How do I activate Plus (Account Intelligence) on my accounts?

Last updated: February 18, 2026

When you activate "Plus" for an account, it enables that account to generate results for:

  • Custom notebooks (beyond the "Overview" notebook available for all accounts)

  • AI-filled fields

  • Web Research fields

To learn how many Plus accounts are allowed in your contract, get in touch with your Pylon CSM

To enable Plus for an account, you can either:

  1. Set up "Automation Rules" in the Plus Settings page to bulk enable Plus for matching accounts. A common example would be limiting Plus Accounts to only customers above a certain ARR threshold, like the below example. These rules will update all existing accounts in Pylon and apply to any new accounts created in the future.

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  2. Press "Activate Plus" on the banner from a custom Account Notebook

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