Comments and tags enable collaboration on account intelligence across your team.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.
Adding Comments
- Click on any insight to open the detailed sidebar
- Navigate to the Comments section
- Write your comment in the text field
Tagging Colleagues
- Use the @ symbol to tag team members
- Select the person you want to tag
- Submit your comment
Use Cases
- SDR to AE: Highlight key insights for account strategy
- AE to SDR: Point out specific outreach opportunities
- AE to CSM: Share renewal-relevant intelligence
- Team Collaboration: Coordinate on account planning