Step-by-Step: How to Set Up Perplexity AI for Seamless Content Creation

Whether you're a content creator, marketer, or someone looking to supercharge your workflow, this guide will show you how to set up and maximise Perplexity AI. From basic setup to advanced tips, we'll help you unlock its full potential for seamless content creation. Let’s dive in!

What to use Perplexity for.

Get smarter answers, faster
From quick facts to complex queries, Perplexity delivers accurate, real-time answers powered by up-to-date sources. Whether you’re creating code, summarising articles, or drafting emails, it’s your all-in-one solution for getting things done.

Explore topics  
With Pro Search, you’re not just searching – you’re discovering. Dive deep into any subject with a guided AI experience that adapts to your needs, helping you uncover insights and learn something new every time.

Stay organised
Perplexity Spaces keeps your work tidy and accessible. Organise Threads by topic or project, invite collaborators to contribute, and toggle privacy settings with ease.

Seamlessly interact with your data
Ask questions about your files, search the web, and manage everything in one place. With Perplexity, you’ll get a complete view of your projects without the hassle of switching between tools.

Create Your Account.

Setting up your account is the first step to getting the most out of Perplexity AI. It’s quick, easy, and will save you time later. Here’s what you can do:

• Save Chat History: Keep track of past interactions for easy reference, so you never lose important insights or ideas..
• Customise Preferences: Tailor tone and style to match your personal or brand voice. This way, your outputs are aligned every time you work with Perplexity.
• Access Advanced Features:  Organise your research and content effortlessly with tools like Collections and saved searches, making it easier to manage complex projects.

How to Sign Up

1. Visit the Perplexity AI website.
2. Click on “Sign Up” and choose an option (Google, Apple, or email).
3. Verify your account via email.

Customise Your Workflow with Spaces.

Perplexity AI is designed to adapt to your needs, making it a powerful tool for streamlining your workflow and boosting productivity.By customising its settings, you can make the AI work harder for you and deliver results that feel tailor-made. Here’s how:

Use Spaces to Organise Your Workflow

Spaces are one of Perplexity’s most powerful features, allowing you to create tailored knowledge hubs for specific projects or topics.

How to Set Up and Use Spaces

Create a Space:

• • Go to the left-hand menu in Perplexity and click on Spaces.
  • Click Create a Space, then add a title and description to define its purpose.

Add Files and Links:

• Upload relevant files (PDFs, Word documents, Excel sheets) by clicking the + Add Files button in the Sources box. Pro users can upload up to 50 files per Space.
• Add links by pasting them into the Sources box to include online content like articles or research papers.

Customise Instructions:

• Input specific instructions for the AI within each Space to tailor its responses. For example:
  
  • “Respond in an academic tone using uploaded research papers.”
  • “Summarise these files into bullet points suitable for a presentation.”

Select Your AI Model:

• Choose which AI model you want the Space to use based on your specific needs. Each model is optimised for different tasks, such as creative writing, detailed research, or concise outputs.
• To decide which model best suits your project, see the breakdown of AI models below under “Model Selection Guide.”

Search Across Sources:

• Choose whether to search across your uploaded files only, web content only, or both by toggling options in the search bar.

Spaces allow you to merge web searches with personal files, enabling tailored responses that draw from both sources and saving you a lot of time, by not having to repeat the same instructions.

Use one Space per project or brand, to keep you keep your content aligned no matter what you develop.

Model Selection Guide.

Tips for Choosing Models:

• For Creative Writing: Use Claude 3.5 Sonnet or Haiku for human-like dialogue, storytelling, or crafting engaging social media posts.
• For Long-Form Content: Opt for Sonar Huge or GPT-4 Omni to handle detailed responses or extended interactions.
• For Quick Searches: Stick to Pro Search or Sonar Large for fast and accurate retrieval of information.
• For Structured Outputs: Experiment with Claude 3.5 Haiku if you need concise, well-organised formats like bullet points or poetry.
• For Versatility Across Media: Leverage GPT-4 Omni if your task involves multimodal inputs like combining text with images or audio.

By understanding the strengths of each model, you can select the one that would work best for your specific need -whether it’s generating creative content, conducting in-depth research, or simply answering quick queries.

Pro Search vs Quick Search.

Quick Search is all about speed and simplicity, providing straightforward answers immediately.

Pro Search, on the other hand, takes things up a notch. It digs deeper, asks follow-up questions, and adapts to your preferences for laser-focused results. No more sifting through endless tabs or irrelevant links-just the information you need, when you need it.

Here’s why it stands out:

• It gets you – asking smart follow-up questions to refine its answers.
• It summarises key findings for easy understanding.
• It pulls insights from a wide range of sources for a well-rounded perspective.

Why Customising Perplexity Matters.

Customising Perplexity AI doesn’t just save time – it changes how you tackle content creation, research, and problem-solving. By tweaking the tool to fit your needs, you leverage its full potential to deliver results that feel spot-on for your goals, voice, and style. Here’s why it’s such a game-changer:

• Keeps Things Consistent: Whether you’re juggling multiple clients or building your personal brand, customising tone, style, and prompts helps keep your content consistent and polished across all platforms.
• Boosts Your Creativity: When you set up reusable prompts and personalise settings, you free up headspace to focus on the fun stuff, like brainstorming ideas or crafting strategies, instead of repeating the same tasks over and over.
• Gets Spot-On Results: Adding files, links, and instructions in Spaces ensures the AI pulls from the right sources. This means you’ll get responses that are not only accurate (no more constant fact checking!), but also perfectly tailored to what you need.
• Make Collaboration Smoother: If you’re working with a team or clients, Spaces act as your go-to hub for keeping everything organised, making it easier for everyone to stay on the same page.
• Grow Without Stress: As your workload grows, these customisations help you scale effortlessly. You can handle more projects without losing quality or feeling overwhelmed.

Conclusion.

By personalising Perplexity whether it’s fine-tuning tone, saving prompts, using Spaces effectively, picking the right AI model, or integrating sources—you turn it into more than just a tool. It becomes your creative partner that helps you work smarter, move faster, and deliver results that truly stand out. This version uses simpler language and a conversational tone while maintaining professionalism. It feels more approachable without sacrificing authority or expertise.

Ready to Enhance Your AI Journey?

At Brands Untamed, we know that that understanding AI tools like prompt engineering goes beyond just knowing the technology. It’s also about confidently integrating AI into your daily workflow.

That’s why we offer tailored guidance and strategies to help you not only learn how to use AI but also unlock its full potential.

Ready to make your digital marketing future-ready? Drop us a line at hello@brandsuntamed.com!

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