> ## 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.

# AI Qualification

> Automatically qualify opportunities using your company profile or custom criteria

## 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.

## How It Works

<Steps>
  <Step title="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).
  </Step>

  <Step title="Automatic Evaluation">
    When new opportunities match your saved searches, AI Qualification automatically evaluates each opportunity against your criteria.
  </Step>

  <Step title="Get Qualification Scores">
    Receive qualification scores with strengths and gaps highlighted, helping you quickly assess fit.
  </Step>

  <Step title="Make Faster Decisions">
    Use qualification results to make informed bid/no-bid decisions in minutes instead of hours.
  </Step>
</Steps>

## Setting Up Qualification Criteria

<img src="https://mintcdn.com/samsearch/3EeF9Nm9m4oyXeVC/images/ai-qualification.png?fit=max&auto=format&n=3EeF9Nm9m4oyXeVC&q=85&s=49aeab1126535bec20161b29bc49e142" alt="AI Qualification interface showing qualification criteria and scores" width="776" height="569" data-path="images/ai-qualification.png" />

### Company Profile-Based Qualification

The simplest way to set up qualification is to use your existing [Business Profile](/features/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

### Custom Qualification Criteria

For more specific qualification needs, create custom criteria:

<CardGroup cols={2}>
  <Card title="Contract Value" icon="dollar-sign">
    Set minimum and maximum contract value ranges
  </Card>

  <Card title="Agency Filter" icon="building">
    Specify preferred agencies or exclude specific agencies
  </Card>

  <Card title="Location" icon="map-pin">
    Define preferred geographic regions or states
  </Card>

  <Card title="Contract Type" icon="file-contract">
    Filter by contract types (Solicitation, Award, Forecast, etc.)
  </Card>

  <Card title="Set-Aside Categories" icon="certificate">
    Specify required or preferred set-aside categories
  </Card>

  <Card title="NAICS Codes" icon="tags">
    Define specific NAICS codes that qualify
  </Card>

  <Card title="Deadline Requirements" icon="calendar">
    Set minimum lead time requirements for bid preparation
  </Card>

  <Card title="Past Performance" icon="history">
    Require similar past performance or specific experience
  </Card>
</CardGroup>

## Understanding Qualification Scores

<img src="https://mintcdn.com/samsearch/3EeF9Nm9m4oyXeVC/images/ai-qualification.png?fit=max&auto=format&n=3EeF9Nm9m4oyXeVC&q=85&s=49aeab1126535bec20161b29bc49e142" alt="AI Qualification scores and breakdown showing strength and gap indicators" width="776" height="569" data-path="images/ai-qualification.png" />

### 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

### 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

### 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

## Using Qualification Results

### Quick Assessment

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

### Detailed Analysis

Click on any qualified opportunity to see:

* Detailed qualification breakdown
* Specific strength indicators
* Identified gaps
* Recommendations for improvement

### Automated Filtering

Use qualification scores to automatically filter opportunities:

* Show only High Qualification opportunities
* Review Medium Qualification opportunities for potential
* Exclude Low Qualification opportunities

## 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

## Qualification vs Manual Evaluation

<Tabs>
  <Tab title="AI Qualification">
    **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
  </Tab>

  <Tab title="Manual Evaluation">
    **Use Manual Evaluation for:**

    * Strategic decisions on high-value opportunities
    * Complex opportunities requiring nuanced judgment
    * Final bid/no-bid decisions
    * Opportunities with unique circumstances
    * Deep analysis of requirements and competition
  </Tab>
</Tabs>

<Info>
  **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.
</Info>

## 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

<Check>
  AI Qualification helps you make faster bid/no-bid decisions by automatically evaluating opportunities against your criteria, saving hours of manual work.
</Check>
