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.

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?”

Avoid Generic Queries:

  • “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

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 posture

Included 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

Data and AI Solutions

Business Process and Operations

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.

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

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 gaps

Best 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

Quick Actions