# PG:AI Docs

## Docs

- [Financial Intelligence](https://docs.getpg.ai/account/financial-intelligence.md): Share price, financials, key metrics, competitor benchmarking, and analyst forecasts for public companies
- [Jobs & Hiring Signals](https://docs.getpg.ai/account/hiring-jobs.md): What a company is hiring for, where roles are located, and what hiring patterns reveal about priorities and investment
- [Contacts & Org Chart](https://docs.getpg.ai/account/org-chart.md): People discovery, contact profiles, career history, persona matching, and visual org chart with relationship mapping
- [PG:AI Account](https://docs.getpg.ai/account/overview.md): Deep account intelligence for every company in your pipeline
- [Sales Engagement](https://docs.getpg.ai/account/sales-engagement.md): Value pyramids, discovery questions, custom insight reports, and facts and figures tailored to every account
- [Strategic Insights](https://docs.getpg.ai/account/strategic-insights.md): Strategic priorities, goals, SWOT analysis, division intelligence, and industry context for every account
- [Tech Stack Intelligence](https://docs.getpg.ai/account/technology-intelligence.md): Which technologies a company uses, how they trend in job postings, and which ones are gaining or losing traction
- [Search for companies (accounts)](https://docs.getpg.ai/api-reference/accounts/search-for-companies-accounts.md): Search for companies using various filters. No search filters required - empty body returns all results.
- [Get company by ID](https://docs.getpg.ai/api-reference/companies/get-company-by-id.md): Retrieve detailed information about a specific company. Requires "insights:read" permission.
- [Get content for a company](https://docs.getpg.ai/api-reference/companies/get-content-for-a-company.md): Retrieve content associated with a company. Valid content types: email, notes, call_script, document, value_pyramid, three_whys
- [Get customizable company profile](https://docs.getpg.ai/api-reference/companies/get-customizable-company-profile.md): Retrieve a customizable company profile with optional sections. Include can be "full" or specific sections. Sources can be true/false.
- [Get technologies for a company](https://docs.getpg.ai/api-reference/companies/get-technologies-for-a-company.md): Retrieve technologies associated with a company with optional filtering by category, confidence, and favorites.
- [Search company contacts](https://docs.getpg.ai/api-reference/companies/search-company-contacts.md): Search and retrieve contacts associated with a specific company. Supports filtering by name, job title, location, and LinkedIn URL.
- [Get contact by ID](https://docs.getpg.ai/api-reference/contacts/get-contact-by-id.md): Retrieve detailed information about a specific contact.
- [List contacts](https://docs.getpg.ai/api-reference/contacts/list-contacts.md): Retrieve a list of contacts with pagination.
- [Health check endpoint](https://docs.getpg.ai/api-reference/health/health-check-endpoint.md): Returns API health status. No authentication required.
- [Get organization credits](https://docs.getpg.ai/api-reference/organization/get-organization-credits.md): Retrieve credit information for the authenticated organization.
- [Unified search](https://docs.getpg.ai/api-reference/search/unified-search.md): Search across companies, contacts, and content in a single request. Results are grouped by type.
- [Get territory by ID](https://docs.getpg.ai/api-reference/territories/get-territory-by-id.md): Retrieve detailed information about a specific territory.
- [List territories](https://docs.getpg.ai/api-reference/territories/list-territories.md): Retrieve a paginated list of territories for the authenticated organization.
- [List territory companies](https://docs.getpg.ai/api-reference/territories/list-territory-companies.md): Retrieve a paginated list of companies within a specific territory.
