Role-Based Programme
RB0215

Perplexity for Product & Service Management

Practical AI for Customer Research, Product Intelligence & Decision Support

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity across practical Product and Service Management research activities.
  • Apply structured querying techniques for customer research, market intelligence, competitor analysis, requirements discovery, and opportunity assessment.
  • Use Perplexity to investigate markets, competitors, customer expectations, technologies, trends, and service developments using current source-backed information.
  • Analyse approved customer feedback, product documents, service reports, research files, and business information alongside external evidence.
  • Build reusable product and service research workflows using Projects while maintaining source validation, confidentiality, evidence quality, and human decision ownership.

Tools covered

Perplexity SearchPro SearchResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

Who should attend

  • Product Managers
  • Product Owners
  • Service Managers
  • Service Owners
  • Product Analysts
  • Product Operations Professionals
  • Service Management Professionals
  • Business Analysts
  • Customer Experience Professionals
  • Digital Product Professionals
  • Product Marketing Professionals
  • Product Strategy Professionals
  • Implementation & Service Delivery Professionals
  • Product & Service Management Leaders

Prerequisites & Participant Readiness

  • Basic understanding of Product or Service Management activities
  • Familiarity with customer needs, product features, services, requirements, or performance information
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved customer, product, and service information during practical exercises
  • Product priorities, roadmap commitments, commercial decisions, and customer-impacting actions must remain subject to authorised human review

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform for product and service work
  • Understanding the difference between general AI responses and source-backed product intelligence
  • Identifying applications across discovery, research, competitor analysis, planning, and performance review
  • Understanding citations, source credibility, recency, confidentiality, and verification requirements
Practical activities
  • Exploring Perplexity through common Product and Service Management questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing citations behind a sample product-intelligence answer
  • Identifying activities where current external evidence can improve product decisions

Scenarios

Customer Need to Product Opportunity

Customer / Market Question → Perplexity Search & Research → Customer Evidence → Market Trends → Competitor Analysis → Unmet Needs → Opportunity Assessment → Product Review

Participants investigate a potential customer problem using current multi-source evidence and translate validated findings into structured product-opportunity inputs for Product-team review.

Product Performance to Improvement Priority

Product / Service Report → File Analysis → Performance Issues → Perplexity Research → Market & Competitor Context → Improvement Opportunities → Priority Questions → Management Brief

Participants combine approved product or service performance information with current external research to identify evidence-backed improvement opportunities and prepare focused inputs for prioritisation discussions.

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