🚀 Getting Started (3 Easy Steps)
1. Login
Click "Login with Autodesk" in the top right. You'll use your regular Autodesk account.
2. Choose Your Data Source
In the left sidebar, pick ACC for construction project data (RFIs, submittals, drawings, etc.) or EganHub (beta) for procurement and purchase data (POs, vendors, jobs). You can switch between them anytime—each keeps its own chat.
3. For ACC: Pick a Project (or Global Search)
See your projects below the data source? Click one to focus on that job. Or flip the Global Search toggle to compare across all projects.
4. Ask Away!
Type your question in natural language. Try:
"How many open RFIs?"
"Show me overdue submittals"
"Total PO value by vendor"
💡 Pro Tip: Suggested questions appear above the chat—click any one to try it instantly!
📂 Data Sources: ACC & EganHub
The app has two data sources in the left sidebar:
- ACC — Autodesk Construction Cloud. Project-centric: RFIs, submittals, drawings, issues, work packages, Material Matrix, AI Review. Requires selecting a project (or using Global Search).
- EganHub (beta) — Egan Data Hub / PurchasePoint. Procurement and purchase data: purchase orders, vendors, jobs, invoices, tools. No project required; just switch to the EganHub tab and ask.
Chat history is kept separate per source. Switching between ACC and EganHub does not clear either conversation.
📊 EganHub (Beta)
EganHub lets you query procurement and purchase data from Egan Data Hub using natural language. It's a beta feature—we're still refining it.
How to Use
- In the left sidebar, click EganHub (beta).
- No project selection is needed. Just type your question in the chat.
- The AI uses tools to explore tables, run queries, and return summaries (e.g. tables, charts, key insights).
What You Can Ask
"Total purchase order value by vendor"
"Open or in-progress POs"
"Top vendors by PO count"
"POs created this month"
"What tables are available?"
"Describe the purchase_order table"
Features
- Reasoning (folded by default): Each response has a "Reasoning" section you can expand to see the steps and tool calls the AI used.
- SQL Queries Used (folded by default): At the end of the answer, a "SQL Queries Used" section lists every SQL query that was run—handy for auditing or reuse.
- Suggested queries: EganHub has its own set of suggested questions (e.g. POs this month, open POs, top vendors) above the input.
💡 Beta note: If something doesn’t work as expected or you have ideas, we’d love to hear from you.
🎯 Two Ways to Work
📁 Single Project
Focus on one job at a time - perfect for daily project management.
- Deep dive into specific RFIs, submittals, drawings
- Download work packages
- Check linear feet
- View and download files
🌍 Global Search
See all projects at once - great for portfolio oversight.
- Compare projects side-by-side
- Find your busiest (or slowest) jobs
- Spot trends across your portfolio
- Identify best practices
Switch anytime using the toggle at the top of the page.
💬 Common Questions to Ask
📋 RFIs
"Show me open RFIs"
"RFI 143"
"What RFIs are overdue?"
"RFIs with cost impact"
📄 Submittals
"Pending submittals"
"Submittal 45"
"Submittal close rate"
"What needs review?"
📐 Drawings & Sheets
"Latest contract drawings"
"Sheet 101"
"Sheets published this month"
📂 Files & Models
"Show me BIM files"
"List Revit models"
"Navisworks files"
⚠️ Issues
"Open issues"
"What needs attention?"
📈 Project Health
"Project summary"
"Project health score"
"Average RFI response time"
"Common RFI patterns"
🌍 Global Search Mode: Comparing Multiple Projects
Use Global Search Mode to run queries across multiple ACC projects at once. Results can be compared by project.
How to Use
- Turn on the Global Search toggle at the top of the page (next to the page title).
- The left sidebar and main content bar show your projects with checkboxes. Use Select all or Clear to include or exclude projects, or check/uncheck individual projects.
- Use the search box (in the left sidebar or main bar) to filter projects by name.
