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.
Assist is Procore's AI-driven assistant. Assist can quickly find project information, build a custom 360 report, or explain how to do something in the Procore application. This FAQ explains what data Assist can and cannot access at this time. Procore regularly enhances Assist and updates this article to reflect the latest capabilities.
Assist can answer your questions and create reports based on information and attachments from the tools in the chart below. It can also explain how to do something in Procore, based on information from Procore's support site.
Assist provides the best answers when it finds text-based information in Procore, either within a field in Procore or an attached document.
It can read text from the following file types: .pdf
Existing user permissions always apply when using Assist. For example, if a user does not have access to the RFIs tool at all (based on the settings in the permissions tool), and they ask Assist a question related to a specific RFI, then they would not get any answer based on RFIs.
Procore continually expands its capabilities, but Assist cannot currently do the following:
Access markups. Assist cannot access markups on items like drawings or photos. For example, if the paint color choice that was approved on a submittal is only 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. Some multimedia project information is not yet available to Assist.
Determine priority. For example, asking "Which outstanding submittals should I address first?" isn't effective because Assist cannot determine priority.
Assist can access data from the following tools in your Procore project. It may use its reports or answer skill, depending on your request.
Reports skill: Can access all fields available through Procore's 360 Reporting for the tools in the chart below. Learn how Assist can build you a report.
Answer skill: Can access the fields listed in the fourth column below.
Tool | Reports Skill | Answer Skill | Fields and information types accessible to Answer skill |
Action Plans |
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Agent Builder |
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Bidding 1.0 |
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Bidding 2.0 |
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Budgets |
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Change Events | Event: Number, Title, Description, Status, and Type Line Items: Change Event Title, Change Event Number, Description, Cost Code Name, Line Item Type Production Quantities: Change Event Title, Change Event Number, Description, Cost Code Name | ||
Commitments |
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Contract Compliance |
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Coordination Issues |
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Correspondence |
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Crews |
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Daily Log |
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Direct Costs |
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Directory 1.0 | Users: Name, Vendor Name, Job Title, Email, Zip, City, State Code, State Full Name, Business Phone, Mobile Phone, Business Register Identifier, Vendor Business Phone, Vendor Origin Code, Vendor Trade Name, Notes, Login Information Email, Company Name Companies: Name, Email, Address, City, Zip, State Full Name, Business Phone, Origin Code, Abbreviated Name, Notes, Business Register Identifier, Trade Name, State Code, Country Code | ||
Directory 2.0 | |||
Documents |
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Drawings |
Note: Assist can NOT read markups. | ||
Emails |
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Equipment 1.0 |
| Assist's answer skill can't access data directly from the Equipment tool, but it can access values from the 'Managed Equipment' field in the Daily Log tool. | |
Equipment 2.0 |
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ERP Integrations |
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Estimating |
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Forms |
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Incidents |
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Inspections |
| Assist's answer skill can't access data directly from the Inspections tool, but it can access values from the 'Inspection Log' field in the Daily Log tool. | |
Instructions |
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Invoicing |
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Locations 1.0 |
| Although Assist's answer skill doesn’t access data directly from the Procore Locations tool, if a location is included in the metadata of an item, like a photo or RFI, Assist can access it. See a tool's supported fields in this table to see if "location" is included (when available). | |
Locations 2.0 |
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Meetings |
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Models |
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Observations |
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Payments |
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Photos | Photos: Description, Prostore Files Name, Comments Body, Image Tags Tag Name, Trades Name, Location Name, Uploaded By, Thumbnail Url, Image Category Name Albums: Name | ||
Prime Contracts |
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Punch List |
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Workforce Planning |
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RFIs |
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Schedule 1.0 |
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Schedule 2.0 |
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Specifications |
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Submittals |
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T&M Tickets |
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Tasks |
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Timecard |
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Timesheets |
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Transmittals |
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