Platform Navigation
Learn how to navigate the Prisme.ai interface and find what you need
The Prisme.ai platform offers a comprehensive set of features and products, organized in an intuitive interface. This guide will help you understand how to navigate the platform effectively and find what you need.
Main Dashboard
When you log in to Prisme.ai, you’ll land on the main dashboard, which serves as your central hub for accessing all platform features.
The dashboard includes:
- Product Navigation - Quick access to all Prisme.ai products depending on your role
- Recent Activity - Recently accessed agents and news
- Quick Stats - Usage statistics and performance metrics
- Featured Content - Highlighted resources and new features
Navigation Structure
Prisme.ai’s navigation is organized into several key areas:
Side Navigation Menu
The side navigation bar includes:
- Logo - Click to return to the dashboard
- Home - Global home across the platform, and Access system notifications and
- AI Secure Chat - Your organization Secure Chat Agent
- Products - Your organization products depending on your ole
- User - Access your account, help, feedback, releases note
Product Navigation
Each Prisme.ai product has its own dedicated navigation and interface. Here’s a quick overview of how to navigate each product:
Key areas include:
- Chat Interface - Main area for conversations
- Conversation History - Access previous chats
- Settings - Configure chat behavior
- Document Upload - Add documents to your conversation
Key areas include:
- Chat Interface - Main area for conversations
- Conversation History - Access previous chats
- Settings - Configure chat behavior
- Document Upload - Add documents to your conversation
Key areas include:
- Agent Catalog - Browse available agents
- Categories - Filter agents by category
- My Agents - Access agents you’ve created or customized
- Agent Details - View and configure specific agents
Key areas include:
- Knowledge Bases - Manage your knowledge bases
- Documents - Upload and manage documents
- Agent Integration - Connect knowledge bases to agents
- Testing - Test knowledge retrieval
Key areas include:
- Activity - Manage your workspace activity
- Pages - Design UI interfaces
- Automations - Configure workflows
- Blocks - Access building blocks
- Apps - Set up your own marketplace
- Usage - Access your workspace usage
- Settings - Access your workspace Settings
Mobile Navigation
On smaller screens, the navigation adapts to a more compact format:
Key differences in mobile navigation:
- Main menu collapses into a hamburger menu
- Product navigation appears at the bottom of the screen
- Some advanced features may be reorganized for better mobile access
Next Steps
Now that you understand how to navigate the Prisme.ai platform, you’re ready to explore its capabilities:
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