Create an Agent in Procore

Availability

  • Procore AI is available with the purchase of a Digital Coworker package.

  • Datagrid is available for purchase by all organizations. Procore AI customers receive a connected Datagrid account with their Digital Coworker purchase. Learn more.

Background

AI agents are specialized personas or skill sets designed to handle specific project tasks with more precision than chatting with the AI and letting it decide which agents or skills to employ.

Manually selecting or building your own agent also helps ensure the AI has the context and tools needed for your specific workflow. For example: Manually selecting the 'RFI Validator Agent' is similar to telling the AI not to be a generalist and to view the data through the lens of RFI validation.

Things to Consider

  • Prerequisites

    • To create an agent you need either Datagrid Enterprise or Procore AI's Digital Coworker Enterprise.

    • To create an agent in or for Procore AI: A Company Admin must enable the project and assign you a role.

  • Duplication for Procore AI customers: You can create an agent in Datagrid that then also shows up in the Procore AI side panel, and vis versa.

  • Inheritance: Most agents start by inheriting settings from a master template (like Deep Search).

  • Selection: Users can select more than one agent at a time to combine their capabilities for a task. To learn more about the controls can affect how your agent is used, see optimizing AI results using prompt controls.

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

Steps

  1. ClickWhite background so it shows in dark mode. This is the same icon as used for Assist, but it's crisper and white background. Other Assist one can be deleted after that tool is phased out. AI on the right to open the side panel.

  2. Click the mode name (e.g., Ask or Execute) above the prompt composer.

  3. Click theIcon Toggle OffAuto-Select Agent toggle to turn it off. This reveals a searchable list of available agents provided by Procore or created by other members of your project and the option to create one yourself.

    When should I let it auto-select my agent?

    If you leave auto-select on, the AI engine looks at your available agents and proposes the best one for your request. This works for some use cases, but if you need AI designed for a specific task, then it's wise to select or create an agent through one of the sequences in this article.

  4. Choose one of the agent creation options below.

Create with a Pre-Built Agent

Start from a pre-built agent if you'd like to build faster or take advantage of existing functionality.

  1. Click + Create Agent.

  2. Browse the categories in the 'Find Your Perfect AI Agent' window (e.g., Construction, Data Analysis, or Jobsite Management).

  3. Click on an agent, such as the RFI Validator Agent or Submittal-Builder Agent to see example prompts that people use with that agent and decide if you want to create an agent using this template.

  4. Click to select the connector(s) you want added to the agent. Whatever you connect gives the agent access to that data when making recommendations or providing information to you.

    • Recommendation: Add Procore as a connector so the agent's responses reflect the data in Procore.

  5. Click Create.
    The agent is added to your list and automatically selected for your current chat session. The agent's configuration panel also opens, where you can customize it further.

  6. To begin testing your new agent's output, type a question or request into the prompt composer and click thedatagrid send arrowsend arrow or press ENTER on your keyboard.

Create a Custom Agent

If the available templates don't match your needs, you can create your own with your own prompt.

  1. Click + Create Agent.

  2. In the 'Find Your Perfect AI Agent' window, click the Custom Agent button.

  3. Click the button that aligns with the goal you have for the agent and the text field will populate with a starter prompt that aligns with that goal. Edit or add to the prompt until you are satisfied.

    • Or, click Start with General Assistant to create a more generic agent that is pre-loaded with capabilities designed for Procore users, such as access to most Procore tool datasets and a few common AI tools such as: web search, semantic search, file finding, SQL query searching, and CSV file analysis and restructuring.

  4. Click Generate.
    The agent is added to your list and automatically selected for your current chat session. The agent's configuration panel also opens, where you can customize it further.

  5. To begin testing your new agent's output, type a question or request into the prompt composer and click thedatagrid send arrowsend arrow or press ENTER on your keyboard.

See Also

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