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Prerequisites

Before using Canvas, ensure you have:
  • A PG:AI account with Agent access enabled
  • At least one company in your workspace with Intelligence data
Canvas uses Intelligence data to generate account-specific documents. Richer Intelligence profiles produce better documents.

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Accessing Canvas

1

Navigate to a company

Navigate to any company in your workspace.
2

Open the Canvas tab

Click the Canvas tab in the company view.
3

View existing or create new

You’ll see existing canvas documents (if any) and a button to create a new one.

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Creating a New Canvas

1

Start a new canvas

Click New Canvas.
2

Choose a template

Choose a template from the available options, or select Blank to start from scratch.
3

Review AI-generated content

If using a template, the agent will generate an account-specific first draft using the Intelligence profile. The canvas editor opens with the generated content ready for review and editing.

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Available Templates

Templates define a document structure. The agent fills each section with account-specific content. Common templates include:
  • Executive briefing / account overview
  • Strategic engagement plan
  • Competitive analysis
  • Research report
  • Value path document
  • Meeting preparation brief
Your organisation may have custom templates configured. Contact your admin to request new templates.

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Canvas Editor

The canvas editor is a structured document editor. You can:
  • Edit directly - click into any section and type.
  • AI editing - select text and request changes: “make this more concise”, “expand this section”, “rewrite for a CFO audience.”
  • AI Q&A - ask questions about the document content and get answers.
  • Propose edits - request AI-suggested changes without applying them immediately.