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Background: This Article article will provide a clear and structured guide for guide support agents in identifying the correct profile for an Inverter Energy System inverter energy system based on the manufacturer’s specifications.

Choosing the appropriate system profile is important for maximizing energy efficiency and savings. By following this This will guide support agents can effectively assist customer in in assisting customers with selecting the profile that best meets the homeowner's energy goals

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Table of Content:

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Finding the correct

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Profile for Enphase Inverters:

Step

Action

1

  • Open the Enphase app on your device

2

  • Go to Menu > Setting > Profile

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3

  • Check the current system profile displayed

Take Note of which profile is active

  • AI Optimization

  • Self Consumption

  • Savings

  • Full Backup

4

  • Ask the customer about their primary energy goals

Maximizing Savings

  • The AI Optimization or Savings profile may be suitable

Using More Solar Power

  • The Self Consumption profile could be the best

Prepared for Power Outages

  • Consider the Full Backup Profile

5

  • Briefly explain how each profile works

AI Optimization:

  • Maximizes savings by forecasting energy usage and production

    • NOTE: The AI Optimization profile is in Beta and only available to system owners in certain regions, such as California (USA), Belgium, Germany, and Netherlands. Differing import and export rules may apply to each region. More regions will be added soon.

Self Consumption:

  • Prioritize solar energy usage and reduces reliance on the grid

Savings:

  • Reduces electricity bills by using stored energy during peak hours

Full Backup:

  • Keeps batteries charged for emergencies, using solar Power first

6

  • Compare the customer’s current profile with their stated energy goals.

  • Ask questions to confirm if their needs align with the selected profile

7

  • If the current profile does not align with their goals, guide the customer on how to change it

  1. Tap “Edit” Next to the system profile

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  1. Select the desired profile based on their energy goals

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  1. Tap “Apply” to save the changes

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  • Offer further assistance or resources if the customer has question or needs help understanding changes

  • For additional guidance within the Enphase App you can also redirect the customer to contact the manufacturer

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Enphase:

Additional questions that may be asked by Enphase when calling them:

1.Who is the host? (EverBright)

2.Homeowner Name

3.Homeowner Email Address

Finding the correct

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Profile for SolarEdge Inverters:

Step

Action

1

  • Open The SolarEdge App on your device

2

  • Go to “Battery” in the bottom pane of the app

3

  • Check the current battery mode displayed

Take Note of which mode is active

  • Time of Use

  • Maximize Self Consumption

  • Manual Control

  • Backup Only

4

  • Ask the customer about their Primary energy goals

Maximizing Solar Power Usage

  • The Maximize Self Consumption mode may be suitable

Reducing Costs during Peak Hours

  • Consider the Time of Use Peak Hour or Time of Use Dynamic Rates modes

Personalized Control over Charging/Discharging

  • The Manual Control mode could be the best choice

Prepared for Power Outages

  • The Backup Only mode could be the best choice

5

  • Briefly Explain how each mode works

Time of Use:

  • Optimizes battery usage to avoid high grid consumption during peak rates charging from the grid only during off peak hours

Maximize Self Consumption:

  • Uses all available solar energy for home and battery, prioritizing solar over grid electricity

Manual Control:

  • Allows users to set specific schedules for battery charging and discharging

Backup Only:

  • Keeps battery power reserved solely for backup during outages

6

  • Compare the customer’s current battery mode with their stated energy goals

  • Ask questions to confirm if their needs align with the selected mode

7

  • If the current mode does not align with their goals, Guide the customer on how to change it

For Maximize Self Consumption

  1. Tap Battery Mode > Maximize Self Consumption

  2. Confirm the selection

For Time of Use:

  1. Tap Battery Mode > Time of Use

  2. Edit the Utility Rate Plan or Peak Rate Hour Settings as needed

For Manual Control:

  1. Tap Battery Mode > Manual Control

  2. Set Specific Charging and Discharging Schedules

For Backup Only:

  1. Tap Battery Mode > Backup Only

  2. Confirm the selection

8

  • Offer further assistance or resources if the customer has question or needs help understanding changes

  • For additional guidance within the Enphase App you can also redirect the customer to contact the manufacturer

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SolarEdge

  • 1-510-498-3200

  • Hours of operation: 05:00am-05:00pm PST

  • Website: (Click Here)

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