Engage
Configure how PG:AI builds value propositions and engagement insights for your accounts
Engage Settings control how PG:AI generates Value Pyramids, Three Whys frameworks, and Discovery Questions on the Engage tab. These settings ensure your value proposition is consistently and accurately mapped to each account’s specific strategic priorities and business challenges.
What are Engage Settings?
Engage Settings are configurations that train PG:AI to understand your solution and create targeted engagement content:
- Define your solution’s core capabilities and value propositions
- Specify business challenges and strategic initiatives you address
- Set search signals that identify relevant account information
- Connect your datasets to power personalized content generation
Engage Settings directly determine the quality and relevance of your Value Pyramids, Three Whys, and Discovery Questions. Well-configured settings produce more compelling and accurate sales content.
Components of Engage Settings
Solution Description
Comprehensive overview of what your solution does and the value it delivers
Search Signals
Keywords and terms that identify relevant account initiatives and challenges
Dataset Selection
Choose which uploaded sales collateral to use for content generation
Setting Groups
Create multiple configurations for different industries, segments, or use cases
Why Engage Settings Matter
Content Relevance and Quality
Proper configuration ensures:
- Value Pyramids accurately connect account strategies to your solution capabilities
- Three Whys frameworks reflect your actual competitive advantages and differentiation
- Discovery Questions uncover pain points your solution specifically addresses
- Generated content uses your proven messaging and positioning
Sales Team Consistency
Well-defined settings provide:
- Uniform value proposition delivery across all team members
- Consistent competitive positioning and differentiation messaging
- Standardized approach to connecting solution benefits to customer needs
- Scalable framework that works regardless of individual rep experience
Configuration Process
Setting Up Your Engage Configuration
Name Your Configuration
Create descriptive names like “Enterprise Financial Services” or “Mid-Market Manufacturing”
Write Solution Description
Provide comprehensive overview of your solution’s capabilities, challenges addressed, and strategic value
Define Search Signals
Add keywords that identify relevant account initiatives, challenges, and strategic priorities
Select Datasets
Choose which uploaded sales collateral to reference for content generation
Test and Refine
Generate sample content and adjust settings based on quality and relevance
Solution Description Best Practices
Recommended Structure:
- Core Capabilities: What your solution does and how it works
- Challenges Addressed: Specific business problems you solve
- Strategic Initiatives: Transformation goals and outcomes you enable
- Implementation Benefits: Operational improvements and measurable value
Organize with clear sections for “Challenges” and “Strategies/Initiatives” to help PG:AI understand your value proposition.
Recommended Structure:
- Core Capabilities: What your solution does and how it works
- Challenges Addressed: Specific business problems you solve
- Strategic Initiatives: Transformation goals and outcomes you enable
- Implementation Benefits: Operational improvements and measurable value
Organize with clear sections for “Challenges” and “Strategies/Initiatives” to help PG:AI understand your value proposition.
Include:
- Specific business outcomes and measurable benefits
- Technical capabilities that differentiate your solution
- Industry-specific value propositions and use cases
- Integration capabilities and implementation advantages
Avoid:
- Mentioning your company name (focus on solution value)
- Generic marketing language without specific benefits
- Technical jargon without business context
- Competitor comparisons or negative positioning
Search Signals Strategy
Multiple Configuration Groups
When to Create Different Settings
Create separate configurations for different industries:
- Financial Services: Regulatory compliance, risk management, customer experience
- Healthcare: Patient outcomes, compliance, interoperability, cost reduction
- Manufacturing: Operational efficiency, supply chain, quality management
- Retail: Customer experience, inventory optimization, omnichannel capabilities
Create separate configurations for different industries:
- Financial Services: Regulatory compliance, risk management, customer experience
- Healthcare: Patient outcomes, compliance, interoperability, cost reduction
- Manufacturing: Operational efficiency, supply chain, quality management
- Retail: Customer experience, inventory optimization, omnichannel capabilities
Tailor settings for different company sizes and types:
- Enterprise: Complex implementations, integration requirements, scalability
- Mid-Market: Cost efficiency, rapid deployment, operational simplification
- SMB: Ease of use, quick wins, budget optimization
Different configurations for various solution applications:
- New Logo: Competitive differentiation, implementation benefits, risk mitigation
- Expansion: Additional capabilities, integration opportunities, ROI optimization
- Replacement: Migration benefits, improvement metrics, competitive advantages
Configuration Management
Regularly review and update your Engage Settings based on successful sales conversations and market feedback. Outdated configurations will generate less relevant content.
