ArkGrid-Native AI based Creative Workflow

管理太阳能、储能、热泵、保温改造从线索到售后的全流程。

128
较上月 +18%
£1.42m
热泵占比 46%
37
未来 14 天
9
需本周处理

活跃销售管道

没有匹配的线索。

Customer Lead Centre

0 records

HubSpot-style CRM workspace: create leads, record calls, book site visits, write review notes, and improve the sales toolkit from one database-backed table.

0
All imported HubSpot records
£0
Imported deal amount
Pending
Waiting for API sync
Pending
HubSpot API connection
1. New lead

Capture enquiry, source, contact details, postcode, technology intent and owner.

2. Call record

Log call result, customer objection, budget signal and next contact time.

3. Site visit

Book home visit or remote survey, record readiness and project constraints.

4. Review

Sales manager reviews stage movement, lost reasons and follow-up quality.

5. Sales toolkit

Convert objections into scripts, quote assets, videos and proposal templates.

CRM Records

All records are shown in this internal table with 5 rows per page.

NameCompanyStageOwnerSourceValueContactNext actionActions
Waiting for HubSpot import.

Stage Breakdown

HubSpot workflow

Owner Workload

AI triage ready

Asha Patel 的 ArkGrid 安装旅程

从线上咨询到综合能源订阅，客户可查看每个阶段的负责人、进度、视频授权、施工证据、SEG 与售后服务。

DNO 审批中
AG-260621-018
Ella Morris
+44 20 7946 0821
2026-06-21
Solar Crew London · 5★
待确认
SEG + 远程运维

用户安装全流程

安装队案例与资质

头像 ID 与授权记录

AP

Asha Patel · ID AG-CUS-018

客户已授权视频记录施工进度，允许 ArkGrid 用于质保、MCS 证据与售后诊断。

售后服务与远程运维

文件下载与人工投诉

版本详情

入门版

免费
体验基础 CRM

开放基础客户、订单、看板浏览能力，用于试用和演示。

基础版

£29.99 / month
Workflow

只开放工作流编排和人工运营视图，自动化环节不开放。

专业版

£99.99 / month
Token 流量限制

开放智能体标准模块，适合标准 CRM 自动化、售前交付协同和常规能源运营。

高级版

£199.99
每月
按量
可弹性扩展
包含
专家配置
全开放
AI + Workflow
营销大模型

渠道矩阵、素材策略、线索评分和转化动作优化。

工程大模型

踏勘、DNO、施工、质量和现场异常智能协同。

材料大模型

Survey 报告到材料清单、库存、损耗和余料回收自动关联。

配送大模型

派单、车辆 GPS、ETA、仓储和现场交付联动优化。

智能体工作流

多智能体自主运营，支持人工接管和审批节点。

专业定制

按企业 SOP、表单、ERP、能源交易伙伴和数据接口定制。

销售机会

客户技术阶段补贴金额下一步
Pylon-style design workflow

Design Proposal Centre

Select a project, design the system, adjust quote lines, then prepare the proposal and e-sign handoff.

API ready
Ready. Select a project or run a Pylon workflow action.

Design workflow

Search project, confirm location, place PV panels, then generate proposal output.

Ready
GB

Welcome to ArkGrid Design

Select a recent project or search an address to start a Pylon-style solar design workflow.

Recent projects
●
Address pending

High resolution imagery will be used when a Pylon snapshot is available.

This project will cost 50 Credits
0 panels
30 Sep 2025

Quote line items

Component, labour and approval lines are editable before proposal output.

DescriptionComponentQtyUnitTotal

Site details

The fields mirror Pylon site intake: roof, storeys, phase, MPAN and distributor.

Design variants

Primary and alternate Pylon designs, snapshots and design URLs.

Proposal assets

Web proposal, PDF, handover, site plan and SLD from Pylon.

交付中心

项目区域状态DNO/MCS进度安装日
18
24 小时内二次确认
7
SLA 7 日内
14
每日跟踪
3
24 小时响应

现场踏勘看板

DNO 申请看板

踏勘检查项摘要

施工现场看板

派单子系统

订单团队匹配分状态

物流车辆 GPS 看板

Survey-linked Material Schedule

Main and auxiliary materials are generated from the imported survey report fields and the Material list calculation.xlsx formula map.

Main Materials

MaterialCalcManualFinalWarehouse

Auxiliary Materials

MaterialCalcManualFinalWarehouse

材料清单自动关联

现场视频照片看板

-
Pylon import
-
GBP
-
Connector status
-
Daily agent report

Daily Agent Work Report

Natural-language report of agent work, approval queue and risk forecast.

Loading report...

Historical Data Center

Pylon proposal PDFs and on-site survey reports, extracted fields, stage tracking, statistics and AI analysis.

Pylon Sync

Use a Pylon read API token to import opportunities, solar projects, solar designs and files into this proposal data centre.

Status statistics

Technology statistics

CodeCustomerStatusStageTechnologySystemValuePDF

No analysis report loaded.

On-site & Remote Survey Data Centre

Imported survey PDFs, extracted form fields, remote survey video/report generation, image evidence and delivery-readiness analysis.

0
Imported PDFs
0
Extracted from PDFs
0
Needs intervention
0
Surveyed battery scope

Risk statistics

Postcode area statistics

Loading share statistics...

AddressCustomerSurveyRemote SurveyElectricalBatteryRiskImagesPDF

No survey analysis report loaded.

Data Intelligence Centre

Governance layer for the local knowledge base, token index, feature groups, online/offline probes, model training and daily decision reports. OpenClaw runs every night at 23:00.

Report folder
0
Documents, surveys, proposals and CRM sources
0
Field-level warehouse extraction
0
Search and learning token index
0
Expected online and offline captures

Probe Governance

online + offline
ProbeClassChannelMethodDailyPII
Loading probes...

Daily Reports

Select a calendar date to review the OpenClaw training report and operations decision advice for that day.

Loading reports...

Feature Groups

field headers

Loading feature groups...

Token Terms

local retrieval

Governance Structure

Files uploaded to the knowledge base are classified, parsed into structured fields, chunked for retrieval, tokenised for indexing, and recorded in model training runs.

6
每项目 1 管理员 + AI + 人工
18
可接管标准模块
9
审批与人工接管
7
按模块隔离

账号系统与权限配置

项目管理人员AIMAN权限范围

营销中心项目角色配置

£38.4k
CPL £147
261
线上渠道 72%
96
激活率 36.8%
31
方案转化 68%

渠道矩阵展示

数据看板

指标目标实际转化

线上营销方式

渠道/动作类型数量负责人产出

综合能源管理中心

按地址切换订单，统一查看光伏、储能、SEG、VPP、HEMS 和家庭负载优化。

用电 / 发电 / 卖电曲线

用电 发电 卖电

每个订单的数据看板

SEG 申请进展

卖电与用电优化策略

智能家居控制板块

BUS 补贴规则

热泵/生物质锅炉项目跟踪 voucher、客户确认、安装完成及赎回状态。

£7,500
£2,500
£7,500
£5,000

MCS / Consumer Code

记录安装资质、产品目录、证书发放、RECC/HIES 消费者保护要求。

安装后 10 天内目标
RECC / HIES
Ofgem PEL
证据包归档

ECO4 / SEG / DNO

集中管理资格证据、出口电价供应商、G98/G99 通知和审批节点。

2026-12-31
2026-04-01 至 2027-03-31
安装后通知
安装前审批