Meetings and notes
Prepare for the meeting, capture the conversation on your computer, or talk through it afterward. Prism asks for missing details and keeps the note and next steps with the client.
From conversation to noteLet’s put Prism
to work.
Tell us a little about your team. We’ll reach out to arrange a personal onboarding call and help set up AI REV Voice around the way you work.
From the tools you use to the details your notes need, we’ll help Prism understand what matters to you.
Want to talk to Prism first? Try the demoGet started
Thanks for getting in touch.
We’ll reach out at to arrange your onboarding call.
You can bring a workflow you’d like to improve, the tools you use, and any questions for our team.
Talk to Prism while you waitA real person.
A clear way to start.
We’ll work through setup with you, from your first connection to your first useful piece of work.
We reach out.
A member of our team contacts you to understand what you want to start with and arrange your onboarding. Bring your questions about the product, your tools, or your team’s setup.
Onboard with a real person.
On a call together, we help connect your email, calendar, and the tools you want Prism to work with. If you use a CRM, we plan its connection too. You can also start with Voice’s own workspace.
We’ll help you choose how to work with Prism: by phone, in your browser, or through the mobile and desktop apps.
Explore the connectionsTeach Prism how your company works.
Define the details every note should capture, the documents Prism should answer from, and how Operator should handle tasks. Agree what needs your review and what can run automatically.
These instructions become your Company DNA. Your team can refine them as your processes change.
Explore Company DNAPut it to work on your day.
Get a meeting brief, talk through a client visit, or review a follow-up in Operator. Make a correction, and Prism learns from it. Start with one useful workflow and build from there.
See how it works
Start with the work
that takes your time.
We’ll help you choose a first workflow around your day. Here are a few places to begin.
Follow-ups and routine work
Have Operator prepare an email, a proposal, a customer support reply, or a KPI update. Review the work, improve it, and teach the process you want it to follow next time.
See Operator at workContext for the whole team
Bring notes, meetings, messages, and company documents together. Give colleagues the history behind a client, and give Prism the context to ask better questions.
See how context connectsBefore we meet.
What should I bring to onboarding?
A list of the tools you use and one task you’d like to spend less time on are a good start. An example note, follow-up, template, or company instruction helps us understand what useful work looks like for you. We’ll guide you through the rest.
Do I need a CRM to get started?
No. Voice includes your pipeline, client records, inbox, calendar, notes, recordings, tasks, and Operator. If you already use a CRM, we can work through the connection and the updates you want to sync during setup.
Can we change the setup as we learn?
Yes. Update your Company DNA as your requirements change, refine the work Operator prepares, and add connections as you need them. Prism learns from your corrections, while your company’s instructions guide how the work should be done.