Tips and Best Practices

All plans1 min read

Search technique tips

  • Be specific with dates, regions, and constraints. "AI regulation in the EU since January 2025" beats "AI regulation news."
  • Use Focus Modes strategically: Academic for papers, Social for real user experiences, Video for tutorials.
  • Follow up naturally. Perplexity remembers context, so ask "What about the cost?" instead of restating your entire original question.
  • Always click at least one or two citations to verify, especially for high stakes decisions.

Workflow optimization tips

  • Create one Space per project or client. Custom instructions and accumulated searches form a reusable knowledge base.
  • Install the Chrome extension to search from any webpage without switching tabs.
  • Upload reference documents instead of copy pasting excerpts. Perplexity can analyze entire files.
  • Save important searches to Collections so you can find them later without re searching.

Pro Search strategy

  • Reserve Pro Searches for complex, multi faceted questions. Basic search handles simple lookups well.
  • Answer clarifying questions in detail. The more context you give Pro Search, the better the results.
  • Pro Search excels at structured comparisons: "Compare the top five [X] for [use case]" produces excellent multi source analyses.