Best Practices:
- Regular Updates: Refresh signals and descriptions quarterly
- Success Analysis: Analyze which settings generate the most effective content
- Team Feedback: Incorporate sales team input on content quality and relevance
- Market Evolution: Adjust for changing customer priorities and competitive landscape
Examples of Effective Configurations
Identity Governance Solution
A solution that helps organizations address the following challenges and strategies:
Challenges:
- Reducing manual workloads by automating identity governance processes to minimize human error and enhance operational efficiency
- Eliminating silos between different functional areas such as HR, IT, and business operations
- Preventing security issues through improved visibility and management of identity-related processes
- Ensuring secure, compliant operations by integrating identity governance into ITSM platforms
Strategies and Initiatives:
- Productivity Gains through Automation: Implementing systems to automate identity governance tasks
- Enhanced Security Posture: Integrating identity security measures across platforms
- Streamlined Operations: Facilitating integration between HR, IT, and business units
- Accelerated Time-to-Value: Driving faster implementation of secure, compliant identity systems
A solution that helps organizations address the following challenges and strategies:
Challenges:
- Reducing manual workloads by automating identity governance processes to minimize human error and enhance operational efficiency
- Eliminating silos between different functional areas such as HR, IT, and business operations
- Preventing security issues through improved visibility and management of identity-related processes
- Ensuring secure, compliant operations by integrating identity governance into ITSM platforms
Strategies and Initiatives:
- Productivity Gains through Automation: Implementing systems to automate identity governance tasks
- Enhanced Security Posture: Integrating identity security measures across platforms
- Streamlined Operations: Facilitating integration between HR, IT, and business units
- Accelerated Time-to-Value: Driving faster implementation of secure, compliant identity systems
- Identity Governance
- Access Management
- Security Automation
- Compliance Operations
- Identity Security
- ITSM Integration
- Operational Efficiency
- Risk Management
- HR Integration
- IT Security
AI Security Platform
A solution that addresses core challenges posed by the rapid adoption of AI agents in business environments. The platform tackles issues related to existing security tools not being designed for agentic systems. Key challenges include interpreting dynamic tool usage, understanding agent behavior, and managing evolving agents beyond static measures. The strategy involves AI Observability, AI Security Posture Management, and AI Detection & Response to secure and govern AI agents at scale.
A solution that addresses core challenges posed by the rapid adoption of AI agents in business environments. The platform tackles issues related to existing security tools not being designed for agentic systems. Key challenges include interpreting dynamic tool usage, understanding agent behavior, and managing evolving agents beyond static measures. The strategy involves AI Observability, AI Security Posture Management, and AI Detection & Response to secure and govern AI agents at scale.
- AI Security
- Agent Governance
- AI Observability
- Threat Detection
- AI Compliance
- Runtime Protection
- AI Risk Management
- Security Posture Management
- Artificial Intelligence
- Machine Learning Security
- AI Governance
- Autonomous Systems
Best Practices for Success
Quality Indicators
Relevance Check
Generated Value Pyramids connect to real account priorities and strategic initiatives
Accuracy Validation
Three Whys frameworks reflect your actual competitive advantages and differentiation
Actionability Test
Discovery Questions uncover genuine pain points your solution addresses
Consistency Review
All generated content aligns with your proven sales messaging and positioning
Continuous Improvement
- Monitor Performance: Track which configurations generate the most effective sales content
- Gather Feedback: Regularly collect input from sales team on content quality and usefulness
- Analyze Success: Review won deals to identify which engagement insights resonated most
- Update Regularly: Refresh configurations based on market changes and competitive evolution