> ## 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.

# Workspace

> Search across everything PG:AI knows and see what's happening across your entire book of business

Workspace is the cross-account layer of PG:AI. While Account gives you deep intelligence on a single company and Territory helps you prioritise, Workspace lets you search, explore, and monitor activity across your entire portfolio from one place.

It has two core capabilities that share the same underlying intelligence: **Unified Search** for finding anything across all your accounts, and **Activity Pulse** for seeing what's happening right now.

<Info>
  Unified Search and Activity Pulse share the same taxonomy of event types, relevance model, and account data. You can spot a heating account on the Pulse, click into its timeline, search across its history, and resolve any single event into full detail without ever leaving the Workspace.
</Info>

<div className="text-sm font-medium text-gray-600 dark:text-gray-400 mb-2">Unified Search</div>

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  Sorry, your browser does not support embedded videos.
</video>

## Who it's for

<Tabs>
  <Tab title="Primary users">
    **Account executives & strategic account managers**  -  Open first thing in the morning to see what's changed across your accounts. Search for specific topics across your entire book to find the accounts that matter most.

    **Sales leaders & RevOps**  -  Monitor team activity, spot heating accounts, and identify which signals deserve follow-up across the entire organisation's portfolio.
  </Tab>

  <Tab title="Secondary users">
    **BDRs & prospecting teams**  -  Search for strategic topics across all accounts to find new angles and opportunities you didn't know existed.

    **Customer success teams**  -  Track activity across your portfolio and catch changes before they become problems.
  </Tab>
</Tabs>

## What you can do in Workspace

<CardGroup cols={2}>
  <Card title="Unified Search" icon="magnifying-glass" href="/workspace/unified-search">
    One search box for everything PG:AI knows  -  insights, contacts, jobs, public events, news, web pages, technologies, documents, and conversations. Semantic search that understands what you mean, not just what you type.
  </Card>

  <Card title="Activity Pulse" icon="wave-pulse" href="/workspace/activity-pulse">
    See what's happening across your entire book of business at a glance. Spot heating accounts, fresh signals, and what deserves your attention today.
  </Card>

  <Card title="Company Timeline" icon="clock" href="/workspace/timeline">
    Chronological feed of every meaningful event for an account  -  or activity across your book. Paginated, time-ordered, filterable.
  </Card>

  <Card title="Accounts" icon="building" href="/workspace/account-library">
    Every company in your workspace in one sortable, searchable table. Manage your portfolio, add new companies, and see intelligence depth at a glance.
  </Card>

  <Card title="Contacts" icon="address-book" href="/workspace/contact-directory">
    All contacts across all accounts  -  searchable and filterable by persona, company, country, and role. Your cross-account people view.
  </Card>
</CardGroup>

## Key benefits

<CardGroup cols={3}>
  <Card title="One search for everything" icon="magnifying-glass">
    Stop remembering which tab or system holds what. Unified Search queries insights, contacts, jobs, events, news, web pages, technologies, and documents from one box.
  </Card>

  <Card title="See what matters now" icon="clock">
    Activity Pulse collapses every meaningful event into a single visual. The most strategically interesting moments stand out from routine noise.
  </Card>

  <Card title="Discover what you didn't know" icon="lightbulb">
    Search for a strategic topic and find accounts you didn't realise were relevant. The relevance graph shows connections you'd never find manually.
  </Card>

  <Card title="Intelligent weighting" icon="scale-balanced">
    A company posting a thousand jobs in a week doesn't drown out three earnings-call insights. High-signal events stay visible above routine noise.
  </Card>

  <Card title="Three ways to see results" icon="table-columns">
    Timeline for what's changed, Company view for which accounts matter, Relevance Graph for how everything connects. Same data, different lenses.
  </Card>

  <Card title="Seamless drill-down" icon="arrow-down-to-line">
    Click any result to see the full record, its sources, and related items. Jump from a search result to the account page in one click.
  </Card>
</CardGroup>

## How the pieces connect

Workspace brings together intelligence from every other module:

1. **Start with Activity Pulse**  -  Open it first thing in the morning. See which accounts have new activity and which signals are worth investigating.
2. **Search to explore**  -  Spot something interesting on the Pulse? Search the topic across your full portfolio to see which other accounts have similar signals.
3. **Switch views**  -  Use Timeline to see what's recent, Company view to compare accounts, Relevance Graph to discover connections.
4. **Drill into accounts**  -  Click through to the full account page for deep intelligence, or open the sidebar for a quick look.
5. **Take action in Studio**  -  Found something worth acting on? Jump to Studio to create a briefing, trigger a workflow, or assign a task.

## Connections to other modules

<CardGroup cols={2}>
  <Card title="Account Intelligence" icon="briefcase" href="/account/overview">
    Every search result links back to full account intelligence. Drill down from a search hit to strategic priorities, financials, tech stack, and more.
  </Card>

  <Card title="Territory & Scoring" icon="target" href="/territory/overview">
    Territory scores and enrichment data feed into search relevance. Workspace helps you discover accounts that Territory scoring might surface differently.
  </Card>

  <Card title="Monitoring & Alerts" icon="bell" href="/monitoring/overview">
    Monitoring events appear in Activity Pulse and are searchable via Unified Search. Workspace gives you the big picture that individual alerts can't.
  </Card>

  <Card title="Studio" icon="wand-magic-sparkles" href="/studio/overview">
    Discover something in Workspace, act on it in Studio. Search results and Activity Pulse insights feed naturally into Agent conversations and Canvas documents.
  </Card>
</CardGroup>

## Get started

Open **Activity Pulse** to see what's happening across your accounts right now. Then try **Unified Search**  -  search for a strategic topic your business cares about and see which accounts light up. From there, explore **Accounts** and **Contacts** to manage your portfolio.