Add Exa to your AI agent
Exa focuses on data extraction and search, helping teams gather, analyze, and visualize information from websites, APIs, or internal databases
- Things your agent can do in Exa
- 19
Things your AI can do in Exa
Your FormWise AI can handle any of these in Exa — on its own, without you needing to click a button.
Generate an answer
PopularGenerates a direct, citation-backed answer to a clear natural language question or topic using Exa's search, adept at both specific answers and detailed summaries for open-ended queries. Response contains an `answer` field (summary) and a `citations` field (supporting URLs). Citations may include low-credibility sources; verify authoritative references for factual use.
Create Agent Run
PopularStart an asynchronous Exa Agent run for multi-step web research or enrichment. Save the returned ID and poll Get Agent Run until the run reaches a terminal status.
Create Import
PopularTool to create a new import to upload data into a Webset. Use when you need to initialize an import before uploading the data file.
Create a Monitor
PopularTool to create a new Monitor. Use when you need to schedule automated updates for a Webset without manual runs.
Create Research Task
PopularCreates an asynchronous research task that explores the web, gathers sources, synthesizes findings, and returns results with citations. The API responds immediately with a researchId for polling completion status. Use this when you need to generate: 1. Structured JSON matching an outputSchema you provide 2. A detailed markdown report when no schema is provided After creation, poll the research task status using the researchId to retrieve the final results when completed.
Create Webset
PopularTool to create a new Webset with search, import, and enrichment setup. Use when you need to configure and seed a Webset in one call.
Delete webset
PopularTool to delete a Webset. Use after confirming the Webset ID to permanently remove the Webset and all its items.
Get Agent Run
PopularRetrieve an Agent run to inspect its status, output, citations, usage, or cost.
Get API Key
PopularTool to retrieve details of a specific API key by its ID. Use when you need to fetch information about an API key in the team management context.
Get contents from URLs or document IDs
PopularRetrieve text / highlights / summary / subpages from URLs. The endpoint returns HTTP 200 even when individual URLs fail — always inspect `statuses[]` for CRAWL_NOT_FOUND, CRAWL_LIVECRAWL_TIMEOUT, SOURCE_NOT_AVAILABLE. Control freshness with `maxAgeHours` (0 = always livecrawl, -1 = cache only). Use `subpages` + `subpageTarget` to crawl linked pages within a site in one request.
Get Research Task
PopularTool to retrieve the status and results of a previously created research task. Use the unique researchId returned from POST /research/v1 to poll until the task is finished.
List events
PopularTool to list all events that have occurred in the system. Use when you need to paginate through the event history.
Show 7 more things it can do
List imports
PopularTool to list all imports for the Webset. Use when you need to paginate through and monitor import jobs.
List research tasks
PopularTool to retrieve a paginated list of your research tasks. Use when you need to view or monitor research jobs with cursor-based pagination.
Search
PopularWeb search via the Exa engine. Returns ranked results with optional per-result text/highlights/summary (set the nested `contents` object). For agent workflows prefer `contents.highlights=true` — 10× fewer tokens than full text. Pick `type` by latency tier: `instant`~250 ms · `fast`~450 ms · `auto`~1 s (default) · `deep-lite` ~4 s · `deep` 4–15 s · `deep-reasoning` 12–40 s. `includeDomains` and `excludeDomains` are mutually exclusive (max 1200 each). For `category=company` or `category=people`, date filters / `excludeDomains` are NOT supported and will 400.
Delete import
Tool to delete an existing import. Use when you need to permanently remove an import by its ID.
Get Event
Tool to get details of a specific event by its ID. Use when you have an event ID and need its full details.
List webhooks
Tool to list all webhooks for Websets. Use when you need to view existing webhooks and paginate through results.
Update import
Tool to update an import configuration by ID. Use when you need to modify an import's title or metadata.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Exa is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Exa, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Exa for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Exa work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Exa to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Exa in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Exa.
- 3
Hit "Connect"
Click "Connect Exa" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Exa
Build a quick AI Agent (it's like writing instructions, not code), and pick the Exa actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Exa for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Exa workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Exa users had before signing up
Do I need to know how to code?
Not even a little. If you can use Exa today, you can set this up. You'll connect Exa, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Exa login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Exa or delete everything any time.
What happens when Exa updates their app?
We handle it. When Exa adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Exa takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Exa — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Exa on FormWise
Exa focuses on data extraction and search, helping teams gather, analyze, and visualize information from websites, APIs, or internal databases
Connect Exa once and your FormWise AI gets 19 things it can do inside it. That means your AI can handle the Exa work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Exa? Take a look at exa.ai.
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Stop doing the Exa work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.