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See how your AI team works.

You lead. A Team Lead runs your AI team. Specialists do the work. Here is how it fits together.

Try an example job — choose Retail for a shop →

Your team, from the top

Example: a skilled trades team

You talk to one Team Lead. The Team Lead hands each part of a job to the right specialist and checks it before it reaches you.

Example of a skilled trades team: you ask your Team Lead, it hands the work to specialists, and you approve the result before anything goes out.
Example: you ask, your Team Lead plans it, specialists do it, you approve.
You: you make the decisions

Team Lead

Plans each job, picks the specialist and checks the work before you see it.

  • Estimate follow-up writer

  • Reviews specialist

  • Local ads specialist

  • Jobs and numbers analyst

  • Website and social media specialist

Three steps

  1. Pick your industry.

    Choose your kind of business and answer a few guided questions.

    • Choose E-commerce, Skilled trades, Finance, Retail or Something else.
    • Tell us what you sell or do, who your customers are and the tone you want.
    • Your team is set up for your industry, with roles and first jobs that fit it.

  2. Your team plans and drafts.

    You give a job to your Team Lead. A specialist writes the draft.

    • You get a Team Lead and at least five AI specialists.
    • The Team Lead picks the right specialist for the job and checks the draft.
    • Each task shows who planned it, who did the work and who checked it.

  3. You approve.

    You decide how hands-on to be. Check the finished draft, then press Approve.

    • Hands-on: you approve each step before your team moves on.
    • Hands-off: your team keeps working and you see the result in your portal.
    • You can switch between the two in your settings.

Follow one job through the portal

These are example screens of the Prism portal, filled with sample data for a skilled trades business: the team board, one task step by step, the finished draft and your approval. Press Approve to try it. Nothing is sent or saved.

1. The team boardExample, sample data

Small roofing company

A fictional roofing company preparing estimate follow-ups and a weekly crew plan.

Hands-onmode. You approve finished work before it counts as done.
  • Team LeadReports to youWorkingNowChecking the team’s workWorking on it
  • Website & Social Media SpecialistSpecialist on your teamReadyNowReady for a new job.Ready for a job
  • Local Ads & Video SpecialistSpecialist on your teamReadyNowReady for a new job.Ready for a job
  • Reviews & Reputation Specialist1 open jobWorkingNowReview request texts for last week’s jobsWorking on it
  • Quote Follow-Up Writer1 open jobNeeds youNowPrepare follow-ups for open estimatesWaiting for your OK
  • Quotes & Pricing Specialist1 open jobWorkingNowQuote draft for a roof repairWorking on it
  • Scheduling AssistantSpecialist on your teamReadyNowReady for a new job.Ready for a job

Swipe to see the whole team.

Waiting for you1

  • Prepare follow-ups for open estimates

Done2

  • Review request for the Oak Street job
  • Follow-up on a gutter estimate

Jobs on this example board

Follow-ups on open quotesTry a sampleReview requestsComingQuotesComing
Your Team Lead hands each job to the right specialist. The board shows who is working on what and what is waiting for you.
2. One task, step by stepExample, sample data

Task

Prepare follow-ups for open estimates

Waiting for your OK
Follow-ups on open quotesTry a sample

  1. Team Lead · Planned the job · 9:02 am

    I will plan follow-ups from sample notes. No start dates promised.

  2. Quotes & Pricing Specialist · Did their part · 9:05 am

    An estimate checklist. Missing dates and decisions stay marked.

  3. Quote Follow-Up Writer · Did their part · 9:08 am

    Text and email drafts asking about the estimate. You fill in details.

  4. Scheduling Assistant · Did their part · 9:11 am

    A follow-up plan for you. Stop when the homeowner declines.

  5. Team Lead · Checked the work · 9:14 am

    Checked for missing dates and job details. You send any messages yourself.

Every task shows who planned it, who did the work and who checked it.
3. The finished draftExample, sample data

Text message from Quote Follow-Up Writer

To: [homeowner first name]

Hi [first name], this is [your name] from [company name].

Just checking in on the roof estimate we sent on [date]. Any questions about the work or the price? Happy to walk through it on a quick call.

If you have gone another way, no problem. Just reply and I will close it out. Thanks!

Team Lead checked

  • No start date is promised.
  • The estimate and the price are not changed.
  • Job details are placeholders for you to fill in.
Finished work waits for you to read before you use it.
4. Your approvalExample, sample data

Prepare follow-ups for open estimates

Text message from Quote Follow-Up Writer

Waiting for your OKRead it, then approve it or ask for changes.

After you approve, you copy the work and use it yourself. Sending it from your own apps:

Working inside the apps you already useComing
In hands-on mode you approve each piece of work. Nothing is sent for you: you copy it and use it yourself.
See the same portal for an online store, finance or retail →

Hands-on or hands-off. You decide.

Watch one example job. In hands-on mode it waits for you. In hands-off mode the Team Lead checks it and files it.

Try the example below. It changes no account settings and sends nothing.

Hands-onmode. You approve finished work before it counts as done.You approve finished work before it counts as done.

You approve each step before your team moves on.

This is the same choice you make in your portal under Settings, then Mode.

Follow up an open roofing quote

Example, sample data
Status:Team Lead is planning

Hi Dana, just checking in on the roof repair quote we sent on Tuesday. Happy to answer any questions or adjust the scope. Thanks, Mike at Ridgeline Roofing

This is an example. It changes no settings and sends nothing.

Plain AI chat or a Prism team?

A chat gives you an answer to work with. Prism is designed to organize the whole job.

Follow the workflow with sample data. Jobs for your own business open after our final checks.

Plain AI chat compared with Prism
What you getPlain AI chatPrism
A team with rolesA Team Lead plus at least 5 specialists.NoYes
Set up for your businessAnswer guided questions once.NoYes
Shaped to your industryRoles, first jobs and words fit your field.NoYes
You approve firstHands-on: nothing goes out without you.NoYes
Hands-off optionWorks within the permissions you set.NoYes

What you can count on

  • Your data stays in our systems unless you approve sending it. To do your work, your task text goes to our AI provider; the data page explains exactly what.
  • You approve before anything is sent. In hands-on mode, nothing goes out until you say so.
  • The rules are written down in plain pages you can read before you sign up.
Illustration of security shield and approved task documents in Prism dark purple theme

Privacy policyTermsHow your data is used

Questions

Do I have to explain my business every time?

Start by choosing your industry and answering guided questions about your business. That gives Prism a business profile to work from. Include any new facts the job needs; automatic learning from your approvals is not verified yet.

Will it work while I’m asleep?

The morning handoff shown on this site is an example, not a report from your business. It does not run overnight jobs for you.

Will it sound like my business?

Your business setup includes the tone you want. Include a writing example and any facts a job needs. Do not assume Prism learns automatically from your edits.

Does it know what’s happening in my market right now?

A researcher in an example team is not a live web search. Supply current facts for your job, and check dates and sources before using market claims.

Can the AI be wrong?

Yes. AI output can be wrong. You are responsible for checking it and for anything you publish or send. Hands-on mode exists so you can look first.

What does it cost?

Starter is $29 a month for 60 tasks, Growth is $79 for 200 tasks and Pro is $179 for 450 tasks. Every plan has a usage limit. See the pricing page for the details.

What works today

Ready to meet your team?

Reserve your 7-day trialSee the demo

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