Dundie·Migration guideSample

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.

Sample · migration guide

How to move from Claude to Perplexity.

A step-by-step guide to move Claude workflows into Perplexity — copy-ready, checkable, and checked against each tool’s own docs.

Prepared for: An example 3-person marketing team
Sources: 19 verified sources

Start your Claude → Perplexity migration See what carries over

workflows covered

~105min

to switch

to confirm

Early

confidence

completed

7 steps, 4 paste-ready assets, 11 to confirm in Perplexity, about 105 minutes.

Workflows being migrated

Web search with citations
Deep research briefs
Projects for grouped research
Cross-conversation memory

Setup steps

Work through these in order. Check each off as you go; your progress is saved on this device.

Confirm your Perplexity plan tierConfirm in PerplexityConfirmed in Perplexity
Pick the Perplexity tier that matches your current Claude plan. For individuals the mapping is straightforward: Claude Free → Perplexity Free; Claude Pro $20/mo → Perplexity Pro $20/mo; Claude Max → Perplexity Max $200/mo. Since your daily web-search and weekly Deep Research workflows benefit from higher caps and built-in source filters, Pro is the minimum recommended tier. Verify current pricing in the Perplexity UI before subscribing.
Plans and pricingPlans and pricing
Port your global preferences into the AI ProfileConfirm in PerplexityConfirmed in Perplexity
Open Claude Settings > Profile and copy the free-text from "What personal preferences should Claude consider in responses?". Paste the equivalent into Perplexity Settings > Profile > "About me". Keep it short and declarative. Given your stated preferences, set tone to "concise" and response style to "analytical". This applies globally to every non-incognito conversation and is available on the free tier.

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.

11 items are flagged to confirm in Perplexity — check the menu paths and field names as you go.

Paste-ready assets

Workflows from Claude, rewritten to paste straight into Perplexity.

promptCited web answer (concise + analytical)Web search with citationsConfirm in PerplexityConfirmed in Perplexity

Into Perplexity

Answer my question using current web sources. Requirements:
- Be concise and analytical — lead with the direct answer, then 2–4 supporting points.
- Cite every factual claim inline with its source.
- Prefer primary/authoritative sources; flag anything contested or uncertain.

If the topic is technical or scholarly, set the focus filter to Academic; otherwise use Web.

Question: [PASTE YOUR QUESTION]

Gotchas

Perplexity searches the web by default — no per-chat toggle like Claude's '+' Web search button.
You gain focus filters (web/academic/social/finance/video) that Claude does not have; use the mode selector to pick Search vs Pro Search.

Web searchWeb search and research modes

Same-day walkthrough

Claude → Perplexity: Same-Day Migration Plan (~45–60 min) Work top to bottom — the order matters because later steps depend on the foundation you set early. **Phase 1 — Foundation (~10 min)** 1. Confirm your Perplexity plan tier first. Spaces, file uploads, and deep research availability all depend on this, so settle it before building anything (verify in the UI). [node:perplexity/spaces] 2. Port your global preferences into the AI Profile. Paste in the "AI Profile — About me" translation here. This is your account-wide baseline. [node:perplexity/ai-profile] **Phase 2 — Carry over your context (~10 min)** 3. Migrate cross-conversation memory — move the persistent context Claude kept implicitly into explicit notes/Profile fields, since Perplexity won't infer it. [pattern:claude__perplexity/persistent-user-preferences] 4. Learn the search-first model before you write any prompts. Perplexity searches by default — there's no opt-in toggle like Claude's web search, so your prompt style has to change. Internalize this now or your translations won't behave as expected (verify in the UI). [node:perplexity/search-first] **Phase 3 — Rebuild Projects (~15 min)** 5. Recreate each Claude Project as a Perplexity Space. Apply the "Research Space — Custom Instructions" translation as the Space-level instructions. [node:perplexity/spaces] 6. Re-upload reference files into each Space — Claude file context does not transfer; upload directly to the matching Space. [node:perplexity/file-upload] **Phase 4 — Restore sharing + finalize prompts (~10 min)** 7. Re-establish conversation sharing links. Old Claude links won't carry over; generate fresh share links from Perplexity. [node:perplexity/sharing] 8. Save your two go-to prompts now that Spaces exist: - "Cited web answer (concise + analytical)" for quick sourced lookups. [node:perplexity/search-first] - "Deep research brief (multi-step, sourced)" for longer investigations. [node:perplexity/deep-research] **Key reminders** - Do steps 1–2 before anything else; every later step assumes a confirmed tier and an active AI Profile. - Step 4 is conceptual but pivotal — the search-first default is the single biggest behavior change from Claude. Adjust prompt expectations accordingly. - Nothing context-related transfers automatically: memory, files, and share links must all be recreated by hand (steps 3, 6, 7). - Verify tier-dependent features, search-first behavior, and deep research availability directly in the Perplexity UI as you go.

Your turn

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.

Start your Claude → Perplexity migration See what carries over