Use the Pro Energy Agent within your approval controls
The Pro Energy Agent is a bounded copilot. It can use authorized business, opportunity, conversation, and appointment context to help a Pro understand the next step and prepare an editable response.
What you can find here
What the Agent can help with: The Agent can summarize a request, highlight missing information, compare verified availability, prepare a response draft, explain an incoming notification, and surface a human-controlled next action.
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What stays under your control: The Agent does not independently send a customer message, accept a job, set a price, schedule an appointment, purchase a product, or spend money. Those actions remain subject to the approval boundary and the Pro’s own choice.
More about Use the Pro Energy Agent within your approval controls
Keep the system useful: Maintain accurate services, coverage, availability, and business settings. The Agent can only give useful context when the underlying information is current and the requested action is within its authorized scope.