Our New Agentic AI Assistant

When we first launched PG:AI, our mission was clear: eliminate the hours sales teams spend manually researching accounts by providing comprehensive, pre-analyzed insights about every company. No more ChatGPT prompting, no more scattered browser tabs, no more guesswork about what matters to your prospects.

But as thousands of sales professionals began using our platform, we discovered something interesting. While our pre-built insights dramatically reduced research time and improved meeting preparation, our users consistently wanted more—more specific answers, more contextual analysis, and more dynamic responses to the unique situations they encountered daily.

That feedback led us to completely rebuild our AI system. Today, we're excited to introduce the new PG:AI Assistant—a conversational AI that doesn't just provide static insights, but actively collaborates with you to solve complex sales challenges in real-time.

The Problem with "One-Size-Fits-All" Intelligence

Traditional account research tools (including our original system) operate on a static model: analyze once, present findings, done. But modern B2B selling is far more nuanced. Consider these real scenarios our customers face daily:

• An AE needs competitive intel for a specific takeout situation they just discovered in a meeting
• An SDR wants to craft messaging around a prospect's Q3 earnings call that happened yesterday
• A sales manager needs to build an engagement plan for a contact who just joined from a competitor
• A team discovers mid-conversation that their prospect is evaluating a specific technology stack

These situations require dynamic, contextual intelligence that can adapt to new information and specific circumstances. Static insights, no matter how comprehensive, simply can't address the full spectrum of sales intelligence needs.

Introducing the New PG:AI Assistant: Your Research Partner, Not Just a Database

Our rebuilt AI system transforms PG:AI from a research tool into an intelligent research partner. Here's what makes it fundamentally different:

Comprehensive Data Access

Unlike our previous lightweight Q&A system that only accessed pre-curated account data, the new Assistant searches across:

• All organizational datasets and uploaded content
• Real-time web information
• Annual reports and earnings calls
• Pre-built insights and analysis
• Your company's specific value propositions and messaging

Three Core Capabilities

1. Dynamic Analysis & InsightsAsk complex questions and get nuanced answers. Instead of generic company overviews, you can request analysis like "What regulatory challenges is this company facing that might impact their data governance priorities?" or "How do their recent hiring patterns suggest they're approaching digital transformation?"

2. Value Hypothesis CreationGenerate sophisticated value propositions tailored to specific situations. The Assistant can create Three Whys frameworks, value pyramids, and business cases that connect your solution directly to a prospect's current initiatives and strategic priorities.

3. Contextual Content CreationBuild emails, engagement plans, and outreach sequences that demonstrate deep business understanding. Whether you need a competitive replacement strategy or follow-up messaging for a specific meeting outcome, the Assistant creates content that resonates with your prospect's actual situation.

Real-World Applications: How Teams Are Using the New Assistant

The Competitive Intelligence Use Case

"We were in a meeting with a Fortune 500 prospect when they mentioned they were evaluating our main competitor for a specific use case we excel at. I used the Assistant during a break to quickly research their competitor evaluation criteria and build a competitive comparison specific to their industry challenges. We positioned ourselves as the better choice right there in the meeting." - Enterprise AE

The Last-Minute Preparation Scenario

"I had 20 minutes before a critical executive meeting. I asked the Assistant to analyze their latest earnings call for talking points relevant to our platform engineering solution. It identified three strategic initiatives I could reference and even suggested questions to ask. The prospect said it was the most prepared vendor meeting they'd had all year." - Strategic Account Manager

The Complex Deal Strategy

"We're working a competitive displacement with multiple stakeholders across different business units. I've been using the Assistant to build specific engagement plans for each persona—the CISO, the CTO, and the procurement team—with different value propositions and messaging for each. It's like having a research analyst who understands our solution on demand." - Sales Director

The Technical Foundation: What Makes This Possible

Building a truly intelligent assistant required solving several complex challenges:

Contextual Understanding: The system doesn't just search for keywords—it understands the business context of your queries and can connect seemingly unrelated information to provide strategic insights.

Dynamic Research: Unlike static analysis, the Assistant can investigate specific angles, follow up on interesting findings, and pivot its research based on what it discovers.

Organizational Intelligence: By ingesting your company's specific value propositions, use cases, and messaging, every response is tailored to your unique positioning and solution capabilities.

Conversational Memory: You can have extended conversations, building on previous insights and refining your understanding as new information emerges.

Why This Matters for Revenue Teams

The impact goes beyond convenience. Early users report several significant benefits:

Faster Deal Velocity: Instead of waiting days for research support, reps can get strategic intelligence in minutes, accelerating their ability to respond to competitive situations and prospect requests.

Higher Meeting Quality: With the ability to generate specific, contextual talking points and questions, every customer interaction demonstrates deeper business understanding.

Competitive Advantage: Real-time intelligence gathering means you can adapt to new information faster than competitors relying on static research or generic AI tools.

Scalable Expertise: Your entire team can access the same level of strategic thinking and business analysis that previously required senior-level experience or dedicated research resources.

Looking Forward: Intelligence That Evolves

This rebuild represents more than a feature enhancement—it's a fundamental shift toward adaptive intelligence that grows with your needs. As you use the Assistant, it learns from your queries, adapts to your industry focus, and becomes more aligned with your specific sales methodology.

The future of B2B sales isn't about replacing human insight with AI—it's about augmenting human intelligence with systems that can process vast amounts of information and provide contextual, actionable recommendations exactly when you need them.

Whether you're preparing for a critical executive meeting, developing a complex competitive strategy, or simply trying to understand why a particular prospect should care about your solution right now, the new PG:AI Assistant is designed to be your intelligent research partner.

Ready to experience the difference? The new AI Assistant is available now to all PG:AI users. Start a conversation and discover what strategic intelligence tailored to your specific situation can do for your sales success.

Want to see the Assistant in action? Sign up and watch how conversational AI can transform your account intelligence and sales preparation.

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