> ## 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.

# Scenarios & Recommendations

> How to create scenarios and use AI-powered recommendations for territory planning

## Prerequisites

<Note>
  Before using scenarios and recommendations, ensure you have:

  * **Admin or RevOps access** to your PG:AI organisation
  * At least one **territory with accounts** and a **published scoring model**
  * Recommended: Enrichment, criteria, jobs, and employee groups configured (these feed the recommendation engine)
</Note>

## Overview

Scenarios let you create what-if versions of a territory. You model changes  -  reassign accounts, adjust allocations  -  without affecting the live territory. AI-powered recommendations suggest where to focus based on scores, rep capacity, and geography.

## Creating a Scenario

<Steps>
  <Step title="Open a territory">
    Open an existing territory.
  </Step>

  <Step title="Create a new scenario">
    Create a new scenario from the territory (via menu or action button). The scenario inherits the territory's accounts, scores, settings, and data.
  </Step>

  <Step title="Name the scenario">
    Give the scenario a descriptive name (e.g. "Q3 Rebalance - Option A", "New Rep Model").
  </Step>
</Steps>

<Note>
  The scenario is now a sandboxed copy you can modify freely.
</Note>

## Working with Scenarios

### Override Account Assignments

Within a scenario, you can reassign specific accounts:

* Move accounts between reps
* Remove accounts from the scenario
* Add accounts that aren't in the base territory

<Warning>
  Overrides only affect the scenario  -  the live territory is unchanged.
</Warning>

### Generate AI Recommendations

Trigger the AI recommendation engine to suggest:

* Which accounts should be prioritised
* How to rebalance account assignments across reps
* Where geographic proximity could improve coverage

Recommendations are based on:

* **Scoring model outputs** (account scores)
* **Rep capacity** (how many accounts each rep can handle)
* **Geographic distance** (proximity between rep and account locations)
* **Current coverage gaps**

### Review and Act on Recommendations

Each recommendation can be:

* **Accepted**  -  the suggested change is applied to the scenario
* **Declined**  -  the suggestion is dismissed

<Tip>
  You can accept or decline individually, or use bulk actions to process many recommendations at once.
</Tip>

### Scenario Summary

Review a summary showing:

* Changes made vs. the base territory
* Recommendations accepted vs. declined
* Impact on score distribution and coverage

## Applying Scenario Changes

Once you're satisfied with a scenario:

<Steps>
  <Step title="Review the scenario summary">
    Verify all changes and their impact.
  </Step>

  <Step title="Apply changes">
    Apply the scenario changes back to the live territory.
  </Step>

  <Step title="Confirm">
    The live territory updates with the new assignments and settings.
  </Step>
</Steps>

<Warning>
  This is a one-way operation  -  once applied, the live territory reflects the scenario. Create a new scenario if you want to continue modelling.
</Warning>

## Common Configurations

**Quarterly territory rebalance:**

1. Clone the current territory as a scenario
2. Generate AI recommendations
3. Review and accept/decline
4. Share scenario summary with sales leadership for approval
5. Apply to live territory

**New rep onboarding:**

1. Create a scenario to model adding a new rep
2. Let AI recommend which accounts to reassign
3. Check geographic proximity for the new rep's location
4. Apply once approved

**Annual planning:**

1. Create multiple scenarios with different allocation strategies
2. Compare scoring distributions and coverage across scenarios
3. Pick the best option and apply

## Troubleshooting

| Issue                                           | Likely Cause                                                 | Fix                                                       |
| ----------------------------------------------- | ------------------------------------------------------------ | --------------------------------------------------------- |
| Recommendations not generating                  | Scoring model not published or insufficient data             | Publish a scoring model and ensure enrichment is complete |
| All recommendations suggest the same changes    | Limited variation in scores                                  | Review scoring model  -  rules may need more signals      |
| Scenario changes not applying to live territory | Confirmation step missed or insufficient permissions         | Ensure you have admin access and confirm the apply action |
| Geographic recommendations seem wrong           | Rep locations not configured or account locations incomplete | Check that location data is enriched for accounts         |