Create an Agent in Procore

Datagrid AI agents are specialized personas or skill sets designed to handle specific project tasks with more precision.

While Datagrid AI automatically selects the best tools based on your request, manually selecting or building your own agent helps ensure the AI has the context and tools needed for your specific workflow. For example: Manually selecting the 'RFI Validator Agent' is similar to telling the AI not to be a generalist and to view the data through the lens of RFI validation.

• Prerequisites

  • To create an agent in Procore or Datagrid Standalone that then also shows up in the Datagrid AI side panel in Procore, your account must be part of an active Datagrid AI rollout cohort with Datagrid enabled in the Company Admin tool.

• Inheritance: Most agents start by inheriting settings from a master template (like Deep Search).

• Selection: Users can select more than one agent at a time to combine their capabilities for a task.

• Validation: As with any AI-assisted task, you must verify the accuracy of all source documentation and validate the correctness of AI outputs before use.

1. ClickAI on the right to open the Datagrid AI side panel.

2. Click the mode name (e.g., Ask, Extended, or Execute) above the prompt composer.

3. Click theAuto-Select Agent toggle to turn it off. This reveals a searchable list of available agents provided by Datagrid or created by other members of your project and the option to create one yourself.
   

   When should I let it auto-select my agent?

   If you leave auto-select on, Datagrid's Magpie engine looks at your available agents and proposes the best one for your request. This works for some use cases, but if you need AI designed for a specific task, such as budget auditing, then it's wise to select or create an agent through one of the sequences in this article.

4. Choose one of the agent creation options below.

Create with a Pre-Built Agent

Use pre-built agents designed for specific tasks and contexts, eliminating the need to create one yourself.

1. Click + Create Agent.

2. Browse the categories in the 'Find Your Perfect AI Agent' window (e.g., Construction, Data Analysis, or Jobsite Management).

3. Click on an agent, such as the RFI Validator Agent or Submittal-Builder Agent to see example prompts that people use with that agent and decide if you want to create an agent using this template.

4. Click to select the connector(s) you want added to the agent. Whatever you connect gives the agent access to that data when making recommendations or providing information to you.

   • Recommendation: Add Procore as a connector so the agent's responses reflect the data in Procore.

5. Click Create.
   The agent is added to your list and automatically selected for your current chat session. The agent's configuration panel also opens, where you can customize it further.

6. To begin testing your new agent's output, type a question or request into the prompt composer and click thesend arrow or press ENTER on your keyboard.

   • Learn more about using Datagrid AI, including how to review responses.

Create a Custom Agent

If the available templates don't match your needs, you can create your own with your own prompt.

1. Click + Create Agent.

2. In the 'Find Your Perfect AI Agent' window, click the Custom Agent button.

3. Click the button that aligns with the goal you have for the agent and the text field will populate with a starter prompt that aligns with that goal. Edit or add to the prompt until you are satisfied.

   • Or, click Start with General Assistant to create a more generic agent that is pre-loaded with capabilities designed for Procore users, such as access to most Procore tool datasets and a few common AI tools such as: web search, semantic search, file finding, SQL query searching, and CSV file analysis and restructuring.

4. Click Generate.
   The agent is added to your list and automatically selected for your current chat session. The agent's configuration panel also opens, where you can customize it further.

5. To begin testing your new agent's output, type a question or request into the prompt composer and click thesend arrow or press ENTER on your keyboard.

   • Learn more about using Datagrid AI, including how to review responses.