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Procore

Enable Agent Builder

Background

Procore's Agent Builder helps users create AI Agents that automate routine tasks and gain predictive insights from project data. You can run the Agent directly from Assist, Procore's AI service. Agent Builder is currently in open beta and usage is free during this period. When it is generally available, some features may incur a cost. Learn who is eligible and how to enable Agent Builder via Procore Explore

Things to Consider

  • Prerequisites:
  • Required User Permissions:
    • To enable Agent Builder: 'Admin' permissions on the Company level Admin tool.

Steps

  1. Navigate to Procore Explore in the Company Admin tool. 
  2. Search for 'Agent Builder'
  3. Click Details to learn about the tool and enable it. 
  4. Click Join Beta.
  5. Select who should have Agent Builder:
    • Apply to company account. This enables Agent Builder for all projects and all users within your company's account.
    • Apply to specific projects. This enables Agent Builder for selected projects. Only users with access to these projects are able to use Agent Builder. 
    • Apply to specific users. This enables Agent Builder for selected users across all projects they have access to.
  6.  Click Save to enable Agent Builder for your selected scope.