> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Columns

> How to create and configure custom columns to extend your territory data

## Prerequisites

<Note>
  Before setting up custom columns, ensure you have:

  * **Admin or RevOps access** to your PG:AI organisation
  * At least one **territory with accounts**
</Note>

## 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.

<Info>
  Custom Columns Settings  -  Get answers to any question you want about your territory accounts.
</Info>

## Creating a Custom Column

<Steps>
  <Step title="Navigate to Custom Columns">
    Go to **Territories → Custom Columns** in the left sidebar.
  </Step>

  <Step title="Add new column">
    Click **+ New Custom Column** (top-right button).
  </Step>

  <Step title="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" |
  </Step>

  <Step title="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) |
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>
</Steps>

## 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:

<Steps>
  <Step title="Describe what the column should contain">
    Use the Description and/or AI Query fields to describe the data you want.
  </Step>

  <Step title="AI researches each account">
    PG:AI's AI researches each account using available data  -  enrichment, public information, tech stack, jobs, etc.
  </Step>

  <Step title="Values are generated">
    The AI generates a value for each account based on what it finds.
  </Step>

  <Step title="Values appear in territory views">
    Values are stored in the custom column and appear in territory views.
  </Step>
</Steps>

<Tip>
  The **AI Query** field (visible in the column list) shows the question PG:AI asks about each account to generate the value.
</Tip>

## 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.

The **Refresh** column in the settings table shows the refresh status for each column.

## 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                    |

**Technical signals:**

| 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 |

**Market signals:**

| 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 |