What is Internal Knowledge Search?
Internal Knowledge Search allows both Perplexity Pro and Enterprise Pro users to search across internal files alongside the web.
For Enterprise Pro users, Internal Knowledge Search integrates your organization’s internal files with Perplexity’s search capabilities, enhancing collaboration and productivity within your team.
Learn more about Enterprise Pro.
Why use Internal Knowledge Search?
Comprehensive research: Combine insights from the web with proprietary internal information for richer, more specific answers.
Enhanced collaboration: Empower your team to ask questions and get answers based on both web sources and your organization’s internal documents, enabling informed decision-making without the need to manually access or share files.
Increased productivity: Save time by searching across all relevant organization documents instantly.
How does Internal Knowledge Search work for Enterprise Pro users?
Enterprise Pro users can leverage Internal Knowledge Search in two main ways:
Using your organization’s file repository
Administrators upload files: Your organization’s administrators upload files to a central repository, which Perplexity can use as sources when answering questions from anyone on your team.
How to use files as sources: In Perplexity’s search bar, look for Web + Org Files. When both are selected, Perplexity will use your organization’s files and sources from the web to synthesize answers.
Deselect Web if you want Perplexity to only use your files as sources.
Deselect Org Files if you want Perplexity to only use web sources.
Deselect both if you want Perplexity to respond without external sources.
Receiving comprehensive answers: Perplexity determines which internal files are relevant and uses the most pertinent sections within those files to form its responses.
File citations: Insights derived from your internal files will include in-line citations, so you know exactly where the information is coming from. You can download and open files directly from the citation references to explore the content further.
Creating and using Perplexity Spaces
Creating a Space: Enterprise Pro users can create Perplexity Spaces to organize their Threads and collaborate with team members. With Spaces, you can create custom versions of Perplexity tailored to specific projects or topics.
Uploading files to the Space: Files uploaded to a Space will be used as sources for search Threads within that Space, giving you customized search results based on your internal documents.
Files uploaded to an individual user’s Spaces are not included in the overall organization’s file repository.
Inviting collaborators: For security purposes, only users within your organization can be invited to join a Space. Colleagues you invite to collaborate in a Space will be able to start new Threads or continue existing ones, utilizing the files and resources uploaded to that Space.
Personalized search experience: Spaces offer additional customization options:
Upload specific internal knowledge sets: Choose which files or datasets are used as sources in your Spaces.
Select from advanced AI models: Choose which AI model will craft responses to your questions, including GPT-4 Omni and Claude 3.5 Sonnet.
Set custom instructions: Provide specific guidelines or a persona for how Perplexity should construct its answers.
Learn more about Perplexity Spaces.
File Upload vs. Internal Knowledge Search
File upload:
You can attach up to five files per thread directly in the search bar.
Files are used temporarily within that thread and are deleted after seven days.
Ideal for one-time queries with specific files as input.
Internal Knowledge Search for Enterprise:
Organization files: Enterprise administrators can upload up to 500 files to the organization’s repository, accessible to all users within your organization.
Perplexity Spaces: Individual Enterprise Pro users can upload their own files to a Space for use in search Threads within that Space.
Files remain accessible to all users within your organization until manually removed or updated by an administrator.
Enables comprehensive search across your organization’s entire internal knowledge base.
How do I select sources for my search?
Click “Choose sources” in your search bar.
Choose from the following options:
Web: Perplexity will only use sources from the internet to generate answers
Org Files: Perplexity will only information contained in your organization’s file repository to generate answers
Web + Org Files: Perplexity will use both web sources and your organization’s file repository to generate answers
None: Deselect both Web and Org Files if you want Perplexity to respond without using external sources.
Why don’t I see Focus in Perplexity’s search bar?
For Enterprise Pro users, Focus has been replaced with Choose sources, allowing you to use Internal Knowledge Search by selecting between Web, Org Files, Web + Org Files, or None.
Who can access the uploaded files?
Organization files:
All Enterprise Pro users within your organization can download and search the files uploaded by your admin. Go to your settings page and click the “Files” tab to access your organization’s file repository.
Files in Spaces:
Only the creator of the Space and invited collaborators can access and use the files uploaded to that Space.
