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.

Custom reporting templates dashboard

How it works

Simple Setup

Get started with Prism in three easy steps and start tracking performance in minutes

Create Your Template

Use our AI-powered builder or start from scratch to design custom daily report templates matching your KPIs

Prism

Template builder

Unified KPIs

Templates connected to Prism KPIs

Prism

Template builder

Unified KPIs
BO1Program layer

BO1 Manila

Daily KPIs
OpsRoll-ups

Exec summary

3 dashboards
Configure Teams & Access

Organize your org structure, assign roles, and set granular permissions for each team member

TeamsAccess

BO1 Manila

Managers · 4

Synced 1m ago
Access
Submit + Approve

QA + Training

Specialists · 6

Two-factor
Access
Review

Ecom LATAM

Team leads · 6

Synced 3m ago
Access
Submit + Approve

Cebu Voice

Supervisors · 3

Pending invite
Access
Submit only

Program Owners

Execs · 2

Audit ready
Access
View

Healthcare APAC

Managers · 5

Synced
Access
Submit + Approve

BO1 Manila

Managers · 4

Synced 1m ago
Access
Submit + Approve

QA + Training

Specialists · 6

Two-factor
Access
Review

Ecom LATAM

Team leads · 6

Synced 3m ago
Access
Submit + Approve

Cebu Voice

Supervisors · 3

Pending invite
Access
Submit only

Program Owners

Execs · 2

Audit ready
Access
View

Healthcare APAC

Managers · 5

Synced
Access
Submit + Approve

BO1 Manila

Managers · 4

Synced 1m ago
Access
Submit + Approve

QA + Training

Specialists · 6

Two-factor
Access
Review

Ecom LATAM

Team leads · 6

Synced 3m ago
Access
Submit + Approve

Cebu Voice

Supervisors · 3

Pending invite
Access
Submit only

Program Owners

Execs · 2

Audit ready
Access
View

Healthcare APAC

Managers · 5

Synced
Access
Submit + Approve
Track & Analyze

Submit daily reports, view automatic aggregations, and analyze performance with real-time dashboards

Real-time KPIs

Prism shift performance

Last 7 daysAuto roll-ups

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

Daily submissions182 / 240
Approvals cleared44 / 52
Coaching follow-ups18 / 24

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

AI Template Builder

Generate custom daily report templates with AI assistance, tailored to your team's workflow and KPIs.

Open AI

GPT 5

Connected
All Models69,420
Claude 4 Opus
Unavailable
ChatGPT
Connected
Llama 3.2
Waiting

Granular Access Control

5-tier role system (Super Admin, Admin, Program Manager, Team Manager, Staff) with precise permissions.

Unified Channel Analytics

Track performance across 4 channels: inbound calls, outbound calls, online chat, and email in one unified dashboard.

Native Tools Integration

Smart Aggregation

Automatically roll up daily reports into weekly, monthly, quarterly, and annual summaries.

Organization Hierarchy

Support complex org structures with programs, teams, and sub-teams in a single platform.

Performance Visualization

Interactive dashboards with real-time KPI tracking and trend analysis for data-driven decisions.

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.

Logistics & Supply Chain

Watch fulfillment speed, delivery status, and exceptions in one view for proactive updates.

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

Connected
Meeting created

Dashboard

API Calls
Success Rate
Workflows

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 and Feasible Pricing

Starter

Small teams getting started

Free
Up to 10 team members
3 custom report templates
Single team workspace
4 standard KPI channels
Basic analytics dashboard
Email support
30-day data retention
Community access
Get started

Professional

Growing customer service teams

$
/seat
Up to 50 team members
Unlimited report templates
5 team workspaces
All channels + custom metrics
Advanced analytics + AI insights
Priority support
1-year data retention
Team manager roles
Get started

Enterprise

Large-scale operations

Free
Unlimited team members
Unlimited templates & workspaces
Multi-tenant architecture
Custom KPI development
Real-time API integrations
Dedicated support + CSM
Unlimited data retention
All roles + custom roles
SSO & advanced security
SLA guarantee
Contact sales

FAQs

Frequently Asked Questions

Find all your doubts and questions in one place. Still couldn't find what you're looking for?

Contact Us

Connect your Current Stack
and Start Automating

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Streamline your customer service daily report management

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