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
Accessing Monitor
Creating a Monitoring Agent
Name the agent
Give the agent a name (e.g. “Hiring Signals”, “Competitive Tech Adoption”, “Leadership Changes”).
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”).
Build the watchlist
Add companies to the watchlist - individual accounts, territory segments, or bulk import.
Signal Types
| Signal Type | What It Watches | Example Rule |
|---|---|---|
| Hiring signals | New job postings, hiring velocity | ”Alert when >10 relevant roles posted in 7 days” |
| Leadership changes | New executives, departures | ”Alert on any C-level or VP-level change” |
| Technology adoption | New technologies in job postings | ”Alert when [competitor tech] appears in postings” |
| Financial events | Earnings, market cap changes | ”Alert on earnings release or >10% market cap change” |
| Strategic shifts | New priorities, public initiatives | ”Alert on new strategic initiative announcements” |
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.
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.