# Prisme.ai ## Home - [Prisme.ai Documentation](https://docs.prisme.ai/home.md): Prisme.ai is a sovereign agentic platform: one stack to build web apps, chatbots, agents, and workflows for any channel, governed and traceable, resilient across clouds and models. ## Get Started ### Overview - [Get Started with Prisme.ai](https://docs.prisme.ai/get-started/home.md): Your starting point for Prisme.ai: the story, the platform, your first steps, and the paths for business and technical teams. - [Introduction to Prisme.ai](https://docs.prisme.ai/get-started/introduction.md): Why Prisme.ai exists: one stack to turn LLMs into governed, traceable agents, apps, and workflows, instead of another generation of silos. - [The sovereign agentic layer](https://docs.prisme.ai/get-started/sovereign-agentic-layer.md): Why the value of cloud is moving to the agentic layer, and why that layer must be sovereign: neutral, governed, and traceable across clouds and models. Prisme.ai is a sovereign agentic platform. - [Platform Overview](https://docs.prisme.ai/get-started/platform-overview.md): Where you are in your Gen.AI journey, and why the foundation has to be a neutral, resilient layer no single cloud or model vendor controls. - [What's New in Prisme.ai](https://docs.prisme.ai/get-started/whats-new.md): Latest features and improvements in the Prisme.ai platform ### First Steps - [First Steps Guide](https://docs.prisme.ai/get-started/first-steps.md): Log in and build your first agent or app on Prisme.ai. - [Account Setup and Configuration](https://docs.prisme.ai/get-started/account-setup.md): Configure your Prisme.ai account and environment - [Change your password](https://docs.prisme.ai/get-started/change-password.md): Change or set the password of your Prisme.ai account, and sign out every other session at the same time - [Platform Navigation](https://docs.prisme.ai/get-started/platform-navigation.md): Learn how to navigate the Prisme.ai interface and find what you need - [Desktop app](https://docs.prisme.ai/get-started/desktop-app.md): Run Prisme.ai in a native macOS and Windows app: native sign-in (SSO + MFA), downloads, session reuse, and automatic updates. ## Products ### Overview - [Prisme.ai Products Overview](https://docs.prisme.ai/products/overview.md): The building blocks of one governed foundation: Chat, Agent Creator, Builder, Knowledges, Collections, Insights, Governe, and Engage. ### Chat - [Overview](https://docs.prisme.ai/products/ai-securechat/overview.md): Chat: the secure place where your agents live, one interface to use them, with connectors to Teams, WhatsApp, and more. - [Getting Started](https://docs.prisme.ai/products/ai-securechat/getting-started.md): Learn how to use Chat for secure, enterprise-grade conversations with AI - [Store](https://docs.prisme.ai/products/ai-securechat/store.md): Discover and browse AI agents available in your organization - [Document Handling](https://docs.prisme.ai/products/ai-securechat/document-handling.md): Learn how to analyze, process, and work with documents in Chat - [Conversation Management](https://docs.prisme.ai/products/ai-securechat/conversation-management.md): Learn how to organize, manage, and get the most out of your Chat conversations - [Canvas](https://docs.prisme.ai/products/ai-securechat/canvas.md): Master the collaborative content creation workspace in Chat - [Multimodal Capabilities](https://docs.prisme.ai/products/ai-securechat/multimodal.md): Learn how to work with images and visual content in Chat - [Dictate a message](https://docs.prisme.ai/products/ai-securechat/dictation.md): End user: speak a message instead of typing it in the chat input, review the transcribed text, then send it. - [Hear only a spoken summary in the mobile app](https://docs.prisme.ai/products/ai-securechat/mobile-read-aloud.md): End user: choose whether the Prisme.ai mobile app reads the whole agent reply aloud or only a short spoken summary. - [Prompt Management](https://docs.prisme.ai/products/ai-securechat/prompt-management.md): Use the built-in Prompt Library to quickly start conversations with ready-made, expert-crafted prompts, and customize them per organization or per agent. - [MCP Connections & OAuth](https://docs.prisme.ai/products/ai-securechat/mcp-connections.md): How users connect to OAuth-protected MCP servers from a chat conversation ### Agent Creator - [Overview](https://docs.prisme.ai/products/agent-factory/overview.md): Agent Creator: the no-code way to build agents that act, using your skills and knowledge. - [Discovering Agents](https://docs.prisme.ai/products/agent-factory/discovering-agents.md): Find and use AI agents in your organization - [Creating Agents](https://docs.prisme.ai/products/agent-factory/creating-agents.md): Build a new AI agent step by step - [Writing Instructions](https://docs.prisme.ai/products/agent-factory/instructions.md): Define how your agent behaves through system prompts - [Agent Capabilities](https://docs.prisme.ai/products/agent-factory/capabilities.md): Extend your agent with tools, knowledge bases, and integrations - [A2UI Surfaces](https://docs.prisme.ai/products/agent-factory/a2ui.md): Give your agent the ability to render interactive UI surfaces (cards, forms, tables, confirmations) instead of plain text - [Knowledge & RAG Architecture](https://docs.prisme.ai/products/agent-factory/knowledge-architecture.md): How vector stores are scoped, how user uploads are handled, and how to change the embedding model without losing data - [Agent