How I Built a Self-Updating AI Sales Agent for Using Perplexity Public Rooms

Imagine having a 24/7 AI-powered sales rep who knows everything about your company, reads your case studies, and qualifies leads — all without needing to train a custom chatbot or build a workflow from scratch.

That’s exactly what we created at Scalevise using Perplexity Public Rooms and it’s already reshaping how we pitch and engage with prospects.

Here’s how it works, what we learned, and how you can try it today.

⚡️ TL;DR: You can try our fully autonomous AI Sales Agent right now — no sign-up, no hassle. It reads our case studies, understands our services, and helps you find the right solution.

👉 See the Scalevise AI Sales Agent in action on Perplexity

🔍 What Are Perplexity Public Rooms?

Perplexity recently launched Public Rooms, a feature that allows anyone to create a persistent, shared space powered by an AI assistant.

Each room can:

• Use a custom prompt
• Index specific websites and resources
• Engage visitors with context-aware replies
• Stay live for reuse and sharing across platforms

Essentially, you can create your own branded AI assistant without building anything technical — and it will continuously evolve by referencing the latest content from your chosen sources.

💡 Our Use Case: A Fully Autonomous Sales Agent

We created a public room for Scalevise with the following prompt:

"You are a salesman of https://scalevise.com and your job is to sell the services from Scalevise based on the client’s needs. On https://scalevise.com/resources you can find many useful resources like case studies and use cases. Your goal is to find out what the client wants and how we can give this solution. If you see there is interest, you can give the Calendly link: https://calendly.com/scalevise/30min to schedule an appointment."

We then added relevant sources:

• scalevise.com
• scalevise.com/resources
• linkedin.com/company/scalevise
• dev.to/alifar

✅ The result? An AI assistant that can:

• Qualify leads
• Match needs with services
• Quote relevant case studies
• Promote appointment booking

And we didn’t have to build anything from scratch.

⚙️ What the Assistant Can Do

Here’s what our Perplexity Sales Agent does extremely well:

✅ Understand Our Value Proposition

By reading the content on our site, it can explain what we do — including AI automations, onboarding bots, content workflows, and scalable IT architectures.

✅ Identify Customer Pain Points

Visitors can explain their challenges, and the agent suggests solutions from our toolkit — Make.com, GPT-4, agentic workflows, middleware, etc.

✅ Provide Proof with Context

It references specific case studies and use cases, linking directly to success stories from similar clients.

✅ Call to Action

If a lead shows interest, the bot responds with our Calendly link:

https://calendly.com/scalevise/30min

No need to dig through the site or ask a rep.

⚠️ Limitations of Public Rooms

While the experience is powerful, there are a few key drawbacks:

🔒 No Analytics or Tracking

You can’t see who visited, what they asked, or whether they clicked your links. It's great for outreach, but not yet measurable.

🚫 No API or Automation

Currently, there’s no way to trigger workflows when someone engages with the room. No webhook. No CRM sync. Only iframe embedding or manual sharing.

📦 No Custom UI

The design and format are locked into Perplexity’s platform — you can’t customize how the agent presents results or flows.

Still, for a free tool with zero setup, it delivers massive value.

🎯 Ideal Use Cases for Businesses

This strategy isn’t just for Scalevise — any agency, SaaS tool, or consultant can benefit.

Here’s how others could apply it:

• Freelancers: Let an AI explain your portfolio and services with context
• Startups: Give investors and partners a fast overview of your pitch and product
• Recruiters: Let AI pitch job listings based on candidate preferences
• Content Creators: Summarize your blog, videos, or podcast catalog

All you need is:

• A strong prompt
• A few solid URLs
• A CTA (like a booking link, form, or email)

🔗 Try the Scalevise Room

You can see the live public room in action here:

👉 https://www.perplexity.ai/collections/scalevise-VxHqcZKVR1u9YqUaBf0zJA

Ask questions. Test real use cases. Let it show you what we can build for your business.

✅ Final Thoughts: AI as a Sales Layer

Public Rooms might feel like a small feature, but they represent a powerful shift:

You no longer need to build the assistant — you only need to describe your offer.

It’s lightweight, scalable, and fast to deploy.

If you're looking for ways to integrate agentic AI into your sales pipeline, this is a no-brainer starting point.

🔥 Want a Custom AI Sales Agent Like This?

At Scalevise, we don’t just experiment — we implement. Whether you want to build your own GPT-based sales agent, integrate a no-code AI flow with Make.com, or deploy GDPR-compliant workflows in Europe, we’ve done it.

Let us show you how automation should work — real-time, privacy-first, and tailored to your team.