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Connection Application Status Assistant

Connection application status, answered like a parcel tracker — the step, who holds it, the expected date and what is still missing

Status, next step and missing documents, answered instantly.

See one case, screen by screen ↓
demo87.6%of 4,212 applicant questions in the last 30 days answered with no person — the target is 90%
estimated$207Ka year of status calls avoided at contact-centre cost — 1,810 fewer coordinator calls a month (2,940 in July, 1,130 in September) × $9.54 a call; a floor
demo23of 23Lumina-held steps escalated to the team lead before their service clock ran out this week; the 6 already past went up at the clock
target3daysto get a missing document back, not 12, because the upload sits inside the answer
The problem

Why “where is my application?” is a second job for a connections team

Developers, builders, installers and consultant engineers ask the same three questions about a new connection: where is it, what happens next, and what do you still need from me. The portal shows a status code, not what it means. So they phone and e-mail the connection coordinators, who look each one up across the application system, the design team's queue and the deficiency notices, and answer by hand. In the demo utility, Lumina, that was 2,940 status calls to coordinators in July.

Missing documents are the other half. A deficiency notice is a PDF attached to an e-mail, and the applicant often cannot tell which item is wanted, to what standard, or where to send it. Before launch the median wait for a missing document was 12.4 days, while the design clock sat paused and the energisation date moved a working day for every day of waiting. And when the utility's own design or survey team is behind, the developer usually finds out first, by calling.

typical$9.54average cost of a utility contact-centre call, in a 15-utility benchmark
typical~15%lower customer satisfaction for each extra contact about the same issue
typical90+%of interconnection applications received arrive deficient, by the US Department of Energy's count
Where a missing document's days goestimated
By hand12.4 days
With the solution3 days
  • Reading the notice and working out what exactly is missing5 → 0.5 d
  • Reminders, chasing calls and call-backs4 → 0.8 d
  • The consultant engineer revising, stamping and signing the document2 → 1.5 d
  • Resubmitting by e-mail and the coordinator finding it1 → 0.1 d
  • Checking the document against the notice and accepting it0.4 → 0.1 d

Estimated split of the 12.4-day median wait for a missing document before launch, and of the 3-day target with the solution, in days.

How it works

How a question is answered

Six specialist agents read the record, explain what is missing and check uploads in the answer; the coordinator accepts.

What comes in
Questions in3 channels · portal, e-mail, contact centre
Agents at work
Access checknamed contacts only
Then
Status reader7-step tracker
Deficiency explainerwhat is missing
Then
Date forecasterexpected date
Then
Document checkerupload in the answer
Clock watcherreminders, escalations
A person decides
Connection coordinatoraccepts documents, answers handoffs
What comes out
Tracker answer, cited
Missing document back
Escalation before the clock
One case, step by step

How does connection application tracking work? One application, screen by screen

Marsa Heights, Tower B (APP-20931) is a new building on Plot 418-22, Saltmarsh Quarter: 214 apartments, 6 shops, 48 EV charging bays and a new 11 kV substation, 2 × 1,500 kVA. On 29 Sep the network designer found that the load schedule left out the EV bays. Here is what happens on Tue 13 Oct, in the working solution.

  1. 01Before today

    Two weeks of notices, reminders and calls

    Leila Mansour · Connection coordinator

    Leila's screen shows applicants, consultants and the contact centre asking now, each conversation with its state: answered, upload received, handed to a person, or Lumina late and told plainly. For APP-20931 the history is the familiar one: deficiency notice DN-4471 sent by e-mail on 29 Sep, reminders on 2 and 7 Oct, and two calls from the developer, Karim Haddad.

    9 Oct: “Karim called the contact centre — ‘what exactly is missing’, 7 min”

  2. 0210:38

    “Where is APP-20931?” — answered as a tracker

    Karim Haddad · Project manager, Seabright Developments

    Karim has 6 open applications with Lumina, 1 waiting on him. He asks where Marsa Heights, Tower B is. The answer shows the seven steps — received 17 Aug, documents checked 20 Aug, site survey 3 Sep, network design now — and who holds it: “You — revised load schedule (notice DN-4471)”, since 29 Sep. Lumina's design clock is paused at day 6 of 10.

