AI Configuration

Each organization's AI assistant can be configured to match their industry, vocabulary, and operational preferences. Configuration is managed by administrators and applies to all users within the organization.

AI Profile Settings

The AI profile determines how the assistant behaves for your organization. Administrators can configure the following:

Company Context

Set your organization's name and industry vertical. The AI uses this to frame its responses appropriately. An oil and gas company receives answers with field operations context. A data center operator gets responses tuned to infrastructure and uptime management.

Active Modules

Select which EMS modules the AI should be aware of. The AI scopes its answers and tool access to only the modules your organization uses. If your organization does not use the HR module, the AI will not attempt to query HR data.

Terminology Overrides

Map your internal vocabulary so the AI speaks your language. Common overrides include:

• "Location" mapped to "Site" or "Facility"
• "Amendment" mapped to "Change Order" or "Variation"
• "Contractor" mapped to "Vendor" or "Subcontractor"
• "Task" mapped to "Work Order" or "Activity"

Add as many overrides as needed. The AI applies these consistently across all conversations for your organization.

Custom Instructions

Add free-form behavioral rules that the AI should follow. Examples:

• "Always include project codes when referencing projects."
• "When discussing budgets, show both CAD and USD values."
• "Prioritize safety compliance information in all project summaries."
• "Use formal language when drafting client-facing communications."

Custom instructions are appended to the AI's operating context and respected in every conversation.

Who Can Configure the AI

AI configuration is restricted to users with an administrator role within the organization. Changes to the AI profile take effect immediately for all users.

Best Practices

• Start with industry and terminology — these two settings have the most immediate impact on answer quality
• Add custom instructions gradually — begin with a few key rules and expand as you see how the AI responds
• Review periodically — as your organization's needs evolve, update the AI profile to reflect new projects, terminology, or workflows
• Keep instructions concise — clear, specific instructions produce better results than long, general guidance