Memory](https://docs.prisme.ai/products/agent-factory/memory.md): How working, session, and long-term memory work in Prisme.ai agents: the layers, the tools, and the data flow. - [Custom Tools](https://docs.prisme.ai/products/agent-factory/custom-tools.md): Expose your own HTTP endpoints (typically Builder automations) as tools your agent can call - [Code Interpreter](https://docs.prisme.ai/products/agent-factory/code-interpreter.md): Let your agent run sandboxed Python to compute, transform data, and read attached files, with a companion skill that tells it when and how - [Deep Research](https://docs.prisme.ai/products/agent-factory/deep-research.md): A capability that runs a multi-round, iterative-deepening investigation over your agent's own tools and returns a structured, cited report. - [Slides & Deck Designer](https://docs.prisme.ai/products/agent-factory/slides.md): Turn a brief into a professional, on-brand slide deck: live preview in the canvas, editable PPTX + PDF export, all client-side - [Tool Permissions](https://docs.prisme.ai/products/agent-factory/tool-permissions.md): Hold a tool call for human approval before it runs: per tool, per action, per condition, per designated approver - [Guardrails](https://docs.prisme.ai/products/agent-factory/guardrails.md): Enable and tune per-agent safety controls: PII, prompt injection, toxicity, off-topic, hallucination, and action approval - [Connected accounts](https://docs.prisme.ai/products/agent-factory/connector-accounts.md): Connect and disconnect the accounts an agent uses to read on your behalf - [Hooks](https://docs.prisme.ai/products/agent-factory/hooks.md): Intercept the agent pipeline at lifecycle events to inspect, modify, allow or block messages, files and LLM calls, and the exact request/response contract your endpoint must implement. - [Runtime Safeguards](https://docs.prisme.ai/products/agent-factory/runtime-safeguards.md): How the agentic loop prevents runaway behavior: budgets, cycle detection, and RAG deduplication - [User-First Tools](https://docs.prisme.ai/products/agent-factory/user-first-tools.md): Hide selected tools from the agent until the user explicitly summons them from the chat input - [Playground](https://docs.prisme.ai/products/agent-factory/playground.md): Test and interact with your agent in real-time - [Evaluations](https://docs.prisme.ai/products/agent-factory/evaluations.md): Measure and improve agent quality with test cases - [Analytics](https://docs.prisme.ai/products/agent-factory/analytics.md): Measure usage, performance, and impact of your agents - [Agent Settings](https://docs.prisme.ai/products/agent-factory/settings.md): Configure retention, sharing, memory, and safety controls - [Embed your agent](https://docs.prisme.ai/products/agent-factory/embed.md): Drop a Prisme.ai agent onto any website as an isolated chat widget, drive it from your page, feed it the current page context, and let it act on the page — plus mobile, desktop and the browser extension. ### Knowledges - [Overview](https://docs.prisme.ai/products/ai-knowledge/overview.md): Knowledges: turn documents and websites into knowledge your agents can search with RAG. - [Knowledge Bases](https://docs.prisme.ai/products/ai-knowledge/knowledge-bases.md): Create and manage document stores for AI search - [Sharing & Access Control](https://docs.prisme.ai/products/ai-knowledge/sharing.md): Control who can view, edit, and manage your knowledge bases - [Document Management](https://docs.prisme.ai/products/ai-knowledge/documents.md): Upload, organize, and manage documents in your knowledge bases - [Crawl a Website](https://docs.prisme.ai/products/ai-knowledge/crawl-website.md): Discover, index, and keep website pages searchable in a knowledge base - [Connectors](https://docs.prisme.ai/products/ai-knowledge/connectors.md): Sync documents from SharePoint, Google Drive, WebDAV — or any MCP server that publishes a Knowledge profile - [Confluence](https://docs.prisme.ai/products/ai-knowledge/confluence.md): Feed a knowledge base from Confluence Cloud or Confluence Data Center, step by step: choose a mode, set up the connector, publish it, sync - [RAG Settings](https://docs.prisme.ai/products/ai-knowledge/rag-settings.md): Configure chunking, embeddings, and retrieval for optimal results - [Advanced RAG](https://docs.prisme.ai/products/ai-knowledge/advanced-rag.md): Implement sophisticated Retrieval Augmented Generation architectures for complex knowledge scenarios - [App & MCP](https://docs.prisme.ai/products/ai-knowledge/app.md): Drive Knowledges from agents and automations through the Knowledges App+MCP connector ### Collections - [Overview](https://docs.prisme.ai/products/ai-collection/overview.md): Store, query, and visualize structured data for you and your AI agents - [Managing Collections](https://docs.prisme.ai/products/ai-collection/collections.md): Create, organize, and delete your data collections - [Importing Data](https://docs.prisme.ai/products/ai-collection/import-data.md): Upload CSV files with automatic schema detection - [Working with Data](https://docs.prisme.ai/products/ai-collection/data-management.md): Browse, sort, and manage the records in a collection - [Visualizations](https://docs.prisme.ai/products/ai-collection/visualizations.md): Charts and dashboards generated from your collections - [Using Collections with Agents](https://docs.prisme.ai/products/ai-collection/agents.md): Give your AI agents read and write access to structured data - [API & MCP Access](https://docs.prisme.ai/products/ai-collection/api.md): Programmatic access to collections via REST and MCP ### Builder - [Overview](https://docs.prisme.ai/products/ai-builder/overview.md): Builder: the full-code way to build agents, workflows, and React front-ends, fully integrated. Every Prisme.ai product is built with it, and so can yours. - [Framework Architecture](https://docs.prisme.ai/products/ai-builder/framework-architecture.md): Understand the technical architecture and design principles behind Builder - [Builder Interface](https://docs.prisme.ai/products/ai-builder/interface.md): Tab-by-tab tour of every control exposed by the Builder UI - [Workspaces](https://docs.prisme.ai/products/ai-builder/workspaces.md) - [Pages](https://docs.prisme.ai/products/ai-builder/pages.md): Build and preview React pages from source files in Builder - [Automations](https://docs.prisme.ai/products/ai-builder/automations.md): Create powerful backend processes and workflows to orchestrate your AI applications - [Files](https://docs.prisme.ai/products/ai-builder/files.md): Manage uploaded workspace assets from the Builder Files tab - [Custom Code](https://docs.prisme.ai/products/ai-builder/custom-code.md): Run JavaScript or Python inside your automations through the Custom Code app - [Imports](https://docs.prisme.ai/products/ai-builder/integrations.md): Install and configure apps, connectors, MCP servers, and custom code in Builder - [Testing & Debugging](https://docs.prisme.ai/products/ai-builder/testing-debugging.md): Validate and troubleshoot Builder applications with Activity traces and correlation IDs - [Activity](https://docs.prisme.ai/products/ai-builder/activity.md): The per-workspace event feed with full-text search, field filters, correlation-ID trace views, and JSON export - [Observability](https://docs.prisme.ai/products/ai-builder/observability.md): Aggregated per-workspace health, metrics, errors, usage, and dependencies with deep links back to Activity - [Versioning](https://docs.prisme.ai/products/ai-builder/versioning.md): Synchronize workspaces with Git repositories, manage versions, and handle merge conflicts - [Deployment](https://docs.prisme.ai/products/ai-builder/deployment.md): Learn how to deploy, version, and manage Builder applications across environments - [Authentication Redirect](https://docs.prisme.ai/products/ai-builder/authentication-redirect.md): Control where users land after signing in: send them to your page or embedded app instead of the Builder - [Role-Based Access Control](https://docs.prisme.ai/products/ai-builder/rbac.md): Implement security and access management for Builder applications with RBAC - [Advanced Topics](https://docs.prisme.ai/products/ai-builder/advanced-topics.md): Explore advanced techniques for leveraging event-driven architecture in Builder applications - [Use Cases](https://docs.prisme.ai/products/ai-builder/use-cases.md): Explore real-world applications built with Builder across various industries and functions #### Modules - [Collections Module](https://docs.prisme.ai/products/ai-builder/module-collections.md): Store, query, and manage structured data from automations - [Secrets Module](https://docs.prisme.ai/products/ai-builder/module-secrets.md): Securely store and retrieve sensitive values at runtime - [Access Manager Module](https://docs.prisme.ai/products/ai-builder/module-access-manager.md): Manage service account tokens, product bindings, and access checks at runtime - [Text Module](https://docs.prisme.ai/products/ai-builder/module-text.md): Pure-JS text processing utilities for automations - [Crypto Module](https://docs.prisme.ai/products/ai-builder/module-crypto.md): Hashing, HMAC, base64 and secure random for automations ### Governe - [Overview](https://docs.prisme.ai/products/ai-governance/overview.md): Governe: central and per-org governance for a sovereign agentic platform. SSO, roles, model access, audit, quotas, and retention. - [Identity & Access Management](https://docs.prisme.ai/products/ai-governance/identity-access.md): Manage members, roles, groups, SSO, API keys, and service accounts - [Available Models](https://docs.prisme.ai/products/ai-governance/available-models.md): Catalog of LLMs, embedding, image generation, and transcription models enabled on the Prisme.ai platform - [Mock Models](https://docs.prisme.ai/products/ai-governance/mock-models.md): Built-in fake LLM and embedding models for load testing, without calling any real provider - [Model Governance](https://docs.prisme.ai/products/ai-governance/model-governance.md): Control AI model access, usage policies, and routing strategies - [Data Retention](https://docs.prisme.ai/products/ai-governance/retention.md): Set how long conversations, documents, tasks, and artifacts are kept, within your plan cap - [Capabilities Catalog](https://docs.prisme.ai/products/ai-governance/capabilities.md): Manage MCP servers, tools, guardrails, skills, and memory providers - [Observability](https://docs.prisme.ai/products/ai-governance/observability.md): Org-wide platform operations and LLM Gateway cost and usage in one place - [Carbon Footprint](https://docs.prisme.ai/products/ai-governance/carbon-footprint.md): How the LLM Gateway estimates the energy and CO₂eq impact of every model call - [Subscriptions & Quotas](https://docs.prisme.ai/products/ai-governance/subscriptions-quotas.md): Define plans, set usage limits, and keep your LLM spend under control - [Audit