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The AI Assistant helps you fill out and interact with records in Forerunner. Instead of manually entering data field by field, you can describe what you’re seeing, upload photos, or speak your observations—and the AI Assistant will suggest values for the appropriate fields. Available on individual records and in the records builder, the assistant understands your forms and can help you complete work faster.

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Where you’ll find the AI Assistant

The AI Assistant is available in two places:

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Using the AI Assistant on records

When you’re creating or editing a record, the AI Assistant can help you populate fields based on your input. Instead of filling out each field individually, you can provide context through conversation, photos, or voice—and the assistant suggests which fields to update.

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How it works

The AI Assistant on web lets you describe what you’re documenting and upload photos to help fill out record fields automatically.When viewing or editing a record, the AI Assistant can help you:
  • Fill in multiple field values based on your description
  • Analyze uploaded photos and suggest relevant field updates
  • Identify which required fields still need attention
  • Speed up repetitive data entry across similar records

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Filling out records with the AI Assistant

1

Open a record

Navigate to a property and open an existing record, or create a new record of any type.
2

Open the AI Assistant

Click the AI Assistant icon to open the assistant panel.
3

Describe what you're documenting

Type a description of what you observed or what information you want to enter. For example: “Single-story residential structure with no visible flood damage. Foundation appears intact. Estimated BFE is 12 feet.”
4

Review suggested field updates

The AI Assistant analyzes your input and suggests values for relevant fields in the record. Review each suggestion to ensure accuracy.
5

Accept or modify changes

Accept the suggested field values, or modify them before applying. You maintain full control over what gets saved to the record.

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Using photos to fill out fields

You can upload photos and let the AI Assistant analyze them to suggest field values:
1

Open the AI Assistant

While creating or editing a record, open the AI Assistant panel.
2

Upload a photo

Click to upload a photo from your computer. This could be a photo of the property, a document, signage, or any relevant image.
3

Add context (optional)

Provide additional context about what the photo shows or what information you want to extract.
4

Review suggestions

The AI Assistant analyzes the photo and suggests field values based on what it identifies. Review each suggestion carefully.
5

Apply changes

Accept the suggestions you want to apply to the record. Modify any values that need adjustment.
Photos work best when they’re clear and well-lit. Include reference points for scale when documenting structural conditions, and capture any relevant signage, placards, or documentation visible at the site.

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Live Mode

Live Mode is a real-time session with the AI Assistant: you talk and show your camera, and the AI Assistant responds by voice and updates the form as you speak. No typing required—built for inspections, code enforcement, and site visits on mobile. For the full guide, see AI Assistant and Live Mode in the Mobile section.

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Using the AI Assistant in the records builder

When configuring record types, the AI Assistant can help you design and optimize your forms. This is useful when setting up new record types or modifying existing ones. The AI Assistant in the records builder can help you:

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Accessing the AI Assistant in the records builder

1

Open the records builder

Navigate to the records builder for the record type you want to configure.
2

Open the AI Assistant

Click the AI Assistant icon to open the assistant panel.
3

Describe what you need

Explain what you’re trying to accomplish—for example, “I need to add a field that calculates the percentage of damage based on repair cost and property value.”
4

Review and apply suggestions

The AI Assistant suggests configuration changes. Review and apply the ones that meet your needs.
Access to the records builder requires administrator permissions. If you don’t see the records builder option, contact your administrator or Customer Success Manager.

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Best practices

Start with context — When using the AI Assistant, provide context about what you’re documenting. The more specific your input, the more accurate the field suggestions. Review all suggestions — The AI Assistant is designed to speed up data entry, not replace your judgment. Always review suggested field values before accepting them. Use the right input method — On mobile, record audio and transcribe for narrative observations. Photos work well for visual conditions. Text is best for precise values like measurements or addresses. Iterate as needed — You can continue the conversation with the AI Assistant to refine suggestions or add more information. Each interaction helps the assistant understand what you’re documenting.

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Privacy and data

The AI Assistant references specific Forerunner data to help you complete your work. The data available depends on where you’re using the assistant.

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On individual records

When you’re editing a record, the AI Assistant can access:
  • The current record’s field values and form structure
  • Files and photos you upload during the current conversation

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In the records builder

When you’re configuring a record type, the AI Assistant can access:
  • The current form structure (fields, groups, field types, options)
  • Account document types (for file upload fields)
  • Account user groups (for permission settings)
  • Dynamic default value paths (e.g., property address, user name, parcel owner)
Your inputs and the assistant’s suggestions are used to help you complete your work and are not shared outside your organization.