Your company profile is the foundation everything else builds on — solutions, drivers,
and business cases all inherit context from it. This guide shows you how to create and
maintain one in Companies.
Create or edit a profile
- Open Companies in the sidebar. Your profile from setup is already here; click
"+ Add Company" to create another (useful if you sell under multiple brands).
- Enter your company name and website, then click "Autofill". Serre researches the
site and proposes your industry, size, target segments, buyer personas, and even
detected solutions.
- Review every suggestion. Accept, edit, or discard — nothing is locked in.
What lives on the profile
- Company foundation — name, website, revenue, employees, headquarters.
- Target market — segments, industries, and the buyer and user personas you sell to.
- Value focus — the kinds of value your product delivers (cost reduction,
productivity, risk, revenue, compliance).
- Evidence — proof points with sources: case-study metrics, certifications,
benchmarks you can cite in front of a buyer.
- Portfolio — your solutions and value drivers, with "Manage" links to their own
pages.
Trust, but verify: confidence dots
Every auto-filled field shows a three-dot confidence meter:
- 3 dots — extracted verbatim from a source page.
- 2 dots — inferred from multiple signals.
- 1 dot — weakly inferred; worth a second look.
When confidence is shown, a link icon opens the exact source page, so you can check
where a value came from before you rely on it.
Editing with Val
Click "Ask Val" to open the copilot panel and make changes conversationally —
"change HQ to Austin", "add a highlight about our SOC 2 certification". Val applies the
edit for your review; nothing saves until you confirm. See
Meet Val.
Tips
- Mark your primary profile as Default so new prospects and cases start from it.
- Evidence is what separates a credible case from a hopeful one — add proof points as
you collect them, with source links.
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