What can I ask Assist?

Important iconrebrand

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

Beta iconAssist 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.

Caution icon 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.

Video

Learn how to use Assist within the Project Search experience. In the following video, Assist is called 'Copilot', the tool's previous name.

Answer

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

Assist 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.

You can ask Assist 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?

Assist uses different skills to answer different questions:

Skills are gradually developing the ability to answer questions about more and more Procore tools and information. Detailed information about which tool is supported by each available skill can be found in the table at the bottom of this page.

  • Answers. Find information about project data, like details from RFIs, Submittals, Specifications, and more. This skill can also answer questions about how to use Procore based on information from Procore's support site.

  • Reports. Answer questions about data aggregation, and draft a report along with a summary of the report data in response to your question. You can choose to save the report so you can come back to it later, or not.
    Note: You must have permission to create reports to use this skill. Assist always respects user permissions.

See to learn more.

Assist can't answer these types of questions yet:

  • 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?

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

Assist 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, Assist 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.

Assist can use its skills to answer questions based on the following information:

Important icon Important
  • Assist does NOT read markups on drawings.

  • Assist can read text from the following file types: .pdf

  • The Reports Skill uses all fields reportable through Procore's 360 Reporting, which include more than those listed in the chart below for the Answer Skill. More about the Reports Skill.

Tool

Answers Skill

Reports Skill

Information types Assist searches when using the Answer Skill

RFIs

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  • Number

  • Subject

  • Question

  • Answers

  • Text from attached documents (excludes images or multimedia files)

Submittals

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  • 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)

Drawings

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  • Drawings Number

  • Drawing Title

  • Drawing Discipline

  • Drawing Set

  • Drawing Area

  • Text on drawings

  • Custom fields: Plain Text, Rich Text, and Number field types.

Note: Assist can NOT read markups.

Specifications

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  • Number

  • Title

  • Text within specifications

  • Custom fields: Plain Text, Rich Text, and Number field types.

  • Text from attached documents (excludes images or multimedia files)

Documents

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  • Document Name

  • Path

  • Description

  • Tags

  • Text within .pdf documents

  • Custom fields: Plain Text, Rich Text, and Number field types.

Correspondence

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  • Status

  • Subject

  • Number Prefix

  • Activity Feed Responses

  • Trade

  • Location

  • Description

  • Correspondence Type

  • Custom fields: Plain Text, Rich Text, and Number field types.

Emails

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  • Subject

  • Emails (To, From, BCC)

  • Names (To, From, BCC)

  • Attachment file names

  • Response emails

  • Body of email

  • Body of responses

Instructions

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  • Number

  • Title

  • Instruction From

  • Attention

  • Trade

  • Status

  • Description

Meetings

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  • Meeting Name

  • Location

  • Minutes

  • Overview

  • Conclusion

  • Topic

  • Title

  • Topic Description

  • Topic Status

  • Topic Minutes

Tasks

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  • Title

  • Number

  • Description

  • Assignee

Transmittals

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  • Number

  • Subject

  • Notes

Daily Log

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  • For Manpower, Notes, Equipment, Visitors, Phone Calls, Productivity, Dumpster, Scheduled Work, Delays, and Daily Construction Report log types:

    • Comments

    • Custom fields: Plain Text, Rich Text, and Number field types.

  • Inspections log type:

    • Inspection Type

    • Inspecting Entity

    • Inspector Name

    • Area

    • Comments

  • Deliveries log type:

    • Delivery From

    • Tracking Number

    • Contents

    • Comments

  • Safety Violations log type:

    • Subject

    • Safety Notice

    • Issued To

    • Comments

  • Accidents log type:

    • Party Involved

    • Company Involved

    • Comments

  • Quantities log type:

    • Units

    • Comments

  • Waste log type:

    • Material

    • Method of Disposal

    • Disposal Location

    • Comments

  • Plan Revisions log type:

    • Plan

    • Revision

    • Title

    • Category

    • Comments