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:| Section | What it does |
|---|---|
| Search | Query across all account intelligence for the account - strategic priorities, tech stack, financials, contacts, jobs, and enrichment history |
| Discover | Focused search for jobs and contacts at the account |
| File Uploads | Upload documents to the account for the agent to reference |
Search
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.How to use it
Enter your query
Type a keyword, phrase, or question (e.g. “cloud migration”, “VP Engineering”, “revenue growth”).
Review results
Results appear grouped by source module - strategic priorities, contacts, tech stack, financials, jobs, and enrichment data.
Example queries
| Query | What it finds |
|---|---|
"AI strategy" | Strategic priorities, job postings, and tech stack entries related to AI |
"CFO" | Matching contacts and any insights that reference the CFO |
"AWS" | Tech stack data, job postings mentioning AWS, and strategic insights about cloud infrastructure |
"Q3 earnings" | Financial intelligence and enrichment data from earnings calls |
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.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
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.
File Uploads
Upload documents directly to an account. Uploaded files are indexed and become part of the account’s intelligence context - available to the AI Assistant, Canvas, and Workflows.How to upload
Supported formats
| Format | Extension | Max size |
|---|---|---|
.pdf | 50 MB | |
| Word | .docx | 50 MB |
| Plain text | .txt | 10 MB |
| CSV | .csv | 25 MB |
| Excel | .xlsx | 50 MB |
| PowerPoint | .pptx | 50 MB |
What to upload
| Document type | Why it’s useful |
|---|---|
| Meeting notes | Studio references your notes when preparing for follow-up meetings |
| Internal briefs | Company-specific context your team has gathered outside PG:AI |
| Competitive analyses | Studio uses these when generating competitive positioning content |
| RFP / RFI documents | Studio references requirements when generating proposals |
| Account plans | Studio aligns its output with your existing account strategy |
| Email threads (exported) | Studio uses conversation history for context |
Uploaded files are account-level - all team members with access to the account can view and use them. Files persist until deleted.
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