General
What is the difference between Office Agent, Phone Agent, Auto-Quote and AI connections (MCP)?
Tell apart ServiceM8's AI features: what each one does and where to find it.
They are separate features that do different jobs:
| Feature | What it does | Where to find it |
|---|---|---|
| Office Agent | Answers questions about your jobs, clients and business data, prepares actions such as emails, bookings and draft quotes for your approval, and runs scheduled tasks. It does not answer phone calls. | Help > Office Agent in the Online Dashboard, or More (…) > Chat on a Job in the app. |
| ServiceM8 Phone Agent | Answers your business calls as a virtual receptionist. It is an add-on for ServiceM8 Phone. | Account > Settings > ServiceM8 Phone > ServiceM8 Phone Agent. |
| Auto-Quote and Auto-Invoice | Drafts the work description and line items for one Job’s quote or invoice, based on the Job card and similar past jobs. | Billing on a Job card. |
| AI connections (MCP) | Connects an AI assistant you already use, such as ChatGPT or Claude, to your ServiceM8 data and available actions. | Set up from ChatGPT or Claude. |
How are Office Agent tasks different from Job checklists?
Office Agent tasks are recurring instructions that Office Agent runs on a schedule, such as reviewing overdue invoices every weekday morning. Job checklists are lists of items for your staff to tick off on a Job card.