What can I ask Assist?

Assist Availability

Procore Assist is available to North American customers with the required toolset. They can enable additional beta features as they become available. International customers with the required toolset can enable one or both beta experiences: Assist in Global Search or additional beta features. Assist currently only answers questions in English with U.S. construction terminology. See Enable Assist to activate Assist or its beta features.

 Caution
Like all AI tools, Assist's answers might not be entirely accurate. You must evaluate any recommendations or suggestions against your own reasonable policies and procedures before taking action. We recommend human review of any AI-generated outputs.

Video

Learn how to use Assist within the Project Search experience. In the following video, Assist is called 'Copilot', the tool's previous name.

 
 

Answer

Assist is Procore's AI-driven assistant. It can respond to questions asked in a conversational style, like the kind of question you might ask a coworker.

Assist can find answers to your questions based on information from select tools, as well as certain types of files attached to those items. It can also answer questions about how to do something in Procore, based on information from Procore's support site.

You can ask Assist questions like:

  • What is the RFI response for ceiling height?
  • What are the installation instructions for external lighting?
  • How do I edit a submittal?
  • Is the submittal for paint color approved yet?

Assist uses different skills to answer different questions:

Skills are gradually developing the ability to answer questions about more and more Procore tools and information. Detailed information about which tool is supported by each available skill can be found in the table at the bottom of this page.

  • Answers. Find information about project data, like details from RFIs, Submittals, Specifications, and more. This skill can also answer questions about how to use Procore based on information from Procore's support site.
  • Reports. Answer questions about data aggregation, and draft a report along with a summary of the report data in response to your question. You can choose to save the report so you can come back to it later, or not.
    Note: You must have permission to create reports to use this skill. Assist always respects user permissions.

See What is an Assist Skill? to learn more.

Assist can't answer these types of questions yet:

  • Affect on other unsupported tool data 
    Examples: 
    • Can you tell me how this item's status could affect the schedule?
    • How does this item's schedule change impact the budget?
  • Priority 
    Examples: 
    • Can you tell me which RFIs are most important to address?
    • Which outstanding submittals should I address first?

Assist can't answer questions based on multimedia project information yet:

Assist provides the best answers when the relevant information in Procore is explicitly stated in text, either within a field in Procore, or within an attached document.

For example, if the paint color choice that was approved on a submittal is noted in a markup on an image, but not explicitly stated in the submittal response in written text, Assist won't be able to tell you which paint color was approved. It can't yet consider the text markup in the context of the image the same way we can as humans.

 Important
  • Assist can read text from this file type: .pdf
  • Assist does not read markups on drawings.

Assist can access data from the following tools:

Assist can access data from the following tools in your Procore project. It may use its reports or answer skill, depending on your request. 

  • Reports skill: Can access all fields available through Procore's 360 Reporting for the tools in the chart below. Learn how Assist can build you a report.
  • Answer skill: Can access the fields listed in the fourth column below. 
Tool Reports Skill Answer Skill Fields and information types accessible to Answer skill 
Action Plans icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Title
  • Description
  • Notes
  • Section Title
  • Formatted Position
  • Status
Bidding 1.0 icon-inspections-fail-mobile.svg icon-inspections-pass-mobile.svg
  • Title Of Package
  • Number
  • Primary Bidding Contact
  • Project Description
  • Bidding Instructions
  • Bid Submission Confirmation Message
Bidding 2.0 icon-inspections-fail-mobile.svg icon-inspections-fail-mobile.svg  
Budgets icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg  
Change Events icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg

Event: Number, Title, Description, Status, and Type

Line Items: Change Event Title, Change Event Number, Description, Cost Code Name, Line Item Type
Production Quantities: Change Event Title, Change Event Number, Description, Cost Code Name

Commitments icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Number
  • Title
  • Contract Company
  • Description
  • Inclusions
  • Exclusions
Contract Compliance icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg  
Coordination Issues icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Issue Number
  • Title
  • Status
  • Priority
  • Assignee Company
  • Assignee
  • Trade
  • Location
  • Issue Type
  • Due Date
  • Creation Source
  • Created From
  • Created By
Correspondence icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Status
  • Subject 
  • Number Prefix
  • Activity Feed Responses
  • Trade
  • Location
  • Description
  • Correspondence Type
  • Custom fields: Plain Text, Rich Text, and Number field types. 
Crews icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Name
  • Lead Person Name
  • People Names
Daily Log icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • For Manpower, Notes, Equipment, Visitors, Phone Calls, Productivity, Dumpster, Scheduled Work, Delays, and Daily Construction Report log types:
    • Comments
    • Custom fields: Plain Text, Rich Text, and Number field types. 
  • Inspections log type: Inspection Type, Inspecting Entity, Inspector Name, Area, Comments
  • Deliveries log type: Delivery From, Tracking Number, Contents, Comments
  • Safety Violations log type: Subject, Safety Notice, Issued To, Comments
  • Accidents log type: Party Involved, Company Involved, Comments
  • Quantities log type: Units, Comments
  • Waste log type: Material, Method of Disposal, Disposal Location, Comments
  • Plan Revisions log type: Plan, Revision, Title, Category, Comments
Direct Costs icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Direct Cost Type
  • Description
  • Status
  • Vendor
  • Uploaded By
  • Invoice Number
  • Project Names
  • File Name
Directory 1.0 icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg

