Your First 10 Minutes
Configure the organisation settings
Before anyone else uses PG:AI, set up the foundation. Go to Configuration and work through:
- Favourite Technologies - Add your competitors and key partner technologies. This is the single most impactful configuration. Every account’s tech stack will highlight these automatically.
- Personas - Add the roles your team sells to. PG:AI uses these for contact matching and content generation.
- Custom Insights - Set up custom intelligence queries that run against every account. E.g. “What is this company’s approach to [your market category]?”
- Datasets - Upload your sales materials, product briefs, and messaging so the AI generates content in your language.
Create your first territory
Go to Territory → Territory Management and create a territory. You can import accounts via CSV or CRM sync.For your first test, import 50-100 accounts from one team’s territory. This lets you validate the enrichment and scoring before rolling out to everyone.
Run enrichment
Go to Territory → Enrichment and configure which intelligence to pull: tech stack, jobs, employee groups, strategic insights. Run enrichment on your test territory.This populates the data that scoring models will use.
Build a scoring model
Go to Territory → Scoring Models. Create a model that reflects your ICP. Weight the signals: strategic insight criteria, tech stack fit, hiring signals, employee groups, firmographics.Run it against your test territory and check the results. Do the top-scored accounts look right? If not, tune the weights.
Validate against known outcomes
This is the step most people skip and it’s the most important. Take your closed-won deals from last quarter and check their scores. Take your closed-lost deals and check theirs. If the model ranks won deals higher than lost deals, it’s working. If not, adjust the criteria.
What You’ll Use Most
Configuration
The foundation - technologies, personas, custom insights, datasets. Set up once, every rep benefits.
Territory Management
Create and manage territories. Import accounts, assign reps, configure enrichment.
Scoring Models
Build scoring models that combine multiple signals into one account score. Validate against real outcomes.
Strategic Insights Scoring
Define strategic topics and score accounts on alignment with what matters to your business.
Scenarios & Recommendations
Model different territory designs. AI recommendations for rebalancing and coverage optimisation.
CRM Integration
Connect PG:AI to Salesforce or HubSpot. Sync accounts, push enrichment data back, keep CRM current.
Your Key Playbooks
Territory Planning
Full territory planning workflow - import, enrich, score, segment, assign. Start here.
New Territory Ramp
Set up a new territory for a new hire or restructure. Pre-load intelligence so they’re productive from day one.
Territory Analysis Project
Run a comprehensive territory analysis - coverage, balance, quality, trends.
Setup Checklist
After the first 10 minutes, here’s the full setup path:- Configure favourite technologies (competitors + partners)
- Configure personas (target roles)
- Set up custom insights (market-specific queries)
- Upload datasets (sales materials, product briefs)
- Create territories and import accounts
- Run enrichment across territories
- Build and validate scoring models
- Connect CRM integration
- Set up monitoring agents for key accounts
- Invite the team and assign territories
- Set up workflow templates for common activities
Configuration is what makes PG:AI valuable. An unconfigured PG:AI produces generic intelligence. A well-configured PG:AI produces intelligence that speaks your team’s language - competitors highlighted, relevant personas surfaced, insights framed around your methodology. The 30 minutes you spend on configuration pays off across every account and every rep.