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.
Website
Account Sourcing·23 accounts sourced today
Sourcing today's territory… ›
TriggerPerplexity research · current market, company and leadership evidence gathered with cited sources
Deploy agentDeploying Account Sourcing agent across today's target territory
Use skillLoading skills · Account Research · ICP Assessment
Reference memoryReading memory · ICP · Territory Planning · Suppression
ReasoningCross-check the cited external evidence against ICP and exclusion rules → keep only accounts supported by current facts
ActionWrite 23 accounts to HubSpot → surface in the rep's daily briefing
✓Sourced in 6 seconds ›
Surfaces inProspecting Daily BriefingviaSlackTeams
Revenue LabsAPP9:47 AM
LIVE
Prospecting Briefing: Renata Kowalski · Wed 22 Jul
STATE CHANGES9 overnight
VERY HIGH1 account
MEETINGS MTD11/16
PIPELINE MTD$225K/$465K
NEW ACCOUNTS23 overnight
ACCOUNT SOURCING
Overnight: 23 accounts cleared ICP and territory logic, including Corrigan Freight
Duplicates skipped: 4 already flagged in HubSpot
TOP PRIORITY
Corrigan Freight · [Very High] [Sourced overnight]
Why now: Cleared ICP and territory logic overnight, first Very High signal from today's run
Recommended action: Call before 11:00
Review New SignalsAccount SummaryAsk Agent
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
Prospecting
Account Sourcing
Active
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New segments open with mapped accounts
ICP, territory, signal and suppression logic source accounts as a segment opens.
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Territory coverage stays current
Territory logic carries ownership, exclusions and history forward as they change.
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Market expansion uses proven signals
The same ICP and signal logic scores accounts in the new market.
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Winning cohorts refine targeting
Meetings, opportunities and wins show which cohorts performed before RevOps approves changes.
Connected market data keeps qualifying accounts current and cuts list-ops work.
Prospecting
Contact Sourcing
Active
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Contacts appear when an account opens
Contacts are sourced and prioritised against persona and ICP logic with reasoning attached.
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Persona changes re-check fit
The contact set reruns against new logic and reprioritises who still fits.
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Material stakeholder changes are flagged
Champion or economic-buyer changes are checked against the person's account role.
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Results refine who gets prioritised
Meetings, replies and opportunities update persona-selection and prioritisation logic.
Current, reasoned contact coverage builds pipeline while reducing enrichment and research work.
Prospecting
ICP Assessment
Active
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The assessment explains account fit.
It applies ICP, product, persona and suppression logic with evidence.
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The assessment reruns when state changes.
A material account change triggers a fresh fit judgement.
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One governed standard covers the book.
Scheduled reassessment reapplies the same criteria and exclusions.
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The fit case is ready for prioritisation.
The account carries evidence, passed and failed criteria, and exclusions.
RevOps owns ICP logic and approves upgrades.
BUILT FOR SECURITY, CONTROL AND SCALE
Connect data securely, capture every agent's activity, and enforce permissions with ease.
Learn about our security →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.