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Mastering Perplexity AI – Pro Search, Spaces, Focus Modes, and Advanced Research Workflows

Lesson 2: Spaces – Organized and Collaborative Research

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Lesson Objectives

By the end of this lesson, students should be able to:

  • Create and organize research within a Perplexity Space
  • Configure a Space with relevant instructions and context
  • Share Spaces for collaborative research
  • Apply appropriate information sharing standards to collaborative Spaces

Lesson Content

**Feature Availability Notice**: Spaces is a Perplexity Pro feature. Verify current availability, access requirements, and specific functionality at perplexity.ai. The feature and interface may have changed since course creation.

What Spaces adds to standard Perplexity research.

Standard Perplexity searches are independent – each session starts fresh without context from previous searches. Spaces provides:

  • A persistent research environment organized by project or topic
  • Custom instructions that carry into every search in that Space
  • File uploads that the AI can reference in searches (where available)
  • Search history organized by project
  • Sharing and collaboration capabilities

Creating and configuring a Space.

A well-configured Space includes:

  1. Clear name and description: What research area or project does this Space cover?
  2. Custom instructions: What context should every search in this Space have? ("We are researching competitive landscape for B2B SaaS billing tools. Audience is a product team. Prioritize sources from industry research firms, established tech media, and practitioner communities.")
  3. Relevant documents (where file upload is available): Background research, brief documents, project context
  4. Focus mode setting: If this Space consistently benefits from a specific source pool (e.g., Academic for a research project)

High-value Space use cases.

  • Competitive intelligence Space: Ongoing research on competitors, their products, market position
  • Industry monitoring Space: Regular research on developments in a specific field
  • Project research Space: All research for a specific initiative, organized in one place
  • Learning Space: Research on a field you are systematically studying

Sharing Spaces and collaborative research.

Spaces can be shared with other users for collaborative research. Before sharing:

  • Review what the Space contains – including search history and any uploaded documents
  • Apply the same sensitive information standards to shared Spaces as to any AI tool: never include confidential organizational information, client data, or personal sensitive information
  • Understand that shared Spaces give other users access to the Space's research history

Privacy in collaborative Spaces.

Shared Spaces extend the sensitive information principles to a collaborative context. Apply the same six-category standard to anything uploaded or included in a Space that will be shared.

Lesson Quiz

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