--- title: "New Client Research Agent — Researched Profiles on Creation | FieldCamp" url: "https://fieldcamp.ai/ai-agents/new-client-research/" date: "2026-07-10T00:00:00.000Z" modified: "2026-07-19T00:00:00.000Z" type: "WebPage" resource: "https://fieldcamp.ai/ai-agents/new-client-research/" timestamp: "2026-09-14T07:38:31.637Z" author: name: "FieldCamp Team" word_count: 768 reading_time: "4 min read" summary: "Home https://fieldcamp.ai/ \\ AI Agents https://fieldcamp.ai/ai-agents/ \\ New Client Research New Client Research New Client Research is an AI agent in…" description: "An AI agent that researches every new client online and attaches a profile with recommended services — informed first conversations, automatically." language: "en" --- [Home](https://fieldcamp.ai/)\>[AI Agents](https://fieldcamp.ai/ai-agents/)\>New Client Research # New Client Research New Client Research is an AI agent in FieldCamp that fires when a client is created, researches their business online — website, reviews, locations, what they do — and writes a profile note with recommended services, so your first conversation starts informed instead of cold. Triggers on new clientResearches onlineRecommends services [Deploy this agent](https://calendly.com/jeel-fieldcamp/30min)[Browse all agents →](https://fieldcamp.ai/ai-agents/) A real template from the FieldCamp marketplace, configured on your operation. Setup included in your plan. ## About this agent Where it came from 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. 1 Catches the new client`client_created` Fires on creation — from a call, a form, or office entry. 2. 2 Researches the business`web_search` Website, reviews, locations, and what they do — public information, gathered in one pass. 3. 3 Writes the profile`build_profile` What the business is, scale signals, notable review themes — attached to the client record. 4. 4 Maps your services to their needs`recommend_services` Which 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 82% confidencePending 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. DismissOpen profileRun log keeps every step 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. [Property maintenance](https://fieldcamp.ai/industries/property-maintenance/) Portfolio size and building types surface before the walk-through is booked. [Janitorial](https://fieldcamp.ai/industries/janitorial/) 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. Details Availability In the FieldCamp marketplace Category Operations Trigger Client created Typical cost per run $0.05–$0.20 per client One web research pass per new client. Commercial accounts justify the top of the range; residential ones cost less because there's less to find. Works with FieldCamp ClientsWeb search Updated June 2026 Want this running on your operation? Fifteen minutes. We'll walk through your workflow and configure the agent around it — setup included in your plan. [Book a 15-minute call](https://calendly.com/jeel-fieldcamp/30min) — Keep browsing ## More agents _like this one._ [Research AgentResearchAsk it anything about your operation or your market — it answers from your data plus the live web.→](https://fieldcamp.ai/ai-agents/research-agent/)[Call CopilotCommunicationListens to every inbound and outbound call and hands your dispatcher a briefing before the phone is back in the pocket.→](https://fieldcamp.ai/ai-agents/call-copilot/)[Request-to-Estimate DrafterFinancialTurns request notes into a draft estimate scope — price book, similar jobs, and stated assumptions included.→](https://fieldcamp.ai/ai-agents/request-to-estimate-drafter/) [Browse the whole library →](https://fieldcamp.ai/ai-agents/) ## Have an agent idea _we haven’t built?_ The ideas section of this library exists because customers keep asking "could it just…?" Bring yours. If it should exist, we build it — and it ships as a template like this one. [Book a 15-minute call](https://calendly.com/jeel-fieldcamp/30min) No demo deck. Just your business and ours.