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AI employees

Create multiple named AI assistants in your organization, each with its own role and instructions, and choose which one to chat with.

Written by Sarah Chen

AI employees are named AI assistants that belong to your organization. Each one has its own role and instructions, so you can tailor a different AI to a different kind of work. Every organization starts with one AI named Exa, and admins can add more.

Managing AI employees

AI employees live in Settings > Organization > Members, in the AI employees card. The card lists every AI in your organization with its name and role. Anyone in the organization can see the list; only admins can change it.

To add one, click Add AI employee. To rename or re-role an existing AI, click its pencil icon. To remove one, click its trash icon.

When you remove an AI, past conversations with it stay intact, but no new chats can be started with it.

Name, role, and instructions

Each AI has three fields you set in the create or edit dialog:

Field

Purpose

Name

What the AI is called in chat and in the picker. Required.

Role

A short label such as estimator that describes its job.

Instructions

Free-text guidance on tone, scope, and how it should work.

The Role is capped at 80 characters and Instructions at 4,000 characters. Both feed into the AI's behavior, so use Instructions to set defaults like preferred units, level of detail, or which parts of a workflow it should focus on.

Choosing which AI to chat with

When your organization has more than one AI, a picker appears on the home omnibox and at the top of a new chat. Click it to open a dropdown of your AIs, each shown with its name and role, and select the one you want.

With only one AI, the picker shows a static label naming who you're chatting with. With none configured, it shows a prompt to add one.

Your choice is remembered per organization, so the AI you picked stays selected the next time you start a chat in that organization.

When to create separate AIs

Create separate AIs when you want distinct, consistent behavior for different tasks. For example, one AI tuned for estimating and takeoffs, and another for customer-facing support. A single general assistant is fine when one set of instructions covers your needs.

For how to work with an AI once you've picked one, see Using the AI assistant.

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