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shane brady

Perplexity for Business: Faster Research, Cited Sources, Real Decisions

Most business owners spend 2 to 4 hours a week doing research they could automate. Perplexity is an AI-powered search tool that gives you direct answers with links back to the original sources. Shane Brady builds it into custom systems so your team gets accurate, referenced information in seconds instead of spending half a morning on Google.

Updated April 21, 2026

The AI workforce that handles this for your business.

We don't build one giant AI bot. We build twelve specialists, each one trained on your business and each one focused on a specific revenue leak. They work together as a team. You hire one or hire all of them. Here's what each agent does:

Riley, the AI Receptionist. Answers every call, qualifies the caller, books the job. 24/7.

Riley picks up the phone the moment it rings. She asks the right questions, looks up your calendar, and books the appointment before the caller has a chance to try the next contractor on Google. Every missed call becomes a captured job.

Plugs the missed calls leak. See Riley’s ROI calculator →

Cole, the AI Lead Closer. Responds to inbound web leads in under 60 seconds.

Cole is the first responder for every form fill, chat, or lead source. The second a lead lands, he's already replying in your voice with the right question, the right context, and the right next step. Response time goes from hours to seconds.

Plugs the slow follow-up leak. See Cole’s ROI calculator →

Ava, the AI Scheduler. Confirms, reminds, reschedules. No-shows go to zero.

Ava runs the calendar like a hawk. Day-before confirmations, morning-of reminders, and the second a customer says they can't make it she finds them a new slot before they ghost. Booked-to-completed ratio jumps.

Plugs the no-shows leak. See Ava’s ROI calculator →

Marcus, the AI Collector. Chases unpaid invoices. Polite. Persistent. Paid.

Marcus runs the AR follow-up your bookkeeper doesn't have time for. Day 1 friendly nudge, day 7 firmer reminder, day 14 escalation with a payment link. He recovers cash you'd otherwise write off and shrinks DSO.

Plugs the unpaid invoices leak. See Marcus’s ROI calculator →

Maya, the AI Support Agent. 24/7 customer service across web chat, SMS, and email.

Maya handles the customer service queue your team can't keep up with. She answers FAQs from your real knowledge base, processes refunds and returns, books rescheduling, and escalates only when a human truly needs to step in.

Plugs the support overload leak. See Maya’s ROI calculator →

Quinn, the AI Quote Closer. Sends quotes, follows up, recovers ghosted deals.

Quinn takes the quotes that went out and never came back. She runs a multi-week follow-up sequence built from what's actually closed your past deals, surfaces objections, and pulls ghosted prospects back into the pipeline.

Plugs the ghosted quotes leak. See Quinn’s ROI calculator →

Reese, the AI Onboarder. Walks every new customer through the first 30 days.

Reese owns the first 30 days. She welcomes every new customer, walks them through setup, checks in at the right milestones, and surfaces issues before they become churn. The customers who stick around are usually the ones who got onboarded right.

Plugs the early churn leak. See Reese’s ROI calculator →

Sage, the AI Reviewer. Asks every customer for a review. At the right moment.

Sage asks every customer for a review the moment they're happiest. She times the ask perfectly, sends through whichever channel they prefer, and routes negative feedback to you privately before it lands on Google.

Plugs the low review velocity leak. See Sage’s ROI calculator →

Drew, the AI Dispatcher. Routes incoming work to the right person, fast.

Drew triages every incoming job. He looks at location, skill required, tech availability, and customer priority, then routes it to the right person in seconds. Dispatch goes from a full-time job to a background process.

Plugs the dispatch admin leak. See Drew’s ROI calculator →

Beck, the AI Bookkeeper. Categorizes, reconciles, flags weirdness. Daily.

Beck handles the bookkeeping grind. He categorizes transactions, reconciles accounts, flags anything that looks off, and keeps your books month-end ready every single day. Your accountant gets clean data, your CPA bill drops.

