AI REV Voice for SaaS teams

From first demo
to next renewal.

The problem they want to solve. The value they need to see. The promises your team needs to keep.

Prism carries the customer context through discovery, pilots, onboarding, and renewal. Operator prepares the work that follows. Spend less time piecing together the account and more time helping customers get value from your product.

Try the demoExplore the workflow

The last call, customer email, proposal, and open commitments inform the brief.

A good demo ends
with a useful next step.

Prism briefs you on the account before the call. During it, Copilot brings up relevant company knowledge, from SSO requirements to approved pricing. Afterward, your note keeps the customer’s problem, decision process, and commitments together.

Company DNA teaches Prism what your team needs to qualify an opportunity: the buyer, champion, use case, success measure, and next decision. It asks about what is missing and helps turn “let’s try it” into a pilot with a purpose.

Capture it while it is fresh.

Transcribe the meeting from your computer or invite the notetaker. Debrief Prism by chat, voice, or a scheduled post-meeting phone call. Commitments become tasks with the conversation attached.

Explore help during the conversation
Prism Copilot
John asked · 12:41
Does the pilot support our single sign-on?
From your security pack
Entra ID SSO is included in the pilot. The security pack includes the setup guide and the DPA for John’s IT review.
Security overview.pdf · p. 3
12Ask a question…

A specific answer, connected to the approved document behind it.

New business.
Renewals. One view.

Keep the original sale, the renewal, and the next expansion connected to the client. Switch pipelines, follow opportunities by owner, and see the stage, value, and next activity without asking everyone for an update.

Notes, emails, and meeting commitments become shared account context. Use Voice’s pipeline alongside your CRM, or as the team’s own workspace.

Sales pipeline

New business

5 deals · $274K open
New revenue

Discovery

1

$22K
Dana Reyes
Discovery 10%Ruth

Qualifying

1

$36K
Lena Osei
Qualifying 25%Owen

Proposal

2

$48K
Carol Susi
Proposal 45%Brian
New note

$48K
Marcus Henderson
Proposal 70%Brian

Negotiation

1

$120K
Priya Nair
Negotiation 55%Ruth

Scroll sideways to explore the stages, or choose List.

Choose a pipeline, filter by owner, or switch to List. Values here are open opportunities; they are not booked revenue or ARR.

Know what moves the number.

See which owners carry the opportunities and where deals need attention. Keep new business, base renewal, and expansion amounts distinct so a forecast has a clear meaning.

Keep the source close.

A stage change is more useful with the customer’s reason behind it. Open the client history to see the conversation, promise, or unresolved question that informs the next move.

Turn the conversation
into the work.

A pilot plan. The right security reply. An onboarding handoff that remembers what sales promised. A renewal agenda grounded in the customer’s experience.

Operator brings the relevant calls, emails, templates, and app data together. Inspect the sources, edit the draft, and decide what gets sent or saved.

4 operations todo

Gmail · Carol’s follow-up · Thursday 15:10

Follow up on Oakline’s pilot

Oakline Freight

The annual option, security documents, and missing decision details in one reply.

Based on

Carol has asked for pricing and the security information John needs. The pilot has a proposed success measure, but the budget approver and decision date still need confirmation.

Pilot follow-up

Hi Carol, The annual option for 40 seats is $48,000. Entra ID SSO is included in the pilot; the security pack contains the setup guide and DPA for John. I’ll send the pilot plan and annual quote by Friday. The proposed success measure is to reduce preparation from 25 minutes to 10 across 10 client calls. Please confirm that this reflects the outcome you want to test. Who will approve the budget, and when would you like to make the pilot decision? Brian Goodman

Pilot plan and annual option

Pilot plan and annual option

Carol Susi · Gmail · Thursday 15:10

Carol Susi <[email protected]>Thursday 15:10

Please send a short pilot plan and the annual price for 40 seats. John needs the SSO details and DPA. I will check who signs off the budget and when we can make the decision. Carol

Open the sources, revise a reply, or review the plan. Each example shows the context and the proposed action together.

Sales hands over the meaning.

CS gets the customer’s intended outcome, agreed scope, success measure, and open dependencies. The next owner can act on the promise instead of rebuilding it from the call.

The next step has somewhere to go.

Create tasks from the meeting, note, or email. Assign an owner, keep the source as a reference, and sync work with your team’s task tools. Prism can check with a teammate when the next answer needs a person.

