Use AI Search in Procore

AI search is a search experience in the Procore search bar. When you search in a project where Procore AI is enabled, Procore AI can write a short summary of what it found, list the sources behind the summary, and show thumbnails of relevant files, such as photos and PDFs. Below the summary, a ranked list of related Procore items and files appears, organized in tabs.

AI search is designed to take the top results from a single search and write a short summary. For more complex research, such as comparing a spec to a drawing and an RFI, open the Procore AI side panel and ask your question. Or, consider selecting an appropriate agent, such as the Deep Search agent.

Review the summary against its sources: AI-generated summaries can be incomplete or incorrect. Review the sources and open the files before you make project decisions.

Prerequisites & Availability

• A Company Admin must enable Procore AI on the project.

• You must have a Procore AI role assigned to you. Learn more about enabling projects and users with Procore AI.

• AI search covers project-level data only, and is only available on the web version of Procore.

• The AI toggle is on by default. Procore remembers your setting.

• Company Admins cannot turn off AI search for other users.

Permissions: AI search respects each user’s Procore permissions.

Credits: AI search uses Procore Credits.

Search your project and review the AI summary, sources, and results.

1. Go to a project where Procore AI is enabled.

2. At the top of the screen (not in the Procore AI side panel), click the search bar or the searchicon.
   Note: You can also press Ctrl+K (Windows) or Cmd+K (Mac).

3. Type your search, such as “fireproofing thickness,” and press Enter. Procore AI shows an AI summary and ranked list of results:

   • AI summary: Review the AI summary and the sources listed with it to learn more and verify accuracy. Click a thumbnail to view that item or file in Procore.

   • Ranked results: Scroll below the AI summary to see a ranked list of related Procore items. Click All to see everything, Datasets to see Procore items such as observations and specifications, Documents to see files such as PDFs, or Images to see photos.

4. Optional: To hide the AI summary but keep the ranked results below it, click the hideicon at the top right of the AI summary. The summary stays hidden for new searches until you refresh the page or click the hide icon to show it again.

5. Optional: To use the traditional search, click the AItoggle at the top of the search window to turn it off. Note: Filters, sorting options, and the Support Center tab are available only in the traditional search view.