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What Are AI Recommendations?

AI Recommendations surfaces opportunities that match your company profile — so instead of searching manually, relevant contracts come to you. The AI analyzes your NAICS codes, capabilities, certifications, and past performance to find the best fits. AI Recommendations page showing personalized opportunity matches

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How It Works

1

Complete Your Company Profile

Add your NAICS codes, capabilities, certifications, and business description in your Company Profile. The more complete your profile, the better the matches.
2

Run Recommendations

Click Refresh Recommendations to trigger a new analysis. The AI scans opportunities across all sources and scores them against your profile.
3

Review Your Matches

Browse recommended opportunities sorted by match score. Each card shows why the opportunity is a good fit for your company.
4

Take Action

Save opportunities to Leads, add them to Journey Hub, or open them to analyze with Sammy.

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Refreshing Recommendations

Click Refresh Recommendations (top right) to run a new batch. The button shows status as it runs:
  • Refresh Recommendations — ready to run
  • Starting… — triggering the analysis
  • Recommendations Running — analysis in progress
A note below the button shows how many refreshes you have remaining and when the last run completed.
If a refresh fails, a banner will appear with the error details. Contact support@samsearch.co if the issue persists.

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Tabs

The Recommendations page has two tabs:
  • Recommendations — Your general AI-matched opportunities based on your company profile
  • Saved Searches — Recommendations generated from your saved searches (appears when available)

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Filtering & Sorting

Within each tab you can:
  • Min Score slider — Filter out recommendations below a confidence threshold
  • Source selector — Show only opportunities from specific types (Federal, SLED, Grants, etc.)
  • Sort by — Order results by Score, Posted Date, or other criteria

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Acting on Recommendations

For each recommended opportunity you can:
  • Dismiss — Remove it from your list if it’s not relevant
  • Dismiss All — Clear all recommendations in the current view
  • Save to Leads — Add it to your Leads page for later review
  • Start Journey — Create a pursuit in Journey Hub to begin tracking it
  • Open opportunity — View full details and analyze with Sammy

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Email Notifications

Get recommended opportunities delivered to your inbox. Configure your notification frequency in the Email Preferences tab of your Company Profile. Email preferences configuration

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Improving Your Recommendations

The quality of recommendations is directly tied to your profile completeness:
  • NAICS Codes — Add all relevant industry codes
  • Business Description — Describe your services, expertise, and past performance in detail
  • Certifications — Include all set-aside certifications (8(a), WOSB, SDVOSB, HUBZone, etc.)
  • Documents — Upload capability statements and past performance records
Update your profile regularly as your business grows. This keeps recommendations accurate and relevant.

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Best Practices

  1. Refresh regularly — Run a new batch at least weekly to catch new opportunities
  2. Dismiss irrelevant results — This helps calibrate future recommendations
  3. Keep your profile current — Outdated NAICS codes or descriptions lead to poor matches
  4. Set up email alerts — Configure email preferences so you don’t have to check manually
  5. Use both tabs — Saved Search recommendations can surface opportunities your general profile might miss