Company Profile
Teach the AI assistant who your business is — your trades, experience, service area, and fit rules — so it stops guessing and starts giving advice that fits.
The AI assistant is far more useful when it knows your business. Out of the box it knows you do commercial construction — but not whether you're a general contractor or a drywall sub, which sectors you actually have experience in, where you're licensed, or what kind of work you walk away from. The Company Profile captures that once, and the assistant reads it at the start of every conversation.
With a profile in place, the assistant stops giving generic answers. Ask it whether a bid is worth pursuing and it can tell you "that's outside your service area" or "that's not a trade you do" — instead of guessing.
Setting it up
The easiest way to create your profile is to let the assistant interview you. Run the "Set up your company profile" prompt from the Prompt Library, or just type / in the assistant and pick it from the list (or simply ask the assistant to set up your company profile).
/setup-company-profileSet up your company profile AggrandizeType / to call a saved prompt · Enter to send, Shift+Enter for new line
It asks a few questions at a time — conversationally, not as a form — covering:
- Who you are — general contractor, specialty subcontractor, or construction manager, and your trades, scopes, or divisions.
- What you actually build — the sectors and project types you have real experience in, and just as importantly, the ones you don't.
- Where you work — your service area and any licensing limits.
- Fit rules — what makes a project worth pursuing, and what you pass on.
- Your pitch — the short description the assistant should use when drafting outreach on your behalf.
With your permission, it can also glance at your pipelines and recent deals first, so it leads with what the data already suggests and you just confirm or correct.
It then drafts the profile, shows it to you for approval, and saves it. Re-run the same prompt anytime to refresh it — it starts from what's there and only asks about what's changed.
Viewing and editing it
Your saved profile lives under Settings → Company Profile.
Company Profile
What the assistant knows about your business in every conversation
OVI — Company Profile
Who we are
A commercial specialty subcontractor (12 years) — drywall, metal stud framing, ACT ceilings, insulation, and rough carpentry. We bid as a sub to general contractors; we are not a GC.
Experience & fit
Retail/restaurant TI and ground-up, grocery, auto services, light industrial. $50K–$800K sub-contract value. No residential, heavy civil, or healthcare cleanrooms. We walk away from low-bid shootouts unless we know the GC.
Service area
Idaho’s Treasure Valley and eastern Oregon; licensed in ID and OR only.
Everyone on your team can view the profile (the assistant uses it on everyone's behalf). Editing is limited to owners and admins — either inline on this page, or by re-running the setup prompt. The assistant will also offer to fold in corrections: if you tell it "we don't do that kind of work" mid-conversation, it can update the profile so the correction sticks.
Keeping it current
Because the assistant reads the profile on every conversation, an out-of-date profile quietly steers it wrong. Revisit it when your business changes — a new division, a new service area, a sector you've stopped chasing — so the advice keeps matching reality. A quick re-run of the setup prompt each quarter is usually enough.
Related
- AI Assistant — what the assistant can do.
- Prompt Library — where the setup prompt lives.