Agents are Bourne's automation layer. They trigger compliance, documentation, and integrations during or after a guided task. For the worker-facing guidance experience, see Guided Tasks.

Agents Overview

Agents handle the back-office work so your workers don't have to. While a worker follows guided steps on their phone, agents fire in the background at key moments — filling out compliance forms, generating documentation, calling external APIs, or pushing data to your existing systems.

How Agents Work

A worker follows a guided task from start to finish. At points you define — mid-task or on completion — an agent triggers automatically. The worker sees none of it; they just keep working. The agent handles the paperwork, the recordkeeping, and the integrations.

Common uses include:

• Generating a completed compliance or inspection form
• Logging job outcomes to a back-office system
• Triggering follow-up workflows when a task reaches a specific step
• Calling an external API based on what was captured during the task

In This Section

• Viewing Your Agents — Browse and manage all your configured agents
• Creating an Agent — Build a new agent from scratch
• Editing an Agent — Modify an existing agent's configuration
• Running an Agent — Manually trigger or test an agent
• Pre-Built Agent Teams — Start faster with ready-made agent setups for common workflows
• Scheduling Agents — Set agents to run on a schedule