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Customer EngagementPotentia

See the Energy. Power Better Decisions.

Your Company's Portal to Intelligent Energy Engagement. Potentia is an AI-powered customer engagement portal that utilities energy clients for their small-business customers. It turns meter and billing data into clear insights, personalized recommendations, and simple visuals that help business owners understand usage, cut waste, and hit sustainability goals.

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White-labelReady-to-launchAI-powered
For Utilities

A white-label, ready-to-launch experience that boosts program participation

Potentia delivers actionable analytics to internal teams while enabling business owners to understand energy usage, reduce waste, and achieve sustainability goals.

  • Key metrics at a glance: usage, spend, and trends
  • Personalized recommendations and savings tips
  • Peer comparison and seasonal planning
  • Emissions tracking against environmental targets
  • An AI advisor built right into the dashboard
Potentia home dashboard
The Portal

Five views that turn data into decisions

A white-label, ready-to-launch experience that boosts program participation while delivering actionable analytics to internal teams.

01

Overview

A clear, consolidated snapshot of each customer's energy performance.

  • Usage, spend, and trends at a glance
  • Progress against operational and budget goals

02

Insights

Complex data translated into actionable recommendations.

  • Highlights inefficiencies and prioritizes opportunities
  • Specific changes that cut costs — no data expertise required

03

Seasonal Patterns

Anticipate and plan, rather than react.

  • How weather, seasons, and business cycles drive usage
  • Smarter budgeting, staffing, and scheduling

04

Environmental Impact

Energy use connected to measurable sustainability outcomes.

  • Quantifies emissions and reductions
  • Credible progress reporting against environmental targets

05

Achievements

Progress made visible over time.

  • Documents milestones, savings, and goal attainment
  • Demonstrates value internally and externally, building support for continued initiatives
AI Energy Advisor

Ask questions in plain English. Get answers, charts, and analysis on the fly.

An AI analytics layer sits on top of clean billing and usage data and allows users to query the data in natural language, generate charts automatically, and perform on-the-fly analysis — with strict grounding so answers come only from your data and approved documents.

Potentia AI Energy Advisor

Natural language querying

Users ask questions in plain English against account and aggregate data held in the warehouse.

Automatic charting

The advisor produces charts automatically in response to questions, and users can change chart types and refine the view through conversation.

On-the-fly analysis

Follow-up questions drive successive analyses without waiting on a reporting cycle — comparing periods, decomposing usage by hour, or investigating unusual patterns.

Grounding and guardrails

The advisor answers only from your data and an approved document library. It has no open internet access, and a layered validation system checks how questions are asked and answers are produced.

Secured with OAuth and multi-factor authentication — the scope of what the advisor is allowed to analyze and answer is configurable.

Under the Hood

An agentic NLP-to-SQL analytics platform for energy intelligence

Potentia converts natural language questions into validated SQL queries and generates interactive visualizations through a chat-native interface — emphasizing trustworthy analytics, transparent audit trails, and analyst productivity regardless of SQL expertise.

Agentic Orchestration

Routes queries to appropriate domains with confidence scoring.

Schema-Aware Prompting

Injects table metadata and business rules before SQL generation.

SQL Governance

Read-only validation and policy checks for data protection.

Dynamic Visualization

Automatically selects optimal chart types — line, area, bar, scatter, pie, heatmap, and more.

Chat-Native Workflow

Maintains conversational context while generating insights, with suggested follow-up prompts for deeper exploration.

10-Step Pipeline

Intent capture, domain routing, schema hydration, prompt assembly, SQL generation, policy validation, execution with caching, result analysis, visualization inference, and feedback loops.

Put intelligent energy engagement in your customers' hands

Trusted by utility partners including SVCE, Frontier Energy, and Xcel Energy.