This is a real guide, generated for an example user. Yours is built from a short interview about how you actually work — your saved prompts, your projects, your do-not-break workflows. Free during beta.
How to move from ChatGPT to Perplexity.
A step-by-step playbook to move ChatGPT workflows into Perplexity — copy-ready, checkable, and checked against each tool’s own docs.
- Prepared for
- An example 3-person marketing team
- Sources
- 8 verified sources
6 steps, 4 paste-ready assets, 10 to confirm in Perplexity, about 4 minutes.
- Web-grounded research Q&A
- Deep Research reports
- File upload analysis
- Persistent preferences / custom instructions
Setup steps
Work through these in order. Check each off as you go; your progress is saved on this device.
Choose your Perplexity tier before migrating. The $20/mo ChatGPT Plus tier maps cleanly to Perplexity Pro ($20/mo); if you were on ChatGPT Pro $200, that maps to Perplexity Max ($200/mo). Note there is no Perplexity equivalent of the $100 ChatGPT Pro intermediate tier, and Perplexity has no Go/ad-supported tier. For your daily citation-heavy research, Pro is the minimum recommended tier (Pro gives effectively unlimited Pro Search and high Deep Research limits). Sign up or upgrade at perplexity.ai before configuring the rest of this guide.
Plans and pricingIn ChatGPT, open Settings > Personalization and copy the text from both the "About me" / "What would you like ChatGPT to know about you" field and the "How should ChatGPT respond" field. In Perplexity, go to Settings > Profile (perplexity.ai/account) and paste that text into the free-text "About me" box, then set your preferred language, location, and tone/formatting preferences. These apply globally to every non-Incognito thread, just like ChatGPT custom instructions. This is available on the free plan. Keep it concise and analytical per your stated preferences.
A few things to confirm
We flag these up front so nothing surprises you — a short list to double-check in Perplexity as you go.
- 10 items are flagged to confirm in Perplexity — check the menu paths and field names as you go.
- There's no equivalent of the $100 ChatGPT Pro tier and no ad-supported Go tier.
Paste-ready assets
Workflows from ChatGPT, rewritten to paste straight into Perplexity.
Answer the following question using current, authoritative sources. Requirements:
- Cite every factual claim with an inline source link.
- Prefer primary or recent sources; flag anything older than 12 months.
- Be concise and analytical: lead with the answer, then supporting evidence, then caveats.
- If sources conflict, say so and show both.
Question: {your question here}- In Perplexity every thread searches by default, so you don't need to ask it to 'search the web' — pick the mode (default vs Pro Search) instead.
- Pro Search is recommended for multi-step, citation-heavy questions; default Search for quick lookups.
Same-day walkthrough
This sample was built for an example user. Yours gets built around how you work.
A 15–25 minute interview captures your workflows, then the guide is generated for you — same structure, your prompts, your projects, your gotchas. Nothing in your stack is changed or cancelled by any of it.