent
Meet Sofía
Lattice agent · Energy
Sofía is an example of an agent set up for an energy company: she gathers operating data from your sources, prepares the recurring report and leaves it ready for review.
Works on its own, with permission
Sofía has a name, memory and its own computer. It runs scheduled routines, builds reports and leaves everything ready; before sending, paying or deleting, it asks for permission.
- Scheduled routines
- Reports ready on time
- Approval before sensitive actions
- Activity log
Capabilities
- Gathers operating data from several sources
- Prepares regulatory and operating reports
- Follows up on proposals sent
- Warns before each due date
- Asks for approval before sending
SofíaSalesHub · Lattice
OnlineEvery action is logged · Approval before sensitive actions
Sofía, how is the quarterly operations report going?
I've gathered generation and maintenance data from your two sources. The draft is ready for review; the north plant readings arrive on Thursday.
Quarterly_operations_report_draft.xlsx
XLSX · Ready for your review
Proposal follow-up: 3 proposals with no reply for over 7 days, messages ready for your approval
Type an instruction or question…
How it works
From diagnosis to production, with signed criteria.
Fixed price per package. The formal diagnosis is fully credited if implementation starts within 90 days.
- 01
Free
Diagnosis
A 45-minute session to understand the process, its owner and the priority. You leave with a written answer.
- 02
Signed document
Design
Scope, permissions, data and acceptance criteria signed before we build.
- 03
From 3 weeks
Implementation
We connect the agents and put them to work on your process, with training for your team.
- 04
In production
Support
Adjustments, measurement with your numbers and support in Spanish.
What we measure
We measure it with your numbers.
We don't publish catalog percentages. Before we start we agree on what to measure and how, and we deliver the report with your results.
- 01
Time per technical proposal
- 02
Proposals without follow-up
- 03
Hours on the recurring report
What we need from youThe data a proposal needs, your operating sources and who approves.
Reference: Swivel Energy (solar energy), published case.
Control and security
You decide where it runs and what is allowed
In energy, each agent works with the models and budget you allow, and nothing sensitive happens without a person's approval.
- You decide where it runs: our cloud, a dedicated cloud or your server
- Allowed models per team; each one states its provider
- A log of every agent action, with which model and at what cost
- Human approval before sending, paying or deleting
Control over your data
With Na'at and Séeb on your infrastructure or in the Mexico region of our cloud, information is processed in Mexico. With other models, each one states its provider and you decide.
On your server, as a project
If your operation requires it, we set it up with you on a server of your organization, managed by us.
Activity log
What each agent did, with which model and at what cost, for audit and compliance.
Your data does not train models
Your data is never used to train a model without an explicit contract. Sensitive information is anonymized before processing.
Technical proposals take days and follow-up gets scattered.
FAQ
What people ask us before starting
It depends on the deployment you choose and the models you allow. We put it in writing in the proposal, model by model. If your information cannot leave your organization, the solution runs on your infrastructure.
One process with up to three agents, three weeks (SMB Starter). Two processes with teams and approvals, five weeks. Larger projects depend on scope and are set in writing in the proposal.
Nothing sensitive happens without a person's approval, and everything is logged: what each agent did, with which model and at what cost.
Agents work in the browser, with files and with your organization's systems: they log into the portal, enter data and download. If an in-house system needs a connector, it is quoted separately in the proposal.
Fixed-scope implementation packages (50% upfront, 50% at go-live) and an annual Lattice license billed monthly or quarterly. You pay per agent in production, never per user.
Another question?Book 45 minutes with our team
Siguiente paso
Stop doing repetitive energy work by hand
Book a free 45-minute diagnosis: what an agent like Sofía would do in your process, what it would not, and what it costs.
- 45 minutes, free
- Written answer
- In your cloud or on your server