> ## 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.

# Monitoring Agents  -  Setup Guide

> How to create and configure monitoring agents to watch for account changes

## Prerequisites

<Note>
  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
</Note>

## Accessing Monitor

<Steps>
  <Step title="Navigate to Monitor">
    Navigate to **Monitor** in the PG:AI sidebar.
  </Step>

  <Step title="View your agents">
    You'll see your existing monitoring agents (if any) and a button to create a new one.
  </Step>
</Steps>

## Creating a Monitoring Agent

<Steps>
  <Step title="Start creation">
    Click **New Monitoring Agent**.
  </Step>

  <Step title="Name the agent">
    Give the agent a **name** (e.g. "Hiring Signals", "Competitive Tech Adoption", "Leadership Changes").
  </Step>

  <Step title="Select the signal type">
    Select the **signal type**  -  what kind of changes this agent should watch for.
  </Step>

  <Step title="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").
  </Step>

  <Step title="Build the watchlist">
    Add companies to the **watchlist**  -  individual accounts, territory segments, or bulk import.
  </Step>

  <Step title="Save and activate">
    Save and activate the agent.
  </Step>
</Steps>

## 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.

<Tip>
  A single monitoring agent can watch hundreds of companies. You can create multiple agents with different signal types watching different or overlapping company sets.
</Tip>

## 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

<Note>
  You don't configure data sources directly. The platform manages source connections.
</Note>