Logs](https://docs.prisme.ai/products/ai-governance/audit.md): Track every administrative action for security and compliance - [Platform Customization](https://docs.prisme.ai/products/ai-governance/platform-customization.md): Customize branding, appearance, and navigation for your organization - [Help Agents](https://docs.prisme.ai/products/ai-governance/help-agents.md): Embed contextual assistant agents in platform surfaces and govern them centrally from Governe - [Workspace Templates](https://docs.prisme.ai/products/ai-governance/workspace-templates.md): Publish a workspace as a starting point others can clone from the Builder ### Engage - [Overview](https://docs.prisme.ai/products/ai-engage/overview.md): Discover Engage, the product for communicating with users and driving AI adoption across your platform - [Dashboard](https://docs.prisme.ai/products/ai-engage/dashboard.md): The Engage home page: announcement stats, recent announcements, and quick actions to create and manage communications - [Announcements](https://docs.prisme.ai/products/ai-engage/announcements.md): Create, edit, target, and publish rich, localized announcements to reach the right users across your platform - [Notifications](https://docs.prisme.ai/products/ai-engage/notifications.md): The user-facing feed where published announcements arrive: filter, open to read, mark as read, and dismiss ### Insights - [Overview](https://docs.prisme.ai/products/ai-insights/overview.md): Insights: analytics, quality, and GDPR oversight for the agents you run on Prisme.ai. - [Getting started](https://docs.prisme.ai/products/ai-insights/getting-started.md): Open Insights for the first time, explore with demo data, then evaluate your own agents. - [Organization dashboard](https://docs.prisme.ai/products/ai-insights/dashboard.md): The default landing view in Insights: KPIs and a ranked list of every agent in your organization. #### Per-agent analysis - [Agent overview](https://docs.prisme.ai/products/ai-insights/agent-overview.md): The per-agent dashboard: analyzed volume, score, resolution, sentiment, and the most recent insights. - [Users](https://docs.prisme.ai/products/ai-insights/agent-users.md): The per-agent users table: everyone who used a given agent over the selected period, with interactions and messages. - [Conversations](https://docs.prisme.ai/products/ai-insights/conversations.md): Browse every conversation an agent has handled, inspect the message thread, and trigger analysis on demand. - [Evaluation criteria](https://docs.prisme.ai/products/ai-insights/criteria.md): Define the questions the analysis pass answers about every conversation. Yes/No, score, or category, with weights. - [Insights (analyzed conversations)](https://docs.prisme.ai/products/ai-insights/insights.md): Read the per-conversation analysis result: score, sentiment progression, key moments, custom evaluations, and token usage. #### Cross-agent analytics - [Consumption](https://docs.prisme.ai/products/ai-insights/consumption.md): The billing-angle view of your organization: interactions, the workspaces and apps inventory, LLM requests, and per-user consumption. - [Feedback](https://docs.prisme.ai/products/ai-insights/feedback.md): End-user thumbs up / down feedback, dislike categories, and the most recent comments. - [Adoption](https://docs.prisme.ai/products/ai-insights/adoption.md): User segments, personalization depth, quality, sentiment, and AI-generated recommendations to grow each segment. - [Memories](https://docs.prisme.ai/products/ai-insights/memories.md): What your agents are learning about users: volume, type breakdown, and where the knowledge gaps are. - [Topics](https://docs.prisme.ai/products/ai-insights/topics.md): Memories grouped by subject, with trend direction, keyword extraction, and per-type breakdown. - [Agent network](https://docs.prisme.ai/products/ai-insights/graph.md): Interactive network of agents, tools, and categories with similarity, delegation, and tool-usage relationships. - [Clusters](https://docs.prisme.ai/products/ai-insights/clusters.md): Agents grouped by similarity, with their shared tools and the agents that don't fit anywhere. #### Operations - [Analysis queue](https://docs.prisme.ai/products/ai-insights/queue.md): Real-time stats for the analysis pipeline: depth, throughput, and health. - [GDPR](https://docs.prisme.ai/products/ai-insights/gdpr.md): Honor user data export and deletion requests (Article 15 and Article 17). - [Exporting data](https://docs.prisme.ai/products/ai-insights/export.md): Export filtered insights as CSV for downstream analysis or compliance reporting. - [API Reference (366 pages)](https://docs.prisme.ai/_llms/api-reference.txt): Documentation for API Reference. ## App Store ### Overview - [App Store Overview](https://docs.prisme.ai/apps-store/overview.md): Build and reuse capabilities: connectors, MCP servers, and custom code, published as versioned apps across the platform. - [App Store Security](https://docs.prisme.ai/apps-store/security.md): Security considerations and best practices for Prisme.ai app integrations ### App Store - [App Categories](https://docs.prisme.ai/apps-store/marketplace/categories.md): Explore the diverse categories of apps available in the Prisme.ai App Store - [API Integrations](https://docs.prisme.ai/apps-store/marketplace/api.md): Connect Prisme.ai to external services and systems through powerful API integrations - [Crawler](https://docs.prisme.ai/apps-store/marketplace/crawler.md): Extract and process web