Agent Connections | FieldCamp

Connections are the tools your agent can access. A follow-up agent needs Twilio to make phone calls. An email reminder agent needs Gmail to send messages. Without connections, an agent can only talk — with connections, it can take action.

Available Connections

Twilio — Calls and Text Messages

Lets your agent make and receive phone calls and send SMS messages.

What the agent can do:

• Answer incoming calls and handle the conversation
• Make outbound calls to clients (follow-ups, reminders, confirmations)
• Send text messages
• Record calls and save transcripts

You will need: A Twilio account connected to FieldCamp. See Calls — Setup & Usage to get started.

Google Calendar — Scheduling

Lets your agent read and manage calendar events.

What the agent can do:

• Check available time slots before booking an appointment
• Create new calendar events for visits and meetings
• Look up existing appointments for a client
• Avoid double-booking by checking technician availability

You will need: Google Calendar synced with FieldCamp. See Calendar Sync for setup.

Gmail — Email

Lets your agent send and read emails through your connected Gmail account.

What the agent can do:

• Send emails to clients (reminders, confirmations, follow-ups)
• Read incoming emails to understand context
• Reply to client emails on your behalf
• Attach documents like invoices or estimates

You will need: Gmail connected to FieldCamp. See Email Management for setup.

QuickBooks — Financial Data

Lets your agent access accounting and invoice information.

What the agent can do:

• Look up invoice status (paid, unpaid, overdue)
• Check client payment history
• Reference financial data when answering client questions
• Pull revenue figures for reports

You will need: QuickBooks integration enabled in Settings > Apps & Integrations.

Stripe — Payments

Lets your agent check and manage payment information.

What the agent can do:

• Check whether a specific payment has been processed
• Look up payment status for a client
• Reference payment details during client conversations
• Confirm successful transactions

You will need: Stripe connected to FieldCamp. See Connect Stripe for setup.

FieldCamp Data — Your Business Records

Lets your agent access your clients, jobs, visits, estimates, invoices, and other records inside FieldCamp.

What the agent can do:

• Look up client details (name, address, phone, job history)
• Check job and visit statuses
• Create new requests, tasks, or follow-ups
• Reference past estimates and invoices
• Pull data for reports and summaries

You will need: No extra setup. This connection is available by default for every agent.

How to Add a Connection

1. Open the agent you want to configure (or create a new one)
2. Scroll to the Connections section on the configuration page
3. Click + Add Connection
4. Select the tool you want to connect (Twilio, Gmail, Google Calendar, QuickBooks, Stripe, or FieldCamp Data)
5. Follow the authentication prompts if this is the first time connecting that tool
6. Save the agent

Which Connections Does Each Agent Need?

It depends on what the agent does. Here are common combinations:

Connection Permissions

An agent can only do what its connections allow. If you do not add Gmail, the agent cannot send emails — even if its instructions say to. This gives you control over what each agent can access.

If an agent tries to use a tool it is not connected to, it will let you know in the Agent Chat during testing.

Troubleshooting

Next Steps

• Creating & Configuring Agents — set up your agent's name, instructions, and model
• Voice Agents — agents that handle phone calls need Twilio connected
• Agents in Workflows — use connected agents as steps in automations
• Payments Overview — set up Stripe for payment-related agents