Edit Account Research

Who is this for?

HG Insights Admins

With the Edit Inputs feature, admin can steer the research focus and narrative of every new Account Brief. Admins can fine-tune two key levers (Value Props and Search Queries) to ensure the brief focuses on the most relevant news articles and personas when researching each account.

What can you edit?

Value Props – Short, persona-based statements that steer the account brief’s narrative. You can change both the persona names, and the description of how your product helps the persona.

Search Queries – Google-style searches strings that guide where and what to search.

• Example: funding, mergers, security breach, etc.

Why edit the brief?

By default, HG Insights populates the value props and search queries for every tenant, so the brief is already tailored to your business.

However, you may have specific news or personas you are interested in that can help make the brief even more specific for your sellers.

Tailoring the value props and search queries ensures every account brief:

• Surfaces high-impact signals – funding rounds, partnerships, hiring sprees, security news, and more.

• Consistent messaging: Establishes a repeatable narrative across different accounts.

• Adapts to changes in your business: Update the brief inputs once (for example, adding “AI transformations” as a search query) and all future briefs reflect it.

How it works

• Your edits apply the next time a brief is generated (new or regenerated).

• Edits are organization-wide, and will apply to all briefs once you click Save (new or regenerated).

How to edit inputs

1. Open the Account Brief tab for any account, and generate a brief

2. Click Edit Inputs (pencil icon near the top).

3. You will see 3 sections:

   1. Tenant & Prospect Domain - Defines your domain name

   2. Value Proposition - Edit your personas

   3. Search Queries - Edit news to research

Part A: How to edit Value Proposition

1. Click into the dropdown Value Proposition

   1. You will some personas already filled out, since HG Insights automatically defines them based on who your company sells to.

2. To edit a Persona description, simply click into the description box, and start typing.

3. To edit a Persona name, click the blue pencil icon and type in a unique name.

3. To delete a Persona, use the delete button on the side

4. To define a new Persona, use the Add value proposition button.

   • Please note, you can define up to 10 personas for your account brief.

3. Don’t forget to click Save

Part B: How to edit Search Queries

1. Click into the dropdown Search Queries.

2. You will some search queries already filled out, since HG Insights automatically defines 3 queries: company news, 10-K filings, and press release

3. Use Add search query to define a new query

   1. This will create a new box where you can put in your relevant news. For example, you can type in “funding” after {target domain}.

4. Edit the Results column to define the max number of results to search for. Between 3-5 is a good rule of thumb.

5. Edit the Months column to specify how far back to look for news. 3 months is a good default.

6. Use the delete button on the side to delete a query

7. Don’t forget to click Save.

Need Help?

If you encounter issues or have questions, contact your CSM or email us at product@madkudu.com.