Company Profile
1. What it is
The Company Profile is the platform’s one canonical store of facts about your company — what you do, where you operate, what you’re certified in, what makes you different, how you sound, and what your culture offers. Every app that needs company information reads it from here: AI agents ground their answers in it, RFP and bid responses cite it, recruiting pages describe your culture from it, generated emails and PDFs carry your identity from it. You confirm a fact once and stop being asked for it again — facts don’t change because a different app needs them.
- Access: requires the Administrator or Super Admin role, at Admin → Organization → Company Profile (directly above Business Profile in the sidebar).
- What it is not: it is not the Business Profile. Business Profile holds operational settings — work days, timezone, compliance and legal details like the Federal EIN. Company Profile holds the descriptive facts about your company that apps and AI reuse. The two link to each other.
- Where Research is: Research my company is in the ⋮ (More actions) menu at the top right of the page. If it isn’t there, either AI research isn’t switched on for your account or a run is already open — in progress, or waiting for you under Review N facts. Editing facts by hand is always available regardless.
The profile is organised into seven cards, named as they appear on the page:
| Card | What it holds |
|---|---|
| Identity | Legal name, website, headquarters, founded, legal entity type, NAICS code, logo and brand colors |
| Size & reach | Industry, specialty (field service trades), company size, headcount, geographies served, locations (kept in Admin → Locations) |
| What we offer | What we do, positioning, products & services, markets served, capabilities |
| Proof & credentials | Certifications, differentiators, customers you can name, proof points |
| How we sound | Tone, wording to prefer and to avoid, your About us text |
| Culture | Culture, values (kept in Recognition → Values), benefits, perks |
| How we sell | Who you serve, target segments, standard terms, constraints you can’t move |
2. Standing it up
- Go to Admin → Organization → Company Profile. The page shows every facet, what’s filled, what’s confirmed, and what’s still missing.
- Open the ⋮ menu and choose Research my company. An AI agent gathers facts from three directions: what the platform already knows (your business record, locations, company values, past RFP answers), your public web presence (researched from your website domain), and anything your own documents and contracts state. Research runs in the background — the button shows “Researching…” until the results are ready.
- If we don’t have your website yet, type it in the box on the page next to the research button (or under Identity on Edit). Research works from your domain; a free email domain (gmail.com and similar) is deliberately not used.
- When research finishes, a Review N facts button appears. Click it to open the review queue — every proposed fact with its source, a confidence level, and a citation. Confident, low-stakes facts arrive pre-ticked; high-stakes facts (certifications, named customers, legal details) and anything the agent was unsure about arrive unticked so you decide explicitly.
- Tick what’s right, untick what isn’t, and save. Everything you save becomes a Confirmed fact — the strongest status a fact can have. Facts you leave unticked are set aside, not kept for later; run research again and the ones research found are proposed again (a fact someone told Ask AI is not).
- Fill any remaining gaps by hand with Edit. Nothing requires research; typing a fact yourself confirms it just the same.
Try it with sample data first: Admin → Sample Data can load a demonstration profile — a partly-confirmed fabrication company with a certification about to expire and a ready research draft waiting in the review queue — so you can walk the whole flow before touching real facts. Clearing sample data removes only the demonstration facts; anything real is untouched.
3. How it fits together
Provenance — every fact knows where it came from. Each value carries a badge: Confirmed (a person typed it or kept it on Review), From your platform (found in your own platform data, with a reference to where), Researched (found on a public page, with the URL) or Derived (computed from other records, such as your business address). Demonstration facts read Sample data. A confirmed fact also says who confirmed it, so “why does it say that?” always has an answer.
Confirmed facts are locked. Research never overwrites something a person confirmed. A new research run can propose a change to a confirmed fact, but it lands in the review queue unticked, beside what you have now, and takes effect only if you tick it.
The review queue is the anti-hallucination gate. The agent cannot write directly to your profile, and it cannot propose a web fact without a source URL or an internal fact without a reference. Anything it can’t cite is discarded before you ever see it.
Apps read, they don’t re-ask. AI agents across the platform receive a compact, confirmed-facts-first company context automatically. RFP Desk and Bid Fit draft from your proof and voice facets. Recruiting and candidate pages describe your culture. Generated emails, PDFs and portal pages carry your identity. When you correct a fact here, every one of those surfaces picks it up — there is no second copy to chase.
