Insights becomes useful as soon as your organization has at least one published agent in Agent Creator. If you don’t have any yet, build one there first — this page assumes you do, or that you want to explore the product with mock data.Documentation Index
Fetch the complete documentation index at: https://docs.prisme.ai/llms.txt
Use this file to discover all available pages before exploring further.
Prerequisites
- An organization on Prisme.ai (cloud or self-hosted).
- At least one published agent in Agent Creator. Insights only sees agents with
status: published. - Permission on Insights. The product is governed by the platform RBAC; your org admin can grant access through Governe.
Open Insights
From the product launcher, pick Insights. The first time you open it, the sidebar lands on Overview at the organization level.
- You have no published agents yet — the Overview shows a “no agents” empty state pointing to Agent Creator.
- Agents exist but have not yet had any conversation analyzed — you’ll see your agent cards but no KPIs. See Conversations to trigger analysis.
A five-minute walkthrough
Land on the organization dashboard
KPIs at the top, top agents in the middle, the full agent grid below. The three-dot menu in the top-right has a Recalculate metrics action — use it after a bulk analysis run to refresh the rollups immediately.
Pick one agent
Click any agent card. The sidebar swaps to the agent context: Overview, Conversations, Insights, Criteria, Feedback.
Define criteria for that agent
Open Criteria. The four default criteria (
resolution, clarity, accuracy, sentiment) apply automatically until you customize them. Click Add to create your own — see Evaluation criteria.Analyze a conversation
Open Conversations, pick a row in the None or Failed filter, and click Analyze in the detail panel. To process several at once, tick the checkboxes and click Analyze Selected.
Read the result
Open Insights. Click an analyzed conversation to expand its detail panel: evaluation score, resolution status, summary, sentiment progression, topics, custom criterion answers, key moments, and token usage.
What’s in scope vs. what’s not
In scope: any conversation that ran through your Prisme.ai agents
In scope: any conversation that ran through your Prisme.ai agents
Insights ingests conversations from agents managed in Agent Creator (and the products that delegate to them, like Chat). Both human-to-agent and agent-to-agent conversations are surfaced.
Not in scope (yet): external transcripts, recorded calls, third-party chat platforms
Not in scope (yet): external transcripts, recorded calls, third-party chat platforms
There is no import path today for external CSVs, recorded call transcripts, or messaging platform exports. If you need this, plan to ingest those into a Prisme.ai agent first (for example via a custom Builder workflow that replays them through an agent).
Limits and quotas
Limits and quotas
Insights enforces a daily analysis budget, a retention window, and rate limits on the analyze / insights / analytics APIs. These are configured at the workspace level — see Self-hosting › Insights configuration.
Next steps
Organization dashboard
Read the org-wide KPIs and learn what each one measures.
Define criteria
Tell the LLM exactly what to evaluate.
Per-agent overview
Drill into one agent’s evaluation, sentiment, and recent insights.
Feedback
See what end users think of your agents.