This guide will help you quickly get up and running with the platform, understand its key features, and start leveraging AI-powered insights for your sales and account management activities.

What is PG:AI?

PG:AI is a Cognitive Account Intelligence Platforms that transforms how you understand and engage with your accounts. It automatically:

Collects and analyses data from thousands of public sources
Generates strategic account insights and engagement strategies
Creates personalised content for different stakeholders
Maps your organisation's value proposition to account needs

Quick Start Guide

1. Adding your first Account

Navigate to the accounts page, you then have two options:

Type any company name into the search bar, this will return companies who you can add into your accounts by clicking the ➕ button. It will then take 10-15 minutes to build the insights and will send you a notification email when it is ready.
Click the 'Add Company' button, search for the company and then press the ➕ button.

💡 Pro-Tip: You can also upload a CSV of companies.

2. Understanding the insights

The platform has several pages that include insights.

Overview Tab

Insights included on the overview tab:

How they make money
How they lose money
Strategic Priorities
Goals
Digital Strategies
Organisational Structure
Divisions Insights
Earnings Call Analysis
Geographical Operations
Custom Insights
Industry Insights

Engage Tab

Insights includes on the engage tab:

Value Pyramid
Three Whys
Discovery Questions
Persona Initiative Value Cards

Contacts Tab

Insights includes in the contacts tab:

Contact List
Contact Experience
Contact Initiative & Use Cases
Contact Discovery Questions
Contact Content

AI-Assistant

You can use the AI-assistant to get:

Any insights about the company
Any insights about the company and your organisation

Technology Stack

Company technology stack (we monitor 12,000 technologies)
Job adverts that mention each technology
Confidence that they use a technology

Content

Account specific content including emails, call scripts, notes and documents

Best Practices

1. Account Research

Start with the Overview tab for broad context
Use AI Assistant for specific questions
Review Custom Insights for unique opportunities

2. Meeting Preparation

Generate value pyramid before meetings
Review persona initiatives for attendees
Prepare relevant discovery questions

3. Content Creation

Use PG:AI-generated content as foundation
Customize for specific meetings/contacts
Leverage success stories aligned with account needs

4. Ongoing Management

Subscribe to account updates
Regularly review new insights
Update engagement strategies based on changes

Pro Tips

💡 Maximising AI Assistant

Ask specific, focused questions
Use it to validate assumptions
Generate custom content ideas

💡 Effective Research

Start broad, then narrow focus
Cross-reference multiple insights
Look for patterns across data points

💡 Engagement Planning

Align content with persona priorities
Use discovery questions strategically
Map value proposition to specific initiatives

Remember: PG:AI is designed to augment your expertise, not replace it. Use the insights as a foundation for your own strategic thinking and relationship building.