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Prerequisites

Before setting up monitoring agents, ensure you have:
  • A PG:AI account with Monitor access enabled
  • Companies in your workspace that you want to monitor

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Accessing Monitor

1

Navigate to Monitor

Navigate to Monitor in the PG:AI sidebar.
2

View your agents

You’ll see your existing monitoring agents (if any) and a button to create a new one.

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Creating a Monitoring Agent

1

Start creation

Click New Monitoring Agent.
2

Name the agent

Give the agent a name (e.g. “Hiring Signals”, “Competitive Tech Adoption”, “Leadership Changes”).
3

Select the signal type

Select the signal type - what kind of changes this agent should watch for.
4

Configure rules and thresholds

Define what constitutes a notable change (e.g. “more than 10 new job postings in a week”, “new C-level hire”).
5

Build the watchlist

Add companies to the watchlist - individual accounts, territory segments, or bulk import.
6

Save and activate

Save and activate the agent.

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Signal Types

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Managing Watchlists

  • Add individual companies - search and add from your workspace.
  • Add from territory - import a territory segment as the watchlist.
  • Bulk add - paste a list of company names or IDs.
  • Remove companies - remove individual companies or clear the watchlist.
A single monitoring agent can watch hundreds of companies. You can create multiple agents with different signal types watching different or overlapping company sets.

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Data Sources

Monitoring agents connect to multiple data sources automatically:
  • Job board aggregators for hiring signals
  • Financial data providers for market data
  • News feeds for strategic announcements
  • PG:AI’s enrichment engine for technology and company changes
You don’t configure data sources directly. The platform manages source connections.