Answer a few questions about how you work. Your custom AI agent configuration reaches Jeff before your next session.
34Agents Built
4 minAvg. Completion
100%Human-Reviewed
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Step 1 of 4 — About You
Step 1 of 4
Let's start with you
We'll use this to personalize your agent build and stay in touch.
Step 2 of 4
What are you trying to solve?
Pick the area that best describes your biggest need right now. This shapes everything we build.
Step 3 of 4
Tell us more
A few targeted questions to configure your agent correctly.
Email Platform
Outlook setup note: Connecting requires a 15-minute Azure app registration on a screen share. A PRISM team member will schedule that with you after your intake is reviewed.
Daily email volume
What should the agent do?
Biggest bottleneck right now
CRM / pipeline tool
Content types you're producing
How should the agent be involved?
What are you monitoring or researching?
Output format preference
What's eating the most time?
Team size
No problem - the best agents we've built didn't fit a category. Describe what you're trying to accomplish and we'll design the right approach from scratch.
Step 4 of 4
Almost done.
Context makes the difference between a generic agent and one that actually knows how you work.
Tools you currently use
Select all that apply. Helps us plan integrations.
AI familiarity level
✓
You're all set.
Your agent configuration is on its way to Jeff. He'll review your intake before your next session and come prepared with a plan built specifically for your setup.
