What can I ask 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.

Video

Learn how to use Copilot within the Project Search experience.

Answer

Copilot 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.

Copilot 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 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?

Copilot 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. Copilot always respects user permissions.

See What is a Copilot Skill? to learn more.

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 use its skills to 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	Answers Skill	Reports Skill	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.
Correspondence			Status Subject Number Prefix Activity Feed Responses Trade Location Description Communications Type Custom fields: Plain Text, Rich Text, and Number field types.
Emails			Subject Emails (To, From, BCC) Names (To, From, BCC) Attachment file names Response emails Body of email Body of responses
Photos			Individual Photos: Description File Name Comments Tags Trades Location Smart Search photo categories Photo Albums: Album Name
Instructions			Number Title Instruction From Attention Trade Status Description
Meetings			Meeting Name Location Minutes Overview Conclusion Topic Title Topic Description Topic Status Topic Minutes
Tasks			Title Number Description Assignee
Transmittals			Number Subject Notes
Daily Log			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