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
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.
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
Try AI SecureChat
Start with AI SecureChat 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.
Explore the AI Store
Visit the AI Store 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.
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:
As an end user, focus on:
- Mastering AI SecureChat for daily tasks
- Discovering useful agents in the AI Store
- Learning how to effectively prompt AI for best results
Recommended next page: AI SecureChat Guide
As an end user, focus on:
- Mastering AI SecureChat for daily tasks
- Discovering useful agents in the AI Store
- Learning how to effectively prompt AI for best results
Recommended next page: AI SecureChat Guide
As a business user, focus on:
- Creating agents with AI Knowledge
- Connecting knowledge bases to agents
- Setting up workflows for your team
Recommended next page: AI Knowledge Guide
As a developer, focus on:
- Exploring AI Builder capabilities
- Understanding DSUL for advanced configurations
- Integrating Prisme.ai with your existing tools
Recommended next page: AI Builder Guide
As an administrator, focus on:
- Setting up user access and permissions
- Configuring deployment options
- Implementing governance policies
Recommended next page: AI Governance Guide
Common First Tasks
Here are some common tasks that users typically want to accomplish when starting with Prisme.ai:
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.
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