Engage Settings control how PG:AI generates Value Pyramids, Three Whys frameworks, and Discovery Questions. These settings train the system to understand your solution and map it to account priorities.
Engage Settings directly determine the quality and relevance of your generated sales content. Well-configured settings produce more compelling and accurate Value Pyramids and Discovery Questions.

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How It Works

Engage Settings consist of three components:
  • Solution Description - What your solution does and the value it delivers
  • Search Signals - Keywords that identify relevant account initiatives
  • Dataset Selection - Which sales collateral to use for content generation

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Setting Up Engage Settings

1

Name Your Configuration

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

Write Solution Description

Describe your solution’s capabilities, challenges addressed, and strategic value
3

Define Search Signals

Add keywords that identify relevant account initiatives and challenges
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 Structure

Organize your solution description with clear sections: Challenges:
  • Specific business problems you solve
  • Pain points your solution addresses
  • Operational inefficiencies you eliminate
Strategies and Initiatives:
  • Transformation goals you enable
  • Strategic outcomes you deliver
  • Implementation benefits you provide
Avoid mentioning your company name in the solution description. Focus on solution value, not company branding.

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Search Signals

Add keywords that help identify relevant accounts:
  • Business initiatives - Digital transformation, operational efficiency, cost optimization
  • Technology areas - Cloud migration, AI implementation, data modernization
  • Pain points - Manual processes, security vulnerabilities, compliance gaps
  • Industry terms - Regulatory compliance, sector-specific challenges

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Multiple Configurations

Create different Engage Settings for:
  • Different industries - Financial Services vs Healthcare vs Manufacturing
  • Company segments - Enterprise vs Mid-Market vs SMB approaches
  • Use cases - New Logo vs Expansion vs Competitive Replacement
Most companies start with 2-3 configurations and add more as needed.
Regularly update your Engage Settings based on successful sales conversations. Outdated configurations generate less relevant content.