Audience: Sellers (AEs, SDRs, BDRs)
When you log in to AI Sales Copilot at hsi.hginsights.com, the left panel organizes your workspace into Companies, Contacts, Threads, and Agents. This article covers the Companies section: three company views plus your saved Company Lists.
In every company view you can search, filter, choose columns, view contacts, and select companies to save into a list (see Company Lists).
All Companies
All Companies is every company in the HG dataset, more than 52 million companies, narrowed to your enterprise's ICP by default.
The ICP filter applied by default comes from the company context your Admin confirmed during onboarding, so this view represents your total addressable market (TAM): every company relevant to your business, not just what's in your CRM. You can clear the filter to see the full dataset, select View ICP Audience Details to inspect the audience, or select Edit ICP Profile to adjust it.
My CRM Territory
My CRM Territory is your assigned book of business: every company in your CRM territory. The view shows how many companies matched, and each company carries its scores across your offerings, so you can see at a glance which accounts in your book deserve attention and for which play.
Use the Offering selector to focus on one offering or view all. Edit Territory and Accounts Override let you adjust what's included.
All CRM Companies
All CRM Companies is every company in your CRM, whoever owns it. Like the territory view, each company is scored across your offerings, and you can filter by offering.
Drilling into one offering
In My CRM Territory, in a Company List, or when working a specific company, use the Offering selector to toggle between All offerings and a single offering.
With All offerings selected, you get the high-level view: each company scored across every offering, so you can compare accounts and decide which play to run.
Selecting one offering changes the view from scores to the signals behind them. For each company you see:
Intent topics the company is researching that are relevant to that offering, with the strength of each signal
Competitors present at the company, with the strength of each competitor's footprint
Complementary technologies in use, with the strength of each
This is your first-pass analysis of an account, built around the questions that matter for the play: Are my competitors deeply penetrated here? Is this company actively researching the topics relevant to my offering? How heavily do they use the products I integrate or work well with?
From views to lists
From any of these three views, filter and select companies, then save them as a Company List to work later. See Company Lists.