AI Assistant
Ask anything about your target accounts
The AI Assistant provides instant, intelligent answers about any aspect of your target accounts by searching through all available data and generating insights tailored to your specific questions.
How It Works
The AI Assistant has access to:
- All account intelligence data in PG:AI
- Your company’s sales enablement content
- Custom insights and value propositions
- Historical analysis and updates
- Web data and public information
The AI Assistant uses natural language processing to understand your intent and provides contextual, actionable responses backed by source data.
What You Can Ask
Strategic Intelligence Questions
Initiative Discovery
“What digital transformation initiatives are they pursuing?” “Which divisions are investing in cloud migration?”
Challenge Identification
“What are their main operational challenges?” “What risks did they mention in earnings calls?”
Opportunity Analysis
“Where can our solution add the most value?” “Which use cases align with their priorities?”
Competitive Intelligence
“How do they compare to their competitors?” “What advantages do they have in the market?”
Sales Preparation Questions
- “What should I focus on in tomorrow’s meeting with their CFO?”
- “What are the key talking points for their retail division?”
- “What recent changes should I be aware of?”
- “What metrics do they care about most?”
- “What should I focus on in tomorrow’s meeting with their CFO?”
- “What are the key talking points for their retail division?”
- “What recent changes should I be aware of?”
- “What metrics do they care about most?”
- “How should I position our solution to their CTO?”
- “What ROI examples would resonate with them?”
- “Which case studies are most relevant?”
- “What objections might they raise?”
- “Who are the key decision makers for cloud initiatives?”
- “What’s their typical buying process?”
- “When is their fiscal year end?”
- “Which division should we target first?”
Content Generation Requests
The AI Assistant can create:
- Email drafts tailored to specific contacts
- Executive summaries highlighting key insights
- Business cases connecting their needs to your solution
- Talk tracks for specific scenarios
- Proposal sections with relevant data points
Using the AI Assistant Effectively
Best Practices for Questions
Example Conversations
Discovery Research
You: “What customer experience initiatives has Microsoft announced recently?”
AI: “Microsoft has announced several CX initiatives including:
- AI-powered customer service through Copilot integration
- Unified customer data platform in Dynamics 365
- Personalization at scale in retail experiences
[Sources: Q3 2024 Earnings Call, Annual Report p.47]“
Sales Strategy
You: “Which executive owns digital transformation at Walmart?”
AI: “Based on the organizational structure, Suresh Kumar, Chief Technology Officer and Chief Development Officer, leads digital transformation. He reports directly to CEO Doug McMillon and oversees technology, digital acceleration, and global business services.
[Source: Leadership Profiles, 2024 Annual Report]“
Content Creation
You: “Write an email to their CFO about cost reduction through automation”
AI: “Subject: Addressing Walmart’s $2B Efficiency Target
Dear [CFO Name],
I noticed in your recent earnings call that Walmart is targeting $2B in cost savings through operational efficiency. Your emphasis on ‘automation as a key driver’ aligns perfectly with…
[Incorporates specific Walmart priorities and metrics]“
Advanced Features
Multi-Account Analysis
Ask questions that span multiple accounts:
- “Compare the digital strategies of Target vs Walmart”
- “Which retail companies are investing most in AI?”
- “What common challenges do my top 5 accounts share?”
Temporal Intelligence
Track changes and trends over time:
- “How have their priorities changed since last quarter?”
- “What new initiatives were announced this month?”
- “Show me the evolution of their cloud strategy”
Integration with Other Features
The AI Assistant can guide you to other PG:AI features:
- “Show me the value pyramid for this account”
- “What discovery questions should I ask?”
- “Find contacts in their IT department”
Tips for Maximum Value
The AI Assistant is most effective when you ask specific, actionable questions rather than requesting general overviews.
- Start with Context: Begin questions with your role or objective
- Use Their Terminology: Reference specific initiatives or divisions you’ve seen
- Ask for Sources: Request source citations for important claims
- Iterate: Use follow-up questions to dig deeper
- Save Responses: Copy valuable insights for future reference
Common Use Cases by Role
- Pre-call research on specific topics
- Objection handling preparation
- Business case development
- Expansion opportunity identification
- Pre-call research on specific topics
- Objection handling preparation
- Business case development
- Expansion opportunity identification
- Account strategy development
- Territory analysis
- Competitive positioning
- Team enablement content
- Renewal preparation
- Upsell opportunity identification
- QBR content creation
- Risk assessment
- Persona-specific messaging
- Campaign content development
- Case study alignment
- Industry trend analysis
Quick Start Prompts
Copy and customize these prompts to get started:
Next Steps
Try It Now
Ask your first question about an account
View Examples
See more AI Assistant use cases
Get Support
Common questions answered