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The Home Screen

Home is your landing page every time you sign in to Pryzm. It pulls your most important information into one view and gives you a launch point for everything else in the platform. When Home loads, you’ll see three areas:
  • The navigation rail runs down the far-left edge and holds every module (Home, Capture, Industry, Gov, Congress, Budgets, CRM, and Orion), settings, GetHelp button, and your Profile Icon. .
  • The Home panel sits beside the rail and contains Dashboard, Inbox, and My Comments, along with Customize Sidebar at the bottom.
  • The main area opens with a personalized greeting, the Ask bar for chatting with Pryzm, and your Dashboard of widgets below it.
At the very top left of the screen, a Browse / Chat toggle lets you switch between navigating the platform and working in a full chat session at any time.

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The Dashboard

The Dashboard is your default view within Home. It uses interactive widgets to give you a high-level overview of your workspace.
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By default you’ll see widgets for Feeds, Trackers, Pipelines, and Emails. Each one is live and navigable to the appropriate module.
  • Personalize: Select Manage in the top-right of the Dashboard to add or remove widgets.
  • Organize: Click and drag the top-left corner of any widget to move or resize it. In the right hand corner click the (X) to close out a widget from your dashboard.
  • Deep Dive: Click any item inside a widget (such as a specific tracker event or pipeline deal) to jump straight to its source in the relevant module.
  • Chat: Start your Pryzm analysis right from your home page.

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Inbox & My Comments

The Home panel includes two tools for staying on top of your notifications and collaborations.
FeatureFunction
InboxThe central hub for all notifications. Manage personal and workspace mentions, comments, and assignments.
The number next to Inbox is your unread count. Use the gear icon to toggle your notification settings.
My CommentsA dedicated view of every thread you’re tagged in. Filter by Type (Tasks, People, Organizations) or Status to clear your plate.

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Customizing Your Sidebar

The Home panel can be tailored so your most-used destinations are always one click away.
  1. Select Customize Sidebar at the bottom of the Home panel.
  2. Mark any module or page as a favorite by clicking the box. Hide any modules you do not use in your day to day.
  3. Hold and drag the left side of the module to reorder your module view in your sidebar.
  4. Choose between like, dark, and system themes.
  5. Choose between Sidebar Icons or Icon’s & Labels.
  6. Click in the top right to reset to default sidebar settings.
Customize Sidebar

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The Navigation Rail

The navigation rail on the far-left edge is how you move between modules. Each icon represents a module, and the bottom of the rail holds your Settings (gear), Help, and your profile avatar. Hover over any module icon to reveal a fly out menu listing that module’s pages, then click a page to go straight to it. For example, hovering Congress reveals Legislation Tracker, Budget by Bill, and Bills & Hearings under Legislation & Budget, plus Members & Staffers, Committees, and Calendar under Hill.

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Asking Pryzm a Question

The Chat bar at the top of Home (“Ask a question or / for prompts”) is the fastest way to put Pryzm Chat to work without leaving your dashboard.
  1. Click into the Chat bar and type your question. Type / to pull up saved prompts instead.
  2. (Optional) Select @ Add context to point Pryzm at specific records, and use the Auto selector to choose a model (Chat GPT, Claude, Gemini).
  3. Press the send button.
Submitting a question opens a full Chat session. The conversation is saved and automatically titled (for example, “Sales Daily Briefing and Pipeline Overview”) so you can return to it later from the Chat view. Pryzm Chat is agentic. After you ask, it lays out a plan of steps, then works through your workspace on its own — listing data models and searching across records, tasks, notes, and emails to gather what it needs. When it finishes, Chat shows a summary of its work (for example, “Worked for 14s · used 10 tools”) with each step it ran.
Note: Chat is transparent about its results. If a data source can’t be reached, it flags the gap in its answer rather than guessing.

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Working in Tabs

Pryzm works like a browser. You can keep several pages open at once as tabs across the top of the screen and move between them without losing your place.
  • Switch between any open tab by clicking into it.
  • Select the + to open a New Tab at the top of the platform screen.
A New Tab opens a full index of everywhere you can go, grouped by module (Home, Chat, Capture, Industry, Orion, and more) and including your Pipelines and Constellations. Hover an entry and select Navigate to (or press Enter) to jump there.

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Search & Quick Actions

Press ⌘K (or Ctrl+K) anywhere in Pryzm to open the command palette for fast search and quick actions.
  • Search: Start typing to find any page, then jump to it.
  • Favorites: Select Add page to favorites to pin the current page.
  • Actions: Create a Task, Note, Person, Organization, or Meeting without leaving your current screen.
Use the ↑ / ↓ arrows to move through results, Enter to select, and ⌘K or Esc to close.