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System/Integrations/Integration

Perplexity

LLM & protocol

Perplexity searches the live web and answers open research questions on demand. Revenue Labs draws on Perplexity for outside context on a company or market, and a rep can ask that same kind of question directly, in the middle of a live deal.

From source record to operating state

01 | The tool on its own

Search returns sourced answers about a company or market.

02 | With AI bolted on

Pro Search investigates the question.

03 | A system that learns

Outside research reaches live state.

The tool alone > AI bolted on > AI-native

What changes when the system works through Perplexity

Three jobs Perplexity already does, and what each becomes when alerts, briefs and approvals arrive from a system that learns.

01 | The tool on its own
02 | With AI bolted on
03 | AI-native
Web search and citations
Search returns sourced answers about a company or market.
Perplexity searches the live web and cites sources. A researcher still sets the question, checks the sources, and decides what matters to the deal.
Pro Search investigates the question.
Pro Search returns a Perplexity report. The report does not attach outside context to the company, contact, or deal record.
Outside research reaches live state.
Resolved company, contact, and deal context reaches Perplexity before the search starts, grounding the research question in live account state.
Research mode
A research plan becomes a structured report.
Research mode searches, reads, and synthesises sources into a report. The researcher still reviews the citations and decides which finding should change the plan.
Research reasons through selected sources.
Perplexity's report is a finished Perplexity answer. The report does not learn whether the finding held up in the deal that followed.
Next questions learn from outcomes.
The system learns which approved research signals held up in later deal outcomes, then proposes a context update for approval before the next Perplexity run.
Projects
A project keeps research, files, and instructions together.
Perplexity Projects organise search conversations, files, instructions, and connected tools. Project owners still curate the project context.
Projects apply saved context to research.
Project context is scoped to the project. The context does not become shared account state for every capability or tool.
Research appears in its working surface.
Project files, instructions, and research history remain in the Perplexity workspace. Approved account state appears beside them when the next decision is prepared.
Runs on it

Capabilities that act on connected evidence

BUILT FOR SECURITY, CONTROL AND SCALE

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CERTIFIED + COMPLIANT WITH:

ISO 27001:2022

GDPR

CCPA

Data Protection Act 2018

The GTM teams that learn fastest will win.
Connect your stack to a system that learns.