Prism overview - Intellikon AI

Prism keeps watch over your accounts and your data so you know where to look first. It reads the activity already in Studio, such as deals, tickets and emails, and each night it looks for accounts that need attention. What it finds lands in one feed. You can also connect data, build reports from it, set monitors that raise an alert when a number moves, and ask questions about it in plain words. Prism points you to what needs doing. It does not replace the products that hold your work: you still reply in Pulse and handle tickets in Aegis.

Where your data comes from

Your Studio products are built-in sources. Vera, Aegis, Pulse and Lexis connect inside Prism with no export or import step. Connecting outside data is optional: you can add a file or a database as well, if you want Prism to work with it. See Data sources.

How Prism is laid out

The top of the Prism Overview, with Active patterns, Upcoming meetings and Accounts monitored, and the patterns that need attention.

Area	What you do there
Overview	See the patterns that need attention.
Feed	Work through the patterns and alerts that are waiting for someone.
Accounts	Look up any company or person and see what is happening with them.
Governance	Decide what Prism may do without asking, and check what it decided.
Data Sources	Connect the data your reports, monitors and questions use.
Reports	Build dashboards from a data source.
Monitors	Watch a number and raise an alert when it crosses a line.
Ask	Ask questions about a data source in plain words.
Metrics	Define the measures your team agrees on, once, for everyone to reuse.

Key ideas

Pattern

Something Prism notices about an account overnight, such as a relationship going quiet.

Alert

A notice from one of your monitors when the number it watches crosses the line you set.

Needs Action

A feed item that is waiting for someone to deal with it.

Done

A feed item that has been dealt with.

Data source

A set of data Prism can read, from a Studio product, a file or a database.

Metric

A named measure, such as a rate or a total, that reports and monitors can reuse.

Who can do what

Task	Tenant Owner	Workspace Admin	Workspace Member
See the Feed and monitors	Yes	Yes	Yes
Dismiss an item in the Feed	Yes	Yes	Yes
Open Accounts	Yes	Yes	Yes
Dismiss a pattern on an account page	Yes	Yes	No
Connect a data source	Yes	Yes	No
Create a report or a monitor	Yes	Yes	Yes
Ask questions	Yes	Yes	Yes
Create a metric	Yes	Yes	Yes
Approve or archive a metric	Yes	Yes	No
Create a dispatch policy	Yes	Yes	No

Account Admins and Users do not see Prism.

Where to start

Work through the Feed

See what Prism has found and clear what does not need you.

Look up an account

See everything Prism knows about one company.

Connect your data

Add a built-in source, a file or a database.

Set up a monitor

Get an alert when a number moves.

Pulse

The deals, contacts and emails Prism reads, and where you follow up.

Aegis

Support tickets. A monitor can raise a ticket here when it fires.

Lexis

Learning enrolments and completions, available as a built-in source.

Vera

Chatbot conversations, available as a built-in source.

​Where your data comes from

​How Prism is laid out

​Key ideas