Settings
Custom Insights
Configure specific queries and parameters to generate targeted intelligence about your accounts
Custom Insights Settings allow you to create targeted, consistent intelligence about your accounts by defining specific queries that PG:AI will answer for every company. Configure custom research questions that align with your sales process and generate standardized insights across all accounts.
Typical Default Insights:
Strategic Business Priorities: High-level strategic initiatives and goals
Recent Business Developments: Current news and announcements
Key Challenges and Initiatives: Problems they’re actively trying to solve
Customization Approach:
Modify default queries to be more specific to your solution area
Adjust word counts based on how much detail your team needs
Create additional insights that support your unique sales methodology
What are Custom Insights Settings?
Custom Insights Settings consist of two main components that work together to generate targeted account intelligence:- Individual Custom Insights: Specific questions or research queries you want answered about each account
- Insights Groups: Collections of insights with defined sources, timeframes, and targeting parameters
- Automated Generation: Consistent intelligence production across all accounts based on your defined criteria
Custom Insights Settings determine what targeted intelligence appears on the Custom Insights tab for each account. Well-configured settings provide consistent, sales-relevant research that would otherwise require manual investigation.
Custom Insights Architecture
Individual Insights
Specific research questions that generate targeted information about each account
Insights Groups
Collections of insights with shared sources, timeframes, and targeting parameters
Source Configuration
Define whether to use public documents, web information, or both for research
Automation Integration
Include insights groups in workflows for automatic generation on new accounts
Why Custom Insights Settings Matter for Sales
Consistent Account Intelligence
Custom Insights Settings enable you to:- Generate the same high-quality research questions for every account automatically
- Ensure no critical information is missed during account research
- Standardize the intelligence-gathering process across your sales team
- Scale expert-level account research regardless of individual rep experience
Sales Process Alignment
Well-configured insights provide:- Research that directly supports your discovery questions and sales methodology
- Intelligence that connects to your value propositions and competitive advantages
- Information that helps qualify accounts and identify the best opportunities
- Insights that enable more strategic and informed sales conversations
Configuring Individual Custom Insights
Creating Effective Insights
1
Define the Insight Name
Create clear, descriptive names that indicate what information the insight provides
2
Write the Research Query
Craft specific questions or instructions that PG:AI will follow to generate the insight
3
Set Word Count Parameters
Define response length: Short (50-100 words), Medium (100-200 words), Long (200+ words)
4
Test and Refine
Generate sample insights on known accounts to validate query effectiveness
Query Writing Best Practices
Effective Solution-Specific Queries:
- “What are the recent cloud security challenges faced by this company?”
- “How is this company leveraging Generative AI in their operations?”
- “What are the core strategies discussed in relation to fraud prevention for this company?”
- “What challenges related to data infrastructure are mentioned about this company?”
- “How does this organization integrate security into their cloud operations?”
- “Tell me about their strategy” (too broad)
- “What do they do?” (basic information)
- “Are they a good fit?” (requires solution context)
- “What are their priorities?” (not solution-specific)
Configuring Insights Groups
Group Configuration Components
Group Title and Organization
Group Title and Organization
- Descriptive Names: “Strategic Priorities Analysis” or “Technology Landscape Assessment”
- Purpose Clarity: Indicate what type of intelligence the group provides
- Logical Grouping: Combine related insights that support the same sales objectives
Source Selection
Source Selection
Public Documents: Annual reports, earnings calls, investor presentations, SEC filings
- Best for: Strategic priorities, financial performance, official company positions
- Advantages: Authoritative, verified information from company leadership
- Best for: Recent developments, market commentary, partnership announcements
- Advantages: Current information, broader context, third-party perspectives
Time Span Configuration
Time Span Configuration
Last Week: Breaking news, recent announcements, immediate developments
Last Month: Recent strategic shifts, quarterly updates, current market activity
Last Quarter: Seasonal trends, quarterly results, recent strategic initiatives
Last Year: Annual strategic priorities, long-term trends, major transformations
All Time: Historical context, foundational information, comprehensive background
Keyword Targeting
Keyword Targeting
- Company-Specific Terms: Add keywords that help focus research on relevant topics
- Industry Context: Include sector-specific terminology that applies to your solution
- Initiative Keywords: Terms related to strategic priorities you typically address
Strategic Group Examples
Title: Cloud Security and Infrastructure Analysis
Sources: Public documents + Web information
Time Span: Last quarter
Keywords: cloud security, infrastructure, threat detection, security postureIncluded Insights:
- Cloud Security Challenges: “What are the recent cloud security challenges faced by this company?”
