›Why agentic AI changes heat pump lead-to-cash
Heat pump lead-to-cash still spans email, spreadsheets and disconnected CRM and quoting tools. In 2026, manufacturers consolidate the whole commercial journey — from lead to commissioning — into one orchestrated, auditable workflow.
Utilyx materializes this shift: a no-code BPM designer where a sales rep models the whole journey, the AI copilot proposes the schema, and every node is executable and testable.
›The orchestrated lead-to-cash workflow
- Lead capture: the lead enters via web, trade show or partner referral, the copilot scores quality and subsidy eligibility.
- Qualification: the agentic AI prioritizes hot leads (boiler > 15 years, quote requested) and routes to the rep or partner installer.
- Quote: the copilot proposes sizing and price from building data, the rep validates the margin.
- Signature: the workflow sends the proposal with eIDAS e-signature, tracks events and automatically follows up.
- Commissioning: the installer enters the checklist on tablet, the report and invoice are generated (usePDF).
- Archiving: every step is filed (useArchive) with full pipeline and margin traceability.
›Concrete commercial benefits
Manufacturers report a 30% increase in lead-to-signature conversion, quote time dropping from 5 days to 4 hours, and zero missing documents — the workflow blocks submission until required pieces are present.
The commercial HVAC vocabulary (lead, opportunity, quote, margin, partner discount, commission, PPF, NPS, QualiPAC) is native to the platform, so the copilot proposes the right schema without re-explanation.
›The workflow in real time
Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
›Measured gains after automation
Temps de devis pompe à chaleur
Before
5 jours
After
4 heures
Taux de conversion lead-to-signature
Before
18%
After
48%
Taux de renouvellement PPF
Before
62%
After
87%
Temps de commissioning
Before
3 jours
After
1 jour
›How to automate this process — step by step
Capter et scorer le lead
Le lead entre via le web, un salon ou une recommandation partenaire — le copilote IA score la qualité (profil bâti, âge chaudière, budget, éligibilité subventions) et route vers le commercial ou l'installateur partenaire.
Devis et signature
Le copilote IA propose le dimensionnement et le prix depuis les données du bâtiment, le commercial valide la marge, le devis est envoyé avec signature électronique eIDAS et suivi automatique.
Mise en service & commissioning
L'installateur saisit la check-list de commissioning sur tablette, le PV et la facture sont générés (usePDF), le contrat PPF est activé automatiquement.
Renouvellement & revenu récurrent
Le workflow détecte les contrats PPF arrivant à échéance, propose le renouvellement avec upsell (montée de gamme) selon l'historique SAV et la télémétrie ISG.
Archiver et mesurer
useArchive classe chaque dossier (lead, devis, contrat signé, commissioning, PPF) avec traçabilité complète du pipeline commercial et du revenu récurrent.
›Return on investment
Frequently asked questions
Can the AI agent score leads automatically?
Yes. The copilot scores the lead by building profile, boiler age, budget and subsidy eligibility — the rep validates before assignment.
Is the e-signature eIDAS-compliant?
Yes. The workflow sends the proposal with an eIDAS e-signature link, verifies identity and timestamps the signature.
Ready to automate your processes?
Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.