> ## 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 RevOps

> Your first 10 minutes in PG:AI as a Revenue Operations professional

You own the GTM infrastructure. Territories, scoring models, data quality, integrations. PG:AI gives you a planning layer built on strategic signals  -  not just firmographics. Here's how to get started.

## Your First 10 Minutes

<Steps>
  <Step title="Configure the organisation settings">
    Before anyone else uses PG:AI, set up the foundation. Go to **Configuration** and work through:

    * **[Favourite Technologies](/configuration/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](/configuration/personas)**  -  Add the roles your team sells to. PG:AI uses these for contact matching and content generation.
    * **[Custom Insights](/configuration/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](/configuration/datasets)**  -  Upload your sales materials, product briefs, and messaging so the AI generates content in your language.
  </Step>

  <Step title="Create your first territory">
    Go to **Territory → Territory Management** and create a territory. You can import accounts via CSV or add them from your workspace.

    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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## What You'll Use Most

<CardGroup cols={2}>
  <Card title="Configuration" icon="sliders" href="/configuration/overview">
    The foundation  -  technologies, personas, custom insights, datasets. Set up once, every rep benefits.
  </Card>

  <Card title="Territory Management" icon="layer-group" href="/territory/territory-management">
    Create and manage territories. Import accounts, assign reps, configure enrichment.
  </Card>

  <Card title="Scoring Models" icon="chart-simple" href="/territory/scoring-models">
    Build scoring models that combine multiple signals into one account score. Validate against real outcomes.
  </Card>

  <Card title="Strategic Insights Scoring" icon="lightbulb" href="/territory/strategic-insights-scoring">
    Define strategic topics and score accounts on alignment with what matters to your business.
  </Card>

  <Card title="Scenarios & Recommendations" icon="wand-magic-sparkles" href="/territory/scenarios-recommendations">
    Model different territory designs. AI recommendations for rebalancing and coverage optimisation.
  </Card>

  <Card title="Team & Permissions" icon="users-gear" href="/configuration/team-permissions">
    Invite users, assign roles, and control who can see which territories and settings.
  </Card>
</CardGroup>

## Your Key Playbooks

<CardGroup cols={2}>
  <Card title="Territory Planning" icon="map" href="/playbooks/territory-planning">
    Full territory planning workflow  -  import, enrich, score, segment, assign. **Start here.**
  </Card>

  <Card title="New Territory Ramp" icon="rocket" href="/playbooks/new-territory-ramp">
    Set up a new territory for a new hire or restructure. Pre-load intelligence so they're productive from day one.
  </Card>

  <Card title="Territory Analysis Project" icon="chart-mixed" href="/playbooks/territory-analysis-project">
    Run a comprehensive territory analysis  -  coverage, balance, quality, trends.
  </Card>
</CardGroup>

## 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
* [ ] Set up monitoring agents for key accounts
* [ ] Invite the team and assign territories
* [ ] Set up workflow templates for common activities

<Note>
  **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.
</Note>