Datasets
Upload and manage your sales collateral to train PG:AI on your value proposition and solution capabilities
Datasets are collections of your internal sales, marketing and product documents that train PG:AI to understand your value proposition, product capabilities, and sales messaging. Upload your existing sales collateral as PDFs, and PG:AI will ingest the content to generate personalized, on-brand materials for your team.
What are Datasets?
Datasets are labeled collections of your sales documents that PG:AI uses to learn about your business:
- Upload any PDF documents containing your sales collateral
- Organize documents into clearly labeled datasets by topic or purpose
- PG:AI ingests the text content to understand your value propositions and messaging
- Use these trained datasets to power personalized content generation and account insights
Your first dataset is automatically created by ingesting your company website to train PG:AI on your basic value proposition and offerings. You can then add additional datasets with your internal sales materials.
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
How Datasets Work
Document Ingestion Process
Upload PDF Documents
Upload your existing sales collateral in PDF format to organized datasets
AI Content Analysis
PG:AI reads and analyzes the text content to understand your messaging and value propositions
Knowledge Integration
The platform learns your specific language, positioning, and solution capabilities
Content Generation
PG:AI uses this knowledge to create personalized content that reflects your actual sales materials
Dataset Organization
- Case Studies Dataset: All customer success stories and proof points
- Battle Cards Dataset: Competitive positioning and objection handling
- Product Info Dataset: Technical capabilities and feature information
- Value Frameworks Dataset: ROI models and business case templates
- Case Studies Dataset: All customer success stories and proof points
- Battle Cards Dataset: Competitive positioning and objection handling
- Product Info Dataset: Technical capabilities and feature information
- Value Frameworks Dataset: ROI models and business case templates
- Platform Dataset: Core platform capabilities and benefits
- Security Dataset: Security-focused messaging and case studies
- Integration Dataset: API and integration-specific content
- Analytics Dataset: Data and analytics solution materials
- Financial Services Dataset: Industry-specific messaging and case studies
- IT Leader Dataset: Technical decision-maker focused content
- Executive Dataset: C-level business outcome materials
- End User Dataset: User experience and workflow content
Dataset Organization & Management
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
Best Practices
- Clear Labels: Use descriptive names that indicate content type and purpose
- Current Content: Upload your most recent, approved sales materials
- Quality PDFs: Ensure documents have clear, readable text for AI analysis
- Regular Updates: Add new materials as they’re created
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