- [Authentication](https://docs.getpg.ai/api/authentication.md): Authenticate with the PG:AI API using API keys
- [Companies](https://docs.getpg.ai/api/companies.md): Retrieve company data, profiles, content, contacts, and technology stacks
- [Contacts](https://docs.getpg.ai/api/contacts.md): List and retrieve contacts in your PG:AI workspace
- [Organization](https://docs.getpg.ai/api/organization.md): View organization settings and credit usage
- [API Overview](https://docs.getpg.ai/api/overview.md): Integrate PG:AI intelligence into your applications and workflows via the REST API
- [Search](https://docs.getpg.ai/api/search.md): Unified search across companies, contacts, and content
- [Territories](https://docs.getpg.ai/api/territories.md): List territories, retrieve territory details, and view companies within a territory
- [CRM Integration](https://docs.getpg.ai/configuration/crm-integration.md): Connect PG:AI to your CRM to sync accounts, contacts, and enrichment data
- [Custom Insights](https://docs.getpg.ai/configuration/custom-insights.md): Configure specific research queries to generate targeted intelligence about your accounts
- [Datasets](https://docs.getpg.ai/configuration/datasets.md): Upload and manage your sales collateral to train PG:AI on your value proposition and solution capabilities
- [Engage Settings](https://docs.getpg.ai/configuration/engage-settings.md): Configure how PG:AI builds value propositions and engagement insights for your accounts
- [Favourite Technologies](https://docs.getpg.ai/configuration/favourite-technologies.md): Select the technologies most relevant to your sales process from our 12,000+ tracked technologies
- [Configuration](https://docs.getpg.ai/configuration/overview.md): Make PG:AI specific to your business  -  the difference between generic output and intelligence that speaks your language
- [Personas](https://docs.getpg.ai/configuration/personas.md): Configure contact groups to find relevant people and generate role-specific content
- [Team & Permissions](https://docs.getpg.ai/configuration/team-permissions.md): Manage users, roles, and team structures in your PG:AI workspace
- [Workflow Templates](https://docs.getpg.ai/configuration/workflow-templates.md): Define what account intelligence gets generated for each new company
- [Contact Discovery](https://docs.getpg.ai/contact/discovery.md): Find the right people at target accounts
- [Contact Enrichment](https://docs.getpg.ai/contact/enrichment.md): Get verified email addresses, phone numbers, and professional data
- [Contact Intelligence](https://docs.getpg.ai/contact/intelligence.md): AI-powered insights about each person
- [Contact](https://docs.getpg.ai/contact/overview.md): Find, enrich, and understand the people at your target accounts
- [FAQ](https://docs.getpg.ai/get-started/faq.md): Common questions about PG:AI's features, data sources, and pricing
- [For AEs & SCs](https://docs.getpg.ai/get-started/for-aes-scs.md): Your first 10 minutes in PG:AI as an Account Executive or Solutions Consultant
- [For BDRs](https://docs.getpg.ai/get-started/for-bdrs.md): Your first 10 minutes in PG:AI as a Business Development Representative
- [For RevOps](https://docs.getpg.ai/get-started/for-revops.md): Your first 10 minutes in PG:AI as a Revenue Operations professional
- [For Sales Leaders](https://docs.getpg.ai/get-started/for-sales-leaders.md): Your first 10 minutes in PG:AI as a VP Sales, CRO, or Sales Director
- [Welcome to PG:AI](https://docs.getpg.ai/get-started/introduction.md): Deep account intelligence for B2B revenue teams
- [Quickstart](https://docs.getpg.ai/get-started/quickstart.md): Add your first account and see what PG:AI produces  -  in 5 minutes
- [What's New in PG:AI V2](https://docs.getpg.ai/get-started/whats-new-v2.md): A complete platform rebuild - faster enrichment, a new AI agent, composable canvases, territory planning, and more
- [Alerts](https://docs.getpg.ai/monitoring/alerts.md): View, triage, and act on detected account changes  -  each alert includes Intelligence context so you know not just what changed, but why it matters
- [Monitoring Agents](https://docs.getpg.ai/monitoring/monitoring-agents.md): Configure what to watch and which accounts to monitor  -  define rules, data sources, and thresholds for the signals that matter
- [PG:AI Monitoring](https://docs.getpg.ai/monitoring/overview.md): Watch your accounts for changes and get alerted