content for AI knowledge bases and automations - [Custom Code](https://docs.prisme.ai/apps-store/marketplace/custom-code.md): Execute custom JavaScript and Python code within your Prisme.ai workflows - [Collection](https://docs.prisme.ai/apps-store/marketplace/collection.md): Collection: a database abstraction (MongoDB or PostgreSQL) for your workspaces, mutualized or dedicated, used from Builder. No UI of its own. - [Extending Apps](https://docs.prisme.ai/apps-store/marketplace/extending-apps.md): Create custom integrations and extensions for your Prisme.ai environment #### Connectors - [Overview](https://docs.prisme.ai/apps-store/marketplace/connectors/overview.md): Connect Prisme.ai to external services via App import or MCP tools for AI agents - [Connector Architecture](https://docs.prisme.ai/apps-store/marketplace/connectors/architecture.md): Reference architecture and security model for Prisme.ai App + MCP connectors - [Connector security](https://docs.prisme.ai/apps-store/marketplace/connectors/security.md): Answers to the questions a security review asks before a connector goes to production: permissions, agent access, shared knowledge bases, credentials, models, network egress and audit - [Azure OCR](https://docs.prisme.ai/apps-store/marketplace/connectors/azure-ocr.md): Extract text and structured data from images and documents with Azure Computer Vision and Document Intelligence, from Agent Creator agents and Builder workflows - [Bing Search](https://docs.prisme.ai/apps-store/marketplace/connectors/bing-search.md): Search the web from AI agents through Bing Grounding in Azure AI Foundry - [Brave Search](https://docs.prisme.ai/apps-store/marketplace/connectors/brave-search.md): Web search and LLM-ready grounding context for AI agents through the Brave Search API - [Confluence](https://docs.prisme.ai/apps-store/marketplace/connectors/confluence.md): Read and write Atlassian Confluence Cloud and Data Center pages, spaces, comments, labels and attachments, with CQL search and page-hierarchy navigation, from Agent Creator agents and Builder workflows, with per-user Atlassian OAuth - [DataGalaxy](https://docs.prisme.ai/apps-store/marketplace/connectors/data-galaxy.md): Read and write the DataGalaxy data catalog from Agent Creator agents and Builder workflows - [Excel](https://docs.prisme.ai/apps-store/marketplace/connectors/excel.md): Let Agent Creator agents and Builder workflows read, write, and reshape Excel workbooks stored in OneDrive or SharePoint via Microsoft Graph - [Figma](https://docs.prisme.ai/apps-store/marketplace/connectors/figma.md): Let Agent Creator agents read Figma files, comments, components, styles and library data through MCP, with per-user OAuth resolved server-side - [GitLab](https://docs.prisme.ai/apps-store/marketplace/connectors/gitlab.md): Let Agent Creator agents manage GitLab projects, issues, merge requests and CI/CD pipelines through MCP, with per-user OAuth resolved server-side - [Google Chat](https://docs.prisme.ai/apps-store/marketplace/connectors/google-chat.md): Bridge a Google Chat bot to a Prisme.ai AI Knowledge agent through an HTTPS webhook - [Google Search](https://docs.prisme.ai/apps-store/marketplace/connectors/google-search.md): Run Google web searches from Agent Creator agents and Builder workflows: synthesized grounded answers or rich filtered results, with a Google API key or service account - [Google Workspaces](https://docs.prisme.ai/apps-store/marketplace/connectors/google-workspaces.md): Drive, Docs, Sheets, Gmail and Calendar from Agent Creator agents and Builder workflows, with per-user OAuth, service-account or access-token auth - [Gryzzly](https://docs.prisme.ai/apps-store/marketplace/connectors/gryzzly.md): Read and write Gryzzly time-tracking data from Agent Creator agents and Builder workflows: projects, tasks, declarations, leave periods and payroll exports - [HubSpot](https://docs.prisme.ai/apps-store/marketplace/connectors/hubspot.md): Let Agent Creator agents read and write HubSpot CRM and Marketing data through MCP, with per-user OAuth resolved server-side - [Jira](https://docs.prisme.ai/apps-store/marketplace/connectors/jira.md): Search, create and manage Atlassian Jira Cloud and Data Center issues, projects, users, metadata and agile boards from Agent Creator agents and Builder workflows, with per-user Atlassian OAuth - [Jira (legacy)](https://docs.prisme.ai/apps-store/marketplace/connectors/jira-legacy.md): Search, create, and manage Jira issues from Agent Creator agents and Builder workflows, for Cloud and Data Center - [Knowledges](https://docs.prisme.ai/apps-store/marketplace/connectors/knowledges.md): Create knowledge bases, ingest documents and web sources, and run semantic search from Agent Creator agents and Builder workflows - [Microsoft Teams](https://docs.prisme.ai/apps-store/marketplace/connectors/microsoft-teams.md): Teams, channels, chats, messages and online meetings from Agent Factory agents and Builder workflows, plus an inbound Teams bot, via Microsoft Graph with per-user Microsoft Entra OAuth - [monday.com](https://docs.prisme.ai/apps-store/marketplace/connectors/monday.md): Let Agent Creator agents manage monday.com boards, items, docs and users through MCP, with per-user OAuth resolved server-side or a workspace API token - [OneNote](https://docs.prisme.ai/apps-store/marketplace/connectors/onenote.md): Microsoft OneNote notebooks, sections and page text for Agent Factory agents and Builder workflows, through Microsoft Graph