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Quickstart Guide

Get your first account intelligence in minutes and see how PG:AI transforms your sales process.

Prerequisites: You’ll need a PG:AI account. If you don’t have one yet, Get Access Here.

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Step 1: Access PG:AI

  1. Go to app.getpg.ai
  2. Log in with your credentials
  3. You’ll land on the dashboard showing your account overview

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Step 2: Add Your First Account

1

Click 'Add Company'

Find the “Add Company” button in the top right corner

2

Enter Company Name

Type the company name (e.g., “HSBC” or “Walmart”)

3

Confirm and Process

Click “Add” - PG:AI will begin analyzing thousands of data sources

Each company uses 1 credit and takes 5-10 minutes to process. You’ll receive a notification when ready.

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Step 3: Explore Account Intelligence

Once processed, click on the company to see:

Company Insights

  • Strategic Priorities: High-level business objectives
  • Goals & Initiatives: Specific programs and targets
  • SWOT Analysis: Strengths, weaknesses, opportunities, threats
  • Organization Structure: Divisions and key business units

Engage Insights

  • Value Pyramid: How your solution maps to their priorities
  • Three Whys: Why change, why now, why you
  • Discovery Questions: Targeted questions for meetings
  • Custom Insights: Ask specific questions about the account

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Step 4: Take Action

Now use these insights to:

Personalize Outreach

Navigate to Content → Generate personalized emails referencing their specific initiatives

Prepare for Meetings

Use Discovery Questions and Value Pyramid for your next call

Build Account Plans

Export insights to create comprehensive account strategies

Find Contacts

Click Contacts to identify key stakeholders to engage

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Step 5: Try Advanced Features

AI Assistant

Ask specific questions about the account:

  • “What are their main challenges with digital transformation?”
  • “How does our solution align with their 2024 initiatives?”
  • “What recent investments have they made in technology?”

Content Generation

  1. Go to Content tab
  2. Select a template (email, call script, etc.)
  3. Customize with specific insights
  4. Copy and use in your outreach

Technology Stack

Review their current technologies to:

  • Identify integration opportunities
  • Spot replacement possibilities
  • Understand their technical environment

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Quick Tips

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What’s Next?

Pipeline Generation Guide

Learn to identify and engage the right prospects

Meeting Preparation

Master the art of meeting prep with PG:AI

Browse Templates

Use proven templates for outreach

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Need Help?

  • 📧 Email: [email protected]
  • 💬 In-app chat: Click the chat bubble
  • 📚 FAQ: Common questions answered

Pro tip: The more you use PG:AI, the more natural it becomes. Start with one account you’re actively working on and see the immediate impact on your next interaction.