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Custom Insights let you create specific research questions that PG:AI answers for every account. Define queries that align with your sales process to generate consistent, targeted intelligence across all accounts.
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.

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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

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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

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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?”
Avoid Generic Queries:
  • “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.

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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
Most companies create 2-4 insights groups covering their key sales focus areas.

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Quick Actions

Configure Insights

Set up research queries and groups

View Account Insights

See generated insights in action

Add to Workflows

Include groups in automated account onboarding