Procore Conversations: New Conversations Tool for Messaging within Procore (Beta)

Overview

See the sections below to learn about Conversations:

• Conversations Tool Setup
  • Enable the Conversations Beta
  • Configure Access and Settings
• Permission Considerations
• Conversations on Procore's Web Application
  • Create and Manage Groups
  • Send Messages
  • View Messages
  • Manage Conversations
• Conversations on Procore's Mobile Applications
  • Manage Push Notifications
  • Send Messages
  • View Messages
• FAQ

Conversations Tool Setup

Permission Considerations

Access to the Conversations tool is configured by a Company Admin of the Procore account. See Configure Access and Settings for the Conversations Tool. It can be enabled for all users in a project or just for internal employees. See How do I add someone as an employee of my company?

Project users can have conversations with any other users in the project's Directory and on items that they have access to. See How do permissions work for the Conversations tool?

The following considerations exist:

• Direct Messages:
  • If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged and message others.
  • If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged and message others.
  • Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
    Note: If you are a Company Admin and need a copy of all Conversations data in the account, a JSON text file can be provided. Please contact Procore Support and include the dates that you want data exported from.
• Group Conversations:
  • By default, only Admins can create and manage groups. However, you can choose to grant the 'Create and Manage Groups' privilege to internal employees or all users. See See Configure Access and Settings for the Conversations Tool.
  • Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
  • Messages within a group conversation can only be seen by members of that group. 
• Item Conversations:
  • Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool and appropriate access if an item is marked as Private).
• All conversations:
  • Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
  • Users can only edit and delete their own messages (within 5 minutes of sending and if the feature is enabled).
  • Users can only hide a conversation from their own view.

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Conversations on Procore's Web Application

When you click the Conversations icon in the Procore header, you will see your own view of the Conversations tool, where you can view and respond to direct messages, group messages and item conversations for all of your projects within a Procore account. If you belong to projects for different companies in Procore, you will only see project conversations for the company that you are currently logged into Procore for.

Note:

• If no conversations exist yet for a project, you will not see the project name in the Conversations tool. (In the image above, 'Conversation Building' is the only project that the user is part of conversations for).
• Similarly, you will only see items that conversations have been started for in the Items section and groups that you have been added to in the Groups section.

While viewing an item in a supported tool, you can click the Conversations icon on the right side of the page to start or view a conversation (the image below shows Conversations in the RFI tool). To learn which tools you can currently use Conversations with, see Which project tools support Conversations?

Conversations on Procore's Mobile Applications

See Conversations (iOS) and Conversations (Android).

While most functionality is the same on Procore's web and mobile applications, there are a few differences to note:

• Instead of a Company level tool showing conversations for all of your projects, you will open the Conversations tool in the project that you are currently working in.
• As long as push notifications are enabled for the Conversations tool on your mobile device, you will get push notifications for any new messages that you receive, regardless of whether the Procore app is currently open.
• Groups can only be created and managed on Procore's web application.