with delegated per-user authentication - [Outlook](https://docs.prisme.ai/apps-store/marketplace/connectors/outlook.md): Outlook mail, calendar and contacts from Agent Creator agents and Builder workflows, via Microsoft Graph with per-user Microsoft Entra OAuth - [Outlook (legacy)](https://docs.prisme.ai/apps-store/marketplace/connectors/outlook-legacy.md): Read, send, and manage emails via Microsoft Graph API - [Power BI](https://docs.prisme.ai/apps-store/marketplace/connectors/powerbi.md): Query Power BI datasets with DAX, manage workspaces, reports, dashboards and refreshes from Agent Creator agents and Builder workflows, with per-user Microsoft Entra ID OAuth - [Salesforce](https://docs.prisme.ai/apps-store/marketplace/connectors/salesforce.md): Read and write Salesforce CRM data from Agent Creator agents and Builder workflows: records, SOQL/SOSL, Bulk API, Tooling, reports and approvals - [SAP LeanIX](https://docs.prisme.ai/apps-store/marketplace/connectors/sap-leanix.md): Query and manage SAP LeanIX Enterprise Architecture from Agent Creator agents and Builder workflows: fact sheets, Integration API and surveys - [ServiceNow](https://docs.prisme.ai/apps-store/marketplace/connectors/service-now.md): Manage ServiceNow ITSM tickets, change requests, problems and the service catalog from Agent Creator agents and Builder workflows - [SharePoint](https://docs.prisme.ai/apps-store/marketplace/connectors/sharepoint.md): SharePoint sites, document libraries, files, lists and permissions from Agent Creator agents and Builder workflows, via Microsoft Graph with per-user Microsoft Entra OAuth - [SharePoint (legacy)](https://docs.prisme.ai/apps-store/marketplace/connectors/sharepoint-legacy.md): Browse and download files from SharePoint document libraries - [Snowflake](https://docs.prisme.ai/apps-store/marketplace/connectors/snowflake.md): Run SQL and manage Snowflake databases, schemas and virtual warehouses from Agent Creator agents and Builder workflows - [SonarQube](https://docs.prisme.ai/apps-store/marketplace/connectors/sonarqube.md): Read and act on SonarQube / SonarQube Cloud code-quality data from Agent Creator agents and Builder workflows - [Storage (deprecated)](https://docs.prisme.ai/apps-store/marketplace/connectors/storage-client.md): Deprecated connector to the Prisme.ai Storage backend — use the Knowledges connector instead - [Tableau](https://docs.prisme.ai/apps-store/marketplace/connectors/tableau.md): Let Agent Creator agents and Builder automations read and act on Tableau Cloud / Server (REST API 3.x, Metadata GraphQL, VizQL Data Service and Pulse), authenticated with a Personal Access Token. - [WebDAV](https://docs.prisme.ai/apps-store/marketplace/connectors/webdav.md): Browse, read and write files on any WebDAV server (Nextcloud, ownCloud, generic HTTPS WebDAV) from Agent Creator agents and Builder workflows - [Word](https://docs.prisme.ai/apps-store/marketplace/connectors/word.md): Build, upload, parse, convert, version, and manage Microsoft Word documents stored in OneDrive or SharePoint ## Self-Hosting ### Overview - [Self-Hosting Overview](https://docs.prisme.ai/self-hosting/overview.md): Run Prisme.ai on your own infrastructure, on any cloud or on-premises: a sovereign agentic platform you fully control. - [Requirements](https://docs.prisme.ai/self-hosting/requirements.md): Infrastructure and prerequisites for successfully deploying Prisme.ai. ### Installation - [Installation Overview](https://docs.prisme.ai/self-hosting/kubernetes/overview.md): Five sequential steps to install a self-hosted Prisme.ai platform, each linking to the next. - [Install Prisme.ai with Helm](https://docs.prisme.ai/self-hosting/kubernetes/helm.md): Unified Helm install reference for the core and apps namespaces, with the values, env vars and ingress annotations you actually need to configure. - [Configuration](https://docs.prisme.ai/self-hosting/kubernetes/configuration.md): The most important post-install settings (auth, mail, event retention, upload limits, crawler, runtime), with the env var and Helm value path for each. - [Install products](https://docs.prisme.ai/self-hosting/install-products.md): Step-by-step guide to initialize and configure the Prisme.ai platform products (Agent Creator, LLM Gateway, Storage, Governe, Insights, Builder) on a self-hosted environment. - [Kubernetes Resources & Autoscaling](https://docs.prisme.ai/self-hosting/kubernetes/resources.md): Resource requests/limits for the core and apps namespaces, HPA configuration, and troubleshooting. - [Environment Variables Reference](https://docs.prisme.ai/self-hosting/kubernetes/environment-variables.md): Complete reference for configuring Prisme.ai services through environment variables #### Cloud Providers - [Deploying Prisme.ai on AWS](https://docs.prisme.ai/self-hosting/cloud/aws.md): AWS-specific managed services, persistent storage, ingress and IaC pointers. The Helm install itself is documented under Installation. - [Deploying Prisme.ai on Azure](https://docs.prisme.ai/self-hosting/cloud/azure.md): Azure-specific managed services, Entra ID passwordless auth, persistent storage and ingress. The Helm install itself is documented under Installation. - [Deploying Prisme.ai on GCP](https://docs.prisme.ai/self-hosting/cloud/gcp.md): GCP-specific managed services, persistent storage and ingress. The Helm install itself is documented under Installation. - [Deploying Prisme.ai on OVHcloud](https://docs.prisme.ai/self-hosting/cloud/ovh.md): OVHcloud-specific