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Enable Assist

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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.

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

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. Navigate to the Company level Admin tool.
  2. Under the Tool Settings menu, click Assist.
  3. Procore accounts outside of North America: Accept the beta terms in order to move to the other enablement steps.
    • Click the Beta Participant Agreement link to open and review the terms.
    • Place a checkmark to accept the terms. 
    • Click Accept. 
  4. All accounts: Complete all sections below to fully enable Assist. 

A. Company Access

Decide if you want to enable Assist in the global search bar only or in the side panel as well. Read about the differences below and follow the appropriate steps. To enable the side-panel version, you must first enable it in search. 

Assist in Search

  1. Use the links to review the guidelines and support documentation about Assist. 
  2. Click to toggle on icon-toggle-on.png Assist in project search.
    This version provides answers from Assist when using the global search bar at the top of the Procore application, but it does not support back-and-forth conversation. By turning it on, you have the option to also enable Assist in side panel, which does support back-and-forth conversation and other features. 

Assist in the Side Panel

  1. Use the link to review the Beta Participation Agreement again. 
  2. Click to toggle on icon-toggle-on.png Assist in Side Panel.
    This version allows users to have longer-form conversations in the side panel of most Procore tools. Each user's conversation history is stored in their instance of Assist. This side-panel version of assist is a prerequisite to enabling Procore's Agent Builder, which allows users to use and create customized AI Agents. 

B. Enable Assist on Projects

  1. Select which projects should have Assist enabled. Assist continuously learns from your project data to provide more helpful insights over time. 
    Note: You also need to update user permissions templates as detailed in the User Enablement section.
  2. Later, you can change your selections for one project at a time (in the Project level Admin tool) or on multiple projects (in the Company level Admin tool) as detailed below.

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). See Manage Project Permissions Templates. 

C. User Enablement

Update users' permissions to grant them access to 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.

See Also