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.

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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.

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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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How Datasets Work

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Document Ingestion 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

  • 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

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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