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Configuration is what separates PG:AI from a generic research tool. An unconfigured PG:AI gives you good account intelligence. A well-configured PG:AI gives you intelligence that’s specific to what you sell, who you sell to, and how your team talks about it. The difference is night and day:
  • Without favourite technologies → you see a list of 200 technologies at every account. With them → your competitors and partners are highlighted instantly.
  • Without personas → you see all contacts. With them → the roles you sell to are surfaced first.
  • Without custom insights → you get generic strategic analysis. With them → every account is analysed through the lens of your specific market and use cases.
  • Without datasets → the AI generates content in generic B2B language. With them → content references your actual product, messaging, and methodology.
Configuration takes about 30 minutes upfront and pays off across every account, every rep, and every interaction.

Favourite Technologies

Set up first. Define the technologies you compete with and partner with. These get highlighted across every account’s tech stack - you’ll instantly see competitive and complementary technologies.

Personas

Set up second. Configure the roles your team sells to. PG:AI surfaces these contacts first in discovery and generates engagement content tailored to each persona.

Custom Insights

Create custom intelligence queries that run against every account. “What is this company’s approach to [your market]?” or “What challenges do they face with [problem you solve]?”

Datasets

Upload your sales materials, product briefs, and messaging documents. The AI uses these as context when generating content - so output sounds like you, not generic AI.

Engage Settings

Configure how Sales Engagement content is generated - discovery question themes, value pyramid structure, and content templates.

Workflow Templates

Set up reusable workflow templates for common activities like meeting prep, account research, and outreach generation.

CRM Integration

Connect PG:AI to Salesforce or HubSpot. Sync accounts in, push intelligence out, keep your CRM enriched automatically.

Team & Permissions

Manage team members, roles, and what each person can access. Assign territories and configure visibility.
If you’re setting up PG:AI for the first time, work through configuration in this order:
  1. Favourite Technologies - immediate impact on every account view (5 min)
  2. Personas - improves contact discovery and content relevance (5 min)
  3. Custom Insights - adds depth specific to your market (10 min)
  4. Datasets - upload 2-3 key documents: product brief, messaging guide, case study (5 min)
  5. Engage Settings - fine-tune how engagement content is generated (5 min)
  6. CRM Integration - connect your CRM for account sync (10 min)
  7. Team & Permissions - invite the team and assign access (5 min)
  8. Workflow Templates - set up once the team is using PG:AI and you know which workflows they use most
Configuration is an ongoing process, not a one-time setup. As your team uses PG:AI, you’ll refine favourite technologies, add new custom insights, and update datasets. The best-configured organisations revisit their settings quarterly.