Metiss.ai is an AI-first business services platform purpose-built for the solar and energy storage industry.

The company’s vision is to democratize electrification globally by equipping solar service providers with intelligent digital tools that simplify sales, logistics, and operational workflows. Solar providers today face fragmented systems, long project timelines, and high customer acquisition costs — often resulting in lost sales and inefficient project execution. Metiss set out to change that by delivering an agentic experience, automating workflows across the solar project lifecycle.

Our Solution: A Modular AI Platform That Streamlines Solar Operations

Symphonize partnered with Metiss to help design and develop a modular, AI-powered platform that reimagines how solar providers manage sales-to-service operations. By replacing disparate tools with an integrated platform composed of intelligent agents, Metiss empowers solar installers and service providers to close more deals, reduce manual effort, and deliver better customer experiences.

Agent-Based Architecture: Built a suite of intelligent agents (Sales Agent, Design Agent, Proposal Agent, Permit & Utility Agent) that work together to automate everything from lead management to post-install service.

AI Workflow Automation: Embedded AI into every stage of the customer journey — including site modeling, system design, proposal generation, and permitting — to reduce human effort and improve speed.

Utility Bill AI Service: Designed a service that ingests utility bill data to support system design and energy savings analysis, improving quoting accuracy and personalization.

Contract Review & Approval Agents: Implemented smart contract services that analyze and validate contractual terms using AI to streamline approvals and reduce friction.

Seamless CRM Integration: Developed Metiss Connect, a Salesforce Lightning App, to bring AI-powered features directly into existing CRM workflows.

Modular AI Agents for End-to-End Automation

Each agent is purpose-built to handle a phase of the solar workflow, from guided customer engagement and site analysis to contract generation, installation scheduling, and service activation.

AI-Enhanced Design & Permitting

AI services automate complex design steps such as roof modeling, battery system planning, and local permitting, reducing project timelines and engineering effort.

CRM & B2B Portal Integration

The platform includes Metiss Lens (a B2B installer portal) and Metiss Connect (for Salesforce), making it easy for users to integrate with their existing tools and scale operations.

A Unified Platform That Reduces Cost, Boosts Sales, and Simplifies Delivery

The Metiss platform represents a radical leap forward in how solar companies manage operations — replacing fragmented, manual workflows with AI-guided automation across every stage.

50% reduction in Customer Acquisition Cost (CAC) through streamlined sales workflows and guided engagement

3x increase in successful sales by simplifying proposals and contracts

80% decrease in back-office effort via AI-driven design, permitting, and service tools

50% reduction in service management costs, improving scalability and customer satisfaction

Solar providers now have access to a future-ready platform that enables them to close more deals, execute faster, and deliver a superior customer experience — helping Metiss.ai fulfill its mission of accelerating global electrification

Reduced CAC

Sales growth

Fast execution

We deliver solutions to:

Patricia Campbell, Chief Operating Officer.
Christian Financial Credit Union

"The Symphonize team is amazing! Their ideas and designs for our website are truly exceptional, and they consistently follow through on delivery. With their flexible, collaborative approach, they are a pleasure to work with, and we just love the end result."

Sean Johnston, Senior Vice President - Operations and Technology.
Huntington National Bank

"The Symphonize team makes it so much easier! They can see through the complexity and the outliers to pull together an elegant solution that makes a complex product more intuitive. The team is always great to work with, challenging us when needed and helping us see beyond our requirements. We’ve been thrilled with the results so far and look forward to what the future will bring."

Ed Rose, CEO.
Paqqets

"Symphonize brings the expertise we need to make good decisions and stay calibrated. Our teams work together seamlessly. If you sat in on a working session, it would be hard to tell the Symphonize folks from my team. They have a seat at the table for every important decision."

David Jones, CIO.
Meridian Medical Management

"Symphonize is a one-stop shop that supports us at every stage: from whiteboarding to architecture to development to implementation. They know what the market is doing and reliably guide us to next generation technologies that will put us ahead of our competition."

Fady Zoweil, VP of Professional Services.
Thales Group

"The Symphonize Solution Architects and development team are excellent. We can assign tough tasks and know they will do them right without creating complexity or delays. I trust Symphonize to deliver on our commitment and achieve our customer’s goals because they've been doing it for 8 years now."

Terry Leahy, CEO.
Meridian Medical Management

"We have been successfully partnering with Symphonize for many years on a broad variety of technologies and product roadmaps. From Big Data analytics product development to rapid development and deployment of RPA, Symphonize has been our key strategic relationship. Their team functions seamlessly as an extension of our product management teams, which has enabled us to dramatically increase release velocity and quality simultaneously."

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