Get Started with Procore AI

Datagrid AI assists with information retrieval and automating tasks across tech stacks. Learn how to use Datagrid AI within the Procore side panel to retrieve project details, understand how Procore works, and run agents that assist you as you work.

• Prerequisites:

  • Your account must have an active subscription to one of the Procore Digital Coworker packages.

  • A Company Admin has enabled the project and assigned you a role. See Enable Procore AI.

    • If either or both of these have not happened, you will not see the AIoption in your Procore side panel.

• Credit consumption: Credits are consumed by every AI question, agent task, and background process such as storing and syncing your data. Learn more about AI credits.

• Validation: AI can make mistakes. Always check all AI work, results, and answers against your own records to ensure accuracy.

You can ask complex questions about your project's data and deploy agents to work on your behalf or you can ask Procore AI questions about how Procore works, such as, How do I manage user permissions for the Directory tool?

Quick path

The controls default to Executive (Auto). Executive is the mode, and 'Auto' means the AI automatically selects the best agent for your request. To use Procore AI with these default settings, follow these steps:

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

2. Type a question or request into the prompt composer. For example, type, Summarize all open RFIs related to electrical work and draft an email to the electrical subcontractor, for my review.

3. Click thesend arrow or press ENTER on your keyboard to submit the request.

4. Review the AI's response. ClickReasoning to view the step-by-step logic the AI used, or click the Citations to view the AI's source when it uses indexed project data or web search results.

Customization path

Customize the prompt controls by adding data sources or access to other applications such as your scheduling platform in order to achieve more complex or precise goals. Explore the many configuration options below, but for a more detailed tutorial on this topic, see Optimize Procore AI Results Using Prompt Controls.

1. If the Procore AI side panel is not already open, clickAI on the right.

2. Choose your mode. Click the mode name above the prompt composer to choose one that aligns with your goal.
   Note: 'Ask' mode cannot support certain connections via the 'Actions' menu nor the use of agents to create or modify items in Procore. Select a higher mode for those features.
   

   AI Mode	Description	Credit cost
   Ask	Optimized for speed.	Lowest
   Execute (default)	Plans and executes multi-step tasks and actions across data to assist with complex problems.	Highest

   Note: Only 'Execute' mode allows you to select from the Actions menu.

3. Select a specific agent: Click the mode name (e.g., Ask, Execute) to toggle offAuto-Select Agent and select a different agent from the dropdown list.

   • Note: Some agents do not operate at full capacity in 'Ask' mode. When using Procore AI with a specific agent, it's best to choose Execute mode.

   • You can also create an agent or customize an existing agent.

4. Choose your LLM: Click themodel icon at the top right of your message field to select your preferred Large Language Model (LLM) (e.g., Gemini, GPT, Claude). By default it's set to Gemini. Scroll to see all the options.

5. Choose your actions, tools, or custom MCP: If you are in 'Execute' mode, click the Actions menu in the chat bar to toggle on specific capabilities (like Procore Enterprise, Web Search, Calculate, or a custom MCP server).

   • Procore provides the Procore Enterprise action and enables it by default, but you can add others such as Slack. Learn more about how to optimize AI responses using these controls.

6. Attach data sources: Click thepaperclip icon to attach local files from your computer or data from outside apps, like Box, Bridgit, or Acumatica. This gives Procore AI the ability to consider data from these sources when it provides an answer or output for you.

7. Use prompts or memories: Click Prompts to open your Prompt Library, or click thebrain icon to view the Agent's saved memories (such as your name, email, and time zone).

8. Type a question or request into the prompt composer. For example, type, Audit the attached submittal against the LEED requirements in our project manual and current EPA regulations via the web. If there's a conflict, summarize the discrepancies and draft a rejection letter for the subcontractor.

9. Click theup arrow or press ENTER on your keyboard to submit the request.

10. Review the AI's response. ClickReasoning to view the step-by-step logic the AI used, or click the Citations to view the AI's source when it uses indexed project data or web search results.

11. To start a new conversation, click thesend arrow in the upper left and click + New Chat.