Every account starts with one AI Profile. That single profile covers most companies — if you just want to add more detail, NAICS codes, or documents to your existing profile, there’s no limit on that and it’s free.Creating a second, fully separate AI Profile — with its own name, its own recommendations feed, and its own set of documents — is different: it’s a paid add-on, meant for a second business entity, division, or subsidiary you pursue opportunities under separately. Each AI Profile has its own company details, targeting criteria, source preferences, documents, and recommendations feed.Everything you configure in the tabs below applies to the selected profile only.
Switch profiles
Click any profile card at the top of the page, or use the profile switcher pill in the sidebar, to make it active.
Add a profile
Click New AI Profile (owner/admin only) to create a profile for a second company, division, or subsidiary.
A profile switcher pill sits at the top of the left sidebar at all times for multi-profile accounts, showing your active profile’s name. Click it to open a dropdown listing every profile you have, with a Create new AI Profile option at the bottom.
Switching your active profile reloads the app so every screen — Search, Recommendations, Journey Hub, Proposals, Documents, Memories, and Sammy chat — re-scopes to the newly active profile. Don’t switch mid-task if you have unsaved work open elsewhere.
You can also jump directly to a profile with a keyboard shortcut: Ctrl+1 through Ctrl+9 on Mac, Alt+1 through Alt+9 on Windows/Linux (ignored while you’re typing in a text field).
The moment your organization has more than one AI Profile, profile isolation turns on for the whole org: every profile-scoped surface (Search preferences, Recommendations, Documents, Memories, saved criteria) is kept fully separate per profile, and teammates see a note that settings on this page apply “to that profile only.” Single-profile accounts don’t see this multi-profile chrome at all — it only appears once you actually add a second profile.
Each profile card shows a meter — AI Profiles used of allowed — with a Request more button once you’re at the limit. What happens next depends on your account:
Smaller accounts see an exact price and can purchase instantly with the card on file — the additional profile is live within seconds.
Everyone else gets a one-click Send request instead — no price to negotiate, just a note to the SamSearch team, who follow up to get you set up.
If you don’t have a card on file, you’re prompted to add one or send a request instead.
There’s no dollar figure published here on purpose — pricing depends on your plan and is quoted live to your account. Book a demo if you want to talk through it ahead of time.
Each profile displays a match-readiness percentage, based on six weighted fields: Business Description, NAICS codes, PSC codes, Certifications, Keywords, and Deal Makers/Breakers. A completion prompt — e.g., “Finish 2 more fields to make [Profile] fully match-ready” — tells you exactly what to add. Click Finish setup to jump straight to that field.
The primary place to describe your business for AI-powered matching, and the tab that most directly controls what Recommendations and AI Qualification show you. For the full mechanics of how these fields turn into a score, see How Recommendations Work.
Enter your Company Website URL and click Generate Profile — the AI analyzes your site and drafts your Business Description, Operating Regions, NAICS and PSC codes, keywords, and suggested certifications for you to review, edit, and approve one field at a time (or approve everything at once).
The signal gate: your profile needs at least one of — Positive Keywords, NAICS codes, PSC codes, or a Business Description of 40+ characters — before recommendations will generate at all. Miss all four and generation is silently skipped while the run still reports success, with no error shown anywhere. This is the single most common reason someone sees “no recommendations” with an otherwise-plausible-looking profile.