    “Energisation is expected 11 Dec if we have it by 15 Oct; each working day later moves it by a day.”

  3. 03In the answer

    What is missing, from the notice itself

    Deficiency explainer

    Under the tracker, “What we need from you” leads with the document: a revised load schedule, stamped by the consultant engineer, that includes the 48 EV charging bays on drawing A-104. It lists the four things it must show — the bays with charger rating and charging control, total connected load and maximum demand in kVA, the stamp and signature, one PDF. A citation opens notice DN-4471 at the passages the answer used; the notice itself points to guide §5.2.

    Never relaxes or adds a requirement — every item cites the notice or the guide.

  4. 0410:39

    The schedule is uploaded and checked in front of him

    Document checker

    Karim drops MarsaHeights-B_LoadSchedule_rev3.pdf, 412 KB, into the answer. Four checks pass while he watches: the 48 EV bays at 7.4 kW, load-managed to 220 kVA at peak; maximum demand 2,180 kVA, up from 1,960 in rev 2; stamped and signed by Sara Lindqvist of Arcline Engineering Consultants on 12 Oct; and it fits the planned 2 × 1,500 kVA substation at 73% at maximum demand.

    “With Leila Mansour to accept — usually within the hour. You will see it here.”

  5. 0510:41

    Accepted in one click, and the clock restarts

    Leila Mansour · Connection coordinator

    Leila gets one item in her queue: load schedule rev 3, 4 of 4 checks passed. She accepts it. The assistant tells Karim straight away: network design restarts tomorrow, 14 Oct, at day 7 of 10; design due 19 Oct, connection offer by 26 Oct, and energisation still expected 11 Dec.

    The document checker never accepts a document — the coordinator does.

  6. 06On the record

    Everything that happened, on the application

    Status reader

    APP-20931 now carries the whole story in order: received with 14 documents, the survey report SR-20931, the notice, both reminders, both calls, the question, the upload and the acceptance. The documents list marks load schedule rev 2 as replaced and rev 3 as accepted, and the step's clock shows day 6 of 10 with 4 working days left.

    Questions about this application since 29 Sep: 2 phone calls, 11 min of coordinator and agent time · 1 e-mail · 1 question to the assistant.

  7. 07Earlier, 10:31

    A caller asks, and the late step is said plainly

    Ruth Okafor · Contact-centre agent

    Faisal Noor of Cedar Lane Homes calls about water at Cedar Lane Villas, APP-20518. Ruth sees the same tracker the applicant would: step 4 of 7, water main design, day 12 of a 10-day clock. Yusuf Rahman, who leads the water design team, has it, a call-back is booked for Wed 14 Oct, and water on is now expected 18 Dec — two weeks later than first given.

    Suggested words for the caller: “We are two working days late on the design. Our team lead will call you on Wednesday with the new date.”

  8. 08Before the clock

    Lumina's own delays go to the team lead first

    Clock watcher

    Clocks lists the 29 Lumina-held steps within two working days of their service clock or past it: 23 near, 6 past. For Cedar Lane Villas the escalation to Yusuf Rahman gives the reason — the survey batch of 22 Sep landed on one designer, with two designers on leave — and confirms the applicant has been told in every answer since the clock passed.

    The rule: a Lumina-held step goes to its team lead two working days before its clock, and to the head of customer connections, Hamid Qureshi, on the day it passes.

  9. 09Earlier, 09:52

    A date change goes to a person, with the facts

    Daniel Osei · Connection coordinator

    Hana Kobayashi of Northgate Logistics Park asks whether Warehouse 3 can be energised on 30 Nov instead of 4 Dec. The assistant never moves a date, so it hands the question to Daniel with the facts gathered — works 60% complete, cable jointing booked 24–26 Nov, earliest possible 1 Dec — and a reply drafted for him to edit and send.

    Date changes, charges, exceptions and compensation always go to a person.

  10. 10Every applicant

    38 reminders that say exactly what is wanted

    Leila Mansour · Connection coordinator

    312 applications are waiting on their applicant, grouped by what is missing. Load schedules are 41 of them; 3 are left out because their consultants uploaded a revised schedule today. Each reminder, drafted by the clock watcher from the notice and the guide, names the items wanted, the paused clock and the date at stake, with the upload inside it.