- Your selection is saved for the session. Queries you send in the main chat will run across the currently selected projects only.
- Suggested queries above the chat update to global-specific questions when the toggle is on.
Note: Switching between Global Search and Single Project mode clears the ACC chat and starts a fresh conversation (EganHub chat is not affected).
Example Questions
"Compare RFIs across all projects"
"Which project has the most RFIs?"
"Projects with open issues"
"Most active projects"
"Submittal close rates by project"
"Top performing projects"
📦 Work Packages & Linear Feet
When you select a project, check the right sidebar for work packages.
How to Use:
- Select a project (single project mode)
- Look at the right sidebar for work packages
- Search: Type in the search box - it matches work package names and codes (prefix matching prioritized)
- Select Individual: Check the box next to any work package to select it
- Select All: Use the "Select All" checkbox at the top to quickly select all visible work packages
- Calculate Aggregated LF: Click "📏 Calculate LF" to see combined totals for all selected work packages:
- Total LF of Pipe
- Total LF Installed
- Percentage Completion
- Total Number of Spools
- Individual Query: Click "📏 Query Linear Feet" on a single work package for detailed view
- Download: Click "📥 Download" to get everything - all files, RFIs, submittals in one ZIP
💡 Pro Tips:
- Prefix Matching: Type "DIW-A6" to quickly find all work packages starting with that code
- Batch Calculation: Select multiple work packages and click "Calculate LF" to see aggregated totals in one window
- Selection Count: The selection counter shows how many work packages you've selected
- Clear Previous: When using "Select All" again, you'll be prompted to clear previous selections if needed
- Progress Tracking: During batch calculations, you'll see "X/Y sent, Z/Y completed" to track progress
Aggregated Linear Feet Calculation
When you select multiple work packages and click "📏 Calculate LF", you'll see:
- Aggregated Totals: Combined metrics across all selected work packages
- Individual Breakdown: A detailed table showing each work package's contribution
- Completion Status: Visual indicators for work packages with missing data
The calculation automatically handles rate limiting and waits for all data to be ready before showing results.
📊 Material Matrix
Extract and organize material specifications from project spec documents into a structured Excel spreadsheet. The system uses AI to identify systems, components, and materials and fills matrix tabs by spec section.
How to Use:
- Select a project (single project mode only; Features are not available in Global Search mode)
- Click the "Features" button in the top right (highlighted when a project is selected)
- Choose "2. Material Matrix" from the dropdown in the right sidebar
- Search for spec files: Use the search box to filter specification documents by name (partial match)
- Select spec files: Check the boxes next to the files to include. You can select up to 100 files (max 100 per run). Use Select All to select all visible (filtered) specs, up to the limit
- Generate Matrix: Click "📊 Generate Matrix". The button shows "⏳ Generating..." while processing
- Processing steps: The system will:
- Download and parse the selected spec files
- Extract material information using AI (by system, component type, and size)
- Organize data into tabs (e.g., by piping system or material category)
- Generate an Excel file with multiple tabs
- Download: When complete, use the download button to save the Excel file
Supported File Formats
- PDF: Full text extraction and parsing
- TXT: Plain text
- DOC/DOCX: Word document text extraction
💡 Pro Tips:
- Search: Type part of a filename to narrow the list
- Max 100 files: Each run supports up to 100 spec files; the UI shows "X selected (max 100)"
- Processing time: Large or many files can take several minutes
- Excel tabs: Output is organized by system/category; the AI follows a structured derivation method (system spec, components, submittals)
🤖 AI Review
Ask questions about project files and get AI-powered answers—or get an automatic summary first, then ask follow-ups. Supports documents (PDF, Word, text) and images/video (multimodal analysis).
