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Enable Copilot

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Copilot Availability

Procore Copilot 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 Copilot beta experiences will gradually become available. The core beta experience offers access to Copilot 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: Copilot only answers questions in English at this time, and uses United States English construction terminology. 

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

 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.

 

Objective

Learn how to activate the Copilot open beta for your company and enable Copilot on projects.

Background

Copilot 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. Copilot is currently in beta, so you must sign a beta agreement and enable Copilot on your desired projects to gain access.

Things to Consider

  • The open beta for Copilot is available to customers in the United States using Procore in English.
  • Important! If you are using Procore in the United States in English, but do not see the option to opt in to the beta, it is likely due to one of the following reasons:
    • The gradual release has not yet reached your company's account.
    • Your company does not license the tool package required to be eligible to participate in the beta at this time.
  • You must sign the beta agreement to be able to enable Copilot on projects.
  • If you would like to disable the option to join the beta for your company, please contact your Procore point of contact.
  • Please allow approximately 24 hours from the time of activation for Copilot to index your project data before use.

Steps

1. Sign the Beta Agreement For Your Company (Required for Beta Experience Only):

  1. Navigate to the Company level Admin tool.
  2. Under the Tool Settings menu, click Copilot.
  3. Mark the checkbox and click Accept to sign the Beta Agreement.

2. Enable Copilot on a Project:

Note: Copilot must be enabled project-by-project. Bulk activation of the feature is not available at this time.

  1. Navigate to the project where you want to enable Copilot.
  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 Copilot 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 Copilot.
      3. Click Update.
  3. Please allow approximately 24 hours for Copilot to index your project data before use.
 Tip
Want to make Copilot automatically available on all new projects moving forward? Enable Copilot on your project template(s).

3. Give Project Users Permission to Use Copilot

  1. Assign 'Standard' level permissions to Copilot by updating users' project permission templates. See Edit a Project Permissions Template for detailed instructions.
 Notes
  • Copilot 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.
  • Copilot 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 Copilot 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 Copilot 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.
  • Copilot respects individual user permissions when answering questions about project data. Users with permissions to Copilot can only receive answers about project data to which they have access.