managed services, persistent storage, ingress and IaC pointers. The Helm install itself is documented under Installation. - [Deploying Prisme.ai on OpenShift](https://docs.prisme.ai/self-hosting/cloud/openshift.md): OpenShift-specific routes, SCCs, operators and persistent storage. The Helm install itself is documented under Installation. ### Databases - [Databases Overview](https://docs.prisme.ai/self-hosting/databases/overview.md): Databases used by Prisme.ai: roles, version requirements, recommended managed services. - [PostgreSQL](https://docs.prisme.ai/self-hosting/databases/postgresql.md): PostgreSQL (recommended) for permissions, users and collections storage. Alternative to MongoDB. - [MongoDB](https://docs.prisme.ai/self-hosting/databases/mongodb.md): MongoDB for permissions, users and collections storage. Alternative to PostgreSQL (recommended). - [Elasticsearch or OpenSearch](https://docs.prisme.ai/self-hosting/databases/elasticsearch.md): Events store, crawler index, search engine. Configuration, backup, scaling, ILM, cleanup CronJobs and reindexing recipes. - [Redis](https://docs.prisme.ai/self-hosting/databases/redis.md): Role, configuration, backup, scaling and updates for Redis in Prisme.ai self-hosted deployments. ### Production Readiness - [Requirements](https://docs.prisme.ai/self-hosting/production-readiness/requirements.md): Requirements, responsibilities, and the go/no-go acceptance checklist before running a self-hosted Prisme.ai in production. - [Monitoring thresholds](https://docs.prisme.ai/self-hosting/production-readiness/monitoring-thresholds.md): Warning and critical alerting thresholds per infrastructure service for a self-hosted Prisme.ai. ### Entreprise Services - [Authentication & SSO Integration](https://docs.prisme.ai/self-hosting/entreprise/authentication.md): Configure secure enterprise authentication for Prisme.ai with SSO options (OIDC and SAML) - [Permissions Management](https://docs.prisme.ai/self-hosting/entreprise/permissions.md): Learn how super-admins, organization roles, and workspace roles combine to control access across the Prisme.ai platform - [Functions Microservice](https://docs.prisme.ai/self-hosting/entreprise/functions.md): How to deploy, configure, and use the Prisme.ai Functions Microservice for running custom NodeJS and Python code in your applications - [Crawler & SearchEngine Microservices](https://docs.prisme.ai/self-hosting/entreprise/crawler-searchengine.md): Deploy and configure the Prisme.ai web crawling and search engine capabilities for knowledge base creation and content discovery ### Operations - [Migration v27](https://docs.prisme.ai/self-hosting/operations/migration-v27.md): Step-by-step guide for migrating an existing Prisme.ai installation from legacy products (Knowledges, AI Store) to the new v27 platform products (Agent Creator, LLM Gateway, Storage) - [MongoDB → PostgreSQL migration](https://docs.prisme.ai/self-hosting/operations/mongo-to-postgresql.md): Migrate an existing Prisme.ai installation from MongoDB to PostgreSQL for the three structured-data stores (users, permissions, collections). - [Updates](https://docs.prisme.ai/self-hosting/operations/updates.md): Upgrade a self-hosted Prisme.ai platform: bump the service image tags, update the products from the Platform workspace, and verify the imports. - [Backup & Restore](https://docs.prisme.ai/self-hosting/operations/backup.md): Protect your Prisme.ai platform data with comprehensive backup and restore procedures - [Recover a Lost Encryption Key](https://docs.prisme.ai/self-hosting/operations/encryption-keys.md): What to do when the secrets encryption master key is missing or was overwritten - [Scaling](https://docs.prisme.ai/self-hosting/operations/scaling.md): Scale your self-hosted Prisme.ai platform to meet growing demands - [Network Policies](https://docs.prisme.ai/self-hosting/kubernetes/network-policies.md): Minimal network flows to run a self-hosted Prisme.ai platform with a default-deny network posture. - [Testing a deployment](https://docs.prisme.ai/self-hosting/operations/testing.md): Verify that your Prisme.ai platform is ready for use ## Resources ### Adoption & Governance - [Overview](https://docs.prisme.ai/resources/adoption-governance/overview.md): A playbook for adopting and governing AI at scale: train, identify champions, open with a strategy, organize squads, and deliver critical use cases in project mode. - [Opening strategies](https://docs.prisme.ai/resources/adoption-governance/opening-strategies.md): Open the platform to everyone or curate specific use cases, and how to open without chaos. - [Who does what](https://docs.prisme.ai/resources/adoption-governance/operating-model.md): The operating model for running the platform and governing agents: squads, committees, AI champions, and end users. - [One organization or several?](https://docs.prisme.ai/resources/adoption-governance/org-vs-groups.md): The structure decision most teams hesitate on, and where groups fit. - [From a use case to production](https://docs.prisme.ai/resources/adoption-governance/use-case-lifecycle.md): The lifecycle of an AI use case: phases, environments, and the workspace or self-care choice. - [Deployment strategy](https://docs.prisme.ai/resources/adoption-governance/deployment.md): Two independent cycles: platform environments with CI/CD, and per-use-case dev and prod workspaces versioned by Git. ### Use cases - [Overview](https://docs.prisme.ai/resources/use-cases/overview.md): Enterprise