    Reminder cadence: day 2, day 5, day 10 — then the coordinator calls on day 12.

Who it’s for

Built for everyone who asks about a connection, and everyone who answers.

The same applications, seen by the developer, the coordinator, the consultant engineer, the contact centre and the head of customer connections — what their week looked like, and what it looks like now.

KH
Karim HaddadProject manager, Seabright Developments · 6 open applications
Developer
Before
Chases Lumina for Marsa Heights while the contractor waits to energise: two reminders and two calls in a fortnight. “I don't need a portal code. I need to know who has it and what you want from me.”
Now
Asks in the portal and gets the seven steps, who holds the step, the expected date and the exact document wanted — and uploads it in the answer.
LM
Leila MansourConnection coordinator, Lumina · 168 applications
Connection coordinator
Before
Spent half of each day answering status calls. “Most calls are one question I could answer in ten seconds — if I weren't on the other call.”
Now
Accepts checked documents in one click, sends reminders by group and answers only the questions that need a person.
SL
Sara LindqvistConsultant engineer, Arcline Engineering Consultants · registered on 12 applications
Consultant engineer
Before
Stamps load schedules and single-line diagrams for four developers. “Tell me exactly what the designer wants on the schedule, and I'll stamp it today.”
Now
Asks which applications need something from Arcline and gets three, each with the document wanted and the notice behind it.
RO
Ruth OkaforContact-centre agent, Lumina · takes builder calls when coordinators are busy
Contact-centre agent
Before
Takes builder calls when the coordinators are busy, and needs the same facts they have.
Now
Answers for a named caller from the same tracker the applicant sees, with suggested words. “I can see the same tracker the developer sees, so I can give the same answer.”
HQ
Hamid QureshiHead of customer connections, Lumina · answers for connection times and complaints
Head of customer connections
Before
When a design team is behind, the developer usually finds out first, by calling. “If we are late on our step, I want to know before the developer does.”
Now
Team leads get every Lumina-held step two working days before its clock; he is told on the day a clock passes.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents read the record, explain what is missing and check uploads in the answer; the coordinator accepts.

Access check

Before any answer, confirms the person asking is a named contact or registered consultant on the application, or a Lumina contact-centre agent asking for a named caller.

  • Never confirms another company's application exists
  • Consultants see only the applications they are registered on
  • Every refusal is logged
Status reader

Reads the application's milestones, notices, reminders, calls and team queues, and builds the tracker: steps done with their dates, the step now, who holds it and for how long.

  • Never shows internal notes or a designer's working
  • Dates are quoted as recorded, never inferred
Deficiency explainer

Turns a deficiency notice into what is missing, to what standard and why, in plain words — leading with the document wanted, with the drawing or guide section behind it.

  • Never relaxes or adds a requirement
  • Every item cites the notice or the guide
Date forecaster

Gives the expected date from the step's service clock, the days held and the works programme, with its basis and what would move it.

  • Never promises a date — always says “expected”
  • Never gives a works date the planner has not set
  • Never changes a date; date requests go to a person
Document checker

Reads a document uploaded inside an answer against the notice, the checklist and the application's own figures — such as maximum demand against the planned substation — and shows each check to the applicant before sending it to the coordinator.

  • Never accepts a document — the coordinator accepts
  • A failed check is shown to the applicant with the reason
Clock watcher

Checks every open step every hour: sends missing-document reminders on their cadence with the upload inside, and escalates a Lumina-held step to its team lead two working days before its clock and to the head of customer connections on the day it passes.

  • Never reminds an applicant about an item Lumina holds
  • Never hides a Lumina delay from the applicant
Connection coordinator

Accepts documents and answers handoffs; the team lead acts on escalations. The agents propose; a named person decides.

Ask in plain words

Ask about any application, clock or applicant

Coordinators and team leads ask in plain words — or say what to change in how the assistant answers. Every answer points to its records.

Which Lumina-held steps will pass their clock this week?

23 steps are within two working days of their clock and 6 are already past it. The largest group is water main design: Cedar Lane Villas (APP-20518) is 2 working days past and Northgate's fire main 1 day past, both on the same designer since the 22 Sep survey batch.

