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Prerequisites

Before setting up employee groups, ensure you have:
  • Admin or RevOps access to your PG:AI organisation
  • At least one territory created
  • Contact and job data enriched for your accounts (employee groups match against this data)

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Overview

Employee Groups help you find out how many employees at each account match certain keywords - whether that’s job titles, technologies, or specific roles. You define groups by name and keyword, and PG:AI matches them across all contacts and job data in your territories. Navigate to Territories → Employee Groups in the left sidebar.
Setting employee groups can help finding out the number of employees that match certain keywords like technologies or job roles.

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Creating an Employee Group

1

Navigate to Employee Groups

Go to Territories → Employee Groups in the left sidebar.
2

Add new group

Click + New Employee Group (top-right button).
3

Fill in the form

Complete the group details:
FieldDescriptionExample
Employee Group NameA descriptive name for this group”Enterprise Account Executive”
Title KeywordsKeywords to look for in job titles”Account Executive”, “Enterprise AE”
Description KeywordsKeywords to look for in job descriptions”Enterprise”, “Strategic accounts”
4

Save

Click Save. The employee group is now created and will begin matching against contact and job data across your territories.

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How Matching Works

PG:AI searches across contacts and job postings for your territory accounts, looking for matches against your title keywords and description keywords. When a match is found, that person or role is counted in the employee group for that account. This gives you a per-account headcount for each group - e.g. “Harness has 4 Enterprise Account Executives” or “Collibra has 12 MEDDPICC-related roles.”

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Managing Employee Groups

The Employee Groups settings page shows all groups in a table:
ColumnDescription
Group NameThe name you gave the employee group
Job TitlesTitle keywords configured for this group (shown as tags)
KeywordsDescription keywords configured for this group (shown as tags)
Created atWhen the group was created
  • Click any group to edit its keywords.
  • Use the search bar to filter groups by name.

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Using Employee Groups in Territory Settings

Employee groups appear in your territory’s Enriched Columns settings (Territory Settings → Enriched Columns) with the type “Employee groups”. Toggle them on to include employee group data in territory views and scoring. For example, from the enriched columns panel:
  • “Pipeline Generation” - Employee groups - Included: ON
  • “Enterprise Account Executive” - Employee groups - Included: OFF
Only groups toggled on will contribute data to this territory’s views and scoring models.

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Using Employee Groups in Scoring Models

Employee group counts can be used as inputs to scoring model rules. For example:
  • “If Pipeline Generation employee group count > 5, add 15 points”
  • “Baseline rule for Pipeline Generation - Employee group” (as shown in scoring model ruleset weights)
See the Scoring Models setup guide for details.

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Common Configurations

Buying committee groups:
Group NameTitle KeywordsDescription Keywords
Enterprise Account ExecutiveAccount Executive, AE, Enterprise SalesEnterprise, Strategic
MEDDIC / MEDDPICCMEDDPIC, MEDDPICCSales methodology
CoM & CoSCommand of the…, Command c…Command of message, Command of sale
Departmental groups:
Group NameTitle KeywordsDescription Keywords
Pipeline GenerationPipeline, BDR, SDRPipeline generation, Lead generation
Total Employees(broad keywords)(broad keywords)
Keep group names short and descriptive. Use multiple keywords per group to catch variations (e.g. “CRO”, “Chief Revenue Officer”, “Chief revenue” for the same role).

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Troubleshooting

IssueLikely CauseFix
Employee group shows 0 matches for all accountsKeywords too specific or contact data not enrichedBroaden keywords or run contact enrichment
Group not appearing in territory enriched columnsGroup not yet includedGo to Territory Settings → Enriched Columns and toggle the group on
Too many false positive matchesKeywords too broadNarrow keywords - use exact title matches rather than generic terms
Employee group data not feeding into scoringGroup not enabled in enriched columns for this territoryToggle on in Territory Settings → Enriched Columns