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Adding your organization details Guide

Add your organization name, website, industry, size, and role so the assistant understands the business it works for.

Last updated July 16, 2026

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Your organization details tell the Praxivara assistant who it works for. When it knows your company name, website, industry, size, and your role, its answers, drafts, and suggestions arrive already shaped for your business instead of generic.

Why organization details matter

The assistant does its best work when it has context. Left blank, it treats every request in the abstract. Filled in, it can tailor tone, terminology, and priorities to your company automatically.

  • Organization name and website give the assistant a reference point for who you are, so drafts and research stay on-brand.
  • Industry helps it use the right vocabulary and understand what "typical" looks like in your field.
  • Company size signals the scale it should assume — a solo founder and a large team need different answers to the same question.
  • Your role tells it whose perspective to write from and what level of detail you likely need.
  • Location adds regional context to research, recommendations, and outreach.

Tip: You don't have to fill in every field. Add what's useful — even a name, industry, and role give the assistant meaningfully better context.

How to add your organization details

  1. Open Settings and go to the Profile tab.
  2. Find the organization section, which sits alongside your personal details.
  3. Enter your organization name and website.
  4. Select or enter your industry and company size.
  5. Add your role at the organization and, if you'd like, your location.
  6. Save your changes.

Your updates apply going forward, so the assistant uses the new context in future chats and tasks. All organization fields are optional — fill in as much or as little as you find helpful.

Organization details vs. workspaces and teams

It's worth knowing the difference between two things that sound similar.

Organization details are context, not membership

The organization fields on your Profile describe the company you work for so the assistant understands your world. They do not create a shared space or invite anyone.

Workspaces and teams are where collaboration happens

If you want to work alongside colleagues, share agents, or manage members, that lives in your workspace and team settings — separate from these profile fields. Editing your organization details never changes who has access to your account or what any teammate can see.

Keep it current

If your company rebrands, you change roles, or the business grows, return to the Profile tab and update the relevant fields. The assistant will pick up the change and adjust accordingly.

Note: While you're on the Profile tab, it's worth setting your time zone too. It helps the assistant schedule reminders correctly and interpret words like "today" and "tomorrow" the way you mean them.

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