Prerequisites
Before configuring territory enrichment, ensure you have:
- Admin or RevOps access to your PG:AI organisation
- At least one territory with accounts
- Enrichment credits available in your organisation
Overview
Territory Enrichment controls which enriched data columns are included in each territory. From the territory settings, you toggle which enrichment types - tech stack, jobs, employee groups, insights - are active for that territory.
The enrichment system runs in the background, populating data for your territory accounts based on what you’ve enabled.
Configuring Enriched Columns per Territory
This is the primary enrichment configuration and is done per-territory.
Open a territory
Open the territory you want to configure.
Open Territory Settings
Click the gear icon (top-right) to open Territory Settings.
Select the Enriched Columns tab
The panel shows: “Select the enriched columns you want to include in this territory”
The Enriched Columns Table
Each row represents an enriched data source:
| Column | Description |
|---|
| Name | The name of the enriched item (e.g. “Technology Stack”, “RevOps Job Monitoring”) |
| Type | The data category - one of: Tech stack, Jobs, Employee groups, Insights |
| Description | What this enrichment tracks |
| Included | Toggle ON/OFF to include or exclude from this territory |
Enrichment Types
| Type | What It Provides | Source |
|---|
| Tech stack | Technologies used by each account | Technology Stack enrichment |
| Jobs | Job postings matching your saved job searches | Jobs settings (Territories → Jobs) |
| Employee groups | Employee counts matching your defined groups | Employee Groups settings (Territories → Employee Groups) |
| Insights | Insight scores matching your strategic criteria | Strategic Insights Scoring (Territories → Strategic Insights Scoring) |
Toggling Enrichments
- ON - this enrichment data is included in territory views, feeds scoring models, and is visible in account profiles within this territory.
- OFF - this enrichment data is excluded from this territory. The data may still exist but won’t appear in territory views or scoring.
Toggle items based on what’s relevant for each territory. A focused territory might only need jobs and insights; a comprehensive enterprise territory might enable everything.
Configuring Tech Stack Tracking
From Territory Settings, select the Tech Stack tab.
- Browse a card grid of technologies with logos.
- Use the search bar to find specific technologies.
- Click the heart icon to favourite/track a technology for this territory.
- Favourited technologies appear in territory views and can be used in scoring.
Running Enrichment
Enrichment runs in the background based on:
- Automated schedules - enrichment tasks run continuously on a schedule
- Batch triggers - trigger enrichment for all accounts in a territory at once
- On-demand - enrich individual accounts as needed
Monitoring Enrichment Runs
Track enrichment progress:
- View enrichment runs with status, timing, and results
- Drill into individual enrichment jobs to see successes, failures, and pending items
- Check territory enrichment coverage - what’s been enriched and what’s still missing
Common Configurations
Full enrichment (enterprise territory):
- All enriched columns toggled ON (tech stack, all jobs, all employee groups, all insights)
- All relevant technologies favourited
- Full batch enrichment run after territory setup
Focused enrichment (targeted territory):
- Only the most relevant jobs and employee groups toggled ON
- 2–3 key insight criteria enabled
- Tech stack enabled for technology-specific territories
Minimal enrichment (high-volume territory):
- Only insight scores and one or two key job searches enabled
- Keeps credit usage low while still providing scoring data
Troubleshooting
| Issue | Likely Cause | Fix |
|---|
| Enriched data not appearing in territory | Enriched columns toggled OFF | Territory Settings → Enriched columns → toggle items ON |
| Tech stack shows no technologies | Technologies not yet enriched | Run tech stack enrichment for territory accounts |
| Job data missing for some accounts | Job enrichment hasn’t completed | Check enrichment run status and wait for completion |
| Enrichment consuming too many credits | Too many enrichment types enabled | Reduce enabled enrichment types to the most essential ones |
| Insight scores not appearing | Insights type not toggled on in enriched columns | Toggle Insights items ON in Territory Settings |
