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A company profile tells Sally what you sell and who you compete with. She reads it before every outbound she writes, so a clear profile produces messaging that sounds like your product — and a well-maintained competitor map means she won’t pitch into accounts already using a rival. You can keep more than one company on file and switch between them using the pill strip at the top of the page. Find company profiles under AI Library → My Companies in AI Setup. The pill strip across the top shows each company you have on file; clicking a pill loads its details in the panel to the right.

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What you can do

  • Describe what you sell with a name, domain, and one-paragraph description that every prompt Sally writes leans on.
  • Generate the description from your site — Sally reads your domain and drafts the “what you sell” paragraph for you.
  • Refresh a profile with Regenerate from site (re-reads the domain) or Generate from deep research (a deeper ICP and persona research run).
  • Map your competitors with a category, a match score, and a short note on how each one compares to you.
  • Mark each competitor Watch or Block to tell Sally how to treat their accounts in your outbound.
  • Send competitors to Do Not Contact to keep Sally out of their accounts across every campaign.
  • Share a profile with your team (team admins only) so teammates can use the same profile in their outbound.
  • Bulk-manage profiles with Select mode: Clone, Export JSON, or Delete several at once.

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How to add a company profile

1

Open the Add company drawer

On AI Library → My Companies, click Add company in the top-right corner of the page.
2

Enter the name and domain

Type your Company name and Domain. Leave the protocol off the domain — enter morningside.io, not https://morningside.io — Sally adds it when she scrapes. Both fields are required before you can save.
3

Add or generate the description

Write one paragraph under What you sell describing the product the way you would explain it in person. Alternatively, click Generate from site and Sally drafts the description from your domain.
Add the name and domain before generating — Sally needs both to know which site to read.
4

Save the profile

Click Add. The new company appears as a pill in the strip at the top and becomes the active profile immediately.
When you edit an existing company profile, changes auto-save about one second after you stop typing. Watch the Saved / Saving… / Unsaved chip in the drawer to confirm your changes have been stored.

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How to map a competitor

1

Open the competitor drawer

Scroll down to the Competitor map section and click + Add competitor, or click Edit on any existing row to update a competitor already on the map.
2

Fill in the competitor details

Enter the competitor’s name and domain — both are required. Add a free-form Category (for example, “Sales engagement”) to group them on the map, set a match score, and write a short Sally’s note on how they compare to you and where she should redirect the conversation.
3

Choose the behavior

Select Watch (Sally is aware of the competitor) or Block — Sally skips their accounts (Sally actively avoids pitching into accounts using this competitor). The behavior you set applies immediately when you save.
4

Save the competitor

Click Add to create the entry, or Save when editing an existing one. Domains must be unique on the map. To remove a competitor entirely, use Remove inside the drawer.
On the map itself, the Watch / Block pill in the Behaviour column toggles instantly — one click flips a competitor between Watch and Block without opening the drawer. This updates the map entry only. To also prevent Sally from contacting their accounts across all campaigns, add the domain to Do Not Contact using the steps below.

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How to send competitors to Do Not Contact

Adding a competitor to Do Not Contact is the action that actually keeps Sally out of that competitor’s accounts everywhere, not just for this company profile.
1

Enter competitor Select mode

In the Competitor map header, click Select. Checkboxes appear next to each competitor that has a domain and is not already on the Do Not Contact list.
2

Pick the competitors to block

Tick the rows you want to block globally, or use the header checkbox to select all available competitors at once.
3

Add them to Do Not Contact

Click Add to Do Not Contact. Their domains are added to the list and the rows on the map switch to the Block behavior automatically.
Do Not Contact is a global block. Once a competitor’s domain is on the list, Sally steers around every account using that domain across all of your outbound — not just for this company profile. Remove a domain from the Do Not Contact list if you want to re-enable outreach to those accounts.

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How to refresh a profile

Once a company is on file, you have three ways to keep it current:
  • Edit — open the drawer and update the name, domain, or description by hand.
  • Regenerate from site — Sally re-reads the domain and rewrites the description and competitor map. Requires both a name and a domain to be set.
  • Generate from deep research — kicks off a deeper ICP and persona research run. Results appear under Deep Research → Results when the run completes.
Generate from deep research consumes credits and runs in the background. You receive a confirmation toast when it starts. Check Deep Research → Results for the finished report once Sally has had time to complete the run.

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How to share a profile with your team

Open a company profile in Edit mode and turn on the Share with team toggle. Teammates can then use the profile when building their own outbound.
The Share with team option is only visible to team admins. Shared profiles display a Team badge in the pill strip. A profile shared by a teammate appears as read-only to you — use Select mode and click Clone to create your own editable copy.

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How to bulk-manage profiles

1

Turn on Select mode

Click Select in the page header. Checkboxes appear on each company pill in the strip.
2

Pick the profiles to act on

Tick the companies you want, or use Select all in the action bar to grab all visible profiles at once.
3

Run a bulk action

Choose from:
  • Clone — creates a copy of each selected profile prefixed with “Clone - ”.
  • Export JSON — downloads the selected profiles (or all visible profiles if nothing is checked) as a .json file.
  • Delete — permanently removes the selected profiles you own.
You can only delete company profiles you own. Profiles shared by teammates are skipped during a bulk delete, and you are shown how many were skipped.

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Troubleshooting

You are likely viewing a profile a teammate shared — it displays a Team · view-only badge — or your account does not have the manage-companies permission. Clone the profile to get an editable personal copy, or ask a team admin to grant you the permission.
Check that the domain is entered without https:// and without a trailing path. If Sally still cannot read it, write the description manually — the company profile works exactly the same way with a manually written description.
Blocking requires a domain on the competitor entry. If the row has no domain, the checkbox and toggle are disabled. Open Edit and add the competitor’s domain first.
The scope strip filters by where a profile lives. Personal shows only profiles you own; Team shows shared ones. Switch to All to see every profile regardless of scope.

ICP Profiles

Define who you sell to so Sally focuses on the right audience.

Persona Profiles

Tailor Sally’s messaging to the roles you are reaching out to.

Deep Research

Run ICP and persona research and review the completed reports.

AI SDR Builder

Put your company profile to work inside an automated outbound agent.
Last modified on June 20, 2026