What can I ask Copilot?

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.

Video

Learn how to use Copilot within the Project Search experience.

Answer

Copilot is Procore's AI assistant tool. Copilot can respond to questions asked in a conversational style, like the kind of question you might ask a coworker. It can find answers to your questions based on information from the following tools, as well as certain types of files attached to those items:

  • RFIs

  • Submittals

  • Drawings

  • Specifications

  • Documents (.pdf files only)

It can also answer questions about how to do something in Procore, 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?

New

Copilot's new ability to answer questions about quantities and aggregate information is gradually becoming available. This feature drafts custom reports based on your natural language question and summarizes the report data in response to your question. You can choose to save the custom report Copilot generates so you can come back to it later, or not.

Important! The ability to answer these types of questions about the Documents tool is not yet supported.

Quantities/Aggregation of informationExamples:

  • Can you show me a list of RFIs with something in common (like subject matter, status, or assignee)?

  • How many open RFIs are there?

Copilot 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?

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:

 Important

  • Copilot does NOT read markups on drawings.

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

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)

Drawings

  • Drawings Number

  • Drawing Title

  • Drawing Discipline

  • Drawing Set

  • Drawing Area

  • Text on drawings

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

Note: Copilot can NOT read markups.

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)

Documents

  • Document Name

  • Path

  • Description

  • Tags

  • Text within .pdf documents

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

See Also

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