> ## 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. # Configuration > Make PG:AI specific to your business - the difference between generic output and intelligence that speaks your language 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. Set organisation structure first: users, roles, and access boundaries for each team. Upload sales materials and documentation so output reflects your messaging and product reality. Configure the roles your team sells to so contacts and content are prioritised correctly. Set default and persona-level enrichment behavior for email and phone data. Configure how engagement content is generated from signals, datasets, and context. Create insight queries that analyse accounts through your specific market lens. Highlight competitor and partner technologies across account tech stacks for immediate relevance. Define reusable GTM motions that can be attached to territories and planning workflows. Manage usage guardrails and credit limits across company, content, territory, and contact operations. Configure content groups and templates used by Studio, workflows, and sequence generation. Link engage settings, custom data groups, and content groups into reusable workflow definitions. Build and manage ordered template sequences for repeatable outreach and follow-up patterns. Define what changes trigger alerts, where they apply, and which channels they notify. ## Recommended Setup Order 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. **Team & Permissions** - invite the team and assign access (5 min) 7. **Content + Workflow Settings** - configure once your core data model is stable 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.