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Perplexity for small teams

Where it fits

How we use Perplexity for small teams

Perplexity is an AI search tool (the industry calls it an answer engine). You ask a question in plain words, it searches the web, and it writes a short answer with numbered sources you can click and check. For a small team, that's handy for the research that eats an afternoon: what a competitor charges, what a new rule means for you, or which suppliers stock what you need. The sources are the strength and the trap. An answer with a link looks checked even when nobody has opened the link. So we set your team up to use it well, with a habit of opening the source before a fact goes into a client email or a plan. When research repeats every week, we build it into an AI helper (the industry calls it an agent).

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What Perplexity is

Perplexity is an AI search tool. You ask a question, it searches the web, reads what it finds, and writes a short answer with numbered sources. You can ask a follow-up question in the same thread, and it keeps the context. Spaces let you group research on one topic, add your own instructions and files, and share them with your team.

It’s quick, and the sources make it easy to check. It can still misread a page or rely on a weak source, so the answer is a starting point.

How a small team uses it with AI

Small teams use Perplexity for the research that has no clear owner. A marketing agency checks what a client’s competitors are posting about. A not-for-profit looks up what a funder has backed before. An online store finds out which overseas suppliers ship to Australia. Each of these used to take an hour of tabs. Perplexity gets you to the right pages in minutes.

The time saved only counts if the answer is right. So the habit we teach is simple. If a fact is going into a client email, a grant application, or a price, open the source and read the line it came from.

What we connect and build around it

  • Shared Spaces for the topics your team comes back to, so nobody starts from scratch.
  • Rules for using AI safely, so client details and private files stay out of searches.
  • AI helpers for repeat research, when the same question comes up every week and the answer needs to land in a report or an inbox.

Where Perplexity falls short

Perplexity can only find what’s on the open web or in the files you give it. It can’t see your sales, your clients, or your inbox. It also can’t tell you what to do with the answer. Which supplier to trust, or whether a funder fits your mission, is still your call.

Where this fits

See how this shows up in AI for your business and using AI safely, and in industries like marketing and creative agencies and not-for-profits. To see where AI could save your team time, get your AI Starter Plan.

What we build

What we set up around Perplexity

01

Research your team can check

We show your team how to ask good questions, narrow the sources, and open the link before a fact goes anywhere that matters.

02

Spaces for shared research

We set up shared Spaces for topics you research often, like a client's market or a funding round, with instructions and files your team can reuse.

03

Rules for what goes in

A plain one-page guide on what's fine to search and what stays out, like client details or anything private.

04

Research built into a weekly job

When the same research repeats, like a Monday market summary, we build an AI helper that drafts it for a person to check.

About Perplexity for small teams

Perplexity for small teams is a ai search. We connect it to the rest of your tools for teams of 1 to 10 people. Read more on the official site: https://www.perplexity.ai.

Client stories

Small teams we work with

All client stories
No enquiry left waiting

How a solo business coach gathers enquiries from three places into one list each morning
Bills in one sitting

How a five-person online homewares store stopped typing 60 supplier invoices a month into Xero
Evenings back

How a three-person online skincare store clears its order emails in about 20 minutes a morning
FAQs

Common questions

How is Perplexity different from ChatGPT?
Perplexity is built around searching the web and showing its sources. ChatGPT can also search, but it's built as a general helper for writing and thinking. For research where you need to know where a fact came from, Perplexity is a good fit.
What AI model does Perplexity use?
Perplexity uses its own models and also lets paid users pick models from other companies. Which ones are on offer changes over time, so check Perplexity's own help pages for the current list.
Can I trust Perplexity's answers?
Trust the sources, not the summary. Perplexity can misread a page or lean on a weak source. Open the link for any fact that goes into a client email, a grant application, or a price.
Can Perplexity search my own files?
Perplexity lets you add your own files to a Space and ask questions across them alongside the web. Keep private client files out unless you're on a business account and you've checked its data settings.
Do I need Perplexity if I already use ChatGPT or Claude?
Not always. If your team does a lot of web research, it's worth a try. If research is a small part of your week, the AI tool you already have may be enough.
Where to start

Get your research hours back

Get your AI Starter Plan. Tell the AI about your business, your goals, and where your week goes, and you'll get a plan for where to start.

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