About this agent
Ships in the FieldCamp agent marketplace — built for commercial work, where walking in knowing the client's business is the difference between a vendor and a partner.
For commercial accounts, the first site visit is a test you can study for: how many locations they run, what their business actually does, what their customers complain about, which services they obviously need. The information is public. The studying time is what nobody has.
This agent studies the moment the client record is created. It searches the business, reads what it finds, and attaches a profile to the client: what they do, where they operate, anything notable from reviews, and which of your services fit — a property manager with thirty buildings reads very differently than a single storefront, and now your estimator knows before the first call.
What it actually does
Trigger: Client created
- 1
Catches the new client
client_createdFires on creation — from a call, a form, or office entry.
- 2
Researches the business
web_searchWebsite, reviews, locations, and what they do — public information, gathered in one pass.
- 3
Writes the profile
build_profileWhat the business is, scale signals, notable review themes — attached to the client record.
- 4
Maps your services to their needs
recommend_servicesWhich of your offerings fit what they run — the upsell map before the first visit.
What you get
Every new client arrives pre-researched — profile and service recommendations attached before the first conversation.
A run, as you’d see it
Agent runs land on a timeline — what fired, what the agent found, and the action waiting for a human. This is that screen.
Client created
Summit Property Group
Details
Found
Property mgmt · ~30 buildings
Summary
Summit Property Group manages roughly thirty residential buildings across the metro. Reviews mention slow maintenance turnaround. Recommended: recurring maintenance agreement pitch, priority-response tier.
Research and notes only — it writes to the client record and never contacts anyone.
By trade
Same agent, configured to how your vertical actually works.
Portfolio size and building types surface before the walk-through is booked.
Facility type drives which service tier the profile recommends.
Questions, answered
Is this useful for residential clients?
Less so, and that's fine — the agent finds what's public, which for homeowners is little. Shops typically scope the trigger to commercial client types so the spend goes where the research pays.
Where does the research come from?
Live web search at run time — the business's site, review platforms, public listings. Every claim in the profile links back to where it was found.
Does it message the new client?
Never. It's a research analyst, not a rep — output is a note on the client record and recommended talking points for your team.