Setting up your HG Account

Who is this for?

HG Insights Admins

This walk you through the first setup of the workspace for all your organization, not just your user account.

Step 1: Create your organization account

1. Check your email inbox for an invitation “Welcome to HG Platform! Let's get you set up!”

2. Click Start Onboarding

2. After accepting the invitation, you will be prompted to set up your account and organization with 3 steps:

   2. Set up your (personal) password

2. Set up your Organization Name and Organization Domain

ℹ️ This will be used to research your company and pre-configure your Persona, ICP, and Competitors. This may take 1-2 minutes.

3. You’ll be prompted to login for the first time with the username (email) and password you just created:

3. Once you sign in, you will be directed to the home screen of your instance. The home screen is a list of use cases.

Step 2: Connecting Salesforce

We highly recommend that you connect Salesforce, so that you and your team can fully take advantage of the Sales Copilot and the Data Studio. To connect Salesforce, follow these steps:

If you created the HG Insights instance, but you are not the person who is in position to connect Salesforce, you can:

• Invite a Salesforce admin to HG Insights (see Inviting and managing users)

• Salesforce admins will arrive on the account home page to connect Salesforce

1. From the use cases homepage, select Integrations from the lefthand sidebar.

2. In the Integrations page, click on Salesforce

3. You will be taken to the Salesforce integration page. Click the Start Salesforce connection button.

4. You will get more information about the requirements to connect HG Insights and Salesforce.

5. After reading the requirements, Salesforce Admin will be prompted to actually Connect to Salesforce (Oauth), or to Salesforce Sandbox (username / password).

Best practice

A specific unique Salesforce user (an Integration User) should be assigned for HG Insights and not using an employee user login to avoid having the connection with HG Insights break when the employee leaves the company. This will also allow you to monitor API calls and records updated by HG Insights.

6. Follow steps 1 - 4 to connect Salesforce.

   Salesforce updated “Connected App OAuth Usage” in October 2025

   End users can continue to use uninstalled apps only if both of those criteria apply.

   • The user has previously authorized the app.

   • The app isn’t using OAuth 2.0 device flow.

   Any new user trying to access these same uninstalled apps will be blocked. All uninstalled apps that use the OAuth 20 device flow will be blocked, even for specific users who have previously authorized the app. Connected apps installed before the change will continue to function without interruption.

7. If you encounter errors, refer to the troubleshooting articles:

   1. To connect Salesforce and HG Insights: Salesforce Integration Guide

   2. Pulling additional fields from Salesforce platform: Pull Additional Fields To Use In HG Insights

   3. Troubleshooting Salesforce errors: Troubleshooting

   4. Resolving common push errors: Salesforce Push Errors

8. Once the connection is established successfully, HG Insights will set up your instance and pull data from Salesforce.

Step 3. Personalizing Workspace

You can now personalize your workspace to optimize the setup of Copilot while the onboarding is progressing. Completing this step will help us understand more about who your Personas, Competitors, and Partners are. It will also allow us to understand ICP and make sure we have your key website pages in Copilot.

Follow these steps:

1. From the lefthand side bar, select Settings, then scroll down until you see the Analysis Settings section

2. Click on each tab (Personas, Ideal Customer Profile, Profiles to Exclude, Competitors & Partners, Key Website Pages) to customize each one.

Personas

1. By default, your personas have already been defined for you based on your company domain and who you sell to.

2. Each persona has a description, and is associated with relevant job titles. Feel free to change from the default ones.

Why is it important to configure Personas?
The Personas are there to highlight key decisions makers and stakeholders a customer may be interested in. It is a property that groups job titles, and is used in:

• Playbooks and views filters

  

• Playbooks and views column

  

• Label on contact profile

  

• Label on contact list in Accounts

  

Ideal Customer Profile

1. Here you can define your Ideal Customer Profile, including target countries, industries, and company sizes.

2. By default, this has been already configured for you based on company domain, and who you sell to. Feel free to edit the configuration.

Why is it important to configure the ICP?
Setting up the ICP is important because it makes sure that HG Insights gives recommendations/insights that match your business goals. This means you can target the right companies with sales and marketing efforts.

The ICP is a property used for identifying best-fit customers, and can be found in:

• Playbooks views and filters

• Playbooks and views columns

Profiles to exclude

1. You are able to fill out profiles to exclude, filtered by country, industry, company sizes, and other categories.

2. By default, this has been already configured for you based on company domain, and who you sell to. Feel free to edit the configuration.