Acme Corp
Annual renewal · $48,000 · Dana Reyes
SummaryFriday 09:30

Renewal due October 31. Weekly active users: 28 of 40, up from 22 using the same definition. Dana still wants workflow training and has not confirmed renewal intent. Ruth sends the invitation Monday; Dana confirms attendees Friday.

Activity
SmartAll activityThis deal
Week 39 adoption review
Friday · Google Sheets export28 of 40 weekly activePrevious week: 22
Customer value check-in
Thursday · Dana and RuthTraining requestedRenewal intent open
Training attendees and invitation
Thursday · Dana ReyesDana: FridayRuth: Monday
Setup question answered
Wednesday · IntercomTraining still needed
Acme’s usage export, customer check-in, support context, and training commitments inform the renewal review.

Know the customer
before the renewal.

Bring usage reports from your connected data together with customer conversations, support questions, and outstanding work. Prism briefs the account owner on what changed and what still needs an answer.

Here, weekly activity rose from 22 to 28 of the same 40 users. The check-in adds the missing context: newer teammates still need training. A useful next step is to understand value and remove the adoption obstacle before discussing more seats.

Give your metrics a shared definition.

Company DNA defines what counts as active, which period to compare, and who owns follow-up. Operator can prepare KPI sheet updates from connected sources, keeping the evidence and proposed changes ready for review.

Keep internal comments with the account, note, or task. Private preparation stays private; shared context follows the original access.

Explore the view for RevOps & Directors

Your playbook gets
better with use.

Your qualification method, handoff requirements, and customer communication standards become Company DNA. Prism learns how your team works; AI REV’s learning model uses corrections in Operator to guide the next draft and decision.

Sales, CS, and product leaders can give direction: ask for a measurable pilot outcome, preserve the implementation dependency, or confirm a product request with its owner before promising a release date.

Teach it, then choose what runs.

Start with work you review. As the process improves, automate defined follow-ups, internal reminders, reporting, and routine updates. Keep the decisions that need judgment with the people responsible.

Prism can message or call a teammate for the missing answer and bring the commitment back. It supports most languages, so the context can travel across your sales, support, and product teams.

Define your Company DNA

Operator edits and team instructions teach the process for future work.

Your SaaS stack.
A connected workflow.

The account lives in a CRM, the last promise in an email, the pilot plan in Drive, and the next product answer in Slack. Prism searches that context. Operator uses it to prepare work across the tools your team already uses.

Connect sales and CS with support and product. A customer request can carry the original conversation into a task; the confirmed answer can become the next customer update.

Explore integrations

Account & conversations

HubSpotSalesforceGmailOutlook

Knowledge & reporting

Google DriveNotionGoogle SheetsSlack

Product & customer work

LinearAsanaIntercomZendesk

A few practical details.

Does this fit both a short trial and an enterprise pilot?

Yes. Define what matters for your process in Company DNA. A trial may need an activation outcome and a quick follow-up. An enterprise pilot may need a champion, budget approver, security review, agreed success measure, and decision date. Prism uses those requirements when preparing questions and notes.

Do we need to replace our CRM?

No. Use Voice with your connected CRM, email, calendar, documents, and task tools. Voice also has its own pipeline and shared client history, so a smaller team can begin there.

Where does the adoption data come from?

From the sources you connect. The example uses a Google Sheets export of weekly product usage, with a defined population and activity measure. Prism can combine that report with customer calls and support context; it does not treat activity alone as proof of value or renewal intent.

Can it help keep sales and customer success aligned?

Yes. Meeting commitments can become tasks, and Operator can prepare handoffs from the conversation, approved scope, and team templates. Notes, emails, and recordings can be linked as references. Prism can message or call a teammate to clarify ownership or confirm a deadline.

How does it learn our sales and renewal process?

Company DNA defines the questions, note requirements, trusted sources, and steps your team expects. The learning model uses corrections, including edits in Operator, to guide future work. Process owners can refine those instructions and choose which routines run automatically and which need review.

Is our customer context and Company DNA private?

Your Company DNA stays internal to your company and is not shared with or used by other companies. Access to messages, notes, meeting transcripts, and comments follows the original permissions. Private notes stay with their owner. Meeting capture keeps the transcript and note without retaining audio or video for replay.

Bring your next
customer conversation.

Ask Prism about AI REV Voice, try a pilot debrief, or explore how Operator prepares the next piece of work.

Try the demo