Prismaya Documentation
Ask Prismaya

Draft a follow-up with Ask Prismaya

Prepare a reviewable follow-up without silently changing CRM data.

Ask for the follow-up

Open Ask Prismaya from the relevant CRM page and describe the follow-up you want to prepare. Include the intended outcome, timing and any permitted record context that matters.

Review before saving

Ask Prismaya returns a reviewable draft when the request is supported. A draft does not silently create a task, note or message. Review the proposed content and use the owning Prismaya workflow to save or stage it.

The available hand-off depends on your current permissions, entitlements and the released capabilities enabled for your workspace.

Contact enrichment signals and missing-data indicators

Use enrichment and coverage signals to find and improve incomplete contact records.

Confirm a CRM change

Understand the confirmation shown before Ask Prismaya performs a protected change.

On this page

Ask for the follow-upReview before saving