Custom Insights determine what targeted intelligence appears on the Custom Insights tab for each account. Well-configured insights provide sales-relevant research that would otherwise require manual investigation.
How It Works
Custom Insights consist of two components:- Individual Insights - Specific research questions answered for each account
- Insights Groups - Collections of insights with shared sources and timeframes
Creating Individual Insights
1
Name your insight
Use clear names like “Cloud Security Challenges” or “AI Implementation Status”
2
Write your research query
Create specific questions that PG:AI will answer about each account
3
Set response length
Choose Short (50-100 words), Medium (100-200 words), or Long (200+ words)
4
Test and refine
Generate sample insights on known accounts to validate effectiveness
Writing Effective Queries
Good Examples:- “What are the recent cloud security challenges faced by this company?”
- “How is this company leveraging AI in their operations?”
- “What data infrastructure challenges are mentioned about this company?”
- “Tell me about their strategy” (too broad)
- “What do they do?” (basic information)
- “Are they a good fit?” (requires solution context)
Make queries specific to your solution area. Generic questions produce generic insights that don’t help with sales conversations.
Creating Insights Groups
Groups let you organize related insights with shared parameters:- Sources - Public documents (annual reports, SEC filings) vs web information (news, press releases)
- Time span - Last week, month, quarter, year, or all time
- Keywords - Terms that help focus research on relevant topics