---
title: AI Prompt Library for National Account Energy Managers
description: Explore UtilityGenius for AI prompts to map your national portfolio, estimate rebates, maximize incentives, and track program deadlines across every site.
---
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# AI Prompt Library for National Account Energy Managers
## Ready-to-use UtilityGenius for AI prompts to map your portfolio, size the opportunity, maximize incentive dollars, and avoid missed money across every site
Managing incentives across a national portfolio means juggling dozens of utilities, each with its own rules, caps, and deadlines, and tracking it all by hand often leaves money on the table. UtilityGenius for AI connects your AI assistant directly to Encentiv Energy's continuously updated database of commercial and industrial incentive programs, so you can map sites to utilities, size and stack rebates with state and federal funding, sequence your capital plan, and catch program changes before they cost you. Try the prompts below with your own project scopes, locations, and building tags to see how quickly it turns your rollout plans into a clear, dollar-backed incentive strategy.
#### **Map the portfolio**
- **Multi-site estimate:** “Estimate the available rebates for this project scope \[attached here\] across our upcoming project locations over the next 6 months \[attached here\].
- **Site-to-utility map:** “What electric utilities service these upcoming project locations \[attached here\]”
- **Upcoming project due diligence:** “Here is a list of our upcoming projects \[attached here\]. For each one, tell me which utility serves it and whether that utility has \[lighting, HVAC, and controls\] incentives available along with any pre-approval requirements and rebate caps. Flag anything with a deadline in the next 6 months.”
#### **Size the opportunity**
- **Rollout sequencing:** “Rank the utilities in our portfolio \[attached here\] by incentive value for \[Advanced Rooftop Controls\] and \[HVAC VFDs\], so I can decide which regions go first in next year’s capital plan.”
- Rank the states where our buildings tagged ‘All Stores’ are located…
- We have sites in \[TX, GA, FL, IL, OH and AZ\]. Rank these states…
- **Single-site estimate:** “I’m replacing \[25\] \[ten-ton RTUs\] and \[300\] \[high-bay fixtures\] at our distribution center in \[zip code\]. Estimate the total utility incentive, show the math line by line, and list what I need to verify before applying.”
- **Equipment decision:** “For our smaller stores in \[WA, CT and NJ\], compare incentives for \[ductless mini-split heat pumps\] against \[packaged rooftop heat pumps\], utility by utility.”
- **Standard retrofit rollout:** “We’re rolling out the same project scope at every site: \[LED high-bays\], \[rooftop HVAC unit\] and \[networked lighting controls\]. For each utility serving our portfolio tagged as ‘\[tag\]’, show the available rebate per unit.”
Wondering how to create building tags to leverage in tracking rebates for your portfolio?
Check out this video!
#### **Maximize dollars**
- **Funding stack:** “For our sites in \[NY and IL\] (use tagged buildings from UG or enter in building sites to AI), combine utility rebates for \[heat pump RTUs\] with any state or federal grants, loans or tax credits, and show the total funding available per site.”
- **Midstream vs. downstream:** “Which utilities in our footprint offer instant incentives on \[LED and HVAC\] equipment, and which require us to apply for a rebate afterward? I want our procurement team to know where they can simply buy at a discount.”
#### **Avoid missed money and surprises**
- **Program rules and caps:** “For \[ComEd and Oncor\], list the pre-approval, inspection and application-deadline requirements for HVAC and VFD projects, along with any per-project or per-customer caps that would limit us across multiple sites.”
- **Programs ending soon:** “Which programs serving our buildings are closed, in transition, or ending in the next 6 months? Tell me where to fast-track projects before funding runs out.”
- **Monthly change watch:** “What changed in the last 30 days in incentive programs affecting our buildings tagged ‘\[tag\]’? Name the specific sites affected and whether each rate went up or down.”
These prompts are just a starting point, so adapt them to your own project scopes, locations, and building tags, and combine them as your planning evolves. The more you put UtilityGenius for AI to work across your portfolio, the more incentive dollars you'll capture and the fewer surprises you'll face along the way!
Have a question? Reach out to support@utilitygenius.com!
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