- Security Integration: “How does this organization integrate security into their cloud operations?”
- Threat Detection Initiatives: “What initiatives does this company have for detecting threats in their cloud environment?”
- Infrastructure Health: “What measures are taken to ensure infrastructure health and performance?”
Example Custom Insights by Solution Area
Security and Identity Solutions
Identity and Access Management
Identity and Access Management
- Identity Protection Strategies: “How is identity protection being addressed or improved for this company?”
- Account Protection Strategies: “What are the latest strategies for account protection against takeover attempts?”
- Behavioral AI in Security: “How are companies integrating behavioral AI into their security strategies?”
Threat Detection and Prevention
Threat Detection and Prevention
- Threat Detection Initiatives: “What initiatives does this company have for detecting threats in their cloud environment?”
- Fraud Prevention Tactics: “What are the core strategies discussed in relation to fraud prevention for this company?”
- Email Security Tactics: “What are the current tactics used by organizations to enhance email security?”
Cloud Security
Cloud Security
- Cloud Security Challenges: “What are the recent cloud security challenges faced by this company?”
- Security Integration: “How does this organization integrate security into their cloud operations?”
- Secure Software Development: “How can companies enhance their software development security practices?”
Data and AI Solutions
AI Implementation
AI Implementation
- AI Deployment Impact: “What is mentioned in relation to the impact of AI deployment on business efficiency?”
- Generative AI Applications: “How is this company leveraging Generative AI in their operations?”
- Anomaly Detection Insights: “What anomalies are identified and how are they addressed by the company’s strategies?”
Data Infrastructure
Data Infrastructure
- Real-time Data Analytics Benefits: “What advantages are associated with implementing real-time data analytics in this company?”
- Data Infrastructure Challenges: “What challenges related to data infrastructure are mentioned about this company?”
- Infrastructure Health: “What measures are taken to ensure infrastructure health and performance?”
Business Process and Operations
Digital Commerce and Services
Digital Commerce and Services
- Global Business Services: “Tell me everything related to their global business services”
- Digital Commerce Trends: “What are the latest trends in digital commerce that are impacting this company?”
- Employee Workflow Innovations: “What recent advances are influencing employee workflow optimization?”
Technology Strategy
Technology Strategy
- Open Source Strategy: “Tell me their Open Source Strategy”
- Containerization Benefits: “What benefits are mentioned about adopting containerization for modern applications?”
- IT and Security Management: “How are companies managing IT services and security risks effectively?”
Platform-Provided Defaults
PG:AI provides three default insights that serve as templates. Review and customize these to align with your specific sales process and information needs.
Building on Defaults
1
Review Default Insights
Evaluate the provided insights for relevance to your sales process
2
Customize Existing Queries
Modify default questions to be more specific to your solution and market
3
Add Complementary Insights
Create additional insights that fill gaps in your account intelligence needs
4
Organize into Groups
Structure insights into logical groups with appropriate sources and timeframes
Integration with Sales Process
Custom Insights Settings enhance your sales effectiveness by: Qualification: Consistent research criteria help identify best-fit accounts quickly Preparation: Standardized intelligence ensures comprehensive meeting preparation Discovery: Research questions align with your discovery methodology and talking points Positioning: Insights reveal opportunities to connect your solution to their initiatives Competitive Strategy: Intelligence helps you understand their current approaches and gapsBest Practices for Success
Query Development Strategy
Start Simple
Begin with 3-5 core insights that answer your most important account questions
Align with Process
Create insights that directly support your discovery questions and sales methodology
Test and Iterate
Use insights on known accounts to validate effectiveness before broad deployment
Team Collaboration
Gather input from successful reps on what information they find most valuable
Common Implementation Mistakes
Overly Broad Queries
Overly Broad Queries
Problem: Generic questions that don’t provide actionable intelligence
Solution: Make queries specific and tied to your sales objectives
Too Many Insights
Too Many Insights
Problem: Information overload that doesn’t get used by sales teams
Solution: Focus on 5-8 high-value insights that directly support sales activities
Wrong Time Spans
Wrong Time Spans
Problem: Using “all time” for rapidly changing information or “last week” for strategic priorities
Solution: Match time spans to the type of information you’re seeking
Inadequate Testing
Inadequate Testing
Problem: Deploying insights without validating their usefulness
Solution: Test queries on familiar accounts and refine based on output quality