How it works
AI REV Voice is a workspace for your client conversations. Prism is the assistant that briefs you, turns meetings into complete notes, and prepares the next actions for you to review.
Context in. Useful work out. You review the next move.
You choose the accounts and material it can work from. Start with what you need, then add more as your workflow grows.
Connect a mailbox or calendar to bring in conversations, attendees, and upcoming meetings. Previous notes build the account history.
Connection optionsUpload the pricing, proposal, and product material your team relies on. Prism can answer from those documents and show its source.
How document context worksSet the details your team needs: who you met, what was agreed, the next step, the owner, and the date. Missing details become questions.
What goes into a note“Brief me for Oakline. What changed since our last conversation?”
Prism brings the last conversation, the open commitments, and the next meeting into a brief. Ask follow-up questions as you go.
Use a spoken recap after a meeting, or capture the meeting itself on your computer.
Call Prism after a visit and talk through what happened. A phone call is enough to get your note started.
Start recording in the desktop app for Zoom, Meet, Teams, or an in-person meeting. No bot needs to join.
Prism organizes the conversation into a summary, next steps, and commitments. Select a timestamp to find the original words in the transcript.
Recording
Oakline is considering a 40-seat pilot across three sites, including two on-site training days. Brian will send the revised quote by Friday. John owns the security review; final approval is still to be confirmed.
The pilot scope is agreed in principle. Oakline still needs to confirm who gives final approval.
Brian GoodmanVoice includes clients, deals, notes, tasks, and a pipeline. Each conversation adds to the same workspace, so the next meeting starts with more context.
Oakline is considering a 40-seat pilot across three sites, with two on-site training days. John Park will send the security questionnaire on Monday. Brian will send the revised quote by Friday. The final decision maker still needs to be confirmed.
The summary, decisions, and next steps, ready to review or correct.
The captured conversation beside the note, with timestamps to check the source.
The action, owner, and due date, linked back to the client and deal.
A draft or proposed action with its context, waiting for your decision.
Already use a CRM? Explore the connection options. You can also use the Voice workspace on its own.
The Operator brings proposed work into one queue. Read the draft, check the destination, and approve, change, or hold it. Sending a follow-up requires your approval.
Explore the Operator“Make the quote deadline Monday and include the two training days.”
Carol, I will send the revised quote by Friday Monday. The pilot includes two on-site training days.
No. You can call Prism afterward and give a spoken recap. Desktop capture is useful when you want the full transcript and the exact moments behind the note.
You can talk to Prism with an ordinary phone call. Meeting capture and the live copilot use the desktop app. Use the workspace to review notes, tasks, and proposed actions. See the available platforms.
Check it against the source and correct it by voice or in the workspace. When the team's note checklist needs a missing answer, Prism asks for it. An uncertain client match also comes back to you to resolve.
Yes. Start with the context you want to connect. The integrations directory explains mailbox and calendar options, desktop meeting capture, and other app workflows to discuss with us.
Hear how Prism asks, organizes, and helps you take the next step.