Help Center
Connect Claude or ChatGPT and find help with your site, maps, plans, and reports.
Get started
Getting Started
Your first project, from connecting your AI to creating maps, plans, and reports.
Work with the agent
Chat & Workflows
How to run a guided workflow, ask better questions, verify sources, and correct facts.
- How do guided workflows work?
- How does the Screening & Risk Analysis workflow work?
- How does the Site Cost Estimate workflow work?
- Can I ask the agent how to use PrecisionDocs?
- How should I ask questions to get the best answers?
- How do I check sources and citations, and what if they conflict?
- What should I do when the agent cannot find information?
- How do I correct a parcel's zoning when the assessor data is wrong?
- Are there conversation limits or long-thread behaviors I should know about?
Tools & Data
Practical SOPs for parcel, ordinance, government data, utilities, records, document, image, and web workflows.
- What data sources does the agent use?
- What tools can the agent use, and how should I ask for them?
- What is the SOP for parcel and zoning lookup?
- What is the SOP for ordinance lookup?
- How should I use flood, wetlands, and soil tools before exporting?
- How do I use the project map modes?
- How do I export GIS data for CAD, QGIS, or Google Earth?
- How can the agent retrieve recorded plats and county records?
- How does the agent know about neighboring parcels and roads?
- What does the agent know about my parcel's structures?
- What is the best workflow for document search and image review?
- When should I use web search versus ordinance or document search?
Bootstrap & Ordinances
How ordinance discovery works, when chat unlocks, and how to fix a wrong-source ingest.
Documents & Reports
Adding documents through your assistant, upload limits and statuses, the report SOP, and every deliverable you can download.
- How do I upload documents correctly, and what are the current limits?
- What do upload statuses mean, and what should I do if one fails?
- What is the recommended SOP for generating a Due Diligence report?
- What's in the auto-generated Feasibility Assessment?
- How do I download reports, maps, and other deliverables?
Connect PrecisionDocs
API & Connectors
Connect your AI as part of starting your first project. The guided setup takes you into Claude or ChatGPT.
- How do I connect Claude, ChatGPT, Claude Code or Codex?
- What is the exact setup for my app?
- How do I set up ChatGPT Custom GPT Actions?
- How should I handle PrecisionDocs API keys and connected apps safely?
- Can I do everything through the API that I can in the app?
- What is the normal API workflow?
- How do I connect a client that is not on the list?
Workspace and billing
Workspace & Collaboration
Inviting people to your workspace, what project members can do, what stays owner-only, and your profile and agent identity settings.
Credits & Billing
What a credit is, what spends credits, what is free, how to read workspace usage, and how to buy, refill, and pay.
- What is a credit and how does the wallet work?
- What actually uses credits?
- What does not use credits?
- Why does one request cost more credits than another?
- Why do I see credits reserved before the work finishes?
- Where do I see what credits were used on?
- What happens when the wallet runs low, and how do I keep working?
- How does auto-refill work?
- How are API and MCP connector requests charged?
- How do I buy more credits?
- How does pricing work?
- What does the free plan include, and what happens when I reach its limits?
- How do I manage payment methods, invoices, and billing history?
- What should I do if a payment fails?
- Why are my purchased credits or plan change not showing yet?
- We are on an older per-seat subscription - what is different?
Fix a problem
Troubleshooting
The fastest fixes for access, ordinance, report, and answer-quality problems.
Also useful
Start your first project: connect your AI, choose your site, then create maps, plans, and reports.
