Deal Review by Mass AI

Meet Sunny by Mass AI

Sunny by Mass AI is the AI employee for solar companies that gets every solar deal reviewed and ready. It texts your reps, works inside your sales and design software, and brings your ops team only the calls that need a person.

Deal review drops to under 5 minutes per deal, so deals move faster.

Introducing Sunny by Mass AI

Sunny by Mass AI launch film
Sunny by Mass AI Waiting on Tyler for the main panel photo
9:41
Sunny by Mass AI
Sat 2:30 PM
New deal: 1846 Saddle Tree Ln, Wojcik. I'm on it.
One photo is missing from the site survey: the main service panel. Can you text me a clear shot with the door open?
will do, on a job til 5
Delivered
Mass AIMass AIRidgeway Energy
Find a project, rep, or organization⌘K
KD

Projects

3 projects need a decision from you. Sunny by Mass AI is handling the rest.

Needs you3Working24Done112
733 Quartz Ridge Drive · Hollis
Review passed. Approve the handoff to engineering and permitting.
Cody Westfall · 2h
Cody Westfall
Kestrel Sales
2h
1846 Saddle Tree Lane · Wojcik
The name on the utility bill differs from the contract. Is it the same person?
Tyler Brandt · 5h
Tyler Brandt
Kestrel Sales
5h
52 Mescal Court · Stanek
Is the new file Cody sent the insurance declarations page?
Cody Westfall · 1d
Cody Westfall
Kestrel Sales
1d

Illustrative demo. Every company, person, project, and document shown is made up.

WorkingChecking a panel photo
Waiting on youNeeds a name confirmed
DoneHanded off

One look tells you what Sunny by Mass AI is doing.

Reps just text Sunny by Mass AI

Reps text Sunny by Mass AI the way they text a coworker, from iMessage or SMS with nothing to install. Ops uses the project view.

9:41
Sunny by Mass AI
Tue 3:18 PM
New deal: 733 Quartz Ridge Drive, Hollis. Reviewing it now.
3:26 PM
13 documents and 10 photos are in. I'll text you only if something is missing.👍

A Sunny by Mass AI for every rep

Each rep at a company has one computer, one conversation with Sunny by Mass AI, and private notes on that computer. Sunny by Mass AI can use it the way the rep would. Another rep does not share that computer, conversation, or those notes, and the same person at a second company does not either. Switching company clears the prior private conversation. Ops can see the shared project. Reviews keep running after people close the chat.

Works in the software you already use

The tools your team already uses, confirmed during setup.

Computer Working

Signed in. Pulled the signed finance documents and matched them to the contract.

Checks every deal against your rules

The minimum intake list, plus your own rules.

1846 Saddle Tree Lane 11 of 13 verified
Utility billAPS · Aug 2026
12 months of usageSep 2025 – Aug 2026
Signed contractSigned Sep 22
Homeowner name matches across documentsBill and contract differ

Remembers how your company works

The second deal goes faster than the first.

Tyler's APS bills usually show only the first initial. I matched the account number before flagging the name on Saddle Tree.
Noted for next time: Ridgeway wants the HOA approval letter before handoff on every Mesa deal.
Updated memory for Tyler Brandt's deals

Asks before a homeowner hears from it

The rep approves the exact recipient, message, purpose, and project.

Text Beverly Stanek
Project
52 Mescal Court · Stanek
To
Beverly Stanek, homeowner
Purpose
Get the insurance declarations page
Hi Beverly, could you text a photo of your homeowners insurance declarations page? It's usually the first page of the policy. Thanks, Cody
React 👍 or reply "approved" to send this once.
👍
Sent to Beverly once. Cody's approval is recorded on 52 Mescal Court.

Questions

How is Sunny by Mass AI different from a chatbot?

A chatbot answers questions. Sunny by Mass AI owns the Deal Review job: it reads each submitted deal, checks it against your rules, follows up with the rep until the file is complete, and prepares the handoff. It keeps working after everyone closes their laptops and reports back when the work is done.

What does it check on every deal?

Every company starts from the same minimum intake list: Clear original photos of every roof plane, including planes without panels; A clear photo of the main service panel; A clear photo of the exterior meter; Clear attic photos that show the roof measurements; A utility bill photo in the homeowner's name; Photos that cover all 12 months of electricity usage; A homeowners insurance photo whose limited liability is more than $100,000; A signed contract; Signed finance documents, unless a source document confirms a cash deal; Homeowner, property, system and financial details match across relevant evidence. Insurance-name matching is an EPC setting, off until enabled for selected states.. Your own rules add to that list. They cannot remove from it.

Does it send anything without approval?

The rep approves the exact recipient, message, purpose, and project before a homeowner text. Any change to those needs a fresh approval. Your ops team approves the exact package before a handoff goes out. A change to that package needs a fresh approval.

What happens when information is missing or conflicting?

It looks in your connected systems first, then asks the rep for the one thing it needs. If documents conflict or a call is above its authority, it stops and brings the question to operations with the evidence side by side.

Does it replace our CRM or design software?

No. Your sales, project, and design software stays the source of truth. Sunny by Mass AI works with the tools your team already uses, confirmed during setup.

How is our data kept separate?

Each rep at a company has one computer, one conversation with Sunny by Mass AI, and private notes on that computer. Sunny by Mass AI can use it the way the rep would. Another rep does not share that computer, conversation, or those notes, and the same person at a second company does not either. Switching company clears the prior private conversation. Ops can see the shared project.

Give every rep their own Sunny by Mass AI

We learn your review rules, connect your tools, and run Sunny by Mass AI on real deals with your team before anyone relies on it.