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Enable Assist

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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 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.

Objective

Learn how to activate Assist or Assist beta features for your company, and enable Assist on projects.

Background

Assist is Procore's AI assistant tool. It can respond to questions asked in a conversational style, like the kind of question you might ask a coworker. Some Assist features are currently in beta, so you must sign a beta agreement to gain access.

Things to Consider

  • Assist is generally available to companies in North America, and is available as a beta internationally.
  • Important! You must assign users permissions to Assist for it to be available to them. See Manage Permission Templates.
  • Required User Permissions:
    • To enable Assist at the Project level, 'Admin' permissions on the Project level Admin tool.
    • To enable Assist at the Company level, 'Admin' permissions on the Company level Admin tool.
    • To use Assist on a project, 'Standard' level permissions on Assist.

Steps

1. Enable Assist for Your Company

  1. Navigate to the Company level Admin tool.
  2. Under the Tool Settings menu, click Assist.
  3. Toggle the switch to enable Assist for your company.
  4. Optional: Toggle the switch to enable Assist beta features for your company. 
    Note: When enabling beta features, or enabling Assist as a beta in countries outside of North America where it is not yet generally available, you may be prompted to sign a beta agreement if one has not already been signed for your organization.

2. Enable Assist on Projects

You can enable Assist on projects in one of two ways. 

  • From the Project level Admin tool on an individual project.
  • From the Company level Admin tool on one or more projects.

Note: Bulk activation across all projects is not available at this time.

From the Project Admin Tool On a Single Project

  1. Navigate to the project where you want to enable Assist.
  2. Select the Admin tool from the tools menu.
    1. If your company is enrolled in the Consolidated Tool Settings Beta:
      1. Click Tool Settings.
      2. Toggle the switch next to Assist in the list to the 'On' position.
    2. If your company is NOT enrolled in the Consolidated Tool Settings Beta:
      1. Click Active Tools.
      2. Mark the checkbox next to Assist.
      3. Click Update.

From the Company Admin Tool On Multiple Projects

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', select Assist.
  3. Toggle the switch to enable Assist for your company.
  4. Optional: Toggle the switch to enable Assist beta features for your company. 
    Note: When enabling beta features, you may be prompted to sign a beta agreement if one has not already been signed for your organization.
  5. Mark the checkboxes next to each project in the list for which you would like to enable Assist.
 Tip
Want to make Assist automatically available on all new projects moving forward? Enable Assist on your project template(s).

3. Give Project Users Permission to Use Assist

  1. Assign 'Standard' level permissions to Assist by updating users' project permission templates. See Edit a Project Permissions Template for detailed instructions.
 Notes
  • Assist must be activated on at least one (1) project in your company for it to appear as an option on any Global Project Permissions Template.
  • Assist must be activated on the related project for it to appear as an option on a Project-Specific Permissions Template.
  • All project users with 'Admin' level permissions to the Project Directory tool will have permissions to Assist enabled by default when it's activated on that project.
  • Assign 'Standard' level permissions to users who are not project administrators to allow them to interact with the feature.
  • 'Read Only' permissions are not available for Assist at this time.
  • While and 'Admin' level permissions can be selected, you should NOT assign that level of permission at this time. 'Admin' level permissions might include further capabilities in the future, but at this time do not offer any capabilities beyond those available to users with 'Standard' level permissions.
  • Assist respects individual user permissions when answering questions about project data. Users with permissions to Assist can only receive answers about project data to which they have access.