How to Use:
- Select a project (single project mode only)
- Click the "Features" button in the top right, then choose "3. AI Review" from the right sidebar dropdown
- Load files: The file list loads from the project. Use the search box to filter by filename or path (partial match)
- Select files: Check the boxes next to the files you want to review. Use Select All if needed. The total file count is shown
- Choose one of two flows:
- With a question: Type your question in the chat box at the bottom and click Send. The system downloads and processes the selected files, then answers your question directly (no summary first).
- Without a question: Click Send with the chat box empty. The system processes the files and generates an automatic summary. You can then ask follow-up questions in the same chat about those files.
- Processing: You’ll see status steps (e.g. "Processing N file(s)...", "Analyzing files and generating answer..." or "Generating summary..."). Large or many files may take a minute or more
Supported File Formats
- Documents (text extraction + AI): PDF, TXT, DOCX
- Images (multimodal): PNG, JPEG, WebP, GIF, HEIC
- Video (multimodal): MP4, MPEG, MOV, WebM
Example Questions
"Summarize the key learnings"
"What are the main risks?"
"List the key requirements"
"What are the critical deadlines?"
"Summarize the safety requirements"
"What are the material specifications?"
💡 Pro Tips:
- Question optional: Send without a question to get a summary first, then ask follow-ups about the same set of files
- Search: Filter the file list by filename or folder path to find items quickly
- Large files: Documents are chunked automatically; images and video are analyzed with multimodal AI
- Rich responses: Answers are formatted with headers, lists, and emphasis
📜 Chat History
Access all your past conversations and AI responses with the Chat History feature.
How to Access:
- Click the History button (clock icon) in the top right corner of the page
- The chat history modal will open, showing all your past conversations
Features
- Left Sidebar Navigation: Browse conversations by project name and timestamp
- Search: Use the search bar at the top to find conversations by:
- Project name
- Message content
- Any text within conversations
- Conversation View: Each conversation shows:
- Your original question
- The AI's response
- Any follow-up messages
- System context messages (automatically grouped)
- Pagination: Loads 200 messages at a time - click "Load More" in the sidebar to see older conversations
- Project Filtering: Conversations are organized by project, with "Global Mode" shown for queries across all projects
- Scroll Tracking: The sidebar automatically highlights the conversation you're currently viewing
Using the Sidebar:
- Click any conversation in the left sidebar to jump directly to it
- Active conversation is highlighted in blue
- Preview text shows the first part of your question for quick identification
- Timestamp shows when the conversation occurred
💡 Pro Tips:
- Search is powerful: Search for specific terms, project names, or even partial phrases to find relevant conversations
- No size limit: All your chat history is stored - use "Load More" to access older conversations
- System messages: System-generated messages (like "[SYSTEM: Analyze...]") are automatically grouped with the related conversation
- Stay at top: When opening history, it starts at the top showing your most recent conversations
- Read-only: Chat history is for reference - you can view and search, but not edit past conversations
💡 Quick Tips
- Be specific: "RFI 143" works better than "show me an RFI"
- Talk naturally: Ask like you're talking to your project coordinator
- Use numbers: You can look up specific RFIs, submittals, or sheets by number
- Follow up: The AI remembers your conversation, so you can ask follow-up questions
- Click suggestions: Those hints above the chat? Click them instead of typing!
- Click ACC Build links: Results include direct links to view items in ACC Build
🔧 Quick Fixes
Login Issues?
If you see errors or get logged out, just refresh your browser and log in again.
Can't Find a File?
Make sure you're using the exact folder name. Try asking "show me the folder structure" first.
Slow Loading?
First time loading a large project? Give it a moment. It'll be faster next time!
⌨️ Keyboard Shortcuts
- Enter: Send your message
- Shift + Enter: New line (if you need multiple lines)
- Esc: Close pop-ups
👷 Examples by Role
Project Managers
"Project health score"
"What's overdue?"
"Project summary"
"Monthly activity"
Superintendents
"Open RFIs"
"Open issues"
"Latest drawings"
"What needs attention?"
Executives
"Compare all projects"
"Top performing projects"
"Portfolio health"
"Which projects need help?"