use cases on Prisme.ai in three shapes: agents, agentic workflows, and full-stack portals. Each with a ready-to-paste prompt for your coding agent over MCP. - [Custom portals & apps](https://docs.prisme.ai/resources/use-cases/custom-portals.md): Replace scattered internal tools with one custom agentic portal: a React front-end, agents, and workflows connected to your systems, governed, on SaaS or self-hosted. ### DSUL - [Overview](https://docs.prisme.ai/dsul/overview.md): How Prisme.ai workspaces are built: React only when you need a UI, YAML automations you version in Git, open and reversible. ### Tutorials - [Overview](https://docs.prisme.ai/resources/tutorials/overview.md): Hands-on tutorials for technical users building on Prisme.ai with Builder, automations, and APIs. - [Building a Data Classification Agent](https://docs.prisme.ai/resources/tutorials/data-classification-agent.md): Learn how to create an AI-powered document classification system with Prisme.ai - [Webhook Builder](https://docs.prisme.ai/resources/tutorials/webhook-builder.md): Create AI-enhanced API and webhook integrations with Prisme.ai - [AI Contact Routing](https://docs.prisme.ai/resources/tutorials/ai-contact-routing.md): Build an intelligent contact form that automatically routes inquiries to the right department using Gen.AI - [Building a No-Code RAG Agent](https://docs.prisme.ai/resources/tutorials/no-code-rag-agent.md): Learn how to create a powerful retrieval-augmented generation agent without writing code using Knowledges - [Office 365 agent: read and produce Office files](https://docs.prisme.ai/resources/tutorials/office-365-agent.md): Build one agent that reads Word, Excel, text, PDF, PowerPoint and image files from SharePoint or OneDrive, edits Excel workbooks, and drafts documents and presentations in the canvas. - [Website to RAG Agent](https://docs.prisme.ai/resources/tutorials/website-to-rag-agent.md): Create a website chatbot using Knowledges for ingestion and Agent Creator for the agent and embed widget. - [Upload a file to a Knowledge Base](https://docs.prisme.ai/resources/tutorials/upload-file-to-knowledge-base.md): End-to-end API flow: store the file bytes, then attach them to a knowledge base for indexing - [Manage agent conversations via API](https://docs.prisme.ai/resources/tutorials/manage-agent-conversations-via-api.md): List a user's conversations, load their history, and continue an existing thread with the Agent Creator API. - [Building Custom Apps with Builder](https://docs.prisme.ai/resources/tutorials/ai-builder-custom-apps.md): Learn how to create, deploy, and publish custom applications on Prisme.ai - [Create and Publish a Page App](https://docs.prisme.ai/resources/tutorials/create-and-publish-a-page.md): End-to-end procedure to build a React page in a workspace, wire a backend automation, and publish it as an authenticated or public app. - [Building a Multi-Agent Orchestrator (A2A)](https://docs.prisme.ai/resources/tutorials/multi-agent-orchestration.md): Create specialist agents and an orchestrator that delegates to them, end-to-end, in Agent Creator ### Security & Compliance - [Data Privacy](https://docs.prisme.ai/resources/security/data-privacy.md): Understanding data privacy in Prisme.ai and how your information is protected - [Prisme.ai Data-Retention Posture](https://docs.prisme.ai/resources/security/prisme-data-retention-posture.md): Which model routes Prisme.ai treats as production-compliant, how Zero Data Retention is enforced per route, and the evaluation-only carve-out. - [LLM Provider Data Retention & ZDR](https://docs.prisme.ai/resources/security/llm-provider-data-retention.md): A neutral, sourced comparison of data retention and Zero Data Retention (ZDR) options across major AI model providers. - [Single Sign-On (SSO)](https://docs.prisme.ai/resources/security/sso.md): Implementing and managing Single Sign-On authentication with Prisme.ai - [Compliance](https://docs.prisme.ai/resources/security/compliance.md): Understanding Prisme.ai security compliance, certifications, and regulatory adherence ### Support - [Frequently Asked Questions](https://docs.prisme.ai/resources/support/faq.md): Answers to common questions about Prisme.ai platform and services - [Common Issues](https://docs.prisme.ai/resources/support/common-issues.md): Solutions to frequently encountered problems with Prisme.ai - [Troubleshooting Guide](https://docs.prisme.ai/resources/support/troubleshooting.md): Detailed guide for diagnosing and resolving issues with Prisme.ai - [Contact Support](https://docs.prisme.ai/resources/support/contact.md): How to reach Prisme.ai support and get help with your issues - [Training Programs](https://docs.prisme.ai/resources/support/training.md): Educational offerings to help you maximize your success with Prisme.ai ## OpenAPI Specs - [swagger](/api-reference/swagger.yml) - [swagger](/api-reference/agent-factory/swagger.yml) - [swagger](/api-reference/llm-gateway/swagger.yml) - [swagger](/api-reference/ai-governance-v2/swagger.yml) - [swagger](/api-reference/storage/swagger.yml) - [swagger](/api-reference/ai-collection/swagger.yml) ## Optional - [Blog](https://blog.prisme.ai) - [Legacy Documentation](https://prismeai-legacy.mintlify.app/) > The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages. ## Indexes - [API Reference (366 pages)](https://docs.prisme.ai/_llms/api-reference.txt): Documentation for API Reference. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.