Business Description — A comprehensive description of your capabilities and expertise. This is the field with the broadest impact: it’s read directly by the AI, and (per the signal gate above) a description of 40+ characters alone is enough to unlock recommendation generation even with nothing else filled in.Operating Regions — States, regions, or areas where your business can perform work (e.g., DMV area, Nationwide, Remote). If you leave this blank, location is left out of the AI’s evaluation entirely — an empty field is neutral, not risky, but it also means opportunities outside your area won’t be marked down.Certifications — Business certifications, credentials, and set-asides such as 8(a), Woman-Owned, SDVOSB, HUBZone, ISO. With none listed, set-aside eligibility is treated as unknown, not disqualifying — an empty Certifications field doesn’t screen you out of set-aside opportunities, it just means the AI can’t confirm you qualify.NAICS Codes and PSC Codes — codes marked Primary are your primary NAICS codes from SBA’s small business directory. How much these codes matter depends on the source. On Federal, Forecast, and Recompete, codes are published by the issuer, so a real mismatch counts against you. On SLED, Canada, and DIBBS, SamSearch infers the code itself, so a mismatch there is simply ignored rather than penalized — it can only help you, never hurt you.
Fine-tune which opportunities the AI surfaces by adding explicit inclusion and exclusion rules that feed the qualification step directly (not just scoring).Deal Makers — Criteria that make an opportunity especially attractive. Examples: “SDVOSB set-aside”, “IDIQ vehicle”, “remote work allowed”.Deal Breakers — Criteria that would disqualify an opportunity outright. Examples: “TS/SCI clearance required”, “on-site only”, “international travel”.Each criterion is tagged Work, Access, or Award by category, and can be edited in place.
If your profile has a UEI, a Federal Track Record card appears after Deal Breakers, summarizing your past federal awards from USAspending — number of awards, total value, most recent year, top agencies, and set-asides — with a View company page link.
In addition to Deal Makers/Breakers, add Positive Keywords (one of the strongest matching signals, applied the same way on every source) and Negative Keywords (which lower the score of any opportunity that contains them).
Both are literal substring matches, not semantic ones. “HVAC mechanical contracting” as a keyword will not match an opportunity titled “HVAC PREVENTIVE MAINTENANCE” — the words have to actually appear. This is the #1 profile-tuning mistake: keep keywords short and think about how the term would literally show up in a solicitation.
Click Save Profile to save your changes.
If you have a company website, enter the URL and click Generate — it’s the fastest way to get a complete profile, and you can still edit every field afterward.
Core company details used in proposals and solicitation responses.
A free-text tag field here — type a certification and press Enter to add it. This is a different widget from the Certifications selector on the AI Profile Setup tab (that one picks from a fixed list of ~35 recognized certifications), but both edit the same underlying data, so anything you add on either tab shows up on the other.Click Save Profile Information to save your changes.
UEI and CAGE Code are required for federal contracting but optional for using SamSearch. Add them when you have them. On this tab they’re plain text fields — the directory lookup that fills them in automatically only runs during onboarding.
This tab holds your opportunity sources, Recommendation volume, and every notification and email-alert control — there are no notification settings on the Settings page. For the full notification reference, see Notifications & Email Alerts.
AI recommendations — whether this source feeds your personalized Recommendations feed and digest emails.
Hide / Show — whether the source appears anywhere in the app at all.
Source
Description
Federal Opportunities
SAM.gov contracts and solicitations
State & Local (SLED)
State, Local, and Education opportunities
Grants
Federal and state grant opportunities
Forecast
Upcoming procurement forecasts
Recompete
Expiring contracts available for recompete
Subcontracting
Subcontracting opportunities
DIBBS
Defense Logistics Agency opportunities
SBIR/STTRs
Small Business Innovation Research and Technology Transfer
Canada
Canadian federal, provincial, municipal, and education opportunities
Drag the handle on the left of each row to reorder sources — the order controls their tab position on the Search page too.
Drag to reorder. Hidden sources are removed across the app and stop generating recommendations. Hiding isn’t just a display filter — it turns off recommendation generation for that source too. At least one source must always stay active.
Grants, SBIR/STTRs, and Canada are opt-in for recommendations by default (every other source recommends by default). GSA eBuy is a separate, integration-gated source and isn’t shown as a toggle here at all.
