Set up your company information to power AI recommendations, proposal generation, and opportunity matching
Your Company Profile is the foundation of SamSearch. The more complete it is, the better your AI recommendations, proposal drafts, and opportunity matches will be.
First time here? Follow the guided Onboarding to set up your profile. You can return anytime to update your information.
Business Description: Describe your core competencies, past government projects, and unique qualifications. The more detail you provide, the better AI can match opportunities and generate proposals.
NAICS Codes: Enter all relevant industry codes separated by commas. These drive your AI recommendations and opportunity matching.
If you provided a website in AI Profile Setup, your description and NAICS codes will be auto-generated. You can edit them here at any time.
Click Update profile at the bottom to save your changes.
Control how and when SamSearch sends you opportunity alerts and notifications.Configure your preferences for:
Opportunity alert frequency — Daily, weekly, or as new matches arrive
Newsletter subscriptions — Product updates and government contracting tips
Notification settings — Which types of activity trigger emails
Email alerts work together with your Saved Searches. Set up a saved search and enable email notifications to get new opportunities delivered directly to your inbox. Learn more →
Upload company documents that the AI uses to generate proposals and match opportunities.
Documents are organized by type. Click any category to expand and view individual files. Each document can be viewed, downloaded, or deleted.
Tip for multiple service lines: If you offer different services (e.g., construction and IT), upload separate capability statements for each. When generating a proposal, you can select only the documents most relevant to that specific opportunity.
Agent Memories are key facts Sammy has learned about you and your business through your conversations. They help Sammy give more personalized, relevant responses over time.
From this tab you can:
View everything Sammy currently knows about your company
Delete any memory you don’t want stored
Update information by chatting with Sammy directly
To add or correct a memory, just tell Sammy in chat — for example: “Update my primary NAICS to 541511” or “Forget my old address.” Sammy will confirm and update its memory. Chat with Sammy →
Q: How often should I update my profile?
A: Review it whenever your services, certifications, or contact information change — at minimum quarterly.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 when you have them — they’re required for government contracting but not for using SamSearch.Q: Can multiple team members edit the profile?
A: Yes, team members with appropriate permissions can update different sections.Q: How does my profile affect search results?
A: Your NAICS codes, capabilities, and certifications help the AI prioritize and surface more relevant opportunities for your business.
