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Procore

Get Started with Procore AI

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 avialibility

  • Procore AI is available with the purchase of a Digital Coworker package.

  • Datagrid is available for purchase by all organizations. Procore AI customers receive a connected Datagrid account with their Digital Coworker purchase. Learn more.

Procore AI is construction-trained AI that works alongside your team in Procore. From the AI White background so it shows in dark mode. This is the same icon as used for Assist, but it's crisper and white background. Other Assist one can be deleted after that tool is phased out.  side panel, anyone on a project can ask questions across their project data, analyze drawings, RFIs, submittals, and photos, and deploy specialized agents that draft and update work for review. You decide how to use it: quick answers, deeper analysis, agents that handle routine work, or automations that run on a schedule or in response to project events. The AI cites its sources, and every action it proposes is staged for a person to review and approve before anything changes in Procore.

Things to Consider

  • Prerequisites:

    • Your account must have an active subscription to one of the Procore Digital Coworker packages.

    • A Company Admin must enable the project and assign you a role. See Enable Procore AI. Otherwise you will not see the AIWhite background so it shows in dark mode. This is the same icon as used for Assist, but it's crisper and white background. Other Assist one can be deleted after that tool is phased out. option in your Procore side panel.

  • Credit consumption: Credits are consumed by every AI question, agent task, and background process such as storing and syncing your data. Learn more about AI credits.

  • Validation: AI can make mistakes. Always check all AI work, results, and answers against your own records to ensure accuracy.

Steps

You can ask complex questions about your project's data and deploy agents to work on your behalf or you can ask Procore AI questions about how Procore works, such as, How do I manage user permissions for the Directory tool?

Quick path

The controls default to Executive (Auto). Executive is the mode, and 'Auto' means the AI automatically selects the best agent for your request. To use Procore AI with these default settings, follow these steps:

  1. ClickWhite background so it shows in dark mode. This is the same icon as used for Assist, but it's crisper and white background. Other Assist one can be deleted after that tool is phased out. AI on the right to open the Procore AI side panel.

  2. Type a question or request into the prompt composer. For example, type, Summarize all open RFIs related to electrical work and draft an email to the electrical subcontractor, for my review.

  3. Click thedatagrid send arrowsend arrow or press ENTER on your keyboard to submit the request.

  4. Review the AI's response. Clicklight bulb iconReasoning to view the step-by-step logic the AI used, or click the Citations to view the AI's source when it uses indexed project data or web search results.

Customization path

Customize the prompt controls by adding data sources or access to other applications such as your scheduling platform in order to achieve more complex or precise goals. Explore the many configuration options below, but for a more detailed tutorial on this topic, see Optimize Procore AI Results Using Prompt Controls.

  1. If the Procore AI side panel is not already open, clickWhite background so it shows in dark mode. This is the same icon as used for Assist, but it's crisper and white background. Other Assist one can be deleted after that tool is phased out. AI on the right.

  2. Choose your mode. Click the mode name above the prompt composer to choose one that aligns with your goal.
    Note: 'Ask' mode cannot support certain connections via the 'Actions' menu nor the use of agents to create or modify items in Procore. Select a higher mode for those features.

    AI Mode

    Description

    Credit cost

    Ask

    Optimized for speed.

    Lowest

    Execute (default)

    Plans and executes multi-step tasks and actions across data to assist with complex problems.

    Highest

    Note: Only 'Execute' mode allows you to select from the Actions menu.

  3. Select a specific agent: Click the mode name (e.g., Ask, Execute) to toggle offIcon Toggle OffAuto-Select Agent and select a different agent from the dropdown list.

    • Note: Some agents do not operate at full capacity in 'Ask' mode. When using Procore AI with a specific agent, it's best to choose Execute mode.

    • You can also create an agent or customize an existing agent.

  4. Choose your LLM: Click theGemini AI icon - first uploaded due it being Datagrid AI's default LLM so users have to click this to change to a new LLM.model icon at the top right of your message field to select your preferred Large Language Model (LLM) (e.g., Gemini, GPT, Claude). By default it's set to Gemini. Scroll to see all the options.

  5. Choose your actions, tools, or custom MCP: If you are in 'Execute' mode, click the Actions menu in the chat bar to toggle on specific capabilities (like Procore Enterprise, Web Search, Calculate, or a custom MCP server).

  6. Attach data sources: Click thePaperclippaperclip icon to attach local files from your computer or data from outside apps, like Box, Bridgit, or Acumatica. This gives Procore AI the ability to consider data from these sources when it provides an answer or output for you.

  7. Use prompts or memories: Click Prompts to open your Prompt Library, or click theOpens the AI Agent's saved memories (such as users name, email, and timezone)brain icon to view the Agent's saved memories (such as your name, email, and time zone).

  8. Type a question or request into the prompt composer. For example, type, Audit the attached submittal against the LEED requirements in our project manual and current EPA regulations via the web. If there's a conflict, summarize the discrepancies and draft a rejection letter for the subcontractor.

  9. Click thedatagrid send arrowup arrow or press ENTER on your keyboard to submit the request.

  10. Review the AI's response. Clicklight bulb iconReasoning to view the step-by-step logic the AI used, or click the Citations to view the AI's source when it uses indexed project data or web search results.

  11. To start a new conversation, click thearrow pointing leftsend arrow in the upper left and click + New Chat.

See Also