Talk to Prism. It helps you structure your notes, prepare follow-ups, and automate routine work.
It learns how you work, so you spend less time getting everything done.
The Operator in AI REV Voice. After a call with Prism, a reply to Carol at Oakline Freight is ready to send with the pilot plan: 40 seats for three months at $4,000 a month. The pilot price was missing, so Prism asked Ruth on Slack before drafting it. Beside the draft: the part of the call where Brian asked for it, and Ruth's answer.
Use your laptop for Zoom, Meet, Teams, or an in-person conversation. No bot needs to join. Prefer to talk it through afterwards? Call Prism with the details.
During a captured meeting, Prism can find answers in your company documents and show the source on your screen.
Meeting and voice-note audio are not stored. Your transcript and note stay in your workspace.
Explore meeting capturePrism organizes the decisions, commitments, and next steps, then links the note to the client and deal.
It learns what your notes need. Missing the owner or the deadline? Prism asks, so the important detail makes it into the record.
The deal moves to Proposal. Carol's email joins the client record. The kickoff lands on the calendar, and the promises become tasks.
Your workspace and connected apps stay in step. Search the client history, see what changed, and pick up where you left off.
Look around
Operator drafts the follow-up using the call, the deal, and the last email. Sources sit beside the work so you can check it.
Make a correction, approve it, or change direction. Prism learns the process behind your edits for the next relevant task.
AI REV
Voice
Search across your dataSearch
Talk to Prism
Carol Susi
00:12:06
Brian Goodman
00:12:31
Carol Susi
00:12:41
Brian Goodman
00:12:58
Carol Susi
00:13:20
Brian GoodmanCarol SusiHi Brian,
Thanks for today. November works for us if the security review clears. John is copied. Could you send the revised quote for 40 seats by Friday?
Carol
Carol gets the 40-seat quote and the pilot plan, on-site days included.
Both things Carol asked for are in your library: the 40-seat annual and the plan with the two on-site days. Ready to send.
Hi Carol,
Thanks for today. Attached are the revised quote for 40 seats and the pilot plan, with the two on-site training days we talked about.
If John wants the security questionnaire first, I can send it over today.
Brian Goodman
The window shows the product: a live meeting being captured with the transcript and Prism answering three questions; then the finished note with next steps and commitments, and a spoken edit confirmed and logged; then the pipeline, inbox, calendar and tasks filled in from the call; then the Operator's drafted reply waiting for approval.
The tools you already use.
CRM · Communications · Video calls · Email · Calendars · Support · Automation · AI
Explore ways to work with HubSpot, Gmail, Slack, Salesforce, Zoom, Google Calendar, Claude, Microsoft Teams, Zendesk, Notion, ChatGPT, Zapier, Outlook, Google Meet, Asana, Intercom, Calendly, Make, Google Drive, Zoho, WhatsApp, n8n, Google Docs, Linear, Trello, ClickUp, Dropbox, Telegram, Airtable, Help Scout, Discord, Todoist.
From a request to work you can review
Prism brings the context. Operator prepares the work across your connected tools. You make the call.
Follow-up email · Example request
The annual option and the legal recap, ready in one reply.
Based on
Annual prepay: 12% off the list price for the agreed seat count. Multi-year terms need a separate quote. The approved price list is the source for customer-facing numbers.
Sarah: Can you include an annual option for all 40 seats? David: Our counsel can join the legal review on Thursday at 15:00.
The security packet has been sent to Acme. Our counsel is available for the joint review on Thursday at 15:00.
Proposal deck · Example request
A three-slide proposal and a one-page summary for the partners.
Based on
Julie: I need something I can forward to the partners for Tuesday. Show how the paperwork after every client visit changes, then the pilot and the annual option.
Three-slide format: the customer’s problem, the proposed workflow, the pilot and commercial terms. Use the approved brand template. Include a one-page summary.
The partners want a clear pilot scope: one coastal team, two claim types, three weeks. Send the security pack before the pilot starts.
A pilot built around Julie’s team.
AI REV Voice
Your company template, Julie’s priorities, and the approved annual option.
KPI update · Example request
Review the changed cells. The connected sheet follows when you apply.
Based on
North: 84 calls, 12 demos. West: 71 calls, 9 demos. South: 66 calls, 11 demos. DACH: 58 calls, 14 demos. Total: 279 calls and 46 demos.
DataDrive expansion closed: West won revenue is now $96K. Wisła fleet moved to Negotiation: DACH open pipeline is now $342K. Total open pipeline: $1,114K.
Columns: Region, Calls, Demos, Pipeline ($K), Won ($K). One row per region. The total row is calculated from the regional values.
| Region | Calls | Demos | Pipeline ($K) | Won ($K) |
|---|---|---|---|---|
| North | 12 | 310 | 42 | |
| West | 71 | 9 | 264 | |
| South | 66 | 11 | 198 | 24 |
| DACH | 58 | 48 | ||
| Total | 279 | 46 | 210 |
Five proposed changes. Closed revenue stays separate from open pipeline.
