The whole canvas — capture to customer.
PrismaCue captures the conversation, builds the deliverable as you talk, and keeps every card grounded in the buyer's own words — on a foundation built to keep your data yours alone. Here is the full picture.
The night shift is over — and the deals move faster.
When the deliverable builds itself on the call, your team gets their evenings back and your buyers get answers in the room. Here is what that adds up to.
reclaimed per rep, every week
No more rebuilding the call from memory after hours.
of calls followed up same day
The recap and deliverable are ready before you hang up.
close rate on qualified deals
Buyers move faster when the solution is in front of them, in their own words.
to ramp a new rep — not quarters
Your best reps' discovery, built into every call from day one.
Capture to canvas to CRM to customer — the full loop.
Grouped by area, in plain terms. The deep dives below go further on security, recording, integrations, and the Template Wizard.
Capture
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Live meeting capture
A meeting assistant joins the call and captures every word as it is spoken.
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Silent desktop capture
Record on your own device, with no bot in the room.
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Instant fact ledger
Everything said becomes a quoted, attributed fact moments later.
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Every input welcome
Paste notes, dictate, drop in a voice memo, or upload a recording.
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Replay any moment
Jump from any captured fact straight back to where it was said.
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Nothing ever lost
Facts are set aside or superseded, never deleted — always recoverable.
Canvases
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Canvases that build themselves
Current State, Proposed Solution, and Architecture assemble as you talk.
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Live updates
New facts reshape the canvas mid-conversation — no manual refresh.
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Edit in place
Expand, edit, rearrange, and resize every card and group.
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The whole-deal view
A journey board mapping the full arc of the opportunity.
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Capture product gaps
Feature requests captured word-for-word from the conversation.
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Guide the output
Steer what each card and section produces, and keep your edits.
Customer surfaces
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A polished customer stage
Present a clean, branded view — only what you have verified ever shows.
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Instant recaps
Structured post-call summaries, ready to send.
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Beautiful exports
Branded PDFs of canvases and recaps, every claim traceable.
People
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People, built automatically
Contact records assemble themselves from who is on the call.
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One click to context
Open anyone's profile from their name, anywhere in the app.
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Research that confirms itself
Suggested details from your CRM that you approve before they stick.
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Your workspace inbox
Everything that needs your attention, in one place.
Security
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Your data is yours alone
Every workspace is fully isolated — nothing crosses between accounts.
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Encrypted end to end
Your most sensitive content is protected wherever it lives.
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Hold your own keys
Keep your own key so only you can ever unlock your sealed content.
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You decide what is kept
Choose what is retained and what is permanently, irreversibly destroyed.
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Sensitive data auto-protected
Card numbers and personal identifiers are detected and shielded automatically.
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Single sign-on & audit trails
Sign in through your identity provider, with the controls your security team expects.
Recording
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Joins your meetings
A meeting assistant for Zoom, Microsoft Teams, and Google Meet.
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Or stays invisible
Silent desktop capture with no bot in the room.
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Type or talk
Paste, dictate, or leave a voice note.
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Bring a recording
Upload a past call and it is folded right in.
Integrations
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Salesforce, both ways
Pull opportunities in; push your artifacts and summaries back.
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Your knowledge base
Bring in context from Jira, Confluence, and Slack.
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Plans in sync
Keep your project plan aligned with Asana.
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Straight to your backlog
Match and attach feature requests to your case system.
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Records on every card
Attach the ticket right alongside the words that prompted it.
Templates
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Templates that fill themselves
Question sets that answer themselves as the conversation unfolds.
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Always know what is AI
Suggested content is clearly marked until your team confirms it.
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Build templates from your docs
Point the Wizard at your materials and it drafts your discovery flow.
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Map your journey
Editable phases and stations with timeline views.
Platform
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Replay any session
Reconstruct any conversation from the start, exactly as it happened.
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Know your costs
Clear visibility into usage and cost, per team and per deal.
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Always-on capture
If anything goes down, capture keeps running and nothing is lost.
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Private by default
Built to keep your data contained, not exposed to the open internet.
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Resilient and backed up
Encrypted backups you can restore to any point in time.
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Leadership dashboards
Team-wide rollups and role-based access.
Your data is yours alone. Built that way from day one.
Every conversation, document, and deal is protected by design — not by policy. Here is what that means for you, in plain terms.
Every customer, completely walled off
Your workspace is fully isolated from every other account — your conversations, your documents, your deals, with no path between them. It is not a setting someone can forget to switch on; it is how the product is built, and it is verified continuously so it can never quietly slip.
What that guarantees
- Your data is never visible to another account
- No one outside your team can reach into your workspace
- Isolation is checked on every single change
- Only verified content ever leaves the room
Encrypted, end to end
Your most sensitive content is encrypted wherever it lives — at rest, in transit, and in every export.
Hold your own keys
Keep your own key and only you can unlock your most sensitive content. Not even we can read it.
You decide what is destroyed
Choose what is kept and what is permanently destroyed — irreversibly, on your command, gone for good.
Sensitive data, auto-protected
Card numbers, personal identifiers, and other sensitive details are detected and shielded automatically, before anyone sees them.
Single sign-on & audit trails
Sign in through your identity provider, with role-based access and a complete audit trail — the controls your security team expects.
Only verified content goes out
Nothing reaches a customer or an export until you have confirmed it. The system never quietly puts words in a buyer's mouth.
Built to SOC 2 standards, with formal certification on our roadmap.
Capture every conversation — your way.
However the conversation happens, it lands in the same place and feeds the same live ledger. Bring an assistant into the meeting, or keep it invisible.
A meeting assistant that joins
Invite the assistant into the call and it captures live — facts appear seconds after they are spoken, ready to work with before you hang up.
- Zoom
- Microsoft Teams
- Google Meet
Or no bot in the room
Prefer no visible participant? Capture quietly from your own device — and add notes, dictation, voice memos, or an uploaded recording whenever you like.
- Desktop capture
- Paste
- Dictation
- Voice note
- Upload
Live or recorded, every fact is captured with the exact words behind it.
Works with the tools your team already uses.
Bring your context in, send your work back out. PrismaCue fits the stack you already run on — Salesforce, Jira, Confluence, Slack, Asana, and more.
Salesforce
Opportunities and accounts flow in to set up the deal; your artifacts and summaries flow back to the record.
Jira · Confluence · Slack
Bring in what your company already knows, so every canvas is grounded in your own context.
Asana
Keep your project plan and your deal journey in step, both directions.
Case systems
Match feature requests to your backlog and attach them to the right cards.
Records attach right onto the card — so a ticket or a request rides alongside the words that prompted it.
Point it at your docs. Get your discovery workflow.
The Wizard reads what your team already knows and builds your discovery template for you — questions that fill themselves as answers are spoken, each suggestion clearly marked until your team confirms it.
The materials your team already maintains — product docs, your sales process, and collateral.
- Product one-pager
- Your sales process
- Collateral
A discovery workflow scoped to how you sell — questions that fill themselves in as the conversation happens.
- Discovery template
- Self-filling questions
- Scoped to your motion
For example: drop in your product one-pager and your sales-process doc, and the Wizard returns a discovery template scoped to how you sell — every suggested question clearly marked until your team confirms it.
What metric does this initiative move, and who owns that number?
Who signs off on a decision like this, and what do they need to see?
What does the buying process look like — who is involved, and in what order?
What broke recently that made you take this call now?
Bring your toughest call. Watch it build itself.
Request a demo and we'll walk you through the whole thing — the capture, the canvases, and the security your team cares about — on a real conversation.