AI REV Voice for sales reps
Walk into the meeting prepared. Leave with the details captured and the follow-up already taking shape.
Prism brings your emails, meetings, and account history into the conversation. Talk through the next move, then work with Operator on the reply, proposal, and CRM update. At your desk or on the way to a client.
The latest email, account history, and team update in one brief.
Find the unanswered question behind the silence.
Keep the conversation moving when pricing, security, or a pilot detail comes up. Prism Copilot brings the relevant answer and its source beside your meeting, so you can check it without digging through folders.
Capture the meeting from your computer without a bot, or invite a notetaker through a meeting link or your calendar. The transcript becomes the starting point for the note, commitments, and next steps.
The meeting record keeps the words and context. Audio and video are not retained for replay. You choose whether the transcript and note stay private or are shared.
The answer and its source stay together.
Find the approved material behind the customer’s question.
Tell Prism what happened by voice, chat, or a call to its phone number. It combines your debrief with the meeting and account history, then asks about the details you may have left out.
Your Company DNA gives those questions a purpose: who decides, what could block the deal, what you promised, and when it is due. Commitments become tasks with the note or recording attached as a reference.
Your calendar surfaces meetings that still need a note. Schedule Prism to call afterward or at the end of the day, and fill in what was never said on the call.
A follow-up question adds the owner and the deadline.
Voice note
Sarah wants the annual option for all 40 seats, with onboarding in two waves. David will bring Acme’s counsel to the joint legal review on Thursday at 15:00. Dan has already shared the security packet.
The agreement, its owners, and the work due today.
A reply with both answers. A proposal in your company’s template. The right next step in the CRM. Operator brings the meeting, your files, and your connected apps together to prepare the actual work.
Read it, change it, and decide what goes out. You can ask Prism to make it shorter or adjust the approach by voice or chat.
Gmail
Outlook
Google Drive
Slack
HubSpot
Salesforce3 operations todo
The annual option and the legal recap, ready in one reply.
The annual option comes from your approved pricing. The legal date comes from the meeting and Dan’s email.
Hi Sarah, Yes, paying annually takes 12% off the list price for your 40 seats. The joint legal review is Thursday at 15:00. Dan sent the security packet on Monday, so both teams have it ahead of the call. Shall I send over the annual quote and the calendar invite? Alex
Sarah Chen · 2 messages · Today 08:12
Hi Sarah, Sharing the updated per-seat pricing for the Q3 rollout: 40 seats across Product and Support, onboarding in two waves. Happy to walk through it live. Alex
Thanks for the breakdown. Is there a discount if we commit for the year upfront? And where did we land on the legal review? David mentioned a joint call but I never saw an invite. Sarah
Shorten a follow-up, add the missing decision-maker, or change the way a proposal is structured. Prism learns from those corrections, including the changes you make in Operator.
It learns your working style and your Company DNA: what belongs in a note, which questions matter, and how your team moves similar deals forward. AI REV’s experience from ten years of work adds another source of guidance when you need a next step.
Start by reviewing together. As the routine becomes clear, choose which follow-ups and updates can run automatically, and which still come back to you.
Meet the model that learns with youI prepared the follow-up from the meeting and the approved pricing.
Hi Sarah, Thank you for taking the time to discuss the Q3 rollout. I wanted to share the annual option and the legal update. Annual prepay takes 12% off list for your 40 seats. The legal review is Thursday at 15:00. Dan has sent the security packet. Please let me know if you have any questions or would like me to arrange the next steps. Alex
Yes. Call Prism for a brief or a debrief, or schedule it to call after meetings. At your desk, use voice or chat in the app. The same account context is there wherever the conversation starts.
No. Tell Prism what happened afterward. For meetings you do capture, start from your computer without a bot or invite a notetaker by link or calendar. Prism uses the transcript and your debrief to prepare the note.
Start with prepared work that you review, edit, and approve. You can then define which recurring actions run automatically and which need your decision. Sources and activity stay visible with the work.
Yes. Connect your mail, calendar, CRM, files, messaging, and task apps. Voice can bring several accounts into the same workspace, with two-way CRM and task sync. Or use the built-in pipeline and tasks on their own.
Prism supports most languages. It can work with source material in another language, help you understand it, and coordinate with a teammate in the language they use.
Explore a sales scenario, ask about AI REV Voice, or try an example note. See how much of the work you can handle together.
Try the demoThe annual option and the legal recap, ready in one reply.
The annual option comes from your approved pricing. The legal date comes from the meeting and Dan’s email.
Hi Sarah, Yes, paying annually takes 12% off the list price for your 40 seats. The joint legal review is Thursday at 15:00. Dan sent the security packet on Monday, so both teams have it ahead of the call. Shall I send over the annual quote and the calendar invite? Alex
Sarah Chen · 2 messages · Today 08:12
Hi Sarah, Sharing the updated per-seat pricing for the Q3 rollout: 40 seats across Product and Support, onboarding in two waves. Happy to walk through it live. Alex
Thanks for the breakdown. Is there a discount if we commit for the year upfront? And where did we land on the legal review? David mentioned a joint call but I never saw an invite. Sarah
A three-slide proposal and a one-page summary for the partners.
Julie needs something she can forward. The deck uses her words from the meeting, the agreed pilot from Slack, and the approved pricing. The one-pager carries the same offer for partners who prefer a document.
The title uses Julie’s wording. The proposal follows her meeting requirements.
Proposal summary for the partners
Paperwork after every client visit takes time away from the next customer. The team needs the conversation to stay with the account.
One coastal team, two claim types, three weeks. Start after the security review. Agree the success criteria with Julie before kickoff.
The approved annual option is attached to the proposal. Review the pilot with the partners on Tuesday, then confirm the rollout scope.
The right changes go back to the right CRM, with the meeting attached.
Your teams use two CRMs. These updates keep each account in its home system while giving you one place to review the work. Edit a value or leave an item out before applying.