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Sammy is SamSearch’s built-in AI assistant. Ask anything about government contracting — decode an RFP, research agencies, draft proposal sections, look up regulations, or extract data from documents.
Sammy chat interface

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Sammy Everywhere

Sammy isn’t limited to its own chat tab. A docked Sammy panel is available from any page in the app, so you can ask a question without losing your place.
Docked Sammy panel open alongside an opportunity page, showing the chat input and conversation thread

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Opening Sammy from Anywhere

  • Ask Sammy button — Click Ask Sammy in the top navigation bar on any page to open the docked panel without navigating away.
  • Dashboard search box — On your home Dashboard, the main search box prompts “Ask Sammy to…” with rotating suggestions like find opportunities, draft an email, or summarize my pursuits.
  • Quick-action chips — Below the dashboard search box, one-click chips jump straight into common requests: Customize dashboard, Find opportunities, Draft an email, and Summarize my pursuits.

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Context-Aware Answers

Wherever you open it from, the docked panel already knows what you’re looking at — an opportunity, a Journey, a proposal draft, or your dashboard — and answers accordingly, the same way Sammy does when opened from its full chat tab. See Page Awareness below for details.

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Draft and Send Emails Without Leaving Chat

Ask Sammy to draft an email — to a contracting officer, teaming partner, or teammate — right from the docked panel. If you’ve connected Gmail or Outlook, Sammy can send it for you without leaving the conversation.

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Charts in Chat

Ask Sammy for a chart — for example, a breakdown of your pipeline by stage or a comparison of set-aside types — and it renders directly in the conversation.

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The Chat Interface

Sammy lives under Tools → Chat with Sammy in the left sidebar. The interface has two sections: Left sidebar — Chat history
  • Search chats — find any previous conversation by keyword
  • New chat button — start a fresh session
  • All past conversations, labeled by topic
Main area
  • The active conversation thread
  • Pinned prompts — quick-access shortcuts for your most common tasks
  • Browse prompt library — 100+ expert-crafted prompts organized by task type
  • Ask anything input bar at the bottom, with a voice dictation button

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What Sammy Can Do

Analyze Opportunities

Break down any RFP — requirements, evaluation criteria, compliance needs, set-aside status, and your fit against each section

Write Proposals

Draft, improve, expand, or stress-test proposal sections against solicitation requirements

Research & Answers

Ask anything about government contracting — agencies, FAR/DFAR regulations, NAICS codes, PSC codes, set-asides, past awards, market trends

OCR Documents

Upload any PDF or image (scanned solicitations, quote forms, price lists) and Sammy extracts text, tables, and line items

Page-Aware Context

When you open Sammy from a contract page, Journey, or proposal editor, Sammy already knows what you are looking at — no need to copy-paste

Email Outreach

Draft cold emails to contracting officers or teaming partners directly from Market Watch contact profiles

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Prompt Library

Click Browse prompt library to open a curated collection of prompts for common contracting tasks. Categories include:
  • Opportunity qualification and go/no-go frameworks
  • Competitive landscape research
  • Proposal section drafts (technical approach, past performance, management plan, executive summary)
  • FAR/DFAR regulation lookups
  • NAICS and PSC code research
  • Agency and contracting officer research
  • Teaming partner outreach
Click any prompt to load it into the chat input, then customize it for your situation.

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Saving & Pinning Prompts

  • Save a prompt — After crafting a prompt that works well, click the bookmark icon to save it to your personal library
  • Pin a prompt — Click the pin icon on any saved prompt to add it to the Pinned prompts row at the top of the chat input. Pinned prompts are one click away every session
  • Reuse saved prompts — Access all your saved prompts from the prompt library under the My Prompts tab

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Analyzing an Opportunity with Sammy

When you open any opportunity in SamSearch and click the Sammy chat icon, Sammy loads with the full solicitation already in context — attachments, RFP PDFs, and all metadata. You do not need to copy-paste anything.
1

Open an opportunity

Navigate to any Federal, SLED, DIBBS, or other opportunity detail page
2

Click the Sammy icon

Sammy opens pre-loaded with the opportunity documents and details
3

Ask specific questions

Examples: “What are the evaluation criteria?”, “Is this set aside for small businesses?”, “What past performance volume is required?”
4

Review sources

Sammy cites the specific page and section where each answer comes from
5

Click through to verify

Click any source reference to see the highlighted text in the document viewer

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OCR Capability

Sammy can read scanned PDFs, images, and other documents that are not machine-readable. Upload any file directly into the chat and ask Sammy to extract its contents. Common uses:
  • Extract line items and part numbers from DiBBS solicitation PDFs
  • Read scanned certifications or past performance records
  • Pull pricing data from supplier quote sheets
  • Convert a paper RFP into structured text for analysis
For DiBBS opportunities, Sammy’s OCR automatically extracts quote form fields, which then feed directly into the proposal generation flow.

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Page Awareness

Sammy is context-aware across the entire app. When you open Sammy from:
  • A contract page — Sammy has the solicitation documents, NAICS codes, set-aside status, and due dates in context
  • A Journey — Sammy knows your win themes, tasks, compliance matrix, and proposal status
  • The Proposal Editor — Sammy can see the draft text and help refine specific sections
  • Market Watch — Sammy can draft outreach emails to contracting officers you are researching

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Writing Proposals with Sammy

In the Proposal Editor, highlight any text and ask Sammy for help:
  • “Make this more concise”
  • “Does this address the requirement in Section L.4?”
  • “Rewrite this to emphasize our past performance”
  • “Add specific metrics to strengthen this paragraph”
Sammy returns a suggestion you can insert below, replace the selected text with, or discard.

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Memory

Sammy remembers key facts about your company from your Company Profile and previous conversations. Memories are split into two types:
  • Company Memories — Capabilities, certifications, NAICS codes, past performance highlights, contract vehicles (shared across your team)
  • Personal Memories — Your role, preferences, and conversation context (private to your account)
View and manage memories in the Memories tab of your Company Profile. To update what Sammy knows, just tell it:
  • “Forget my old NAICS code and use 541512.”
  • “We now have a CMMC Level 1 certification.”
  • “Our focus market is DoD cybersecurity.”

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Tips

Be specific

“What compliance requirements apply to this contract?” gets a better answer than “Tell me about this opportunity.”

Add context

Tell Sammy who you are: “We’re a woman-owned small business with 5 years in IT managed services…”

Use follow-ups

Start broad, then drill down: “What are the key requirements?” → “Do we meet the past performance standard?”

Verify important claims

Always cross-reference critical compliance or legal information with the actual solicitation document.
Sammy is a research and drafting assistant, not a substitute for legal or compliance review. For high-stakes decisions, consult your legal team or the contracting officer directly.

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FAQ

Yes. Your personal chat sessions are private to your account. Chats opened from within a Journey are shared with your team members who have access to that Journey.
Yes. Hover over any chat in the left sidebar and click the delete icon.
Sammy reads your Company Profile — business description, certifications, NAICS codes, and uploaded documents. The more complete your profile, the more relevant Sammy’s answers will be.
Rephrase, add more context, or follow up with a correction. You can also click source citations to verify the answer directly in the document.
Yes. Sammy uses OCR to extract text from scanned PDFs and images. Upload the file directly in the chat input.