- Primary users
- Secondary users
Account executives, strategic account managers, and business development reps - the people who research accounts, prepare for meetings, and need to understand a company before they pick up the phone.
PG:AI Account gives you deep account and contact intelligence for every company in your pipeline. Everything you need to know about an account, the people inside it, and how to engage them - in one place.Documentation Index
Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
Use this file to discover all available pages before exploring further.
Intelligence data refreshes automatically. When a company posts new jobs, publishes earnings, or shifts strategy, the profile updates so you always have the latest view.
Account Modules
Strategic Insights
Strategic priorities, goals, SWOT analysis, division intelligence, and industry overview for every account
Tech Stack Intelligence
Which technologies a company uses, how they trend in job postings, and which ones are gaining or losing traction
Jobs & Hiring Signals
What a company is hiring for, where roles are located, and what hiring patterns reveal about priorities and investment
Financial Intelligence
Share price, financials, key metrics, competitor benchmarking, and analyst forecasts for public companies
Contacts & Org Chart
People discovery, contact profiles, career history, persona matching, and visual org chart with relationship mapping
Sales Engagement
Value Pyramid, Three Whys, Custom Insights, Discovery Questions, and Facts and Figures - turn intelligence into meeting preparation
Key Benefits
One place for everything
Account profile, contacts, financials, tech stack, hiring signals, and strategic insights in a single view. No more ten-tab research sessions.
Always current
Continuous enrichment means data refreshes automatically. When a company posts new jobs, publishes earnings, or shifts strategy, the profile updates.
Deeper than firmographics
Go beyond employee count and revenue. Understand what a company is investing in, who its competitors are, what its divisions focus on, and which roles it’s hiring for.
From research to action
The Sales Engagement module turns raw intelligence into meeting preparation: discovery questions, value pyramids, and tailored insight reports.
Shared knowledge
Every rep sees the same intelligence. Research done by one person benefits the entire team. No more duplicated effort or lost context.
Feeds the platform
Intelligence data flows into Territory scoring, Agent conversations, and Monitor alerts. It’s the data foundation for everything else in PG:AI.
Who It’s For
How It Connects to Other Products
PG:AI Territory
Consumes Intelligence data for territory scoring, account ranking, and planning
PG:AI Studio
The agent uses Intelligence as context for conversations, research, content generation, and Canvas documents
PG:AI Monitoring
Monitors Intelligence accounts for changes and triggers alerts when something shifts
Workspace
Account management (adding, importing, organising companies) lives at the Workspace level and feeds into Intelligence