> ## 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.

# Custom Insights

> Configure specific research queries to generate targeted intelligence about your accounts

Custom Insights let you create specific research questions that PG:AI answers for every account. Define queries that align with your sales process to generate consistent, targeted intelligence across all accounts.

<Info>
  Custom Insights determine what targeted intelligence appears on the Custom Insights tab for each account. Well-configured insights provide sales-relevant research that would otherwise require manual investigation.
</Info>

## How It Works

Custom Insights consist of two components:

* **Individual Insights** - Specific research questions answered for each account
* **Insights Groups** - Collections of insights with shared sources and timeframes

## Creating Individual Insights

<Steps>
  <Step title="Name your insight">
    Use clear names like "Cloud Security Challenges" or "AI Implementation Status"
  </Step>

  <Step title="Write your research query">
    Create specific questions that PG:AI will answer about each account
  </Step>

  <Step title="Set response length">
    Choose Short (50-100 words), Medium (100-200 words), or Long (200+ words)
  </Step>

  <Step title="Test and refine">
    Generate sample insights on known accounts to validate effectiveness
  </Step>
</Steps>

## Writing Effective Queries

**Good Examples:**

* "What are the recent cloud security challenges faced by this company?"
* "How is this company leveraging AI in their operations?"
* "What data infrastructure challenges are mentioned about this company?"

**Avoid Generic Queries:**

* "Tell me about their strategy" (too broad)
* "What do they do?" (basic information)
* "Are they a good fit?" (requires solution context)

<Warning>
  Make queries specific to your solution area. Generic questions produce generic insights that don't help with sales conversations.
</Warning>

## Creating Insights Groups

Groups let you organize related insights with shared parameters:

* **Sources** - Public documents (annual reports, SEC filings) vs web information (news, press releases)
* **Time span** - Last week, month, quarter, year, or all time
* **Keywords** - Terms that help focus research on relevant topics

Most companies create 2-4 insights groups covering their key sales focus areas.

## Quick Actions

<CardGroup cols={3}>
  <Card title="Configure Insights" icon="gear" href="/settings/custom-insights">
    Set up research queries and groups
  </Card>

  <Card title="View Account Insights" icon="lightbulb" href="/account-intelligence/custom-insights">
    See generated insights in action
  </Card>

  <Card title="Add to Workflows" icon="workflow" href="/settings/workflows">
    Include groups in automated account onboarding
  </Card>
</CardGroup>