Plugs the bookkeeping drag leak. See Beck’s ROI calculator →

Indi, the AI Marketer. Content, social, email campaigns. In your voice. At 5x output.

Indi runs the content engine. Blog posts, social, email campaigns, ad copy, review replies. She writes in your voice using your actual brand voice doc, ships on schedule, and measures every piece against real conversions.

Plugs the marketing bottleneck leak. See Indi’s ROI calculator →

Owen, the AI Reporter. Daily business dashboard, delivered to your inbox.

Owen pulls every number that matters every morning. Revenue, jobs booked, jobs completed, AR aging, lead source ROI, customer NPS. He delivers the dashboard at 6am so you walk into your day already knowing what's up.

Plugs the reporting drag leak. See Owen’s ROI calculator →

Every agent is custom-built around how your business actually runs. The voice your phone agent uses, the questions it asks, the calendar it books into, the CRM it writes to, the pricing rules it follows: all configured to your operation. No generic chatbot energy. No off-the-shelf. The agents sound like you because they are trained on you.

Build with one agent first if you want to start small. Most clients pick the single biggest revenue leak (usually missed calls or slow follow-up) and ship that agent in 2 to 4 weeks. From there, the next agents stack on top because the foundation is already in place: the integrations, the knowledge base, the brand voice, the analytics. Each new agent is faster to build than the last.

Run the ROI calculator on every agent

Your AI Workforce

Twelve AI employees ready to plug into your business.

Voice receptionist, lead closer, scheduler, collector, support, plus 7 more. Each one trained on your business.

Meet the workforce

Common questions

How is Perplexity different from just using Google?

Google gives you a list of links. Perplexity reads those sources and gives you a synthesized answer, then shows you the links it pulled from so you can verify. Instead of clicking through 10 tabs and reading each page yourself, you get a summary in seconds with citations attached. It is faster for research-style questions and easier to act on.

Can Perplexity access my internal business data?

No. Perplexity searches the public web. It does not connect to your CRM, your job management software like Jobber or ServiceTitan, or any private database unless you build a custom integration. If you need AI working with your internal data, that requires a different approach using tools like a GPT assistant with API connections to your data sources.

Can Perplexity write content for me, like blog posts or emails?

It is not built for that and the output is noticeably weaker than tools designed for writing. For blog posts, emails, ad copy, or social media content, Claude or ChatGPT will produce better results. Perplexity is for research and information retrieval, not content creation. Using the right tool for each job matters more than trying to get one tool to do everything.

How does Perplexity fit into an automation system?

Perplexity has an API, so it can be triggered automatically inside a workflow built in Make.com or Zapier. That means instead of visiting the site manually, a workflow can send a query to Perplexity, receive the cited answer, and push that information into your CRM, a Slack message, a Google Doc, or wherever your team needs it. The research happens automatically without anyone initiating it.

What kinds of businesses get the most value from Perplexity?

Businesses that do regular competitor research, proposal writing, vendor vetting, or compliance monitoring get the most out of it. Service businesses preparing for sales calls, agencies building client reports, and any company that needs current industry data with verifiable sources will find it saves meaningful time each week.

How long does it take to set up Perplexity inside a business workflow?

For manual use, setup takes minutes. For a custom automation that triggers Perplexity queries automatically and routes results into your existing tools, most builds take 1 to 3 days depending on complexity. Shane Brady scopes each integration based on where your team currently loses the most time to research tasks.

Does Perplexity give accurate information, or does it make things up?

Perplexity is more reliable than standard AI chat tools for factual questions because it searches current web sources instead of relying on training data. The citations let you verify each claim directly. That said, no AI tool is perfect. You should still spot-check important figures before using them in a proposal or business decision. The citations make that verification fast instead of starting from scratch.

Want this built for your business?

Book a 30-min discovery call. I'll look at your current setup and tell you exactly which AI system would have the biggest impact for you.