A separate card on this same tab controls how every kind of update reaches you: the in-app bell, email, or a connected Teams/Slack channel.Quick-start presets set everything in one click:
Everything by email (or by Teams/Slack, if connected) — every notification routed to your preferred channel.
Only what’s for me — mentions and assignments only; mutes reactions, replies, and digests.
Just the essentials — assignments and daily digests by email, nothing else.
In-app only — just the SamSearch bell, nothing emailed or messaged.
If your account has more than one AI Profile, a separate section lets you mute recommendation alerts per profile — useful if you only care about being notified for one of them. (Saved-search alerts are managed per saved search, not here.)Below the presets, a fine-tune matrix lets you toggle each notification type on or off per channel (in-app, email, Teams, Slack) individually. A few notifications — email verification, password reset, team invites, and billing & account — are always on and can’t be turned off, since they keep your account working.
Email alerts work in tandem with your Saved Searches. Turn recommendations/notifications on here, then set up a saved search to get new matching opportunities delivered to your inbox. Learn more →
Upload company documents the AI uses to generate proposals and give Sammy more context about your business.
Documents do not affect your recommendations or search results. They’re used for proposal generation and to give Sammy better context when you chat.
Accepted formats: .pdf .doc .docx .xls .xlsx .pptx .csv .txt — up to 50MB per file. Upload one file, multiple files, or an entire local folder at once.If you have a cloud storage provider connected (Google Drive or OneDrive — see Integrations), an Import from option appears alongside Upload, letting you pull files in the same way without leaving SamSearch. Folder import only scans the top level (subfolders are skipped) and caps at the first 50 items.
Each document shows where it is in processing: Queued → Indexing → Learning → Indexed, or No Text / Failed if something went wrong. A failed or empty document can be retried without re-uploading it.
If you offer different services (e.g., construction and IT), upload separate capability statements into separate folders. When generating a proposal, you select only the documents most relevant to that specific opportunity.
Memories are what Sammy has learned about your business and about you individually, over time. They help Sammy give more personalized, relevant responses, and the feedback-based ones also shape your Recommendation scores.
Three categories, each collapsed by default:
Company Learnings — what Sammy has picked up from your profile and uploaded documents. Shared across your whole organization for this profile. Any admin can remove one.
Learned From Your Feedback — patterns inferred from thumbs up/down on Recommendations. These raise or lower a score and shape what gets surfaced next time — they can never disqualify an opportunity on their own, only your explicit Deal Breakers do that. Shared across the org; any admin can remove a pattern that got it wrong.
Your Memories — personal facts and preferences Sammy has learned from your own conversations. Private — only you can see or remove your own memories.
To add or correct something, just tell Sammy directly in chat — for example: “Update my primary NAICS to 541511,” or “We now have a CMMC Level 1 certification.” Chat with Sammy →
Q: What’s the difference between “adding more to my profile” and “a second AI Profile”?
A: Adding detail — more codes, keywords, documents, certifications — to your existing profile is free and unlimited. Creating a genuinely separate, second AI Profile with its own recommendations feed is the paid add-on, meant for a different business entity or division. Most accounts only ever need the first kind.Q: My recommendations feed is empty — why?
A: Check the signal gate first: your profile needs at least one positive keyword, NAICS code, PSC code, or a 40+ character Business Description. Without at least one of those, generation is silently skipped. If you have those, check whether the sources you care about are hidden or opted out of recommendations on the Sources & Alerts tab.Q: Why isn’t my keyword matching opportunities I know exist?
A: Keywords are literal substring matches, not semantic ones. Check the exact wording — “cybersecurity consulting” won’t match “cyber security services” unless the words actually appear that way.Q: What if I don’t have a UEI or CAGE Code yet?
A: You can create and use your profile without them. Add them later — they’re required for federal contracting but not for using SamSearch.Q: How does my profile affect search results?
A: Your certifications and capabilities help the AI surface more relevant opportunities. Your source order in Sources & Alerts also controls the tab order on the Search page.
