Work smarter, not harder.
Let AI handle the repetitive tasks. From writing emails to analyzing project risks, our built-in assistant helps you do more in less time.
Ray reads across your entire workspace
Helpful suggestions, exactly when you need them.
Ray works alongside your team — analyzing data and flagging what matters.
AI Site Help
Identify potential roof issues and shadow zones before your team even arrives at the site.
Risk Analysis
Get alerts if a project is falling behind schedule so you can take action quickly.
Natural Search
Just ask Ray for your sales numbers or project status and get answers instantly.
Drafted Replies
Ray writes first-draft responses to social media comments and customer inquiries for your team to review.
Auto-Summarized Notes
Long call notes and site visit reports get condensed into a short, readable summary automatically.
Smart Suggestions
Ray proactively suggests next steps on a lead or project based on what's happened so far.
From a question to an answer, instantly.
No dashboards to build, no reports to export — just ask.
Ask
Type a plain-English question or let Ray monitor your workspace in the background.
Analyze
Ray reads across leads, projects, and payments to understand the full picture.
Suggest
You get a drafted reply, a risk flag, or a direct answer — not just raw data.
Act
Your team reviews and acts on the suggestion in one click, right where the work already happens.
Built to fit into how your team already works.
Frequently asked questions
What solar teams ask before turning on the AI assistant.
What is Ray, the Solset AI assistant?
Ray is the built-in AI assistant inside Solset CRM. It can draft replies to customer inquiries and social media comments, flag projects that are falling behind schedule, and answer natural-language questions about your sales numbers or project status.
Is my business data used to train the AI, or shared externally?
No. Ray reads your workspace data to answer your questions and generate suggestions for you, but your data is not used to train shared models or exposed to other Solset customers.
Does Ray replace my sales or support staff?
No — Ray is a copilot, not a replacement. It drafts replies, flags risks, and surfaces answers instantly, but a human on your team reviews and sends anything customer-facing. It's built to save time on repetitive work, not remove human judgment.
Can I ask Ray questions in plain English instead of building reports?
Yes. Instead of navigating to a report screen, you can just ask Ray something like "how many leads did we close this month" or "which projects are behind schedule" and get an instant answer.
What kind of project risks can Ray flag automatically?
Ray monitors project timelines, task completion, and payment status, and proactively flags projects that are falling behind schedule or have overdue milestones — so your team can step in before a delay becomes a customer complaint.
Is the AI assistant included in every plan?
AI features are available as an add-on license on top of your CRM plan. Visit the pricing page for current availability and included usage.
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