Support reply · Example request
An answer grounded in the help center and the customer’s account.
Based on
We have added two new account managers. How do we give them access to the shared pipeline without sharing everyone’s private notes?
Add teammates to the pipeline to share its clients and activities. Private notes remain accessible only to their owner. Changing pipeline membership does not make private notes public.
Account owner: Sarah. The customer is adding two account managers to the sales team. Current plan includes shared pipelines.
Customer handoff · Example request
The project, the brief, and the team update, ready together.
Based on
Julie: I need something I can forward to the partners for Tuesday. Show how the paperwork after every client visit changes, then the pilot and the annual option.
The partners want a clear pilot scope: one coastal team, two claim types, three weeks. Send the security pack before the pilot starts.
Create the customer project, assign the implementation owner, schedule the kickoff, and attach the handoff brief. Keep the signed scope with the project.
Thompson Insurance
Create Thompson pilot projectOwner: Sarah · Kickoff: Tuesday
Attach the handoff briefScope, stakeholders, commitments, and the meeting
Post to #customer-onboardingBrief the delivery team and link the project
The signed scope, the meeting, and the promises travel with the customer.
Email follow-up · First draft
Hi Sarah,
Thanks for walking through the requirements. I’ll send the technical analysis on Friday.
Alex
The draft has a date. The teammate doing the analysis has not confirmed it yet.
Your correction · Just now
Check with the person doing the analysis before promising a date. Include their name in the next step.
A proposed Company DNA instruction for your director to review.
Email follow-up · Next relevant task
Checked with PriyaAnalysis confirmed for Tuesday, 14:00.Hi Carol,
Priya has confirmed your analysis will be ready Tuesday at 14:00. I’ll send it over that afternoon.
Alex
The process carries forward. The facts come from Oakline’s own context. You still decide what to send.
Briefs on the way in. Notes on the way out. Call Prism from an ordinary phone, and keep the conversation going wherever you work.
Your pipeline, inbox, calendar, notes, recordings, tasks, and Operator live together. Connect the tools you already use and keep both sides up to date.
See the sources, adjust the work, and decide what happens. Choose what can run automatically and when Prism should come back to you.
SMS without the app. Notifications with it. Most languages supported.
Less time piecing the story together.
More time moving the right work forward.
Arrive briefed. Talk through the meeting. Review the follow-up while the context is still fresh.
See how Sales managersSee the conversation behind a stalled deal, the missing next step, and where your team needs help.
See how RevOps & DirectorsTrack pipeline and team performance. Set the standards in Company DNA and improve how the work gets done.
See howBefore you get started
Yes. Call Prism from an ordinary phone number for a brief, a note, or help with the next step. Without the app, updates can reach you by SMS. With the app, you get notifications. Prism supports most languages.
Explore the platformsNo. You can simply tell Prism what happened afterwards. It writes the note and asks about missing details. When you do want meeting capture, the desktop app works on your computer without a bot joining, or you can choose a visible notetaker.
See how notes workYes. Connect your CRM, email, calendars, messages, and other tools for shared context and actions. You can also use the built-in pipeline, inbox, calendar, notes, recordings, tasks, and Operator without a separate CRM.
See the integrationsYour preferences, the details your notes need, and the corrections you make to Operator’s work. Company DNA gives your team a shared way to guide those learnings. Directors can review and improve the instructions behind your processes.
Explore Company DNAStart by reviewing prepared work and deciding what to send or apply. You choose which workflows can run automatically and under what rules. Corrections improve future work; approving something repeatedly does not automatically enable automation.
Explore OperatorNo. Each company’s data is kept in a separate environment, with access restricted to that organization. Your records and Company DNA are not shared with or used by other companies. Permissions still control what people inside your team can see.
Read about security & privacyNo. Neither meeting audio nor voice-note audio is stored. The transcript and the resulting note stay in your workspace, so you can use the information without keeping the audio.
Read about data retentionMeet the colleague who is always with you
Start with a question about AI REV Voice.
Or see what Prism makes of your next meeting note.
Scroll through Brian's afternoon and the next morning
and see how he uses Prism every day.
Meet Brian.
He's good at the part that's human.
The rest, he used to do at midnight.
The meeting that could close the quarter starts in fifteen minutes, exactly the time it takes to drive there.
Brian used to spend half an hour before each meeting to prepare. Not anymore.
He picks Prism's number on his car dashboard. Before he arrives, he knows all the details.
Okay. You last spoke with them seven days ago, on the pricing call. You still owe them the revised quote; you promised it Friday.
One change since: there's a new name on the email thread. He's Marcus Henderson, their CFO, and he'll be in the meeting. So today's really about price. The note from that call is on your phone if you need the numbers.
