Deep context
The answer is spread out.
Prism brings it together.
The email says what the client wants. The meeting explains why. A teammate knows what is still missing. Prism connects those pieces before it answers.
Search your data, connected apps, messages, documents, and the internet. Bring the relevant context into the brief, the note, and the work you prepare next.
Oakline Freight
One account, several sources of context
Carol’s email
“Could you send the revised quote for 40 seats by Friday? John needs the security analysis before the pilot.”Inbox · Latest customer thread
Oakline pilot review
The pilot includes two on-site days. John owns the customer’s security review. The proposal needs to include the agreed pilot plan.Recordings · Meeting summary and commitments
#oakline-account
Dana is preparing the security analysis. The two open questions need an owner before the pack is ready to share.Slack · Account-team conversation
Pricing and proposal template
The approved annual price, pilot scope, and current proposal template are in the shared sales folder.Google Drive · Company files
Oakline · Pilot
40 seats. Proposal stage. Carol is the commercial contact; John is responsible for the security review.HubSpot · Connected account record
Public company research
Check the customer’s current website and public updates for new context before the meeting. Keep public information distinguishable from what the customer actually said.Web search · Public sources
Use the knowledge
where your team keeps it.
The client timeline brings together emails, notes, meetings, and tasks. Connected tools add the files, discussions, and records that sit elsewhere. Public research can add new context when the question calls for it.
A pricing sheet, a Slack answer, and a customer promise mean different things. Keeping the source attached helps you understand which fact you are relying on.
Gmail
OutlookSlackTeamsGoogle Drive
Notion
SalesforceHubSpot
Asana
ZendeskThe same context.
A more useful next move.
Ask for a short brief, prepare a proposal with Operator, or find the person who can resolve a dependency. Prism brings the relevant parts of the account into that specific job.
You can pick up the thread tomorrow without pasting the history into another prompt. The account’s new conversations and updates become part of the next answer.
A customer request and an internal update stay distinct in the answer.
The work uses the actual agreement and approved material, with the open dependency visible.
An answer from a teammate becomes context for the rest of the work.
Your process belongs
in the picture, too.
Company DNA is what your team has learned about doing the work well: what a note needs, how a deal moves, who approves a proposal, and which approaches helped similar clients.
Prism combines that experience with the current customer’s facts. Corrections in Operator teach future tasks, so it gets better at applying your standards as well as finding information.
Explore Company DNA“The scope is clear. Your process also needs an owner and date for the security review before the proposal is a complete handoff. Who is confirming those?”
An answer you can put in context.
The source, the uncertainty, and the access matter as much as the answer itself.
Go back to the source.
Open the email, note, or recording behind the work. Meeting commitments keep their timestamps; Copilot document answers name the document and page.
Keep missing details visible.
If the record does not establish an answer, that becomes a question to resolve. An old price or an unconfirmed date should not quietly become the new promise.
Respect the access you set.
Shared context follows workspace permissions. Private notes and recordings remain private, and sharing or mentioning a person does not unlock unrelated material.
A few practical details.
Is this just a library of uploaded documents?
No. Documents are one source. Prism also works with client records, emails, meetings, notes, tasks, connected apps, team messages, and web research when relevant.
What does Company DNA add?
It gives Prism your team’s process and prior learning: what a useful handoff needs, which questions to ask, and how similar work has been done well. It helps turn facts into a useful next step.
Can Operator use the same context?
Yes. Operator can combine the relevant meeting, email, pricing, template, and account details to prepare a reply, deck, document, report, or update for you.
What if the sources are in different languages?
Prism supports most languages. It can use material and conversations across languages and explain the result in the language you work in.
Start with the question.
Prism can find the context.
Ask how AI REV Voice would use your team’s knowledge to prepare you and move the work forward.
Try the demo