Skip to content

Demand Response Manager

Customer enrollment and engagement

Enhances✓ Available Now

What You Do Today

Drive program enrollment through marketing campaigns, energy advisor channels, and partner networks. Manage the customer experience during events to maintain satisfaction and prevent opt-outs.

AI That Applies

AI identifies high-potential customers using AMI data, building characteristics, and behavioral patterns to target marketing spend on customers most likely to enroll and perform well.

Technologies

How It Works

The system ingests customer interaction data — transactions, communications, behavioral signals, and profile information. The automation engine executes each step in the process sequence — validating inputs, applying business rules, generating outputs, and routing exceptions to human review queues. The results integrate into the practitioner's existing workflow — presenting recommendations, flags, or automated outputs alongside their normal working context.

What Changes

Mass marketing shifts to AI-targeted enrollment campaigns that reach the right customers with the right message.

What Stays

Building trusted customer relationships, managing the human side of asking customers to reduce their comfort for grid reliability, and the empathy needed when events cause inconvenience.

What To Do Next

This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for customer enrollment and engagement, understand your current state.

Map your current process: Document how customer enrollment and engagement works today — who does what, how long it takes, where the bottlenecks are. You need this baseline to measure improvement.
Identify the judgment points: Building trusted customer relationships, managing the human side of asking customers to reduce their comfort for grid reliability, and the empathy needed when events cause inconvenience. These are the boundaries AI won't cross.
Assess your data readiness: AI tools for this area need data to work. Check whether your organization has the historical data, integrations, and data quality to support CRM tools.

Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.

2

Define Your Measures

What to track and how to calculate it

Time per cycle

How to calculate

Measure how long customer enrollment and engagement takes end-to-end today, then after AI adoption.

Why it matters

The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.

Quality of output

How to calculate

Track error rates, rework frequency, or stakeholder satisfaction scores before and after.

Why it matters

Speed without quality is just faster mistakes. Measure both.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a KPI. Adoption follows value — if the tool helps, people use it.
3

Start These Conversations

Who to talk to and what to ask

your VP Operations or COO

What are the top 5 reasons customers contact us, and which of those could be resolved without a human?

They're prioritizing which operational processes to automate

your process improvement or lean lead

How do we currently measure service quality, and would AI-assisted responses change that measurement?

They understand the workflow dependencies that AI tools need to respect

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.