This article will explain to you how to customise PG:AI to suit your individual or company needs. PG:AI is designed to be configured once, so it is scalable across all of the different accounts that you are looking to execute on. The ways to configure PG:AI are explained below.
Navigate to Settings
1.Train PG:AI on your value proposition
Within the settings, head over to the Datasets tab where you can add in documentation to train PG:AI on. These include:
Your website content
Product documentation
Case studies
Success stories
2.Set Up Your Personas
In the Platform Settings tab, head over to the Personas button. Here you will be able to add different persona groups. These will be used as context when building the Persona Initiative Value cards in the engage section and when you are searching for contacts. When adding a persona group, you can define the following.
Define key stakeholder personas
Configure persona-specific settings
Set up relevant job titles and departments
3.Configure Engage Settings
In the Platform Settings tab, head over to Engage button. When PG:AI creates a value pyramid, it uses the engage settings to make this as domain specific as possible. It will tailor the value pyramid, three whys & discovery questions to strategies, initaitives & challenges that are relevant to your organisation. In the engage settings, you can define the following:
Signals - These are the terms PG:AI will search for within the prospect's data that is relevant to you. For example, terms like "digital transformation", "cloud
migration", "new digital services" would be good if you sell a DevOps solution.
Solution description - Here, it is beneficial to include a detailed description of your solution and the initiatives and challenges it solves for.
Datasets - These are your datasets that you would like to use as context when creating an engage plan. For example, you can click website content if you choose to use this OR you can choose another / or multiple if you have added in your own datasets.
4.Custom data
In the platforms setting tab, head over to the Custom Data button. When an account is added in PG:AI, it will build in custom insights for each account. These are custom knowledge insights that are built in as part of the workflow under the "insights" tab within an account. To configure these, do the following:
Custom Data Settings - Here, you make individual custom insights. You can delete an insight by clicking the bin icon on the right of an insight and you can add an insight by pressing "add custom data setting". To add a custom insight, do the following:
Choose the name - This will be the title of each insight that appears in the "insights tab" within an account.
Choose the query - This will be the command given to find the relevant information. For example, if you were looking to understand their growth initatives. You may query "tell me what their initiatives and goals related to georgraphical / company expansion"
Choose your type - Here you can choose whether this will be a description, Yes or No or Numerical Answer.
Choose your word count - Choose the amount of words you would like the answer to be.
Custom Data Groups - In this tab, you will create the group that includes all of the custom insights you created above. To create a group, click into the group name and configure the following:
The name of your group - you can give this a specific name, which can be relevant if making multiple groups.
The Source - you can choose where the source of this data will come from.
Search Terms - These are the terms PG:AI will search for externally or within existing data. For example, if you want to know a company's growth initaitives, here you may put "Georgaphical expansion", "growth initaitives", "hiring strategy".
Choose your time frame - How far back in time do you want PG:AI to search?
Choose your queries - Choose the queries that you would like to be applied to this (you made these in the custom data settings)
5.Workflows
In Platform Settings, press the workflow button. After configuring the first 4 steps, you can build these into a workflow. When you add a company, it will follow this workflow to build out the account plan to your chosen settings. To configure this, do the following:
Choose the name of your workflow - you may want to create different workflows for different industries.
Choose your Engage Settings
Choose your Custom Data Settings
Choose your Content Settings (link to content creation)