> ## 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 Recommendations

> Get personalized opportunity matches based on your company profile

## 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.

<Frame>
  <img src="https://mintcdn.com/samsearch/zeNhOlOARkPzzRTv/images/recommendations/recommendations-full-page.png?fit=max&auto=format&n=zeNhOlOARkPzzRTv&q=85&s=0a40224ad9f0b098bb3b0cf8ca838a81" alt="AI Recommendations page showing personalized opportunity matches" style={{ maxWidth: '100%', height: 'auto' }} width="1641" height="863" data-path="images/recommendations/recommendations-full-page.png" />
</Frame>

## How It Works

<Steps>
  <Step title="Complete Your Company Profile">
    Add your NAICS codes, capabilities, certifications, and business description in your [Company Profile](/features/business-profile). The more complete your profile, the better the matches.
  </Step>

  <Step title="Run Recommendations">
    Click **Refresh Recommendations** to trigger a new analysis. The AI scans opportunities across all sources and scores them against your profile.
  </Step>

  <Step title="Review Your Matches">
    Browse recommended opportunities sorted by match score. Each card shows why the opportunity is a good fit for your company.
  </Step>

  <Step title="Take Action">
    Save opportunities to Leads, add them to Journey Hub, or open them to analyze with Sammy.
  </Step>
</Steps>

## Refreshing Recommendations

<Frame>
  <img src="https://mintcdn.com/samsearch/zeNhOlOARkPzzRTv/images/recommendations/recommendations-top-buttons.png?fit=max&auto=format&n=zeNhOlOARkPzzRTv&q=85&s=1755931588feaa20372b6e352650fccb" alt="Refresh Recommendations and top action buttons" style={{ maxWidth: '100%', height: 'auto' }} width="477" height="78" data-path="images/recommendations/recommendations-top-buttons.png" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/samsearch/zeNhOlOARkPzzRTv/images/recommendations/recommendations-refreshing.png?fit=max&auto=format&n=zeNhOlOARkPzzRTv&q=85&s=7582555e7ff9b513b01711feb965bbf6" alt="Recommendations refresh in progress" style={{ maxWidth: '100%', height: 'auto' }} width="467" height="142" data-path="images/recommendations/recommendations-refreshing.png" />
</Frame>

A note below the button shows how many refreshes you have remaining and when the last run completed.

### Daily refresh limit

Each account has a fixed number of refreshes per day (shown below the button as **N of N refreshes remaining today**). When the limit is reached, the button is disabled until the next day.

Refresh counts reset daily. Run a refresh when you have time to review all results rather than refreshing repeatedly.

<Info>
  If a refresh fails, a banner appears with error details. Contact [support@samsearch.co](mailto:support@samsearch.co) if the issue persists.
</Info>

## Tabs

The Recommendations page has two tabs:

* **Profile** — AI-matched opportunities based on your company profile
* **Saved Searches** — Recommendations from your saved searches; appears once you have saved searches with alerts enabled

## Reading your results

### Match Score

Each recommendation shows a match score from 0–100% indicating how well the opportunity fits your profile.

<Frame>
  <img src="https://mintcdn.com/samsearch/zeNhOlOARkPzzRTv/images/recommendations/recommendations-match-score.png?fit=max&auto=format&n=zeNhOlOARkPzzRTv&q=85&s=b6ebb7550ae4ae59d063c03d6611f882" alt="Recommendation card with match score badge" style={{ maxWidth: '100%', height: 'auto' }} width="263" height="229" data-path="images/recommendations/recommendations-match-score.png" />
</Frame>

| Label         | Score range | Meaning                                             |
| ------------- | ----------- | --------------------------------------------------- |
| Excellent Fit | \~80–100%   | Strong alignment across multiple profile dimensions |
| Good Fit      | \~60–79%    | Solid alignment with minor gaps                     |
| Moderate Fit  | \~40–59%    | Some alignment; worth reviewing                     |
| Low Match     | \<40%       | Weak alignment; likely not a fit                    |

### Why it matches

Each card includes a **Why it matches** section that explains in plain language why the AI scored the opportunity highly. Click to expand it. Use this for quick go/no-go decisions before opening the full contract.

<Frame>
  <img src="https://mintcdn.com/samsearch/zeNhOlOARkPzzRTv/images/recommendations/recommendations-why-it-matches.png?fit=max&auto=format&n=zeNhOlOARkPzzRTv&q=85&s=2f0f49ab4580b6b16722b92d65884ddb" alt="Why it matches section expanded on a recommendation card" style={{ maxWidth: '100%', height: 'auto' }} width="1408" height="206" data-path="images/recommendations/recommendations-why-it-matches.png" />
</Frame>

## Filtering & Sorting

Within each tab you can:

* **Match Score slider** — Filter out recommendations below a threshold
* **Source selector** — Show only specific opportunity types (Federal, SLED, Grants, etc.)
* **Sort by** — Order results by Score, Posted Date, or other criteria

Results load **20 at a time**. Scroll down to load more, or use source filters to narrow your view.

## Acting on Recommendations

For each recommended opportunity you can:

<Frame>
  <img src="https://mintcdn.com/samsearch/zeNhOlOARkPzzRTv/images/recommendations/recommendations-card-buttons.png?fit=max&auto=format&n=zeNhOlOARkPzzRTv&q=85&s=b17c2ee3e382c4b5bf22b851fba6ff92" alt="Recommendation card action buttons" style={{ maxWidth: '100%', height: 'auto' }} width="1040" height="179" data-path="images/recommendations/recommendations-card-buttons.png" />
</Frame>

* **Thumbs up** — Mark as relevant; helps the AI learn what matches your business
* **Thumbs down** — Mark as not relevant; trains the AI to exclude similar opportunities
* **View Analysis** — AI-generated alignment summary with strengths and gaps
* **Archive** — Move out of your active view for later review
* **Export** — Download current recommendations (respecting filters) as CSV
* **Dismiss** — Remove from your list if not relevant
* **Dismiss All** — Clear all recommendations in the current view
* **Save to Leads** — Add for later review
* **Start Journey** — Create a journey in [Journey Hub](/features/journey-hub)
* **Open opportunity** — View full details and analyze with Sammy

<Note>
  Using thumbs up and thumbs down regularly improves recommendation quality over time. The AI learns your preferences with each piece of feedback.
</Note>

## Email Notifications

Get recommended opportunities delivered to your inbox. Configure frequency in **Email Preferences** on your [Company Profile](/features/business-profile).

<img src="https://mintcdn.com/samsearch/3EeF9Nm9m4oyXeVC/images/email-preferences.png?fit=max&auto=format&n=3EeF9Nm9m4oyXeVC&q=85&s=cfc81e840883d5b515df76c223e7921c" alt="Email preferences configuration" width="1442" height="913" data-path="images/email-preferences.png" />

## Improving Your Recommendations

Recommendation quality depends on profile completeness:

* **NAICS Codes** — Add all relevant industry codes
* **Business Description** — Describe services, expertise, and past performance
* **Certifications** — Include set-aside certifications (8(a), WOSB, SDVOSB, HUBZone, etc.)
* **Documents** — Upload capability statements and past performance records

<Info>
  Update your profile as your business grows to keep recommendations accurate.
</Info>

## Best Practices

1. **Refresh regularly** — Run a new batch at least weekly
2. **Use thumbs up/down** — Train the model on what fits your business
3. **Keep your profile current** — Outdated NAICS codes lead to poor matches
4. **Set up email alerts** — Configure email preferences so you do not have to check manually
5. **Use both tabs** — Saved Search recommendations can surface opportunities your Profile tab might miss