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Copilot is Procore's AI-driven assistant. Copilot can respond to questions asked in a conversational style, like the kind of question you might ask a coworker.
It 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.
See What can I ask Copilot? to learn which tools Copilot can answer questions about, and what kinds of questions you can ask about each tool.
Copilot can answer questions about your project's RFIs, Submittals, Drawings, Specifications, and Documents. It can also answer questions about how to do something in Procore based on information from Procore's support site.
To learn more about what kinds of questions Copilot can answer, and what information it can reference in your project to provide answers, see What can I ask Copilot?
Copilot is an Artificial Intelligence (AI) tool, and its foundation is a Large Language Model (LLM). It is capable of reading a question asked in natural language, like the kind of question you might ask a coworker. It references certain information to respond using natural language, but a lot happens in between asking your question and receiving Copilot's response. Here is how Copilot works behind the scenes:
As opposed to the search engine technology we're used to, Copilot responds much better to questions asked using full sentences, instead of just a few keywords. It needs your full thought written out to interpret the intent of what you're asking, just like a person might.
Ask questions using full sentences, and include as much context and detail as you can. Simple questions about a single piece of information yield the best results.
At this time, Copilot can answer one question at a time. It can't yet answer follow up questions. It does not understand your project's history, or your role on the project. Be sure to provide Copilot with any context that would be helpful if you were to ask an intern to find the same information.
Procore Copilot is gradually becoming generally available to customers in North America who licence the required tool set. These customers will need to enable Copilot, activate it on projects, and assign permissions to users through permissions templates to access the feature. Additional beta features are being made available gradually and can be enabled on an opt-in basis.
For international customers who licence 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 licences the required tool set. It's important to note that Copilot currently only answers questions in English at this time, and uses United States English construction terminology.
See Enable Copilot to learn more.
To learn if the beta is available to your company, visit your Company Admin tool and look for the option to sign the beta agreement. Then, follow the steps in Enable Copilot to start participating.
Procore Copilot currently utilises Microsoft’s Azure OpenAI Service. Microsoft Azure OpenAI is a listed Procore subprocessor.
No, customer data is not used to train, retrain, fine-tune, or improve Microsoft Azure OpenAI or any other Microsoft products or services, and is not provided to OpenAI. Additionally, the indexed data sent to the LLM is not persistently stored by Microsoft, only the prompts and responses are stored securely for up to 30 days by Microsoft to detect and mitigate abuse. You can learn more about how Microsoft uses prompts and data by reviewing Microsoft's Data Privacy and Security for Azure OpenAI page.
In addition to Azure OpenAI, Procore Copilot also utilises internal AI models that help it better understand user inputs and prioritise relevant search results, improving the overall user experience. These internal models may utilise data collected from customer inputs and outputs to help improve Copilot accuracy. Procore never shares or discloses a customer’s data with another customer, and that includes customer prompts to Procore Copilot and Procore Copilot’s responses. Due to the nature of machine learning and the technology powering Procore Copilot, output may not be unique, and Procore Copilot may generate the same or similar output for third parties.
We've designed Copilot to strictly adhere to existing data permissions set in Procore. Copilot’s responses (output) are based only on data that the user can access based on these set permissions. As an 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 a question related to a specific RFI, then they would not get any answer based on RFIs.
Procore Copilot provides powerful tools for enhancing productivity and problem-solving on your construction projects. However, it is critical to use this technology responsibly. These guidelines are designed to help you use Procore Copilot effectively.
Like all generative AI tools, content generated by Procore Copilot should not be treated as infallible and may produce errors, omissions, inaccuracies, or outputs that are incomplete. Accordingly, you should evaluate any outputs against your own reasonable policies and procedures before taking action. You are responsible for your use of Procore Copilot output, including determining whether the output is appropriate for a given use.
Your use of Procore Copilot is subject to your Subscription Agreement with Procore. Do not use Procore Copilot in any manner restricted by the Subscription Agreement. This includes using Procore Copilot to create or disseminate harmful, offensive, or illegal content. You are responsible for (i) the lawfulness of all inputs into Procore Copilot and (ii) all decisions, actions, or inactions arising from its use, including, without limitation, ensuring such decisions, actions, or inactions comply with applicable laws, regulations, and other legal requirements related to data protection, intellectual property, and the use of artificial intelligence or machine learning.
Procore may update these guidelines from time to time, by posting here (or any successor page), which will constitute notice. Any updates will not materially degrade the overall performance or security posture of Procore Copilot, except as required to comply with applicable legal or regulatory obligations. By continuing to use Procore Copilot after any update, you agree to adhere to the updated guidelines.