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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:
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:
  • 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: Departmental groups:
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