How to Find the Correct Manufacturer's Profile for My Inverter Energy System

Background: This article will guide support agents in identifying the correct profile for an inverter energy system based on the manufacturer’s specifications

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

Table of Content:

Finding the correct Profile for Enphase Inverters:

Step	Action

Step	Action
1	Open the Enphase app on your device
2	Go to Menu > Setting > Profile
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	Tap “Edit” Next to the system profile
		Select the desired profile based on their energy goals
		Tap “Apply” to save the changes
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	Enphase: 1-877-797-4743 Website: (Click Here) 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 Profile for SolarEdge Inverters:

Step	Action

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
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
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 Tap Battery Mode > Maximize Self Consumption Confirm the selection
		For Time of Use: Tap Battery Mode > Time of Use Edit the Utility Rate Plan or Peak Rate Hour Settings as needed
		For Manual Control: Tap Battery Mode > Manual Control Set Specific Charging and Discharging Schedules
		For Backup Only: Tap Battery Mode > Backup Only 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