AI Recommendations

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Getting your first recommendations

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Tabs

The Recommendations page has three tabs:

• All — Every recommended opportunity across all sources
• Profile — Opportunities matched directly against your Company Profile
• Saved Searches — Opportunities qualified through your saved searches’ scheduled email alerts (see AI Qualification)

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Refreshing

Click Refresh Recommendations (top right) to trigger a new run against your Company Profile. The button shows status as it runs: Starting… → Recommendations Running → complete. If a teammate already has a refresh running, you’ll see that instead of starting your own. Manual refreshes are capped at 5 per day, and the cap is shared across your whole organization — one teammate’s refresh counts against everyone’s quota. The remaining count is shown below the button as N of N refreshes remaining today, and resets at midnight UTC. An activity strip at the top of the page shows the scale of the latest run — how many opportunities were read, how many were rejected during qualification, and how many were delivered.

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Empty states

If the page is empty, the message tells you why:

• “No opportunities match your filters” — your filters (a match score above 0%, limited sources, or the New-only toggle) are hiding everything. The message names the active filters and offers Clear filters.
• “Your profile is set up — run a refresh…” — your profile is complete but no run has produced results yet. Click Refresh Recommendations right from the empty state.
• Update Company Profile — your profile doesn’t have enough to match on yet (see the signal gate).

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Reading your results

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Match score

Each card shows a score from 0–100% with a fit label: The score is a weighted blend of four dimensions — strategic fit, structural fit, scope alignment, and value & risk. See the full breakdown for how they’re weighted. You may also see a Needs review badge (the AI couldn’t confirm fit from the available attachments) or a Low fit badge (related to your work, but something is blocking it). Whether you see these at all depends on your Recommendation volume — Low fit results only appear at Everything in my space, and Needs review results are hidden at Strong matches only. Both badges are explained in the pipeline breakdown.

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View Analysis

Click View Analysis on any card to expand the full breakdown:

• Why this matches — every reason the opportunity fits your profile
• Potential misalignments — reasons it might not be a fit
• Verify before you bid — a checklist of things worth confirming before you commit

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Match score reasoning on opportunity pages

Opportunity pages show the same match score alongside the reasoning behind it — what lines up with your profile, and where it’s a stretch — so you can see why something scored the way it did without leaving the opportunity.

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Giving feedback

Click thumbs up or thumbs down on any card. Neither submits immediately — both open a dialog asking you to pick at least one reason:

• Thumbs up adds the opportunity to Journey Hub and tells the AI what made it a good match.
• Thumbs down dismisses the opportunity and tells the AI what made it a poor fit.

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Filtering & sorting

Click Filters (top right) to open the filters panel:

• Match Score slider — Set a minimum threshold (0–100%); recommendations below it are hidden from view
• Opportunity Sources — Show only specific sources: Federal, SLED (State/Local/Education), GSA eBuy, DIBBS, Canada, Recompete, Forecasts, Subcontracting, Grants, SBIR/STTRs

Sort by — Match Score (High to Low / Low to High), Date Added (Newest / Oldest First), or Title (A–Z / Z–A). Results load 20 at a time; scroll to load more.

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Acting on recommendations

For each recommended opportunity:

• View Analysis — Expand the full AI breakdown
• Thumbs up / down — Give feedback that feeds the nightly learning digest
• Save — Add to Saved Opportunities
• Start Journey — Create a pursuit in Journey Hub
• Dismiss (✕) — Remove from your list with no reason required — different from thumbs-down, which requires one

Above the list, three page-level buttons manage your feed as a whole:

• Dismiss all — Archives every recommendation matching your current filters
• Export — Download the current result set as CSV
• Archive — Opens a separate page with two tabs: Dismissed (recommendations you dismissed — no restore) and Journey Hub (recommendations you turned into a Journey). See the three dismissed surfaces for how this differs from Search’s Dismissed Opportunities page.

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Recommendation volume

Recommendation volume controls how much the AI shows you. Every level draws on the same sources and the same ranked results — it decides how far down that ranking you see, so you can cut the long shots or keep everything relevant. Find it in the Sources & Alerts tab of your Company Profile, between Opportunity Sources and the notification settings.

• It’s per AI Profile. Each AI Profile has its own setting.
• It takes effect immediately — on the Recommendations list and in the daily email digest, including recommendations you’ve already been sent. Nothing is thrown away: loosening the setting brings back opportunities that were held below the bar, not discarded.
• It’s separate from the Match Score slider. The level decides which kinds of matches reach you; the Match Score slider under Filters then hides anything below the score you pick.
• Changing it requires the owner or admin role, or the Edit company profile permission. Without it, the options are shown but can’t be changed.

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Email digest

Recommendations also regenerate once a day as part of a scheduled batch, which emails a digest of your best matches — whether you get it is set in the Notifications section of the Sources & Alerts tab of your Company Profile (see Notifications). How many matches the digest lists depends on your Recommendation volume (up to 5, 10, or 20).

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Improving your recommendations