Learn more about Perplexity Spaces.
What file types are supported?
Perplexity supports the following file types for Internal Knowledge Search:
Excel (XLSX)
PowerPoint (PPTX)
Word (DOCX)
PDF
CSV
Each file can be up to 25 MB in size.
Note: While PNG and JPEG files are not supported for Internal Knowledge Search, you can still use these image files by attaching them directly to your query. Simply drag and drop them into Perplexity’s search bar.
How are titles and summaries generated for my files?
Titles and summaries for your uploaded files are auto-generated through a language model (LLM). While this helps provide a quick overview of your files, these titles and summaries may contain inaccuracies. If you notice any errors, please refer to the original file content for accurate information.
How can I improve Perplexity’s understanding of my organization?
Your enterprise administrator can provide a brief description of your organization to help Perplexity deliver more accurate and relevant answers.
Go to settings
Click the Organization tab
In the Description field, add relevant information about your organization.
Do I need to enable Pro Search for Internal Knowledge Search?
Enabling Pro Search is not required but highly recommended. Internal Knowledge Search queries often involve more in-depth research across a broader range of sources, and Pro Search’s advanced capabilities provide more detailed and tailored responses.
Practical use cases for Enterprise Pro users
1. Enrich internal analysis with external insights
Conduct analyses on your internal knowledge base and enrich them with external insights from the web.
Evaluate customer acquisition strategy
Initial question: “Evaluate our customer acquisition approach and provide feedback based on best practices.”
Company investment thesis
Initial question: “Provide a summary of our current investment thesis on Company Y.”
Follow-up prompt: “Have there been recent developments on Company Y that could impact or change our thesis?”
Project assessment
Prompt: “Based on everything you know about Project X, what are we missing, and what questions should we be asking ourselves?”
Follow-up Prompt: “How can we address the potential gaps you’ve identified?”
Company investment due diligence
Initial prompt: "What are the opportunities and risks of investing in Start-up X, based on the provided materials and latest company news from the web?
Follow-up prompt: “Are there any competitors of Start-up X that have recently been funded?"
User feedback analysis
“What has been the top user feedback on our new feature Y? Consider both internal feedback channels and public web sources.”
Sales battle cards
“When pitching our product Y to prospects, what common objections are likely to arise? How can we counter these objections? Provide a script.”
2. Generate content based on internal and external insights
Create better content faster by taking input from both materials your team previously created and insights from the web.
Sales lead generation
“Based on our current sales strategy and the leads we have converted so far, what new prospects would you recommend targeting that could be a good fit?”
Sales proposal outline
“Create a sales proposal for Company Y that pitches our new product X and makes a compelling case for how it benefits their business. Use insights from past sales proposals and align the pitch with Company Y's latest strategic priorities.”
Presentation preparation
Initial prompt: "Help me prepare for our quarterly board meeting by creating an outline of the presentation based on our organization's major accomplishments from the past quarter.”
Follow-up prompt: “Which board questions are likely to come up during the meeting?"
Marketing collateral
“Create a draft social media post, blog post, and LinkedIn update for the public launch of Product Y, based on the available product documentation.”
RFP response
“Respond to the attached request for proposal (RFP) from Customer Y, using past project deliverables. Structure the response according to the format outlined in the attached RFP.”
3. Answer specific questions
Use Spaces as knowledge bases and effortlessly get answers to any question.
Portfolio management question
Initial prompt: "I'm considering investing in Company X on behalf of my institutional investor client Y. Does this client have a maximum holding rule as part of their portfolio management guidelines?”
Follow-up prompt: “Any other client guidelines I should consider for this investment?"
Zoning requirements inquiry
“Review all documents I've uploaded related to NYC commercial zoning requirements. How far do our outdoor tables need to be from the street?”
Best practices for Internal Knowledge Search
Keep files updated: Regularly update internal files to ensure the most current information is available.
Provide feedback: Provide feedback on search results to improve file rankings and relevance.
Collaborate with your team: Encourage team members to use Internal Knowledge Search both in general Perplexity searches and within Perplexity Spaces for enhanced collaboration and productivity.
Need help?
For additional questions, reach out to our support team, or use the Intercom window to get direct chat assistance from our team and access additional resources.
