AI Copilot — Your Inspection Assistant

The AI Copilot is a conversational assistant built into the Analyze module. It understands the full context of your job — photos, findings, property details, insurance information, and notes — and can answer questions, provide analysis, and help you draft documentation. Think of it as a knowledgeable colleague who has already reviewed every piece of data in the job.

AI Copilot is available on the SCOPE and CERTIFY plans.

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Where to find it

1. Open a job on the web dashboard
2. Click the Esti tab — it's on the right of the tab strip, past Notes and Audit Log
3. The chat opens with your full job context already loaded

On the web dashboard the Copilot is its own tab, named Esti, rather than a tab inside Analyze.

If you're on FIELD, the tab is visible but shows an upgrade prompt. No job data is sent to the Copilot without an active SCOPE or CERTIFY seat.

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What the Copilot knows

The AI Copilot has access to everything associated with the current job:

• Photos and media — all images uploaded to the job
• AI findings — every damage finding generated by AI detection or walkthrough extraction
• Manual findings — any findings you added yourself
• Property details — address, property type, year built, construction type, square footage
• Insurance information — carrier, policy type, date of loss, and any policy context you provided
• Notes and annotations — all notes attached to the job or to individual photos
• Narrative report — if one has been generated

This context means you can ask specific, detailed questions without re-explaining the job.

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Example questions

Here are practical questions you can ask the Copilot:

• "What damage types were found on this job?"
• "Is the damage on the north elevation consistent with wind?"
• "Summarize the inspection so far in three paragraphs."
• "How many high-severity findings do I have?"
• "What areas of the property have not been photographed yet?"
• "Draft a scope of work summary for the carrier."
• "Compare the damage patterns on the front and rear elevations."

The Copilot responds based on your actual job data — not generic information.

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Multi-turn conversations

The Copilot maintains conversation history within a session. You can ask a follow-up question that builds on a previous answer:

You: What damage was found on the roof?

Copilot: Three findings on the roof: two high-severity hail impacts on the main roof field and one moderate wind-lifted shingle on the south slope...

You: Is that consistent with the reported date of loss weather event?

Copilot: Based on the date of loss and the damage patterns observed...

This makes it practical to work through an analysis step by step without repeating context.

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Use cases

• Quick analysis questions — get instant answers about your findings without scrolling through cards
• Report drafting assistance — ask the Copilot to draft specific sections of your report using the job data
• Consistency checks — ask whether the observed damage patterns align with the reported cause of loss
• Pre-submission review — before submitting to a carrier, ask the Copilot to identify any gaps in your documentation

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Plan availability

AI Copilot needs a SCOPE or CERTIFY seat. On FIELD the tab is visible but you can't send messages; moving the seat to SCOPE unlocks it immediately.

Remember that the plan attaches to each Estimator seat, not to the organization — so a colleague can have the Copilot while you don't, on the same account.

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Last updated: April 2026 · Questions? Use the Resources panel in the app or email support@aiestimatics.com