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AI Agents Overview | FieldCamp

FieldCamp AI Agents are specialized assistants that handle business tasks like follow-up calls, email responses, and appointment scheduling around the clock.

AI Agents are specialized assistants you create inside FieldCamp to handle specific business tasks automatically. Think of them as dedicated team members that work around the clock — answering calls after hours, sending payment reminders, or scheduling appointments without you lifting a finger.

Ask the AI assistant: "Create an agent that calls clients 3 days after job completion to check if they're satisfied" and FieldCamp builds it for you.

What Agents Do

Each agent is designed for a single, focused task. You tell it what to do, connect it to the tools it needs, and let it run. Some examples:

  • A Follow-Up Agent calls clients after every completed job to check satisfaction
  • An Invoice Reminder Agent sends payment reminders for overdue invoices
  • A Booking Agent handles appointment requests over the phone and by text
  • A Report Agent generates weekly summaries of completed jobs and revenue

Unlike a general-purpose chatbot, each agent has its own instructions, its own connected tools, and its own on/off switch.

The Agent Marketplace

You do not have to build every agent from scratch. The Agent Marketplace offers pre-built agent templates organized by category:

CategoryWhat These Agents DoExamples
CommunicationHandle calls, texts, and emailsAfter-hours call answering, email auto-replies
SchedulingManage appointments and availabilityAppointment booking, reschedule requests
FinancialTrack payments and invoicingInvoice follow-ups, payment confirmations
ReportingGenerate summaries and insightsWeekly job reports, revenue summaries
OperationsKeep daily work running smoothlyJob status updates, team notifications
ResearchFind information and answer questionsClient lookup, service area checks

Browse the marketplace from the Agents page in your sidebar. Pick a template, customize it to fit your business, and activate it.

Agent Statuses

Every agent has one of three statuses:

StatusWhat It Means
ActiveThe agent is running and handling tasks right now
PausedThe agent is configured but temporarily stopped
DraftThe agent is still being set up and has not been activated yet

You can change an agent's status at any time. Pausing an agent keeps all its settings intact — just toggle it back to Active when you are ready.

Where to Find Agents

  • Agents page — click Agents in the left sidebar to see all your agents, browse the marketplace, and create new ones
  • Settings — go to Settings > AI Skills to manage agent permissions and defaults
  • Workflow Builder — use an agent as a step inside a workflow automation

How Agents Differ from the Command Centre

The Command Centre is your general-purpose AI chat. You open it, type a question or request, and get an answer. It is reactive — it responds when you talk to it.

Agents are different. They run on their own, handling tasks in the background without you asking. You set them up once and they keep working.

Command CentreAI Agents
How it worksYou ask, it answersIt runs automatically
ScopeAnything in your workspaceOne specific task
When it runsWhen you open chatWhenever its trigger fires
Best forQuick questions, one-off tasksRepetitive, ongoing work

How Agents Differ from AI Dispatcher

AI Dispatcher has one job: assign the right technician to the right job based on skills, location, and availability. It is a specialized scheduling engine built into the calendar.

Agents are broader. They can handle any business task you define — from making phone calls to sending emails to generating reports. You could even create an agent that works alongside the Dispatcher by calling clients to confirm the appointment after a job is assigned.

AI-First Agent Creation

You can create agents directly from the Command Centre. Just describe what you want:

  • "Create an agent that sends a thank-you text after every completed visit"
  • "I need an agent that answers the phone after hours and takes messages"
  • "Set up an agent to remind clients about upcoming appointments"

The AI builds the agent, suggests the right connections, and lets you review everything before you activate it.

Start with one agent that handles your biggest time drain — like following up on unpaid invoices or answering after-hours calls. Once you see the time saved, add more.


Explore AI Agents

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