Onboarding: Set up your company profile

First-time setup flow to create your business profile and index documents

This guide walks you through the first-time setup you see right after creating your account. You can always update everything later in Business Profile.

Overview

The onboarding flow helps you:

• Set your legal business details and preferences
• Generate or enter your company profile and NAICS codes
• Index key documents so SamSearch can assist you better

Step 1: Set up your business information

Provide your core company details:

• Legal business name and incorporated address
• UEI and operating regions
• NAICS/industry information (optional here; you can refine later)

Make sure to check the Terms & Conditions box. You can open the terms or privacy policy via the links before continuing.

Step 2: Build your business profile

You have two options:

Option 1: Generate from your website

Enter your company website and click “Generate NAICS code and company profile”. The AI will crawl your website to draft the profile and recommended NAICS codes. You can edit any field immediately.

You can freely edit the generated text and add or remove NAICS codes.

Option 2: Enter details manually

If you don’t have a website or prefer manual control, type your NAICS codes and write your “About Us” in the Company Profile box.

Step 3: Index your documents

Upload documents that help describe your capabilities and past performance (capability statements, certifications, past performance, case studies, white papers, etc.).

Answer “How did you hear about SamSearch?” to complete onboarding.

What happens next

• Edit and refine any details anytime in Business Profile
• Replay the guided tour from Settings → Onboarding Tutorial

Onboarding complete. You’re ready to search, save opportunities, and collaborate.