> ## 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.

# For AEs & SCs

> Your first 10 minutes in PG:AI as an Account Executive or Solutions Consultant

You sell to accounts. You need to understand them deeply, prepare for meetings quickly, and engage with relevant, informed messaging. Here's how to get going.

## Your First 10 Minutes

<Steps>
  <Step title="Add the account you're meeting next">
    Go to your workspace, click **Add Company**, and add the account you have a meeting with soonest. While it enriches (5-10 min), keep going with the next steps.
  </Step>

  <Step title="Configure your lens">
    This is the thing that makes PG:AI specific to what you sell.

    Go to **Configuration → Favourite Technologies** and add your competitors and key partner technologies. When you look at any account's tech stack, these will be highlighted automatically  -  you'll instantly see who's using a competitor.

    Then go to **Configuration → Personas** and add the roles you typically sell to (e.g. VP Engineering, CTO, Head of Data). PG:AI will surface these people first in contact discovery.
  </Step>

  <Step title="Explore your first account">
    Once enriched, click into the account. Start with **Strategic Insights**  -  read the priorities and goals. Then check **Tech Stack**  -  look for your competitors highlighted in the list. Then check **Contacts**  -  find the people you'd want to talk to.

    This is what every account in your territory will look like once enriched.
  </Step>

  <Step title="Ask the agent a question">
    Go to **Agent → Agent** and ask: "What should I focus on in my meeting with \[Company]? We sell \[what you sell]." See how the response uses real account data, not generic advice.
  </Step>

  <Step title="Check Sales Engagement">
    Go to **Intelligence → Sales Engagement**. Look at the **Value Pyramid**  -  this maps your solution to their specific priorities. Look at **Discovery Questions**  -  these are tailored to what this account actually cares about.
  </Step>
</Steps>

## What You'll Use Most

<CardGroup cols={2}>
  <Card title="Strategic Insights" icon="chess" href="/intelligence/strategic-insights">
    What the account is prioritising, their goals, SWOT, and division intelligence. Your starting point for any account.
  </Card>

  <Card title="Tech Stack" icon="wrench" href="/intelligence/tech-stack">
    What technologies they use, with your competitors and partners highlighted. Know the competitive landscape before the call.
  </Card>

  <Card title="Agent" icon="robot" href="/agent/ai-assistant">
    Ask questions about any account. "What are their strategic priorities?", "Who should I talk to?", "How should I position against \[competitor]?"
  </Card>

  <Card title="Canvas" icon="paintbrush" href="/agent/canvas">
    Create meeting prep briefs, account plans, and engagement documents  -  all grounded in real intelligence.
  </Card>

  <Card title="Sales Engagement" icon="bullseye-arrow" href="/intelligence/sales-engagement">
    Value pyramids, discovery questions, custom insights, and three whys  -  tailored to each account.
  </Card>

  <Card title="Contacts & Org Chart" icon="users" href="/intelligence/contacts-org-chart">
    Find the right people, understand the org structure, and map the buying committee.
  </Card>
</CardGroup>

## Your Key Playbooks

These are the workflows you'll use regularly:

<CardGroup cols={2}>
  <Card title="Meeting Preparation" icon="calendar-check" href="/playbooks/meeting-preparation">
    Prepare for any meeting in 15-20 minutes with deep account context. **Start here.**
  </Card>

  <Card title="Account Planning" icon="clipboard-list" href="/playbooks/account-planning">
    Build a full account plan with stakeholder maps, competitive analysis, and engagement strategy.
  </Card>

  <Card title="Competitive Research" icon="magnifying-glass" href="/playbooks/competitive-research">
    Understand the competitive landscape at a specific account and position against alternatives.
  </Card>

  <Card title="QBR & EBC Preparation" icon="presentation-screen" href="/playbooks/qbr-ebc-preparation">
    Prepare executive-ready materials backed by real account intelligence.
  </Card>
</CardGroup>

## Daily Workflow

Once you're set up, your typical workflow looks like:

1. **Before any meeting:** Run the [Meeting Prep playbook](/playbooks/meeting-preparation) (15-20 min). Check priorities, tech stack, contacts, generate a prep sheet.
2. **For strategic accounts:** Build a full [Account Plan](/playbooks/account-planning) (30-45 min). Review and update before key touchpoints.
3. **For content needs:** Use [Canvas](/agent/canvas) to generate emails, proposals, and briefs grounded in account data.
4. **To stay current:** Set up [monitoring alerts](/playbooks/account-monitoring) on your key accounts so you know when something changes.