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What can I ask Copilot?

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Open Beta

The open beta for Procore Copilot is gradually being released over the next few weeks. It will be available to customers in the United States using Procore in English who license the required toolset.

To learn if the beta is available to your company, visit your Company Admin tool and look for the option to sign the beta agreement. Then, follow the steps in Enable Copilot to start participating.

 Caution
Like all AI tools, Copilot'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

Copilot is Procore's AI assistant tool. It can help you quickly find information from your project's Submittals, Specifications, and RFIs tools, and answer questions about how to use Procore.

Answer

Copilot leverages the latest generative AI technology, and as such its capabilities are always growing and changing.

Right now, Copilot can answer questions about your project's RFIs, Submittals, Specifications. It can also explain how to do something in Procore, like respond to a submittal, based on information from Procore's Support Site.

You can ask Copilot 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?

Copilot can't answer these types of questions yet:

  • Quantities/Aggregation of information
    Examples:
    • Can you show me a list of RFIs with something in common (like subject matter, status, or assignee)?
    • How many open RFIs are there?
  • 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?

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

Copilot 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, Copilot 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.

Copilot can answer questions based on the following information:

Tool Type of Information Copilot can search to answer your question
RFIs
  • Number
  • Subject
  • Question
  • Answers
  • Text from attached documents (excludes images or multimedia files)
Submittals
  • 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)
Specifications
  • Number
  • Title
  • Text within specifications 
  • Custom fields: Plain Text, Rich Text, and Number field types.
  • Text from attached documents (excludes images or multimedia files)