Users: Name, Vendor Name, Job Title, Email, Zip, City, State Code, State Full Name, Business Phone, Mobile Phone, Business Register Identifier, Vendor Business Phone, Vendor Origin Code, Vendor Trade Name, Notes, Login Information Email, Company Name

Companies: Name, Email, Address, City, Zip, State Full Name, Business Phone, Origin Code, Abbreviated Name, Notes, Business Register Identifier, Trade Name, State Code, Country Code

Directory 2.0 icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg  
Documents icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Document Name
  • Path
  • Description
  • Tags
  • Text within .pdf documents
  • Custom fields: Plain Text, Rich Text, and Number field types. 
Drawings icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Drawings Number
  • Drawing Title
  • Drawing Discipline
  • Drawing Set
  • Drawing Area
  • Text on drawings
  • Custom fields: Plain Text, Rich Text, and Number field types.

Note: Assist can NOT read markups.

Emails icon-inspections-fail-mobile.svg icon-inspections-pass-mobile.svg
  • Subject
  • Emails (To, From, BCC)
  • Names (To, From, BCC)
  • Attachment file names
  • Response emails
  • Body of email
  • Body of responses
Equipment 1.0 icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg Assist's answer skill can't access data directly from the Equipment tool, but it can access values from the 'Managed Equipment' field in the Daily Log tool. 
Equipment 2.0 icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg  
ERP Integrations icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg  
Estimating icon-inspections-fail-mobile.svg icon-inspections-fail-mobile.svg  
Forms icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Name
  • Template
  • Description
  • Created By
Incidents icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Number
  • Title
Inspections icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg Assist's answer skill can't access data directly from the Inspections tool, but it can access values from the 'Inspection Log' field in the Daily Log tool. 
Instructions icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Number
  • Title
  • Instruction From
  • Attention
  • Trade
  • Status
  • Description
Invoicing icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Commitment Number
  • Invoice Number
  • Comment
  • Contract Vendor Name
  • Project Name
  • Project Number
  • Contract Id
  • Contract Type
  • Billing Period Id
  • Billing Period
  • Status
  • Contract Vendor Id
  • Erp Status
  • Payment Status
  • Manual Hold
  • Early Pay Status
  • Beneficiary Status
  • Disbursements Disbursement Identifier
  • Disbursements Disbursement Name
Locations 1.0 icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg

Although Assist's answer skill doesn’t access data directly from the Procore Locations tool, if a location is included in the metadata of an item, like a photo or RFI, Assist can access it. See a tool's supported fields in this table to see if "location" is included (when available).

Locations 2.0 icon-inspections-fail-mobile.svg icon-inspections-fail-mobile.svg  
Meetings icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Meeting Name
  • Location
  • Minutes
  • Overview
  • Conclusion
  • Topic
  • Title
  • Topic Description
  • Topic Status
  • Topic Minutes
Models icon-inspections-fail-mobile.svg icon-inspections-pass-mobile.svg
  • Title
Observations icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Number
  • Type Name
  • Name
  • Observations Assignee Company
  • Observations Assignee Name
  • Description
  • Location Name
Payments icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg  
Photos icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg

Photos: Description, Prostore Files Name, Comments Body, Image Tags Tag Name, Trades Name, Location Name, Uploaded By, Thumbnail Url, Image Category Name

Albums: Name

Prime Contracts icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Vendor Name
  • Title
  • Number
  • Description
  • Status
  • Inclusions
  • Exclusions
  • Bill To Address
  • Ship To Address
  • Ship Via
Punch List icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Position
  • Name
  • Reference
  • Description
  • Punch Item Type Name
  • Punch Item Assignment Companies
  • Punch Item Assignment Names
  • Location Name
Workforce Planning icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg  
RFIs icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Number
  • Subject
  • Question
  • Answers
  • Text from attached documents (excludes images or multimedia files)
Schedule 1.0 icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg

 

Schedule 2.0  icon-inspections-fail-mobile.svg icon-inspections-fail-mobile.svg  
Specifications icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Number
  • Title
  • Text within specifications 
  • Custom fields: Plain Text, Rich Text, and Number field types.
  • Text from attached documents (excludes images or multimedia files)
Submittals icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Number
  • Title
  • Package Title
  • Package Number
  • Spec Section Description
  • Description
  • Custom fields: Plain Text, Rich Text, and Number field types. 
  • Text from attached documents (excludes images or multimedia files)
T&M Tickets icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Number
  • Description
  • Reference Number
  • Status
  • Ordered By Name
  • Company Signee Party Name
  • Customer Signee Party Name
Tasks icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Title
  • Number
  • Description
  • Assignee
Timecard icon-inspections-pass-mobile.svg icon-inspections-fail-mobile.svg  
Timesheets icon-inspections-pass-mobile.svg icon-inspections-pass-mobile.svg
  • Description
  • User Name
  • Status
Transmittals icon-inspections-fail-mobile.svg icon-inspections-pass-mobile.svg
  • Number
  • Subject
  • Notes


See Also