KamoCRM + Perplexity

Web-grounded AI — Perplexity models with live web search

Overview

Configure Perplexity as the LLM provider for KamoCRM's AI assistant. Perplexity's distinguishing feature is its tight integration with live web search — queries can return answers grounded in current web content with citations. Useful for market research, competitive intelligence, and current-events queries.

Common use cases

Market research queries

Staff ask questions about industry trends or competitor news — Perplexity returns web-grounded answers with citations.

Company research

Research a prospect company before a sales call — Perplexity pulls recent news, financials, and public signals.

Current-events-aware responses

Unlike models with training-data cutoffs, Perplexity stays current via live web search.

Setup

1Sign up at perplexity.ai/pro and obtain API access
2Navigate to Settings → AI → Providers in KamoCRM
3Select Perplexity as a provider
4Enter your Perplexity API key
5Select default model (Sonar models are Perplexity's primary offering)
6Test with a sample query requiring current information

What data syncs

AI request/response routing

Token usage (billed by Perplexity)

Citation links in responses

Questions about Perplexity

When is Perplexity a better choice than GPT or Claude?

When live web data matters. For questions about events, companies, or trends that require up-to-date information, Perplexity's grounding is valuable.

Does Perplexity work for RAG over my knowledge base?

Perplexity's strength is web-grounded answers. For pure internal KB RAG, models like GPT-4 or Claude may be preferable. Configure multiple providers for different use cases.

What about citation quality?

Perplexity cites its web sources. Quality varies by query — broader internet queries are well-cited; niche enterprise queries may rely on less authoritative sources.

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