Sensitive fields stay home. A small set of fields (for example, competitive weaknesses you record for internal honesty) never leave admin surfaces — they are excluded from AI prompts, generated documents and the capability statement.
Write-through to Business Profile. A handful of facts live on both surfaces — website, founded, industry, company size, and What we do (shown as About on Business Profile). Editing them here updates the business record too, so the two pages can’t drift apart. Your headquarters is separate from the business address on Business Profile: while AI research is switched on for your account, outgoing emails print the confirmed headquarters when there is one.
Per-app AI instructions. When one app needs different wording — public-sector bids that must sound formal — don’t fork the facts. RFP Desk carries its own short AI instructions (RFP Desk → Bid Profile) that style its drafts while reading the same profile underneath.
4. Running it
Reviewing research results
- Click Review N facts on the profile page (it appears whenever a research run is waiting).
- Proposals are grouped by facet. Each shows the proposed value, its source and citation, and the agent’s confidence.
- Tick or untick, then save. Saved facts become Confirmed; anything left unticked is set aside, and the save message says how many. A later research run can propose research findings again.
- If research found little (“your public pages didn’t give us much to work with”), click See what we tried — the usual causes are a missing or wrong website, or a site that says little about the company.
Re-running research
Research can be re-run from the same ⋮ menu once nothing is waiting for review. Confirmed facts are never overwritten — new findings queue for review. Nothing re-runs research on its own: the page shows when the profile was last researched, so run it again when your website or offering changes.
Keeping it fresh
The profile is graded on three axes — how complete it is, how much of it a person has confirmed, and how current it is. Certifications carry expiry dates; anything expiring within 45 days is flagged on the page and in a weekly email to every admin, which also says when facts are waiting for review, so an expiring cert gets renewed in the profile before a bid or an agent cites it as current. Any admin can turn the email off for everyone with the Weekly email switch at the bottom of the page. The email is paused while AI research is off for your account.
Asking a teammate
When you don’t know a fact, open Ask a teammate on its card and pick another admin; add a Needed by date if you want the task reminded and marked overdue. They get a task that links straight to the field, and the card shows the ask until the fact is filled in. Withdraw it with Cancel beside the ask. The task reaches them through the Tasks app; if Tasks isn’t open to them, the page tells you so and gives you the link to send them yourself.
Generating a capability statement
Capability statement (PDF) is in the ⋮ menu — a one-page company summary built strictly from confirmed facts, suitable for attaching to bids and vendor registrations. It is available while AI research is switched on for your account, and unlocks once you confirm your legal name and what you do, plus one more fact for the body (headquarters, NAICS or a certification). Unconfirmed and sensitive facts never appear in it.
Fixing a wrong fact
Click Edit, correct the field, save. The correction is confirmed immediately and every consuming surface reads the new value. To confirm a researched value that is already right, tick Confirm as is under it and save.
5. Settings
The Company Profile has one setting of its own — the weekly email. Everything else is a button on the page.
| Control | Where | What it does |
|---|---|---|
| Research my company | Profile page, ⋮ menu | Starts a background research run; results queue for review |
| Review N facts | Profile page | Opens the review queue for the waiting run |
| Edit | Profile page | Direct editing of every card; saves are confirmed |
| Ask a teammate | A card with missing facts | Sends another admin a task for one fact |
| Capability statement (PDF) | Profile page, ⋮ menu | One-page summary of confirmed facts; needs AI research switched on, and unlocks once the profile is ready |
| Weekly email | Bottom of the profile page | Turns the expiring-certification and waiting-facts email on or off for every admin |
| Per-app AI instructions | RFP Desk → Bid Profile | Styles RFP Desk’s AI drafts without changing shared facts |
| Load / clear sample data | Admin → Sample Data | Demonstration profile and review draft; clearing removes only sample data |
6. More help
- Business Profile & General Settings — the operational twin: work days, timezone, compliance and legal fields.
- Sample Data — loading and clearing demonstration data across apps.
- AI Operations — platform-wide AI controls, including pausing agents.