Your customer's real consumption, not just their last bill
For energy retailers and energy consultancies in Spain. With the account holder's ID and their signed authorisation, the AI Employee pulls the real historical consumption of the supply point (CUPS) from Datadis, so the study is built on data, not on a snapshot of one month.
What Datadis is
Datadis is the official platform of Spain's electricity distribution companies: where the real consumption of every supply point lives, as measured by the meter. It's the same source for every retailer, so a study built on Datadis doesn't depend on what one particular bill says or how each company prints it.
THE PROBLEM
A bill is one month. The year is something else.
Almost every savings study is done with the latest bill. But a bill is one month: if it's from spring, the customer seems to use little; if it's from January, a lot. Contracted power, time periods and how consumption spreads across the year don't come out of a single snapshot, and that's where a study gets it right or wrong.
With the Datadis history, the proposal is calculated on what the customer has really consumed, month by month. Fewer surprises on the first bill with the new tariff, and fewer cancellations of the «you told me I'd save» kind.
HOW IT WORKS
Two paths, and the customer chooses
The AI agent offers the lead two options. The quick one: they send a photo of their bill on WhatsApp and get a study with that data, with no authorisations and no waiting. The full one: they authorise access to their consumption in Datadis and the study is done on the real history.
For the full one, the agent asks for the account holder's ID and sends the authorisation to sign from their phone with an electronic signature (Zoho Sign). Before querying anything, it checks that the ID matches the account holder shown on the bill: if it doesn't, the consumption isn't requested and the agent explains why or hands over to a person.
WHAT GETS AUTOMATED
From message to study, without typing
Collecting the bill and reading the CUPS, retailer, power and tariff from it. Asking for the ID, preparing and sending the authorisation and waiting for the signature. Querying the consumption in Datadis and saving it to the customer's record in your CRM. And alerting your sales rep when the full study is ready to present, or booking the call straight away.
Everything is logged: what was authorised, when it was signed and what data was queried. If the customer withdraws the authorisation, querying stops.
PRICE
€990, one-off
The Datadis integration is an integration module at €990 one-off, excluding VAT. It's added to the AI Employee, which is who talks to the lead, offers the two paths and takes the authorisation through to signature. If you already have the AI Employee, it connects on top without changing anything that works.
AN ORDINARY DAY
A photo at ten at night
A lead writes at ten at night with a photo of their bill. The agent replies on the spot with a first study based on that data and asks if they'd like a full one with their real consumption. They say yes: they send their ID, sign the authorisation from their phone and the agent checks the account holder matches.
The next morning, your sales rep has the real consumption in the CRM, the proposal calculated with it and a call booked to present it. They haven't had to ask for a single document.
WHAT WE KEEP AND WHAT WE ADD
Your way of doing studies, with better data.
Still yours
Your tariffs and your retailers, your way of calculating and presenting the study, your CRM and your sales team, who close the deal.
What we add
The real historical consumption of every CUPS from the official source, the account holder's signed authorisation with an ID check, and an agent that offers the customer the quick or the full study at any hour, on WhatsApp.
Do you sell energy?
On a call we show you the whole flow, from the first message to the Datadis study. See also the energy case.
Sam Laniakea
Working with another system, or with gas? Tell us and we'll tell you on a call if it's possible.