- [Examples & Prompts](https://docs.getpg.ai/platform/mcp/examples.md): Real-world examples of using PG:AI through your agent
- [MCP Server](https://docs.getpg.ai/platform/mcp/overview.md): Connect your AI tools to PG:AI with the Model Context Protocol
- [MCP Quickstart](https://docs.getpg.ai/platform/mcp/quickstart.md): Connect PG:AI to your AI tools in under 2 minutes
- [Resources](https://docs.getpg.ai/platform/mcp/resources.md): Passive data resources available through the PG:AI MCP server
- [Tools Reference](https://docs.getpg.ai/platform/mcp/tools.md): Complete reference for all PG:AI MCP tools  -  search, retrieve, create, and generate
- [Account Monitoring](https://docs.getpg.ai/playbooks/account-monitoring.md): Stay on top of changes across your accounts automatically  -  without manually checking
- [Account Planning](https://docs.getpg.ai/playbooks/account-planning.md): Build comprehensive account plans grounded in real intelligence  -  not CRM fields and guesswork
- [Competitive Research](https://docs.getpg.ai/playbooks/competitive-research.md): Understand the competitive landscape at a specific account and position effectively
- [Content Generation](https://docs.getpg.ai/playbooks/content-generation.md): Create account-relevant emails, briefs, plans, and documents grounded in real intelligence
- [Meeting Preparation](https://docs.getpg.ai/playbooks/meeting-preparation.md): Prepare for any customer meeting in minutes with deep account context
- [New Territory Ramp](https://docs.getpg.ai/playbooks/new-territory-ramp.md): Get up to speed on a new territory fast  -  with intelligence on every account from day one
- [Playbooks](https://docs.getpg.ai/playbooks/overview.md): Step-by-step guides for common sales workflows powered by PG:AI
- [Prospecting & Outbound](https://docs.getpg.ai/playbooks/prospecting-outbound.md): Identify high-potential accounts and craft personalised outreach that converts
- [QBR & EBC Preparation](https://docs.getpg.ai/playbooks/qbr-ebc-preparation.md): Prepare executive-ready materials backed by real account intelligence
- [Territory Analysis Project](https://docs.getpg.ai/playbooks/territory-analysis-project.md): Run a comprehensive territory analysis  -  coverage, scoring, gaps, and recommendations
- [Territory Planning & Prioritisation](https://docs.getpg.ai/playbooks/territory-planning.md): Score, segment, and prioritise your territory based on real account signals  -  not spreadsheets and firmographics
- [Agent  -  Setup Guide](https://docs.getpg.ai/setup/ai-assistant.md): How to access and configure the Agent for account research
- [Alerts  -  Setup Guide](https://docs.getpg.ai/setup/alerts.md): How alerts are generated and how to manage alert notifications
- [Canvas  -  Setup Guide](https://docs.getpg.ai/setup/canvas.md): How to access Canvas and create your first document
- [Custom Columns  -  Setup Guide](https://docs.getpg.ai/setup/custom-columns.md): How to create and configure custom columns to extend your territory data
- [Employee Groups  -  Setup Guide](https://docs.getpg.ai/setup/employee-groups.md): How to define and configure employee groups for territory planning
- [Jobs  -  Setup Guide](https://docs.getpg.ai/setup/jobs.md): How to configure job settings to surface hiring signals across your territories
- [Monitoring Agents  -  Setup Guide](https://docs.getpg.ai/setup/monitoring-agents.md): How to create and configure monitoring agents to watch for account changes
- [REST API  -  Setup Guide](https://docs.getpg.ai/setup/rest-api.md): How to get started with the PG:AI REST API
- [Scenarios & Recommendations  -  Setup Guide](https://docs.getpg.ai/setup/scenarios-recommendations.md): How to create scenarios and use AI-powered recommendations for territory planning
- [Scoring Models  -  Setup Guide](https://docs.getpg.ai/setup/scoring-models.md): How to create, configure, and publish scoring models for your territories
- [Strategic Insights Scoring  -  Setup Guide](https://docs.getpg.ai/setup/strategic-insights-scoring.md): How to define insight criteria and configure strategic scoring for your territories
- [Territory Analytics  -  Setup Guide](https://docs.getpg.ai/setup/territory-analytics.md): How to access and configure territory analytics and reporting
- [Territory Enrichment  -  Setup Guide](https://docs.getpg.ai/setup/territory-enrichment.md): How to configure and manage enrichment scoped to your territories
