> ## 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.

# Datasets

> Upload and manage your sales collateral to train PG:AI on your value proposition and solution capabilities

Datasets are collections of your sales documents that train PG:AI on your value proposition and messaging. Upload PDFs of your sales collateral, and PG:AI uses this content to generate personalized materials aligned with your actual sales approach.

<Info>
  Your first dataset is automatically created from your company website. You can then add additional datasets with your internal sales materials.
</Info>

## Types of Sales Documents to Upload

<CardGroup cols={2}>
  <Card title="Value Frameworks & Positioning" icon="bullseye">
    Value proposition documents, messaging frameworks, positioning guides
  </Card>

  <Card title="Battle Cards & Competitive Intel" icon="chess">
    Competitive battle cards, objection handling guides, differentiation documents
  </Card>

  <Card title="Case Studies & Proof Points" icon="trophy">
    Customer success stories, case studies, reference materials, testimonials
  </Card>

  <Card title="Product Information" icon="box">
    Product datasheets, capability overviews, technical specifications, feature guides
  </Card>

  <Card title="Use Cases & Solutions" icon="puzzle">
    Use case documents, solution briefs, implementation guides, industry solutions
  </Card>

  <Card title="Persona & Audience Guides" icon="users">
    Buyer persona guides, role-specific messaging, audience-targeted content
  </Card>
</CardGroup>

## Adding Datasets

### **Document Upload Process**

<Steps>
  <Step title="Upload PDF Documents">
    Upload your existing sales collateral in PDF format to organized datasets
  </Step>

  <Step title="AI Content Analysis">
    PG:AI reads and analyzes the text content to understand your messaging and value propositions
  </Step>

  <Step title="Knowledge Integration">
    The platform learns your specific language, positioning, and solution capabilities
  </Step>

  <Step title="Content Generation">
    PG:AI uses this knowledge to create personalized content that reflects your actual sales materials
  </Step>
</Steps>

## Dataset Organization & Management

### **Creating Effective Datasets**

<Warning>
  Label your datasets clearly and organize them logically. This makes it easier to select the right datasets for specific content templates and engage settings.
</Warning>

**Organization Examples:**

* **By Content Type**: Case Studies, Battle Cards, Product Info, Value Frameworks
* **By Solution Area**: Platform, Security, Integration, Analytics
* **By Audience**: Financial Services, IT Leaders, Executives, End Users

### **Best Practices**

1. **Clear Labels**: Use descriptive names that indicate content type and purpose
2. **Current Content**: Upload your most recent, approved sales materials
3. **Quality PDFs**: Ensure documents have clear, readable text for AI analysis
4. **Regular Updates**: Add new materials as they're created

## Using Datasets

Your uploaded datasets are used to:

* **Train Engage Settings**: Power Value Pyramids and Three Whys with your specific messaging
* **Generate Content**: Create emails, call scripts, and presentations using your proven materials
* **Enhance Intelligence**: Connect prospect needs to your actual solution capabilities

## Quick Actions

<CardGroup cols={3}>
  <Card title="Upload Sales Collateral" icon="upload" href="/settings/organization/datasets">
    Add your PDFs to create and organize datasets
  </Card>

  <Card title="Configure Engage Settings" icon="gear" href="/settings/engage">
    Select datasets for Value Pyramids and Three Whys
  </Card>

  <Card title="Set Up Content Templates" icon="pencil" href="/settings/content-templates">
    Choose datasets for personalized content generation
  </Card>
</CardGroup>