Role-Based Programme
RB0216

Perplexity for Product & Service Management

Research, Validate & Build Evidence-Based Product Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Perplexity across customer discovery, market intelligence, competitor research, product opportunities, requirements, prioritisation, and service improvement.
  • Apply advanced query-engineering techniques to generate current, source-backed, structured, and product-relevant insights.
  • Use Research Mode, web sources, customer feedback, product files, and approved organisational information to investigate markets, customers, competitors, technologies, and emerging opportunities.
  • Build reusable Perplexity Projects for product discovery, competitive intelligence, opportunity assessment, roadmap research, and service reviews.
  • Apply source validation, customer privacy, evidence quality, assumption testing, confidentiality, and human judgement before research influences product decisions.

Tools covered

PerplexityAI-Powered SearchPro SearchResearch ModeWeb SearchFile AnalysisFile UploadsProjectsProject FilesFile Connectors & Research-Based Asset Creation

Who should attend

  • Product Managers
  • Product Owners
  • Service Managers
  • Service Product Managers
  • Digital Product Managers
  • Technical Product Managers
  • Product Analysts
  • Business Analysts
  • Product Operations Professionals
  • Customer Experience Managers
  • Product Marketing Managers
  • Innovation Managers
  • Platform Product Managers
  • Product & Service Team Leads

Prerequisites & Participant Readiness

  • Basic familiarity with product or service-management activities
  • Understanding of customer needs, features, requirements, roadmaps, or service-improvement processes
  • Basic web-research and business-information interpretation skills
  • Familiarity with customer feedback, product documents, or spreadsheets is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Perplexity programme is not required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search, research, and evidence-synthesis platform
  • Identifying product activities where current external intelligence strengthens decision preparation
  • Differentiating source-backed findings from AI-generated assumptions and recommendations
  • Understanding hallucinations, outdated information, incomplete evidence, and research limitations
Practical activities
  • Mapping product and service-management activities to suitable Perplexity-assisted workflows

Scenarios

Customer Insight to Product Opportunity & Roadmap Recommendation

Customer Feedback → Perplexity Analysis → Customer Needs → Research Mode → Market & Competitor Validation → Product Opportunities → Prioritisation → Roadmap Recommendation

Participants combine approved customer evidence with external market and competitive research to identify validated opportunity areas, prioritise potential initiatives, and develop an evidence-backed roadmap recommendation.

Service Performance to Improvement Plan

Service Data & Feedback → File Analysis → Issue Themes → External Benchmark Research → Improvement Opportunities → Prioritisation → Action Recommendations → Management Brief

Participants combine service-performance information and customer feedback with current external research to identify recurring problems, benchmark possible approaches, and create a structured service-improvement recommendation.

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