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A unified toolbar at the top of the Studio section that gives you fast access to three essential account actions: searching across all intelligence, discovering jobs and contacts, and uploading files for the agent to reference.

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Overview

The Account Toolbar sits at the top of the Studio tab in any account view. It has three sub-sections, each accessible via a tab:
Search all the insights PG:AI has about an account in one place. Instead of navigating between Strategic Priorities, Tech Stack, Financials, and Contacts individually, Search queries across every Intelligence module and returns matching results. Account toolbar search results

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How to use it

1

Open Search

Click the Search tab in the Account Toolbar.
2

Enter your query

Type a keyword, phrase, or question (e.g. “cloud migration”, “VP Engineering”, “revenue growth”).
3

Review results

Results appear grouped by source module - strategic priorities, contacts, tech stack, financials, jobs, and enrichment data.
4

Drill down

Click any result to navigate to the full detail view within the relevant Intelligence module.

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Example queries

Use Search to quickly verify whether specific intelligence exists before asking the Agent for a deeper analysis. It’s faster than navigating through each module individually.

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Discover

A focused search interface for exploring jobs and contacts at the account. Discover surfaces hiring activity and organisational data that help you understand the company and identify engagement opportunities. Account toolbar Discover enrichments

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Contacts

Search for people at the account by name, role, department, or seniority level.
  • Filter by department (Engineering, Sales, Marketing, Finance, etc.)
  • Filter by seniority (C-Suite, VP, Director, Manager)
  • View role, reporting structure, and tenure
  • Click a contact to open their full profile in the Contacts & Org Chart module
Discover is particularly useful for meeting prep - quickly find who you’ll be meeting and what roles are being hired around them.

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Jobs

Search for job postings at the account by title, function, or keyword.
  • Filter by department, level, or posting date
  • View job descriptions, requirements, and posting source
  • Use job postings to identify investment areas and strategic priorities
Job postings often signal strategic priorities before they appear in public announcements. A cluster of “AI Engineer” postings tells you something about company direction before the press release.
If Discover doesn’t surface what you need, ask the Agent to research deeper - it can trigger additional enrichment beyond what’s currently in the profile.

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File Uploads

Upload documents directly to an account. Uploaded files are indexed and become part of the account’s intelligence context - available to the Agent, Canvas, and Workflows. Account toolbar file upload

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How to upload

1

Open File Uploads

Click the File Uploads tab in the Account Toolbar.
2

Add files

Drag and drop files into the upload area, or click to browse your computer.
3

Files are indexed

Uploaded files are automatically indexed and immediately available to the agent.

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Supported formats

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What to upload

Uploaded files are account-level - all team members with access to the account can view and use them. Files persist until deleted.

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Managing files

  • View all uploaded files in the file library
  • Files show upload date, uploader, and file size
  • Delete files you no longer need - deleted files are removed from the agent’s context
Upload before asking the agent to generate content. The more context it has - meeting notes, internal briefs, competitive research - the better the output. Meeting notes are especially high-value because they contain context no enrichment source can provide.

Agent

Ask questions about the account using intelligence data and any files you’ve uploaded.

Canvas

Generate documents that draw from uploaded files as well as Intelligence data.

Workflows

Build automated pipelines that reference uploaded account documents at scale.