Skip to main content
You need your team performing consistently, your territories making sense, and visibility into what’s happening across your accounts. Here’s how PG:AI helps and how to get started.

​
Your First 10 Minutes

1

Understand what your team sees

Ask your admin or RevOps to add a few accounts you know well. Once enriched, open one and review the intelligence. Compare what PG:AI produces against what you know about the account. This builds confidence in the data quality.
2

Check Territory

If your team has a territory set up, go to Territory and look at the companies table. You’ll see every account with a score, enrichment data, and badges. This is the view your reps will use to prioritise.Sort by score. Are the top accounts the ones you’d expect? If not, the scoring model needs tuning - that’s a configuration task for RevOps.
3

Look at analytics

Go to Territory → Analytics. This shows score distribution, segment breakdown, and territory coverage. You’ll immediately see: how many accounts are scored, how they’re distributed, and where there are gaps.
4

Check monitoring

Go to Monitor and see what alerts are set up. Monitoring agents watch your accounts for changes - leadership moves, strategy shifts, hiring patterns. As a leader, this is how you stay informed about your team’s key accounts without relying on rep updates.

​
What You’ll Use Most

Territory Management

See your team’s entire book of business. Scored, ranked, enriched. The replacement for spreadsheet-based territory reviews.

Scoring Models

How accounts are prioritised. Review and tune the criteria to match your ICP and sales motion.

Territory Analytics

Territory health, score distributions, segment breakdowns. The data for territory reviews and QBRs.

Monitoring Agents

Alerts when something changes at key accounts. Stay informed without chasing reps for updates.

​
Your Key Playbooks

Territory Planning

Score, segment, and prioritise territories. Make data-driven decisions about where your team focuses. Start here.

Territory Analysis Project

Run a full territory analysis - useful for QBRs, annual planning, or restructuring.

Account Monitoring

Set up monitoring across key accounts so you know when something changes.

QBR & EBC Preparation

Prepare executive-ready materials backed by real account intelligence.

​
What to Do After Setup

  • Review scoring with RevOps. The scoring model determines how accounts are ranked. Make sure the criteria reflect what actually predicts success for your team.
  • Set the expectation with your team. PG:AI works best when reps use it before every meeting. Set the standard: “every meeting, every account, fully prepared.”
  • Use Territory Analytics in your reviews. Replace “how’s your territory going?” with data. Score distributions, coverage gaps, and enrichment quality give you a real picture.