Remind everyone still missing a load schedule

41 applications are waiting on a load schedule. I left out 3 whose consultants uploaded today, so 38 reminders go now, each listing the items from its own notice and with the upload inside it.

Why did Karim keep calling about Marsa Heights?

He called on 5 and 9 Oct. Notice DN-4471 named the load schedule, but the second call was “what exactly is missing” — the notice's point about the 48 EV bays on drawing A-104 was in the third paragraph. In the assistant's answer it is the first thing he reads, with the upload under it.

What do applicants ask that the assistant hands to a person?

524 questions in 30 days, 12.4% of the total: date changes 38%, charges 24%, exceptions 21%. One recurring question — “is a capacity increase a new application?” — is answered in guide §6.1 but not yet in the approved answers.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The applicant portalConversations from applicants, consultants and the contact centre down the left; the developer's six open applications as mini trackers; the history of notices, reminders and calls on the right.
The answer is a trackerStep 4 of 7, network design: who holds it, the paused design clock, the expected energisation date with its basis, what is missing — and how the answer was made, step by step, with its sources.
Upload inside the answerThe revised load schedule, checked in front of the developer: 48 EV bays in, maximum demand 2,180 kVA, stamped and signed, fits the planned substation.
Accepted, clock restartedThe coordinator accepts; network design restarts on 14 Oct at day 7 of 10 and energisation holds on 11 Dec.
The sourcesDeficiency notice DN-4471, opened at the passages the answer cited, beside the connection guide, the drawing, the checklist and the service clock table.
The applicationEverything that happened to APP-20931 in order, its documents against checklist C-02, the step's clock and the people on it.
For the contact centreA contact-centre agent answers a named caller from the same tracker, with the late step said plainly and suggested words.
The trackerEvery open application by step, who holds it, days held, the clock and the expected date — with applicants, with Lumina, near or past the clock.
Missing documents312 applications waiting on their applicant, grouped by what is missing, with the reminder each one will read and the upload inside it.
ClocksLumina-held steps near or past their service clock, the escalation to the team lead with the reason, and what the applicant is told.
Handed to a personDate changes, charges, exceptions and compensation questions, with the facts gathered and a reply drafted for the coordinator to edit and send.
InsightsWhere applications wait, what applicants ask, status calls to coordinators by week and the days until a missing document is received.
Your rulesSteps and service clocks, reminders and escalation, what the assistant may say, who may ask and where.
Governance

Connection application status answers that are cited, private and honest.

Every fact cites its recordEach fact in an answer points to the application record, the deficiency notice, the drawing or the developer connection guide, and a citation check runs before the answer is shown. In the sample answer, 6 facts were cited to 4 sources.
Answered only to people on the applicationThe access check runs on every question. Named contacts see their own applications, consultants only those they are registered on, and contact-centre agents answer for a named caller with the same answer the applicant would see.
People accept, change and decideThe agents never accept a document, move a date, waive a requirement or quote a charge that is not in an issued offer. The coordinator accepts documents and answers handoffs; the team lead acts on escalations.
Lumina's delays are never hiddenWhen a Lumina-held step is late, the applicant is told plainly in every answer, with the team lead's name and the call-back date. The team lead is told two working days before the clock runs out.
Service clocks the agents cannot bendEach step runs on a service clock in working days. A deficiency notice pauses it and acceptance restarts it the next working day — the coordinator's acceptance, not an agent's.
Every question on the application's recordEvery question, answer, upload, check and acceptance is written to the application's timeline with its time, beside the notices, reminders and calls.
Configuration

Your clocks and your rules for what the assistant may say

Steps and their service clocks, reminders, escalation, and what the assistant may say and to whom are settings, chosen by the utility.

