> ## Documentation Index > Fetch the complete documentation index at: https://docs.salestools.io/llms.txt > Use this file to discover all available pages before exploring further. # Set Up Company Profiles for Precise AI Outbound Writing > Describe the product you sell and map your competitors so Sally writes in-context outbound and steers around the wrong accounts automatically. 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. ## 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. ## How to add a company profile On **AI Library → My Companies**, click **Add company** in the top-right corner of the page. 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. 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. 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. ## How to map a competitor 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. 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. 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. 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. ## 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. 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. Tick the rows you want to block globally, or use the header checkbox to select all available competitors at once. Click **Add {n} 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. ## 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. ## 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. ## How to bulk-manage profiles Click **Select** in the page header. Checkboxes appear on each company pill in the strip. Tick the companies you want, or use **Select all** in the action bar to grab all visible profiles at once. 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. ## 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. ## Related Define who you sell to so Sally focuses on the right audience. Tailor Sally's messaging to the roles you are reaching out to. Run ICP and persona research and review the completed reports. Put your company profile to work inside an automated outbound agent.