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Documentation Index

Fetch the complete documentation index at: https://docs.samsearch.co/llms.txt

Use this file to discover all available pages before exploring further.

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What Is AI Qualification?

AI Qualification is a powerful feature designed to help you make faster bid/no-bid decisions by automatically evaluating opportunities against your company profile or custom criteria. This saves hours of manual evaluation and helps you focus on opportunities that truly fit your business.

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How It Works

1

Set Up Qualification Criteria

Configure qualification criteria based on your company profile (NAICS codes, certifications, capabilities) or create custom criteria (contract value ranges, agencies, locations).
2

Automatic Evaluation

When new opportunities match your saved searches, AI Qualification automatically evaluates each opportunity against your criteria.
3

Get Qualification Scores

Receive qualification scores with strengths and gaps highlighted, helping you quickly assess fit.
4

Make Faster Decisions

Use qualification results to make informed bid/no-bid decisions in minutes instead of hours.

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Setting Up Qualification Criteria

AI Qualification interface showing qualification criteria and scores

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Company Profile-Based Qualification

The simplest way to set up qualification is to use your existing Business Profile. AI Qualification will automatically evaluate opportunities based on:
  • NAICS Codes: Match against your primary and secondary NAICS codes
  • Certifications: Match set-aside requirements with your certifications (8(a), WOSB, SDVOSB, HUBZone, etc.)
  • Capabilities: Evaluate how well opportunities align with your described capabilities
  • Past Performance: Consider similar contracts you’ve won in the past
  • Agency Preferences: Factor in agencies you’ve worked with or prefer

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Custom Qualification Criteria

For more specific qualification needs, create custom criteria:

Contract Value

Set minimum and maximum contract value ranges

Agency Filter

Specify preferred agencies or exclude specific agencies

Location

Define preferred geographic regions or states

Contract Type

Filter by contract types (Solicitation, Award, Forecast, etc.)

Set-Aside Categories

Specify required or preferred set-aside categories

NAICS Codes

Define specific NAICS codes that qualify

Deadline Requirements

Set minimum lead time requirements for bid preparation

Past Performance

Require similar past performance or specific experience

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Understanding Qualification Scores

AI Qualification scores and breakdown showing strength and gap indicators

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Score Breakdown

Each opportunity receives a qualification score that indicates how well it matches your criteria:
  • High Qualification (90-100%): Strong match with most or all criteria met
  • Medium Qualification (60-89%): Good match with some criteria gaps
  • Low Qualification (Below 60%): Weak match with significant criteria gaps

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Strength Indicators

AI Qualification highlights strengths that make an opportunity a good fit:
  • ✅ Matches your primary NAICS codes
  • ✅ Aligns with your certifications
  • ✅ Fits within your contract value range
  • ✅ From preferred agencies
  • ✅ Similar to past successful bids

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Gap Indicators

AI Qualification also identifies gaps that might disqualify an opportunity:
  • ⚠️ Missing required certifications
  • ⚠️ Outside your NAICS code range
  • ⚠️ Contract value too high or too low
  • ⚠️ Geographic location mismatch
  • ⚠️ Insufficient lead time for preparation

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Using Qualification Results

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Quick Assessment

View qualification scores directly in search results to quickly identify high-value opportunities.

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Detailed Analysis

Click on any qualified opportunity to see:
  • Detailed qualification breakdown
  • Specific strength indicators
  • Identified gaps
  • Recommendations for improvement

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Automated Filtering

Use qualification scores to automatically filter opportunities:
  • Show only High Qualification opportunities
  • Review Medium Qualification opportunities for potential
  • Exclude Low Qualification opportunities

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Best Practices

  1. Complete Your Profile: Keep your Business Profile up to date for accurate company profile-based qualification
  2. Define Clear Criteria: Be specific about what qualifies as a good opportunity for your business
  3. Review Regularly: Periodically review and update your qualification criteria as your business evolves
  4. Combine with Manual Review: Use AI Qualification as a first filter, then manually review promising opportunities
  5. Track Results: Monitor how well qualified opportunities align with your actual bidding decisions

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Qualification vs Manual Evaluation

Use AI Qualification for:
  • Initial opportunity screening
  • High-volume opportunity assessment
  • Consistent criteria application
  • Time-saving first-pass evaluation
  • Finding opportunities that match your profile automatically
Pro Tip: Use AI Qualification to quickly filter opportunities, then conduct manual evaluation on the most promising ones. This combination saves time while ensuring you make informed decisions.

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Integration with Other Features

AI Qualification works seamlessly with other SamSearch features:
  • Saved Searches: Qualification criteria are automatically applied to saved searches
  • AI Recommendations: Qualification helps prioritize recommended opportunities
  • Journey Hub: Qualified opportunities can be automatically added to journeys
  • Email Alerts: Get notified about highly qualified opportunities matching your saved searches
AI Qualification helps you make faster bid/no-bid decisions by automatically evaluating opportunities against your criteria, saving hours of manual work.