Datasets are collections of your sales documents that train PG:AI on your value proposition and messaging. Upload PDFs of your sales collateral, and PG:AI uses this content to generate personalized materials aligned with your actual sales approach.
Your first dataset is automatically created from your company website. You can then add additional datasets with your internal sales materials.

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Types of Sales Documents to Upload

Value Frameworks & Positioning

Value proposition documents, messaging frameworks, positioning guides

Battle Cards & Competitive Intel

Competitive battle cards, objection handling guides, differentiation documents

Case Studies & Proof Points

Customer success stories, case studies, reference materials, testimonials

Product Information

Product datasheets, capability overviews, technical specifications, feature guides

Use Cases & Solutions

Use case documents, solution briefs, implementation guides, industry solutions

Persona & Audience Guides

Buyer persona guides, role-specific messaging, audience-targeted content

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Adding Datasets

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Document Upload Process

1

Upload PDF Documents

Upload your existing sales collateral in PDF format to organized datasets
2

AI Content Analysis

PG:AI reads and analyzes the text content to understand your messaging and value propositions
3

Knowledge Integration

The platform learns your specific language, positioning, and solution capabilities
4

Content Generation

PG:AI uses this knowledge to create personalized content that reflects your actual sales materials

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Dataset Organization & Management

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Creating Effective Datasets

Label your datasets clearly and organize them logically. This makes it easier to select the right datasets for specific content templates and engage settings.
Organization Examples:
  • By Content Type: Case Studies, Battle Cards, Product Info, Value Frameworks
  • By Solution Area: Platform, Security, Integration, Analytics
  • By Audience: Financial Services, IT Leaders, Executives, End Users

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Best Practices

  1. Clear Labels: Use descriptive names that indicate content type and purpose
  2. Current Content: Upload your most recent, approved sales materials
  3. Quality PDFs: Ensure documents have clear, readable text for AI analysis
  4. Regular Updates: Add new materials as they’re created

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Using Datasets

Your uploaded datasets are used to:
  • Train Engage Settings: Power Value Pyramids and Three Whys with your specific messaging
  • Generate Content: Create emails, call scripts, and presentations using your proven materials
  • Enhance Intelligence: Connect prospect needs to your actual solution capabilities

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Quick Actions

Upload Sales Collateral

Add your PDFs to create and organize datasets

Configure Engage Settings

Select datasets for Value Pyramids and Three Whys

Set Up Content Templates

Choose datasets for personalized content generation