For customer service teams and managers
Your Workflow, Your Rules.
Reporting Simplified.
Build dynamic, custom-template reporting systems with built-in permission hierarchies and automated data roll-ups.
How it works
Simple Setup
Get started with Prism in three easy steps and start tracking performance in minutes
Use our AI-powered builder or start from scratch to design custom daily report templates matching your KPIs
Template builder
Templates connected to Prism KPIs
Template builder
BO1 Manila
Exec summary
Organize your org structure, assign roles, and set granular permissions for each team member
BO1 Manila
Managers · 4
QA + Training
Specialists · 6
Ecom LATAM
Team leads · 6
Cebu Voice
Supervisors · 3
Program Owners
Execs · 2
Healthcare APAC
Managers · 5
BO1 Manila
Managers · 4
QA + Training
Specialists · 6
Ecom LATAM
Team leads · 6
Cebu Voice
Supervisors · 3
Program Owners
Execs · 2
Healthcare APAC
Managers · 5
BO1 Manila
Managers · 4
QA + Training
Specialists · 6
Ecom LATAM
Team leads · 6
Cebu Voice
Supervisors · 3
Program Owners
Execs · 2
Healthcare APAC
Managers · 5
Submit daily reports, view automatic aggregations, and analyze performance with real-time dashboards
Real-time KPIs
Prism shift performance
Reports logged
1,204
+12% vs last week
CSAT
92.4%
+3.1 vs last week
QA pass
96.0%
+1.8 vs last week
Capacity planner
Programs
Leaderboard
QA + CSAT
BO1 Manila
312 reports
93% CSAT
97% QA
Ecom LATAM
228 reports
91% CSAT
94% QA
Healthcare APAC
186 reports
95% CSAT
96% QA
Features
Built for Customer Service Excellence
Everything you need to streamline daily reporting, track KPIs, and empower your customer service teams
Visual Template Builder
Design custom report templates with our drag-and-drop editor. Add text, number, date, and formula fields tailored to your workflow.
Role-Based Access Control
5-tier permission system: Super Admin, Admin, Program Manager, Team Manager, and Staff with customizable access rules.
Multi-Channel Dashboard
Track calls, chat, email, and custom channels in one unified view. Real-time KPIs with trend analysis and leaderboards.
Auto Report Aggregation
Daily reports automatically roll up to weekly, monthly, quarterly, and annual summaries with zero manual work.
Program & Team Hierarchy
Organize complex structures with programs, teams, and sub-teams. Multi-tenant support for enterprise deployments.
Advanced Formula System
Build custom calculations with our formula editor. Sum, average, and aggregate data across reports and time periods.
Use Cases
Engineered for Your Unique Workflow
Customizable Reporting, Tailored for Your Customer Service Needs
Call Center Management
Track inbound/outbound volume and SLA hits so you can plug response gaps fast.
E-commerce Support
Centralize inquiries, returns, and sentiment to flag CX risks before they hurt conversion.
Technical Support
See resolution times, backlog, and escalations live to lift first-contact fix rates.
Healthcare Support
Coordinate patient inquiries and scheduling while keeping satisfaction signals front and center.
IT Service Management
Monitor ticket load, SLAs, and escalations across IT squads to keep uptime steady and surface blockers faster.
Logistics & Supply Chain
Watch fulfillment speed, delivery status, and exceptions in one view for proactive updates and tighter handoffs.
Benefits
Empowering Customer Service Teams
Streamline workflows, reduce errors, and deliver exceptional customer support with intelligent automation
Reduce Reporting Time
Cut daily report creation time by 70% with AI-powered templates and auto-fill
Improve Data Accuracy
Eliminate manual errors with structured templates and validation rules
Gain Real-Time Insights
Access live KPI dashboards and performance trends across all channels
Dashboard
Streamline Management
Manage multiple teams and programs from a single unified platform
Ensure Compliance
Maintain audit trails and role-based access for regulatory compliance
Scale Effortlessly
Add teams, channels, and custom KPIs without reconfiguration
Pricing
Simple, Transparent Pricing
Start free, scale as you grow. No hidden fees.
Starter
For small teams exploring daily reporting
FreeTeam
For growing teams that need full reporting power
$Enterprise
For organizations requiring full control
CustomFAQs
Frequently Asked Questions
Find all your doubts and questions in one place. Still couldn't find what you're looking for?
Contact Us
Get in Touch
Ready to streamline your customer service reporting?
Contact us to get started or learn more about Petal.
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