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Prism turns conversations into structured notes, connected client records, and prepared work. It learns from your changes, so the next task starts with a better understanding of your business.

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The work is prepared.
You shape the result.

Operator brings together the sources, works across your connected tools, and prepares the reply, proposal, or update. Review the result, make a change, and decide what happens next.

Your corrections teach the process. As it improves, automate repeat work within the rules you set, with exceptions brought back for your decision.

5 operations todo

Inbox · Q3 rollout pricing · Today 08:12Important

Reply to Sarah about Q3 rollout pricing

Acme Corp

The annual option and the legal recap, ready in one reply.

Based on

Sarah asked two things, and both have answers in your files. The annual option comes from the approved pricing; the legal date comes from the meeting and Dan’s email.

Drafted reply

Hi Sarah, Yes, paying annually takes 12% off the list price for your 40 seats. The joint legal review is Thursday at 15:00. Dan sent the security packet on Monday, so both teams have it ahead of the call. Shall I send over the annual quote and the calendar invite? Alex

Updated pricing for the Q3 rollout

SC

Updated pricing for the Q3 rollout

Sarah Chen · 2 messages · Today 08:12

You <[email protected]>Friday 16:02

Hi Sarah, Sharing the updated per-seat pricing for the Q3 rollout: 40 seats across Product and Support, onboarding in two waves. Happy to walk through it live. Alex

Sarah Chen <[email protected]>Today 08:12

Thanks for the breakdown. Is there a discount if we commit for the year upfront? And where did we land on the legal review? David mentioned a joint call but I never saw an invite. Sarah

Choose an example. Open a source, edit a draft, turn the slides, or change a highlighted number.

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Every correction
has somewhere to go.

Improve a note, shorten a reply, fix a calculation, or explain why a step matters. Our learning model uses those corrections to teach future interactions and similar tasks.

Prism learns how you work. Company DNA gives it the standards behind the work: what notes must cover, which sources to use, how a process runs, and when a person needs to decide.

Directors and process owners can review what it learns and give new instructions. Better understanding means more useful questions, clearer next steps, and less time repeating yourself.

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OperatorOakline · Follow-up for review
Drafted replyTo Carol Susi

Hi Carol,

The pilot covers 40 seats and two training days. I’ll send the security analysis on Friday.

Alex

The draft has a date. The teammate doing the analysis has not confirmed it yet.

The process carries forward. Each customer keeps their own facts, dates, and commitments.

Your tools.
Working together.

Read a support ticket, check the account, find the approved answer, and prepare a reply. Or combine CRM activity, a KPI sheet, and your reporting rules in one weekly update.

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Use multiple sources and destinations in the same operation.

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At your desk. On your phone. On the way.

Use the web, Mac, Windows, iPhone, or Android app. A standard phone call works too, with SMS when you do not have the app and notifications when you do. Prism supports most languages, including conversations and context across a multinational team.

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A few things
worth knowing.

Do we need a separate CRM or task app?

No. Voice includes pipelines, client records, inbox, calendar, notes, recordings, tasks, and Operator. Connect the tools your team already uses when you want the data and work to stay in sync.

What can run automatically?

You define the scope for each workflow: what starts it, which tools it can use, what it may do, and where your review is required. Start by improving the prepared work together, then automate routines such as follow-ups, approved support answers, or reporting. New situations and exceptions can come back to you.

Does Prism keep the audio from calls and notes?

Audio is processed to understand and transcribe the conversation. Voice notes and meeting capture keep the resulting text, notes, and context. Audio and video are not stored for replay.

Can another company access our company data?

No. Each company’s data is kept in a separate environment, with access restricted to that company. Your notes, documents, Company DNA, and learned processes are not shared with or used by other companies. Within your company, access follows your workspace permissions. Read about security and privacy.

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