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Ask Procore Assist a Question

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rebrand
'Copilot' is now called 'Assist' in all Procore web and mobile products. All functionality remains the same. 
Assist Availability

Procore Assist is generally available to customers in North America who license the required tool set. Additional beta features are being made available gradually and can be enabled on an opt-in basis.

For international customers who license the required tool set, two Assist beta experiences will gradually become available. The core beta experience offers access to Assist in Procore's Global Search. The second beta offers additional features. You can choose to opt into either or both beta experiences if your company licenses the required tool set.

Note: Assist only answers questions in English at this time, and uses United States English construction terminology. 

See Enable Assist to learn how to activate Assist or its beta features.

Objective

To use Procore Assist to find information about your project in Procore.

Background

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

It 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.

See What can I ask Assist? to learn which tools Assist can answer questions about, and what kinds of questions you can ask about each tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions to Assist on the project. 
      Note: 'Read Only' and 'Admin' permissions are not available for Assist at this time.
    • You can only see results about items that you have permission to view. For example, if you do not have the necessary user permissions to view an RFI, you won't receive information about that RFI from Assist.
  • Additional Information:
    • Assist can only provide information about items in Procore to which you have access based on your individual user permissions.
    • Assist is available through the Project level search experience. It is not available at the Company level at this time.
    • Assist must be enabled on the project in order to use it. See Enable Assist.
    • For the best results, keep your questions simple. Ask one question at a time.
    • Assist provides 'single-turn' question and answer functionality at this time. This means it will not take a previous question into consideration when asking a follow up question. Each question is treated as a unique encounter.
 Important
  • Assist can only read content from the following file types: .pdf
  • Assist does NOT read markups on drawings.

Steps

  1. Navigate to your project in Procore. 
  2. Click the Search bar in the Procore header, or use the keyboard shortcut CTRL+K (for PC) or CMD+K (for Mac).
    copilot-search-bar.png
  3. Type a question, then press ENTER on your keyboard.
  4. Assist takes a few seconds to generate an answer.
    Note: Since all AI-generated responses can contain inaccuracies, it's important to verify the answer you receive using the source links provided.
  5. Select the thumbs-up or thumbs-down icon to provide feedback about the answer you receive. 
    Note: Feedback is important to help Procore build the best Assist experience possible. Your feedback is reviewed by our development team and taken into account when improving Assist.