Below are notable changes to Procore Assist, previously called 'Procore Copilot'.
Procore Assist provides answers to quantitative questions and creates editable, savable reports. Assist can now access data from all Procore tools in the Financials, Resource Management, Project Execution, and Directory datasets. Assist users with Standard or higher permissions in Procore’s 360 Reporting tool can access data from tools where they have the required permissions. Learn how Assist can build you a report or more about what data Assist can access.
Procore’s beta AI service ‘Copilot’ is now called ‘Assist’ across all Procore web and mobile products. Functionality remains the same, so you can continue to interact with Procore AI via the global search bar and side panel. This rebrand highlights the unique way Assist can help you find project information, use Procore tools, and draft reports efficiently within the application. Over the next week, Procore is replacing ‘Copilot’ with ‘Assist’ in the support documentation to match the product. Learn more about Procore Assist.
Copilot can now find information from more tools in Procore. The new tools it can help answer questions about are: Correspondence, Emails, Daily Log, Instructions, Meetings, Tasks, and Transmittals.
For now, Copilot can't use its Reports skill to create reports about these tools. It can find information for you from them that doesn't require data aggregation. The ability to create reports based on more tools is coming soon. See What can I ask Copilot? and What is a Copilot Skill? to learn more.
Copilot in Procore's Global Search is now generally available to customers in North America who license the required tool set. To learn how to enable Copilot for your company, see Enable Copilot.