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This guide gets you from login to full account intelligence in about 5 minutes. By the end, you’ll have one account fully enriched and you’ll understand what PG:AI gives you.
Prerequisites: A PG:AI account. If you don’t have one yet, get access here.

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1. Log In

Go to app.getpg.ai and sign in. You’ll land on your workspace - this is where all your accounts live.

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2. Add Your First Account

Click Add Company in the top right. Type a company name - pick one you’re actively working on or about to meet with. Click Add. PG:AI will start enriching the account. This takes 5-10 minutes and uses 1 credit. You’ll get a notification when it’s ready.
Pick a larger company for your first account (public companies work great). They have more public data, so the intelligence will be richer and you’ll see the full range of what PG:AI produces.

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3. Explore the Intelligence

Once the account is ready, click into it. You’ll see several tabs: Strategic Insights - The account’s strategic priorities, goals, SWOT analysis, division intelligence, and industry context. This is the strategic brain of the account - what they care about, where they’re headed, what keeps them up at night. Tech Stack - Technologies detected from job posting data. If you’ve configured favourite technologies, your competitors and partners are highlighted automatically. Jobs & Hiring Signals - What they’re hiring for, where, and what it tells you about their priorities and investment areas. Financial Intelligence - For public companies: share price, key metrics, competitor benchmarking, and analyst forecasts. Contacts & Org Chart - Key people at the company with contact details, career history, persona matching, and a visual org chart showing relationships. Sales Engagement - This is where intelligence becomes action: Value Pyramid (how your solution maps to their priorities), Discovery Questions (account-specific), Custom Insights, and Three Whys.

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4. Try the AI Assistant

Go to Agent → AI Assistant and ask a question about the account you just added:
“What are the top 3 reasons [Company] should talk to us? We sell [brief description of what you sell].”
The assistant draws on all the intelligence - priorities, tech stack, financials, contacts - and gives you a tailored answer with sources. Try a few more:
  • “Who should I talk to at [Company] about [your use case]?”
  • “What technology does [Company] use that competes with us?”
  • “What should I focus on in my meeting with [Company] tomorrow?“

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5. What to Do Next

Configure PG:AI for your team

Set up favourite technologies, personas, and custom insights so the intelligence speaks your language

Prep for your next meeting

Use the Meeting Preparation playbook to walk into your next call fully prepared

Add more accounts

Add the rest of your territory - individually or via CSV import

See all playbooks

Browse workflows for account planning, territory planning, competitive research, and more
The single most impactful thing you can do after this quickstart is configure your favourite technologies and personas. This is what makes PG:AI specific to your business - competitors get highlighted, relevant contacts get surfaced, and engagement content speaks your language. Takes 10 minutes, transforms the output.

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