He walks in with nothing to set up. The laptop just silently listens. When the CFO turns to price, the number's already in front of Brian.
Pricing is their open item. Your revised quote is $48,000 / yr.
It's a yes. He talks it through with Prism on the drive, and Prism asks the one thing he'd have forgotten. He pulls in; it's done.
How'd it go?
We won it. They're in.
Love that. I've got most of it. I'll mark the deal closed. One thing: who actually signs on their side, Dana or Marcus?
Marcus, the CFO.
Perfect. The note's ready. I'll have it in your CRM in a moment.
The next morning, he opens the app to check on yesterday's notes. Everything is already there, clean, in the right record. His manager beat him to it: 'Great close.'
Coffee, then one call. Prism picks up.
Morning, Brian. And congrats on yesterday's close.
Good news: they've already sent the revised contract; it's waiting on your signature. Oh, and Carol wants to meet today; she just emailed. I found a slot, 2pm, at your favorite spot. Want me to reply and reserve the place?
Yes, that's perfect.
Done. One more thing, it's your boss's birthday. I've held some time before Carol so you can grab a small gift. A bowtie? You know him.
Right, I'd have forgotten. Thank you.
That's what I'm here for. Anything else?
Prism didn't just save him an hour.
Prism had his back all day.
Talk. Done.
Go get 'em. I've got the rest.
The last conversation, the latest email, and the next decision, brought into one brief.
“Brief me before Acme. What should I focus on?”
The revised quote is still owed. Marcus, their CFO, has joined the thread and will be in the meeting. Price is the open question today.
“Marcus, what do you need to approve the quote, and who signs on your side?”
Dana asked for revised annual pricing. Brian committed to sending the quote by Friday.
Dana added Marcus Henderson, the CFO, to the thread. Marcus wants to discuss the annual total.
Dana and Marcus are joining Brian for the pricing discussion.
Prism finds the conversation that matters for the meeting Brian is heading into.
“Pull up the recent emails from Acme.”
Can you send the revised annual quote before our meeting? I’ve added Marcus, our CFO. He’ll join us to go through the pricing.
Thanks, Dana. Brian, please bring the annual total and what’s included. That’s what I’d like us to settle.
Marcus is the new person on the thread. I’d bring the revised quote and confirm what he needs to approve it.
The draft uses the thread and the revised quote. Brian can change the wording before anything goes out.
“Draft a reply to Dana about the pricing meeting.”
Prism brings back the useful details, including what Brian still owes the client.
“Show me the notes from our last call.”
You promised the quote by Friday. The note doesn’t yet confirm the signatory. That’s a useful detail to leave today’s meeting with.
Prism compares the latest activity with what Brian knew after the last call.
“What’s changed since we last spoke?”
Annual pricing was open. Brian owed a revised quote by Friday.
Pricing call · 7 days agoAcme’s CFO is now on the email thread and wants to review the annual total.
Latest customer threadMake room for the financial decision today. Bring the quote, explain the scope, and ask Marcus what approval still needs.
Being the CFO doesn’t establish who signs. Ask before putting a name on the agreement.
The transcript keeps the words. Copilot brings the relevant company information alongside them.
Let’s walk through the revised quote.
What’s the annual total?
I have the revised pricing here.
$48,000 / year
Annual pricing is ready to discuss. Final approval is still open.
Acme Corp: revised annual total of $48,000. Prepared for the pricing review with Dana and Marcus.
Capture on your computer, or choose a visible notetaker for the video call. Zoom, Meet, Teams, and more.
The transcript, note, and commitments stay together. Meeting audio and video are not stored.
Brian talks through the result. Prism uses the company’s note requirements to ask a useful follow-up.
“Who actually signs on their side, Dana or Marcus?”
“Marcus, the CFO.”
Edit the note or explain why a detail matters. Prism learns from those corrections for the next relevant conversation.
The outcome, note, next step, and team conversation stay attached to the same deal.
Acme agreed to proceed. Marcus signs on their side.
Use Voice as your CRM, or keep a connected CRM in sync. The linked record and your sharing settings determine where the update goes.
Explore the call schedule, the reply Prism prepares, and the context behind Brian’s morning.
Brian called Prism this morning. He can also schedule a catch-up for the days when he wants Prism to reach him.
Explore call schedulingHi Carol,
Two works well. Let’s meet at our usual spot. Looking forward to catching up.
Brian Goodman
There’s a slot at two. I prepared the reply and checked with Brian before confirming it.
The updated contract has arrived and is waiting for Brian’s signature.
Carol asked to meet today. Brian has a free slot at 14:00.
It’s Brian’s boss’s birthday. Prism leaves room before the meeting for Brian to pick up a gift.
Prism combines the records Brian has access to, so he can ask one question instead of checking several apps.
Explore connected context