SettingDefaultChoose from
Network design service clock10 working daysSet per step: documents checked 3 · site survey 10 · network design 10 · connection offer 5 · energisation 2; works by programme — single homes, rooftop solar, EV charging and water each have their own table
Missing-document reminders2 · 5 · 10Day 2, day 5, day 10, then the coordinator calls on day 12 · or 3 · 7 · 14
Upload inside every reminderOnOn · Off — the applicant uploads into the answer, not into an e-mail
Escalate a Lumina-held step to the team lead2 days before its clock1 day · 2 days · 3 days before the clock
At the clock, tell the head of customer connectionsHamid QureshiOn · Off
Dates as “expected”, with their basisOnOn · Off — never a promise; the planner confirms works dates
Say plainly when Lumina is lateOnOn · Off — with the team lead's name and the call-back date
Name Lumina staff beyond the coordinator and team leadOffOn · Off — when off, designers and surveyors are named by team, except on a notice they signed
Connections

Works with the records a connection already runs on

Application records and milestonesevery open application's steps, dates, holder, reminders and calls, read live
Deficiency noticeswhat the designer or coordinator found missing, and when the clock paused
Process guides and service clocksthe developer connection guide and the service clock table for each application type
Document checklists and drawingswhat each document must show, and the drawings an application was made with
Approved answersthe builder questions the connections team has approved, reviewed monthly
Portal, e-mail and contact-centre deskwhere applicants and callers ask, and where the answer reaches them
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
90%
of status questions answered first time, with no call to a coordinator; 87.6% in the first 30 days
Status calls to coordinators, July2,940
September, assistant live1,130
target
2working days
warning to the team lead before any utility-held step passes its service clock, and the developer told plainly
target
3days
to get a missing document back, not 12, because the upload sits inside the answer

“demo” = seen in the working solution, on its sample data (Lumina's starting figures: 2,940 status calls to coordinators in July, a 12.4-day median wait for a missing document) · “target” = the design goal, measured in the live solution · “estimated” = our arithmetic, inputs shown ($207K = 1,810 fewer calls a month × 12 × $9.54 a call, at contact-centre cost, so a floor; the days split is our estimate) · “typical” = published figures (E Source, 15-utility contact-centre benchmark: about $9.54 a call and ~15% lower satisfaction for each extra contact; US DOE, via PV Tech: over 90% of interconnection applications received are deficient). Regulatory context: in Great Britain, the Electricity (Connection Standards of Performance) Regulations 2015 set guaranteed connection timescales, with payments to the customer when they are missed. Lumina Utilities and the developers, sites, applications and people named on this page are fictional — characters and sample data in the working solution.

Questions

What connections teams ask us.

What is a connection application status assistant?

It answers where-is-my-application questions from developers, builders, installers and consultant engineers in plain words. Connection Application Status Assistant shows the steps done, the step now, who holds it and since when, and the expected date with its basis — and when the step is waiting on the applicant, exactly which document is missing and what it must show.

How does connection application tracking work?

Six agents answer each question. The access check confirms the asker is on the application; the status reader builds the seven-step tracker from the milestones; the deficiency explainer turns the notice into what is missing; the date forecaster gives the expected date from the service clocks. The document checker reads anything uploaded in the answer, and the clock watcher sends reminders and escalations.

Does it work for electricity and water connections?

Yes. In the working solution it answers for new buildings and substations, single homes, rooftop solar, EV charging and water mains, each with its own steps and service clock table. Questions come in through the applicant portal, e-mail replies and the contact-centre desk.

How does it get missing documents back faster?

The answer and every reminder say exactly what is wanted, from the notice and the guide, and the applicant uploads it inside the answer. The document checker shows each check while they wait, and the coordinator accepts it with one click, which restarts the clock. In the demo data the median wait fell from 12.4 days in July to 4.1 in September, against a target of 3.

Does it promise or change connection dates?

No. Dates are always “expected”, with their basis and what would move them, and works dates come only from the planner. A request to move a date, a charge question, an exception or a compensation question goes to a coordinator with the facts gathered and a reply drafted.

Who can see an application?

Only the people named on it. The access check runs on every question; consultants see only the applications they are registered on, and contact-centre agents answer for a named caller. To anyone else it never confirms that an application exists.

Do people stay in control?

Yes. The agents read, explain, check and remind, but never accept a document, change a date, waive a requirement or quote a charge that is not in an issued offer. The coordinator accepts documents and answers handoffs, and the team lead acts on escalations about Lumina-held steps.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your connection guide, service clock table, document checklists, notices and a sample of applications — and it goes live once every quality gate has passed. We will walk you through it on your own applications first.

See it on
your connection applications.

We'll run Connection Application Status Assistant on a sample of your own applications, notices and connection guide.