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
Fill in General details
| Field | Description | Example |
|---|---|---|
| Label | The display name for this column | ”Revenue Growth” |
| Key | A programmatic key (auto-generated or manual) | “revenue_growth” |
| Description | What this column measures or tracks | ”Measure the company’s revenue growth rate” |
Select Data Type
Choose the type of data this column stores:
| Field | Description | Options |
|---|---|---|
| Data Type | The type of data this column stores | Number, Text, Boolean, etc. (select from dropdown) |
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:Describe what the column should contain
Use the Description and/or AI Query fields to describe the data you want.
AI researches each account
PG:AI’s AI researches each account using available data - enrichment, public information, tech stack, jobs, etc.
Managing Custom Columns
The Custom Columns settings page shows all columns in a table:| Column | Description |
|---|---|
| Name | The label you gave the custom column |
| Type | The data type (Number, Text, etc.) |
| Description | What this column tracks |
| AI Query | The AI question used to populate values |
| Refresh | Whether automatic refresh is enabled |
| Created at | When the column was created |
- 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:| Label | Type | Description |
|---|---|---|
| Revenue Growth | Number | Measure the company’s year-over-year revenue growth rate |
| Funding Stage | Text | Latest funding round or stage (Series A, B, C, Public) |
| M&A Activity | Text | Recent merger or acquisition activity |
| Label | Type | Description |
|---|---|---|
| Primary Cloud Provider | Text | Main cloud infrastructure provider (AWS, Azure, GCP) |
| DevOps Maturity | Text | Assessment of DevOps practices maturity |
| Tech Stack Age | Text | Whether the company is on modern or legacy technology |
| Label | Type | Description |
|---|---|---|
| Expansion Markets | Text | Countries or regions the company is expanding into |
| Compliance Requirements | Text | Key regulatory frameworks (SOC2, GDPR, HIPAA) |
| Competitive Displacement | Text | Which competitor products they currently use |
Troubleshooting
| Issue | Likely Cause | Fix |
|---|---|---|
| Column values are empty | AI enrichment hasn’t run yet | Trigger enrichment or wait for scheduled run |
| Values seem inaccurate | AI query too vague or data insufficient | Refine the description/AI query to be more specific |
| Column not appearing in territory views | Column exists in settings but not yet populated | Run enrichment to populate values |
| Refresh not working | Refresh not enabled for this column | Check the Refresh setting in the column configuration |