Getting Started

Learn how to use Chat for secure, enterprise-grade conversations with AI

This guide will help you start using Chat, Prisme.ai’s secure conversational interface for enterprise AI. Whether you’re new to AI or experienced with similar tools, this walkthrough will get you up and running quickly.

Accessing Chat

1. Log in to Prisme.ai

   Access your organization’s Prisme.ai instance using your credentials.

   

   If you don’t have access credentials, contact your organization’s Prisme.ai administrator.

2. Navigate to Chat

   In the sidebar, expand the Use menu. You’ll see two options:

   • Chat - Start conversations with AI agents
   • Store - Discover and browse available agents

   Click Chat to open the main conversational interface.

   

   Chat is often the default landing page after login.

3. Explore the home screen

   The Chat home screen shows:

   • A welcome message and input box
   • Prompt categories - Quick-access pills to browse ready-made prompts
   • Available agents - Agents shared with you
   • Recent canvas - Your recent content creation work
   • News - Updates from your organization

Understanding the Interface

Let’s explore the key elements of the Chat interface:

Chat Home Screen

When you open Chat, you’ll see:

1. Welcome message - Personalized greeting with input box
2. Available agents - Agent cards you can click to start chatting
3. Recent canvas - Quick access to your recent content work
4. News section - Updates from your organization

Conversation View

When chatting with an agent:

1. Agent sidebar - List of agents and your conversation history
2. Model selector - Choose which AI model to use (top of chat area)
3. Message area - Your conversation with the agent
4. Input box - Type your messages
5. Attach file - Upload documents to analyze
6. Tools - Access agent capabilities
7. Dictate - Use voice input
8. Send - Send your message

Your First Conversation

Let’s start a basic conversation with Chat:

1. Ask a question

   Type a question or request in the input box and press Enter or click the send button.

   Example questions to get started:

   • “Can you help me draft an email to my team about our upcoming project deadline?”
   • “Summarize the key points about Retrieval Augmented Generation.”
   • “What are some best practices for effective virtual meetings?”
2. Review the response

   The AI will generate a response based on your question. The response will appear in the message area.

   You’ll see the response appear in real-time as it’s being generated.

3. Continue the conversation

   Follow up with additional questions or requests. Chat maintains context throughout your conversation.

   Example follow-ups:

   • “Can you make that more concise?”
   • “Add a section about [specific topic].”
   • “Rewrite this in a more formal tone.”

Working with Documents

One of Chat’s powerful features is the ability to analyze documents:

1. Upload a document

   Click the upload button (📎) next to the input box and select a document from your computer.

   

   

   Supported formats include PDF, Word, Excel, PowerPoint, text files, and images with text.

2. Wait for processing

   The document will be uploaded and processed. This may take a few moments depending on the document size.

   You’ll see a progress indicator while the document is being processed.

3. Ask questions about the document

   Once processing is complete, you can ask questions specifically about the document content.

   Example document questions:

   • “Summarize the main points of this document.”
   • “What are the key findings in the results section?”
   • “Extract the action items from this meeting note.”
   • “What data is shown in the table on page 3?”

Managing Conversations

Keep your Chat experience organized:

1. Start a new conversation

   Click the ”+” button in the conversation sidebar to start a fresh conversation.

   Starting a new conversation clears the context from previous interactions.

   
2. Name your conversation

   /Click on the default conversation name (“New conversation”) at the top of the message area to rename it.

   Use descriptive names that help you identify the conversation topic.

   
3. Access conversation history

   Browse your previous conversations using the sidebar navigation.

   Conversations are automatically saved and can be accessed according to your organization’s retention policies.

   

   
4. Delete a conversation

   Hover over a conversation in the sidebar and click the delete icon (🗑️) to remove it.

   Depending on your organization’s settings, deleted conversations may be recoverable for a certain period.

   

Customizing Your Experience

Personalize Chat to suit your needs:

Model Selection

If your organization has multiple AI models available, you can select which one to use:

1. Click on the model selector in the top right of the interface
2. Choose from the available models

Different models may have different capabilities, strengths, and usage quotas.

Share conversation

Control how and when you share a conversation:

1. Click on share icon on the top right of the screen
2. Generate a read-only link to your conversation
3. Click on copy icon to get the link
4. Share the link with your team

You can enable or disable notifications for completed processing, mentions, etc.

Best Practices for Effective Use

Be Specific

Provide clear, detailed instructions or questions to get the best results. The more specific you are, the more useful the response will be.

Iterate

Don’t expect perfect results on the first try. Refine your requests and build on previous responses to get to the desired outcome.

Provide Context

When switching topics, provide sufficient background information to help the AI understand your needs accurately.

Use Formatting

For complex requests, use clear formatting with bullet points, numbering, or sections to structure your instructions.

Verify Information

Always review and verify factual information, especially for critical business decisions.

Respect Sensitive Data

Follow your organization’s guidelines for sharing sensitive information, even though Chat is secure.

Troubleshooting Common Issues

AI response is too long or detailed

• Ask for a more concise response
• Specify the desired length or format
• Use phrases like “Summarize in 3 bullet points” or “Keep it under 100 words”

AI response is not relevant to my question

• Rephrase your question with more specific details
• Break complex questions into smaller, clearer parts
• Provide more context about what you’re trying to accomplish

Document processing is taking too long

• Check that your document is not excessively large (>100 pages)
• Ensure the document format is supported
• Try splitting very large documents into smaller chunks
• Check your network connection

AI keeps referencing outdated information

• Remember that the AI’s knowledge has a cutoff date
• Provide current information as context in your question
• Upload recent documents if you need analysis of current data

Next Steps

Now that you’ve mastered the basics of Chat, explore these more advanced capabilities:

Store

Discover and browse available agents

Document Handling

Learn advanced techniques for working with documents

Conversation Management

Organize and manage your conversations effectively

Canvas

Master the collaborative content creation workspace

Multimodal

Work with images and visual content

Knowledge Bases

Connect to organizational knowledge