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Studio is where intelligence becomes action. Every other module in PG:AI builds intelligence - Territory scores your accounts, Account gives you deep research, Contact maps the people, Monitoring watches for changes. Studio is where you use all of that to actually do something.It’s the workspace where your team converges with AI to answer questions, create polished documents, run automations, and complete work - all without leaving the context of enriched account intelligence. No jumping between tools. No copying and pasting data. Just work, grounded in truth.
Account executives & strategic account managers - Your day-to-day workspace for research, document creation, automation, and task management. Use it to prepare for meetings, create executive deliverables, and scale your account work.Sales leaders & RevOps - Oversee team productivity, enforce consistency in messaging and processes, set up automations for high-volume work, and track account progress.
Sales enablement teams - Build templates, playbooks, and reusable workflows that your organisation can leverage across teams and regions.Marketing teams - Generate account-based content, competitive analyses, and messaging frameworks.Customer success teams - Maintain engagement plans, run proactive outreach sequences, and document customer intelligence.
Have natural-language conversations with an agent that knows your accounts. Ask questions, request research, get answers grounded in real intelligence - not generic web search results.
Canvas
Create polished documents in minutes: executive briefings, engagement plans, competitive analyses, proposals, and more. AI-generated from your account intelligence, then refined with editing.
Workflows
Automate multi-step work: batch research across accounts, email sequences, lead scoring, narrative generation, and anything else you can describe.
Account Toolbar
Access quick actions, filtered intelligence, and context-aware tools without leaving your account view.
Start in Agent - Have a conversation about an account. Ask questions, explore angles, gather research.
Turn conversation into Canvas - Take insights from your chat and spin up a polished executive briefing or engagement plan.
Automate with Workflows - Batch that process across 50 accounts. Run it weekly. Trigger it from Monitoring alerts.
Quick actions in Account Toolbar - Access everything you need without context-switching.
Every piece is optional. Use just the Agent if that’s all you need. But the real power comes from combining them - intelligence → documents → automation → execution.
Begin with the Agent - just ask a question about an account and explore what’s possible. Once you’re comfortable, try generating a Canvas document to see how Intelligence becomes a polished deliverable. From there, Workflows and the Account Toolbar are there when you’re ready to scale.Each module is designed to work independently, but the most powerful outcomes come from using them together.