- [Territory Management  -  Setup Guide](https://docs.getpg.ai/setup/territory-management.md): How to create, configure, and manage territories in PG:AI
- [Workflows  -  Setup Guide](https://docs.getpg.ai/setup/workflows.md): How to access and configure AI workflows for automated account research
- [Account Toolbar](https://docs.getpg.ai/studio/account-toolbar.md): Search all account insights, discover jobs and contacts, and upload files  -  all from one toolbar in the Studio view
- [Canvas](https://docs.getpg.ai/studio/canvas.md): Document workspace for creating executive reports, engagement plans, and sales content with AI-powered generation grounded in account intelligence
- [Studio](https://docs.getpg.ai/studio/overview.md): The workspace where your team and the PG:AI agent get work done together
- [Agent](https://docs.getpg.ai/studio/the-agent.md): Conversational AI that knows your accounts  -  ask questions and get answers grounded in real intelligence data
- [Workflows](https://docs.getpg.ai/studio/workflows.md): Multi-step, configurable AI pipelines that run research, analysis, and content generation across accounts at scale
- [Custom Columns](https://docs.getpg.ai/territory/custom-columns.md): Extend territory data with any field you need  -  populated manually, enriched by AI, or auto-refreshed on a schedule.
- [Employee Groups](https://docs.getpg.ai/territory/employee-groups.md): Define which roles, departments, and employee segments at an account are relevant to your sale  -  so you know who to target and how the organisation is structured.
- [Jobs](https://docs.getpg.ai/territory/jobs.md): Surface hiring signals across territory accounts  -  what companies are recruiting for, how that's changing, and what it tells you about their priorities.
- [PG:AI Territory](https://docs.getpg.ai/territory/overview.md): The go-to-market planning layer  -  define territories, score accounts, run AI scenarios, and focus your team on the best opportunities.
- [Scenarios & Recommendations](https://docs.getpg.ai/territory/scenarios-recommendations.md): Run AI-powered what-if territory plans  -  model different account assignments, get recommendations on where to focus, and accept or decline changes at scale.
- [Scoring Models](https://docs.getpg.ai/territory/scoring-models.md): Build rule-based models that combine insight scores, enrichment data, job signals, and custom criteria into a single account rank.
- [Strategic Insights Scoring](https://docs.getpg.ai/territory/strategic-insights-scoring.md): Define the topics that matter to your business and score every account on how strongly they align  -  turning strategic priorities into measurable signals.
- [Territory Analytics](https://docs.getpg.ai/territory/territory-analytics.md): Understand territory performance at a glance  -  account aggregates, geographic distribution, activity tracking, insight scores, and exportable reports.
- [Territory Enrichment](https://docs.getpg.ai/territory/territory-enrichment.md): Run enrichment scoped to a territory  -  batch enrich all accounts against the data points you need, track every run, and see exactly what was enriched.
- [Territory Management](https://docs.getpg.ai/territory/territory-management.md): Create, configure, and manage territories  -  the containers that hold your accounts, filters, and go-to-market logic.
- [Accounts](https://docs.getpg.ai/workspace/account-library.md): Manage every company in your workspace from one sortable, searchable table
- [Activity Pulse](https://docs.getpg.ai/workspace/activity-pulse.md): See what's happening across your entire book of business at a glance
- [Contacts](https://docs.getpg.ai/workspace/contact-directory.md): Every contact across every account, searchable and filterable in one view
- [Workspace](https://docs.getpg.ai/workspace/overview.md): Search across everything PG:AI knows and see what's happening across your entire book of business
- [Company Timeline](https://docs.getpg.ai/workspace/timeline.md): A chronological feed of every meaningful event for an account or across your book of business
- [Unified Search](https://docs.getpg.ai/workspace/unified-search.md): One search box for every piece of intelligence across all your accounts

## OpenAPI Specs

- [openapi](https://api.getpg.ai/docs/v1/openapi.json)

## Optional

- [Website](https://www.getpg.ai)