Why is it important to define Profiles to Exclude?
The Profiles to Exclude are there to make sure HG Insights gives you insights/recommendations for your organizations target prospects. It makes sure industries, company sizes, and other categories that are irrelevant for a user’s business are not surfaced.

Competitors & Partners

1. Here, you can fill out competitor companies, and partners you work with.

2. By default, this has been already configured for you based on company domain, and who you sell to. Feel free to edit the configuration.

Why is it important to configure Competitors & Partners?
The Competitors & Partners section allows HG Insights to understand your market position.
It also enables HG Insights to provide insights/alerts on a your competition and partner integrations.

You can use this information to think about use cases and how to approach prospects with deeper knowledge about prospects’ techs.
This property is used in:

• Playbooks views and filters

• The Techs information about a company.
  Competitors and Interests are both shown:

Key Website Pages

1. This section allows us to understand what the key pages for your website are - Pricing, Demo, and Signup.

2. Here, you can provide the URLs for the key pages on your website.

3. Feel free to update the URLs. If you don’t have a certain page, feel free to leave that URL blank.

Why is it important to configure Key Website Pages?
The Key Website Pages section allows HG Insights to track important interactions and conversions on your site. With these webpages, we are able to set up playbooks for you based on who is going on your website.

Step 4. Connect Your SEP (Optional)

Connecting your Sales Enablement Platform (such as Gong, Outreach, or Salesloft) will allow your reps to add prospects directly into flows and sequences from Copilot. When you connect your SEP, reps can add prospects into sequences directly from:

• Playbooks

• Activities tab

• Feed

1. To connect your SEP, visit the Integrations page.

2. Search for your SEP  - Outreach, Gong, Salesloft - depending on which one your team will use.

3. Click on your chosen integration, and follow the set up steps to connect.

Step 5. Connect Apollo, Cognism, or ZoomInfo (Optional)

1. From the Integrations page, feel free to also connect Apollo, Cognism, or ZoomInfo - if you use them.

Why connect them? These integrations power our Contact Discovery feature, which allows reps to find contacts outside of their CRM when prospecting. Read our documentation to learn more about Contact Discovery and how to use it.

Step 6.Additional Integrations (Optional)

Connecting more data sources adds more signals to Copilot. You can visit the Integrations page again to connect your other data sources.

1. You will be able to choose from many integrations to connect:

2. Clicking the Connect button on most of the Integrations widgets will bring up more information about the connection.

3. You can learn more about popular integrations from our documentation:

   • Salesforce

   • HubSpot

   • Marketo

Step 7.Invite your team members

Now you are ready to invite team members to Copilot. To invite team members, follow these steps:

1. On the lefthand side bar, go to Settings

2. Then, go to the Users & Teams tab

3. Clicking the + Add  User button allows to invite people to HG Insights.  The button will bring up this screen:

4. You can put in the email of the user you are inviting, along with the team they are on. By default, we have created 3 teams for you to start out with: Ops, SDR, and AE. Learn more about configuring teams here, and how to manage a team’s territory here.

5. You can also select the role of the user you are inviting: admin, architect, user, or sales user.

6. To read more about roles and permissions, you can look at the Roles and Permissions documentation to explain your team members about each role.

   4. If you are inviting a sales rep (such as SDR, AE, or BDR), you can invite them under the sales user role to Copilot.

   5. If you are inviting an admin (someone from Ops team), who needs access to Data Studio and higher level of Copilot permissions, you can invite them as an admin.

Congratulations - you finished onboarding!

You have completed setting up Copilot, congrats!  If you encounter issues or have questions, contact your CSM, email us at product@hginsights.com, or visit the Troubleshooting section below.

Troubleshooting

How to update Salesforce user connected to HG Insights

Click on the button “Update Salesforce connection”

Make sure to log out of any Salesforce account before clicking the button. Otherwise, any connected Salesforce account will be used to connect to HG Insights by default.

Cannot connect to Salesforce

• Consult with your Salesforce Admin

• If the issue persists, open a support request by sending an email to support@madkudu.com.

How to get HG Insights scores in Salesforce

See the following article - How to display HG Insights info in Salesforce?

Frequent SFDC push errors when first getting the scores

See the following article - Salesforce push errors

Copilot display issues with the iframe

See the following article - Troubleshooting: HG Insights Copilot (embedded)