First Steps Guide

Begin your journey with Prisme.ai and take your first steps with the platform

Welcome to Prisme.ai! This guide will help you navigate your initial experience with the platform and set you on the path to success. We’ve tailored these steps to ensure you can quickly start leveraging the power of generative AI for your organization.

Before You Begin

Before diving in, make sure you have:

• A Prisme.ai account with appropriate access permissions
• A basic understanding of your organization’s AI goals and use cases
• Familiarity with the data sources you might want to connect to your AI agents

Starting Your Journey

1. Log in to your Prisme.ai account

   Access your Prisme.ai instance using the credentials provided by your administrator. If you’re using a self-hosted version, you’ll need the specific URL for your deployment.

   
2. Explore the dashboard

   Upon logging in, you’ll see the main dashboard that provides access to all Prisme.ai products. Take some time to familiarize yourself with the navigation and available options.

   

   The dashboard gives you an overview of:

   • Recently accessed agents
   • Platform usage statistics
   • Quick access to key products
   • Notifications and updates
3. Try Chat

   Start with Chat to experience conversational AI in a secure environment. This is the simplest way to begin interacting with Prisme.ai.

   

   Try asking some questions to understand the capabilities of the underlying language models.

4. Explore Agent Creator

   Visit Agent Creator to discover pre-built agents that might address your needs. You can use these as-is or as starting points for your own custom agents.

   
5. Create your first simple agent

   Follow our Creating Your First Agent tutorial to build a basic agent. This hands-on experience will help you understand the core concepts of agent creation.

Next Steps Based on Your Role

Choose your path based on your role in the organization:

End User

As an end user, focus on:

• Mastering Chat for daily tasks
• Discovering useful agents in Agent Creator
• Learning how to effectively prompt AI for best results

Recommended next page: Chat Guide

Business User

As a business user, focus on:

• Creating agents with Knowledges
• Connecting knowledge bases to agents
• Setting up workflows for your team

Recommended next page: Knowledges Guide

Developer

As a developer, focus on:

• Exploring Builder capabilities
• Understanding DSUL for advanced configurations
• Integrating Prisme.ai with your existing tools

Recommended next page: Builder Guide

Administrator

As an administrator, focus on:

• Setting up user access and permissions
• Configuring deployment options
• Implementing governance policies

Recommended next page: Governe Guide

Common First Tasks

Here are some common tasks that users typically want to accomplish when starting with Prisme.ai:

Upload documents to create a knowledge base

1. Navigate to Knowledges
2. Create a new knowledge base
3. Upload your documents (PDF, Word, Excel, PowerPoint, etc.)
4. Configure chunking and embedding settings
5. Deploy your knowledge base to an agent

Detailed Guide →

Customize an agent from Agent Creator

1. Browse Agent Creator for an agent that matches your needs
2. Clone the agent to create your own version
3. Modify the prompts and settings
4. Connect to your knowledge base if needed
5. Test and deploy your customized agent

Detailed Guide →

Connect to external data sources

1. Navigate to Builder
2. Set up connection to your data source (database, API, etc.)
3. Configure authentication
4. Create queries or data retrieval workflows
5. Test the connection with simple prompts

Detailed Guide →

Getting Help

If you need assistance at any point:

• Use the in-app help features (look for the ”?” icon in most screens)
• Check our documentation for detailed guides
• Contact your organization’s Prisme.ai administrator
• For enterprise customers, reach out to your dedicated support contact

We’re committed to helping you succeed with Prisme.ai and harness the power of generative AI for your organization.