> ## 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.

# Engage Settings

> Configure how PG:AI builds value propositions and engagement insights for your accounts

Engage Settings control how PG:AI generates Value Pyramids, Three Whys frameworks, and Discovery Questions. These settings train the system to understand your solution and map it to account priorities.

<Info>
  Engage Settings directly determine the quality and relevance of your generated sales content. Well-configured settings produce more compelling and accurate Value Pyramids and Discovery Questions.
</Info>

## How It Works

Engage Settings consist of three components:

* **Solution Description** - What your solution does and the value it delivers
* **Search Signals** - Keywords that identify relevant account initiatives
* **Dataset Selection** - Which sales collateral to use for content generation

## Setting Up Engage Settings

<Steps>
  <Step title="Name Your Configuration">
    Create descriptive names like "Enterprise Financial Services" or "Mid-Market Manufacturing"
  </Step>

  <Step title="Write Solution Description">
    Describe your solution's capabilities, challenges addressed, and strategic value
  </Step>

  <Step title="Define Search Signals">
    Add keywords that identify relevant account initiatives and challenges
  </Step>

  <Step title="Select Datasets">
    Choose which uploaded sales collateral to reference for content generation
  </Step>

  <Step title="Test and Refine">
    Generate sample content and adjust settings based on quality and relevance
  </Step>
</Steps>

## Solution Description Structure

Organize your solution description with clear sections:

**Challenges:**

* Specific business problems you solve
* Pain points your solution addresses
* Operational inefficiencies you eliminate

**Strategies and Initiatives:**

* Transformation goals you enable
* Strategic outcomes you deliver
* Implementation benefits you provide

<Warning>
  Avoid mentioning your company name in the solution description. Focus on solution value, not company branding.
</Warning>

## Search Signals

Add keywords that help identify relevant accounts:

* **Business initiatives** - Digital transformation, operational efficiency, cost optimization
* **Technology areas** - Cloud migration, AI implementation, data modernization
* **Pain points** - Manual processes, security vulnerabilities, compliance gaps
* **Industry terms** - Regulatory compliance, sector-specific challenges

## Multiple Configurations

Create different Engage Settings for:

* **Different industries** - Financial Services vs Healthcare vs Manufacturing
* **Company segments** - Enterprise vs Mid-Market vs SMB approaches
* **Use cases** - New Logo vs Expansion vs Competitive Replacement

Most companies start with 2-3 configurations and add more as needed.

<Warning>
  Regularly update your Engage Settings based on successful sales conversations. Outdated configurations generate less relevant content.
</Warning>