Prism · Our own interaction model
Meet Prism.
It learns your way.
An AI colleague that learns how you work, understands your company, and helps you decide what to do next.
Call on the way to a client. Talk through the meeting on the way back. Prism remembers the context, asks what is missing, and helps carry the work forward. Less time preparing, typing, and chasing. More time with your customers.
A phone call, voice in the app, or chat. The same Prism.
A brief that leads to a useful question.
The account, the last conversation, and your team’s experience come together before you walk in.
The missing detail gets a question.
Prism uses your company’s note requirements to catch the owner, dependency, or next step you might have left out.
The conversation becomes progress.
The note, the task, and the prepared proposal keep the same context. Your previous correction carries forward.
Every time you work together,
there is more to build on.
Prism is AI REV’s own model, built to understand conversations and the work behind them. It learns your preferences, the way your company operates, and the decisions that make a task complete.
Correct a note, improve a draft in Operator, or explain why a next step matters. Our learning model uses those changes to teach future interactions. The next question, brief, or piece of work starts with more understanding.
You correct a follow-up
“Answer the question first. Keep it short and finish with one clear next step.”
What Prism learns
Lead with the answer. Use short bullets. Make the next action easy to see.
The next customer reply
“Yes, the revised quote is ready. • Annual terms included. • Security review: Thursday. Shall I send the pack to procurement?”
Your company’s standard
A proposal needs the buying reason, decision-maker, open risks, and a next step with an owner and a date.
What Prism learns
A positive meeting is not a complete handoff. Confirm the person and the date behind each commitment.
The next question after a meeting
“You mentioned the security analysis. Who owns it, and when will it be ready for the client?”
You fix the weekly report
“Keep closed revenue separate from open pipeline. Use the regional totals and include the source date.”
What Prism learns
Apply the reporting rule to the calculation, the sheet, and the written summary.
The next reporting run
Closed revenue: $210K. Open pipeline: $1,114K. Source: regional totals through Thursday’s close.
Your team’s earlier deals
Similar customers stalled when legal questions stayed in email. A joint review clarified the remaining decisions.
What Prism learns
Bring the right people into the conversation early when a security or legal review blocks the next step.
When you ask what to do next
“A joint review with John and Dana is a useful next step. Your team used that approach on similar accounts. First, confirm the open questions.”
Your Company DNA. The way you qualify a deal. What belongs in a useful note. Who needs to approve a proposal. Your language, standards, and playbooks become part of how Prism understands the work. Private notes and company knowledge follow your workspace’s access controls. Explore Company DNA
A continuous learning loop. Context informs the action. Your correction improves it. The lesson shapes the next relevant task, and you can keep refining it as the business changes.
It knows where to look.
And what to put together.
The answer can be spread across a meeting, an email, a Slack conversation, and a file someone shared last week. Prism can search your data, connected apps, and the internet to bring the relevant pieces together.
Ask where an account stands, what changed before a meeting, or what you promised last time. Prism connects the customer’s words with the record, the team’s knowledge, and the current situation.
When a detail is still missing, that becomes the next useful question. Your notes and next steps get more complete because Prism understands what your company needs to know.
Gmail
Outlook
Slack
Teams
Google Drive
Notion
Salesforce
HubSpot
Asana
ZendeskOakline Freight
What Prism has to work with
Carol’s emailThe customer’s words
“Could you send the revised quote for 40 seats by Friday? John needs the security analysis before the pilot.”
Inbox · Latest customer threadOakline pilot reviewThe conversation
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-accountWhat the team knows
Dana is preparing the security analysis. The two open questions need an owner before the pack is ready to share.
Slack · Account-team conversationPricing and proposal templateYour approved material
The approved annual price, pilot scope, and current proposal template are in the shared sales folder.
Google Drive · Company filesOakline · PilotThe customer record
40 seats. Proposal stage. Carol is the commercial contact; John is responsible for the security review.
HubSpot · Connected account recordPublic company researchThe world outside
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 sourcesThe useful next step
Prepare the quote and pilot plan for Friday. Confirm Dana’s analysis deadline before telling Carol when the security pack will arrive.
When the answer is with a person,
Prism can ask.
Some work needs a conversation before Operator can finish it. Someone has to confirm a deadline, explain a dependency, or say what is ready to share with the client.
Prism can message your colleagues or call them, using the access and outreach permissions you set. It asks the relevant questions, confirms the answer, and brings it back to your note, task, or prepared work.
You know when the detailed analysis will be ready because Prism has already checked with the person doing it.
Emotionally aware.
Prism responds to the tone and pressure in a conversation. It can slow down, clarify a concern, and find a workable next step without pushing past what a teammate can commit to.
Most languages. The same context.
Prism supports most languages. It can understand material in another language, call a teammate in theirs, and translate the answer for you. Multinational teams can work from the same understanding.
Waiting for confirmation
Security analysis · Dana
Deadline not yet confirmedThe deadline is confirmed
Security analysis · Dana
Tomorrow, 11:00 · Two questions flaggedThe work is up to date
Security analysis · Dana
Tomorrow, 11:00 · Source: Dana’s call“What should I do next?”
There is experience behind the answer.
Prism helps you think through an uncertain next step. It brings together what your company has learned, what worked for similar clients, and the practical knowledge built into the model.
Your company’s experience.
The approaches that moved earlier deals forward. The objections your team has already answered. The handoffs that worked, and the corrections that made them better.
Prism uses that Company DNA alongside the details of the current customer to ask better questions and suggest a more useful next move.
Ten years of AI REV’s experience.
Prism also draws on AI REV’s internal knowledge from ten years of operating and solving business problems. Practical knowledge about how to approach the work is built in.
That gives it a starting point. Your company’s context and feedback make the advice more relevant to the way you sell and the work your team needs to do.
“The client likes the proposal, but nothing is moving. What would you do next?”
“First, find out which decision is still open and who owns it. On your team’s similar accounts, a joint review helped when legal and commercial questions were mixed together. Ask Carol which people need to be in that conversation, then agree a specific next step.”
Better questions help you sell better. Clearer next steps give you back the time you would have spent figuring out, writing up, and chasing the work.
A colleague you can call.
Whenever the work comes up.
Prism is always ready to take your call. Call from your phone, talk hands-free on the drive to or from a client, or open the conversation on screen. You can pick up the thread without explaining the account all over again.
Let Prism brief you before a meeting, call afterward for a debrief, or check in at a time you choose each day. The conversation keeps your work moving while you get on with your day.
You call Prism.
Ask a question, think through a decision, or capture a note while it is fresh. A normal phone call is enough.
Prism calls you.
Use your calendar for meeting briefs and follow-up calls, or set a regular time to catch up on the day.
The work continues.
Tasks keep the commitments. Operator prepares the work. Your corrections help Prism handle the next request better.
Start with a conversation.
Ask Prism about AI REV Voice.
Or talk through an example meeting and try taking a note.
“How would you help my team spend less time on follow-ups?”
“Let me tell you how the client meeting went. Help me capture what matters.”