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Procore

Conversations (Beta)

 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 a convenient way for project stakeholders, across office and field teams, to communicate within Procore. Project Admins can create groups to share important information with key individuals in the project, while all team members can start conversations on specific items in a project, and privately message others with direct messages as needed. 

  • View and send messages to individuals and groups
  • Follow item conversations and chat directly in Procore on select items*

*Currently, the following tools support the use of Conversations: Budget, Change Events, Commitments, Observations, Punch List (Note: Conversations for Punch List items are not yet supported on the Procore iOS app.), RFIs, and Submittals.

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 Tip

To browse and search all Procore training videos, visit our video library.

Web

Company Level Conversation Settings
 
Conversations Overview
 

Mobile

Conversations Overview (Mobile)
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Conversations: Company Level Conversations Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Conversations: Overview

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Conversations: Overview - Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Conversations

The following table highlights which user permissions are required to perform the described user action.
Note: The Conversations tool does not have its own set of permissions to assign, and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.

Task None Read Only Standard Admin
Create a Group in the Conversations Tool   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Edit or Delete a Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Follow or Unfollow a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Go to an Item in Procore from the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Hide a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Manage a Group in the Conversations Tool   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Manage In-App Notifications for the Conversations Tool    icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Mention a User in a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Direct Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Group Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Message Related to an Item in Procore   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View a Conversation Related to an Item in Procore   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View Messages in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2


1  The permission required for creating and managing a group depends on the 'Group Conversations Permissions' setting in the Company level Admin tool of the Procore account. See Configure Access and Settings for the Conversations Tool.

  • If 'Administrators' is selected, 'Admin' level permissions to the Project or Company level Directory tool.
  • If 'Internal Employees' is selected, users who are marked as internal employees. See How do I add someone as an employee of my company?
  • If 'Everyone' is selected, any user in the Company Directory.

2  This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:

  • Direct Messages:
    • If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
    • If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
    • Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
      Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.
  • Group Conversations:
    • Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
    • Messages within a group conversation can only be seen by members of that group. 
  • Item Conversations:
    • Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool, and appropriate access if an item is marked as Private).
  • All conversations:
    • Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
    • Users can only edit and delete their own messages (within 5 minutes of sending, and if the feature is enabled).
    • Users can only hide a conversation from their own view.
 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?

Recent Changes

Below are the notable changes to the Conversations tool.

export conversations data (12/01/2023)

You can now export Conversations data to audit and archive information locally. Conversations Data Export includes direct messages as well as group and item conversations across all projects. See Export Conversations Data (Beta).

Reply in thread no longer available (11/03/2023)

To increase message visibility, the ability to reply to a message thread in the Conversations tool is no longer available. You will still be able to view and reply to threads that existed before this change. See Reply in a Message Thread for a Conversation (Beta).

Updated Admin settings (10/03/2023)

Admin settings for the Conversations tool have now been updated to streamline the setup process and to create more control over user access to item conversations. To learn more about the new settings, see Procore Conversations: Updated Admin Settings and Configure Settings for the Conversations Tool.

You can now attach files from the project's Drawings, Documents, and Forms tool, and link to other items in the project. See Send a Message in the Conversations Tool and What items can be added to a message in the Conversations tool? 

translation now available for messages (07/12/2023)

If Procore detects that a message in the Conversations tool is in a language different from your web browser, you can now click View Translation to automatically translate the message to that language. See View Messages in the Conversations Tool and What languages can be automatically translated in the Conversations tool?

Number of Unread Messages Now Shown in Notification Badge  (06/08/2023)

The notification badge on the Conversations icon in the Procore header now shows the number of unread messages that you have. See How do notifications work for the Conversations tool in Procore?

Distribution Groups Now Supported for Groups and Direct Messages (06/05/2023)

Project distribution groups are now available to select in the Team Members menu when creating or managing groups and sending direct messages. This makes it quicker and easier to add larger groups of people to a conversation. To learn more about distribution groups, see Add a Distribution Group to the Project Directory.

in-App Notifications for the Conversations tool on Web (05/22/2023)

Procore has added new settings for in-app notifications in the Conversations tool on Web. See Manage In-App Notifications for the Conversations Tool and How do notifications work for the Conversations tool in Procore? Notification settings for the Conversations tool on Web can be managed in the My Profile settings in Procore.

New 'Upload Files from Computer' button for sending messages (03/31/2023)

You can now click the plus icon in the message box to access a new 'Upload Files from Computer' button. See How can I attach a file to my message in the Conversations tool? and Send a Message in the Conversations Tool.

Allow Additional Users to Create and Manage Groups (01/24/2023)

A setting has been added to allow additional users to create and manage groups for the Conversations tool. See Configure Settings for the Conversations Tool.

Admins Labeled in Group Lists (01/05/2023)

Admin users in the project now have '(Admin)' next to their name. See Manage a Group in the Conversations Tool. This is helpful to show who can manage the group.

Conversations Tool Now in Open Beta! (11/07/2022)

The Conversations tool is now available as an open beta. See How do I opt in to the beta for Procore Conversations? and Getting Started with Procore Conversations