Draft an RFI with Procore AI (Beta)

Objective

To draft an RFI using Procore AI. 

Background

Draft an RFI with Procore AI is designed to help you write better RFIs and surface relevant information from project documents, potentially answering your questions before you submit them

Things to Consider

• Required User Permissions:
  • 'Standard' level permissions or higher on the project's RFIs tool.

Prerequisites:

• You must Enable Assist and the Assist sidepanel first. 
• Trust but verify: Review the created content for accuracy and follow these guidelines when using Procore AI. 

Steps

1. Navigate to the project's RFIs tool.
2. Click Create.
3. Click Draft with RFI Agent.
   This will open the agent.
   
4. Enter the question(s) you have and any information about potential cost or program impacts. 
   
5. Click the sendbutton.
6. The RFI agent will process the information you provided and suggest a subject, question, cost impact, and program impact where applicable. 
7. Click Apply to RFI if you are satisfied with the agent's suggestions and begin completing the rest of your RFI. 
   OR
   Click Find Related Items to check for existing information that might address your question.
   • This action sends a prompt to Procore's AI to search for any relevant information that could help answer the question.
   • Review the generated report for any valuable insights. 
   • This process helps you quickly determine if your question has already been answered.

Next Steps

Click one (1) of these buttons:

• Create as Draft (Admin level users). If you want to create a 'Draft' version of the RFI, click this button. This saves the RFI as a 'Draft'. The Ball In Court responsibility remains with the RFI Manager and emails are sent according to the project's settings. See When does the RFIs tool send email notifications?
• Create as Open (Admin level users). If you want to create a new RFI as 'Open', click this button. The users designated as the RFI's Assignees have the first Ball In Court responsibility. The system shifts the Ball In Court responsibility to the users designated as the RFI's Assignees and emails are sent according to the project's settings. See When does the RFIs tool send email notifications?
• Send for Review (Standard level users). Click this button to save your new RFI in the 'Draft' status and send it to the person you designated in the RFI Manager field. This shifts the Ball in Court responsibility to the RFI Manager.