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.

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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.

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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

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Why Engage Settings Matter

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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

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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

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Configuration Process

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Setting Up Your Engage Configuration

1

Name Your Configuration

Create descriptive names like “Enterprise Financial Services” or “Mid-Market Manufacturing”
2

Write Solution Description

Provide comprehensive overview of your solution’s capabilities, challenges addressed, and strategic value
3

Define Search Signals

Add keywords that identify relevant account initiatives, challenges, and strategic priorities
4

Select Datasets

Choose which uploaded sales collateral to reference for content generation
5

Test and Refine

Generate sample content and adjust settings based on quality and relevance

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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.

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Search Signals Strategy

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Multiple Configuration Groups

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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

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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

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Examples of Effective Configurations

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Identity Governance Solution

A solution that helps organizations address the following challenges and strategies:Challenges:
  1. Reducing manual workloads by automating identity governance processes to minimize human error and enhance operational efficiency
  2. Eliminating silos between different functional areas such as HR, IT, and business operations
  3. Preventing security issues through improved visibility and management of identity-related processes
  4. Ensuring secure, compliant operations by integrating identity governance into ITSM platforms
Strategies and Initiatives:
  1. Productivity Gains through Automation: Implementing systems to automate identity governance tasks
  2. Enhanced Security Posture: Integrating identity security measures across platforms
  3. Streamlined Operations: Facilitating integration between HR, IT, and business units
  4. Accelerated Time-to-Value: Driving faster implementation of secure, compliant identity systems

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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.

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Best Practices for Success

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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

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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

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Quick Actions

Configure Engage Settings

Set up your solution descriptions and search signals

Upload Datasets

Add sales collateral to power content generation

Test Generated Content

Review Value Pyramids and Three Whys quality