Prerequisites
Before setting up custom columns, ensure you have:
- Admin or RevOps access to your PG:AI organisation
- At least one territory with accounts
Overview
Custom Columns let you get answers to any question you want about your territory accounts. Define a column, describe what it should contain, and PG:AI can use AI to research and populate values across all your accounts. Navigate to Territories → Custom Columns in the left sidebar.Custom Columns Settings - Get answers to any question you want about your territory accounts.
Creating a Custom Column
1
Navigate to Custom Columns
Go to Territories → Custom Columns in the left sidebar.
2
Add new column
Click + New Custom Column (top-right button).
3
Fill in General details
4
Select Data Type
Choose the type of data this column stores:
5
Save
Click Save.
How AI Enrichment Works
When you create a custom column with a description, PG:AI can use AI to research each account and populate the column value:1
Describe what the column should contain
Use the Description and/or AI Query fields to describe the data you want.
2
AI researches each account
PG:AI’s AI researches each account using available data - enrichment, public information, tech stack, jobs, etc.
3
Values are generated
The AI generates a value for each account based on what it finds.
4
Values appear in territory views
Values are stored in the custom column and appear in territory views.
Managing Custom Columns
The Custom Columns settings page shows all columns in a table:- Click any column to edit its settings.
- Use the search bar to filter columns by name.
Refresh and Monitoring
Custom columns can be configured to automatically refresh:- Scheduled refresh - re-run AI enrichment on a schedule to keep values current.
- Change detection - get notified when values change significantly.
- Manual refresh - trigger a re-enrichment on demand.
Common Configurations
Financial signals:
Technical signals:
Market signals: