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[Live] Platform & Knowledge Base Updates

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Shared by Calvin • March 10, 2026

The Headline: On March 17th, we are deploying the first step in our effort to unify the installer experience into one streamlined platform.

The Details:

  • "Streamlined" Installer Support Chat: We’ve simplified chat flows with a scaled-back design. Expect fewer menus and unified support from Sunny AI and our frontline teams regardless of the program you’re working on.
  • One Source of Truth: We are launching an updated Singular Knowledge Base (help.palmetto.finance). This knowledge base will cover all applicable programs*: Solar Energy Plan, Energy Backup, Comfort Plan & New Homes in one searchable location, ensuring you have the right answers at your fingertips.

*Note: These updates apply to our widely available programs. Our New Community and DOE Puerto Rico programs will remain in their current specialized Knowledge Bases.

The Fine Print: Lately, our ecosystem has expanded—more programs, more knowledge bases, and changes in the macro and micro business environment. This growth requires an increased level of support, and while growth is good, complexity can sometimes get in the way of what we do best. By removing the silos between our programs and teams, we’re making it easier for installers to scale and succeed.