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How do I opt in to the beta for Procore Conversations?

 In Beta
The Conversations tool is currently in beta. For more information, see Getting Started with Procore Conversations and How do I opt in to the beta for Procore Conversations?


Procore's Conversations tool provides an easy and accessible solution for individuals to communicate using in-app messaging. Individuals can start conversations related to specific items or tools within projects, and also have general direct messages and group messages. Messages sent from the Conversations tool on the Procore web application are available as push notifications with the mobile app to make communication even more seamless. The Conversations tool is currently in beta that must be enabled on your company's account in Procore.


The Conversations beta can be opted into in the Company level Admin tool by a Company Admin user. See the steps below.


  1. Navigate to the Company level Admin tool.
  2. Under 'Company Settings', click Conversations.
  3. After reading the message about the Conversations beta, click Continue to Opt In.
  4. Read the message explaining the beta terms, and click 'beta participant agreement' to review the beta agreement.
  5. Mark the checkbox to indicate that you have read and accepted the terms.
  6. Click Accept.
    This enables the Conversations beta for your account and directs you to the 'Access' tab.
    See the sections below to configure access and features in your account:

Configure Access for Conversations

  1. Click the toggle ON icon-toggle-on.png next to 'Turn On Conversations Beta' to enable the Conversations tool for one or more projects.
  2. Under 'Projects', choose whether you want to enable Conversations for all projects or selected projects:
    • To enable Conversations for all current and future projects, select All Current and Future Projects.
    • To select projects individually, select Selected Projects
      • Mark the checkbox next to each project you want to enable Conversations for. Use the Search bar to quickly find projects if necessary.
      • If you want to select all current projects (without automatically enabling it for future projects), click the Project checkbox at the top.
  3. Click Save Changes.
    This adds the Conversations icon-conversations.png icon to the Procore header to provide access the tool.

Configure Features for Conversations

  1. On the Features tab, click the toggle ON icon-toggle-on.png or OFF icon-toggle-off.png to configure which features you want available, and for which users:
    Note: These features are enabled by default.
    • Edit/Delete: If enabled, an individual can edit or delete their own message within five (5) minutes of sending it. Edited messages have 'edited' text underneath them, and deleted messages show who deleted the message and when.
      • If enabled, select one of the following options:
        • Any user in the Project level Directory
        • Only internal employees of [Company Name]
    • Direct Messages: This feature allows private messages to be sent from one individual to another. Direct Messages can be sent to multiple individuals.
      • If enabled, select one of the following options to allow individuals to start private conversations:
        • Any user in an enabled Project level Directory
        • Only internal employees of [Company Name]
    • Item Conversations: If enabled, individuals with access to the item can start conversations on project items.  
  2. In the 'Group Conversations Permissions' section, select the type of user that can create and manage groups for group conversations in the Conversations tool:
    • Everyone: Any user in the Project level Directory.
    • Internal Employees: Any user marked as an employee of the company. See How do I add someone as an employee of my company?
    • Administrators: Only users with 'Admin' permission to the Project or Company level Directory tool.
      Note: This is the default setting.
  3. Click Save Changes.