Security & privacy
Give Prism the context to help.
Keep control of what is shared.
A private thought after a meeting. A client history your team shares. The knowledge that makes your company yours. Voice keeps these access boundaries in place as Prism helps you work.
Carol confirmed the 40-seat pilot and two on-site training days. John owns the security review. Send the revised quote and pilot plan by Friday.
Kept off shared client timelines and out of CRM sync.
Prism only uses information the person asking is allowed to see. Asking by voice, opening a shared task, or mentioning a teammate does not unlock unrelated private material.
Each company’s data is kept in a separate environment, with access restricted to that organization. Another company’s account cannot access your records.
How Prism works with your contextNeither meeting capture nor voice notes store audio. Keep the transcript and note, with the context and next steps ready to use. Meeting audio is processed live with zero retention upstream, and no meeting video is stored.
Start capture from your own computer, or invite a visible notetaker through a meeting link or calendar event. You choose which meetings to capture and which records to keep private.
Share a meeting when your team needs it. Inline comments, replies, and tasks keep the follow-up connected to the relevant words, within the meeting’s access settings.
Explore meeting capture and collaborationSaved meeting record
Carol Susi “I’ll introduce John for the security review this week.”
You “I’ll send the revised quote and pilot plan by Friday.”
40-seat pilot. Two on-site training days. John leads the security review.
The email you open and the action you delegate both deserve a clear boundary. Protection and review belong in the workflow.
Hi Alex, here is the plan from today’s conversation.
Remote image blockedKnown tracking pixels and tracker URLs are removed before display. Remote images stay blocked until you load them or trust the sender. Known trackers remain blocked either way.
Email content is displayed in a sandbox with scripts disabled. Private threads stay with you and the people on the emails.
Explore inbox protection
An instruction for Operator“Prepare customer replies for review. Ask me before changing pricing or contractual terms.”
Operator brings the sources and prepared result together. Read the draft, inspect a proposed update, make a change, or skip it before an action goes ahead.
Use Company DNA to define what can run automatically, where a person must decide, and when Operator should ask. Refine the process as it learns from your corrections.
Review an example in OperatorPrism learns how your team works: what a useful note needs, which questions to ask, and how Operator should handle a task. Your playbooks, pricing rules, and learned processes stay within your company’s access controls.
Directors and process owners can guide that learning. Reinforce a good approach, correct a mistaken lesson, or define a new review point. Shared standards give the team direction; private sources keep their existing access.
Other organizations do not get access to your Company DNA or workspace.
Explore Company DNA and its controlsThe way your team works
Company separation, protected connections, and device controls support the way the workspace handles your information.
Every request is tied to the company it belongs to, keeping your organization’s records separate and inaccessible to other companies.
Connections to the service are protected in transit. Ask us for the encryption scope required by your security review.
Mailbox and calendar credentials use rotatable key identifiers. This control applies specifically to those credentials.
The desktop app uses the operating system’s credential storage for its access token.
See your signed-in sessions in Settings and revoke a session you no longer want to keep active.
Tell us where your company needs its data hosted. We will confirm the available options and residency commitments for your plan in writing.
Bring your requirements for a secure enclave, additional hosting options, or your own storage. We will map the configuration, responsibilities, and contractual scope with your team.
Discuss your deploymentA private note is accessible only to its owner. It stays off shared client and pipeline views and is excluded from CRM sync. Shared notes follow the access granted through the client, pipeline, company, or direct sharing.
No. Prism works with information that person is allowed to see. A shared task, an email reference, or a mention does not unlock unrelated private notes, recordings, or messages.
No. Neither meeting capture nor voice notes store audio. The saved record is the transcript and note. Meeting audio is processed live with zero retention upstream, and meeting video is not stored either.
No. Your company’s data is kept in a separate environment, with access restricted to your organization. Other companies cannot access your notes, emails, client records, or Company DNA. Within your company, each person’s permissions determine what they can see.
Yes. Define what Operator prepares, what it can execute automatically, and when it should stop for a person to decide. Company DNA gives it those instructions. Review the sources and prepared work, refine the result, and improve the process over time.
Desktop capture starts from your computer; a meeting notetaker joins visibly through a link or calendar event. Your team is responsible for the notices and consent needed for each meeting. We can discuss your capture policy during setup.
Send us your requirements for a written review of the relevant data types, retention and deletion terms, subprocessors, encryption scope, and current certification documentation. A DPA is available during procurement. Hosting and Enterprise commitments should be agreed in your contract.
Share your questionnaire, data requirements, and deployment constraints. We will walk through the product controls and confirm the scope in writing.
Questions about personal data?
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