Sample Workflow Lower My Energy Bill

Customer Request

Customer submits a request:

"My electric bill keeps increasing every month. I want to lower my energy costs."

Step 1 – Ticket Creation

Freshdesk creates a ticket.

Status:

New

Category:

Smart Energy

Provider:

Utility Company

Request Type:

Recommendation

Step 2 – In Review

Request is reviewed and categorized.

Customer Goal:

Reduce monthly energy costs.

Information Provided:

Customer wants to lower utility expenses.

Additional Information Needed:

• Utility company
• Average monthly bill
• Smart thermostat installed?
• Solar installed?
• Smart devices currently used?

Status Changed To:

Waiting on Customer

Step 3 – Customer Responds

Customer provides:

• Utility Provider: Direct Energy
• Average Bill: $325/month
• ecobee Thermostat Installed
• No Solar
• Ring Doorbell
• Alexa

Status Changed To:

In Progress

Step 4 – Ticket Sent to GHL

Customer record updated with:

• Utility provider
• Average energy bill
• Existing devices
• Property information

Step 5 – Additional Data Collection

Connected applications review:

• Property information
• Home size
• Weather data
• Location data

Potential Findings:

• 2,800 sq ft home
• Texas summer temperatures
• High cooling demand

Step 6 – SmartHomeConcierge.ai Bot Analysis

The Bot reviews:

• Customer request
• Property information
• Existing smart devices
• Utility information
• Configuration Library articles

Relevant Articles Identified:

• ecobee Scheduling
• ecobee Comfort Settings
• ecobee Vacation Settings
• Home Energy Reports
• Alexa Energy Automation

Step 7 – Bot Recommendations

Potential Recommendations:

1. Optimize ecobee Comfort Settings
2. Create Away Schedule
3. Increase cooling temperature while away
4. Enable Auto Heat/Cool
5. Use Home Energy Reports
6. Create Alexa energy-saving routines
7. Reduce unnecessary HVAC runtime

Expected Result:

Lower HVAC usage and reduce monthly utility expenses.

Step 8 – Concierge Review

Recommendations are reviewed.

Configuration Library instructions are verified.

Customer-specific recommendations are prepared.

Step 9 – Customer Response

SmartHomeConcierge.ai sends:

"Based on your current setup, we recommend optimizing your ecobee schedule, adjusting Comfort Settings, enabling Auto Heat/Cool, and reviewing Home Energy Reports. Because HVAC usage is typically the largest energy expense, these changes may help reduce overall energy consumption."

If requested, a full Energy Optimization Project may also be created.

Step 10 – Resolved

Work Completed:

• Reviewed utility usage concerns
• Reviewed ecobee capabilities
• Generated energy optimization recommendations

Status:

Resolved

SMS Sent:

"Your SmartHomeConcierge.ai energy recommendations are ready. Please review the recommendations and let us know if you would like assistance implementing them."

Step 11 – Closed

Customer confirms recommendations received and implemented.

Status:

Closed

Knowledge Captured

Issue:

High utility bills.

Root Cause:

HVAC scheduling and runtime inefficiencies.

Resolution:

• Optimize ecobee settings
• Use Comfort Settings
• Use Auto Heat/Cool
• Review Home Energy Reports
• Create energy-saving automations

Freshdesk Bot Learning:

Energy Optimization Workflow

SmartHomeConcierge.ai Bot Learning:

When customers request lower utility bills, review thermostat schedules, comfort settings, HVAC runtime, occupancy schedules, and energy reporting before recommending equipment replacement.

Final Outcome

Customer receives a personalized energy optimization plan designed to reduce utility costs using existing smart home technology before purchasing new equipment.