Get started
These are the steps the Get started list on Home walks an admin through. Each one ticks itself off when your account shows it is done: a prism exists, a text was answered, a test ran, and texts arrive from the API or the browser extension. Close the list with its x if you don't need it; it stays closed in that browser.
Operators start somewhere else: Install and sign in.
Make a prism
Section titled “Make a prism”The fastest start is a recipe from the library: a ready-made prism with real answers to its example.
- Open Prisms and choose Browse library.
- Search for what you want to check, such as refund or complaint, or browse by team, industry or job.
- Open a recipe, read how it answered its example, and choose Use this prism.
The recipe becomes an ordinary prism in your account, with version 1 saved and published. Change anything you like. The library has the details.
To write your own instead, choose New prism on Prisms, or import questions written by any chat assistant. See Building a prism.
Try it on a real text
Section titled “Try it on a real text”On the prism's Try tab, paste a message your team handles, choose Run check and read the answers. Try a few: a clear case, a borderline one and one that should get Other or Not enough information.
Each check is saved as a result, so it shows on the Results tab. When an answer is wrong, change the question's wording, options or instructions on Questions, save, and try again. See Try and file runs.
Test it
Section titled “Test it”A handful of tries tells you little. A test scores the prism on many texts your team already labelled.
- Make a CSV, TSV or JSON Lines file with a column per field and a column per question holding the answer you expect.
- On Try, under Run a whole file, choose the file and its columns, then choose Save as test set.
- On the Test tab, run the set on the saved version.
The report shows where the prism agrees with your labels, question by question, and each figure carries its sample. After you change the prism, run the same set on the new version and compare the two. See Testing.
Put it to work
Section titled “Put it to work”Publish the version you tested with Publish in the prism's header, then choose where it runs.
- From your own systems. Create a key on API keys, then send each text to the prism from your code. The Quickstart has the first call in curl, Node and Python. The prism's Integrate tab shows the example call and the columns it returns.
- In the browser, while people work. Add the site your team works in, create a review that runs the prism on one of its screens, and add your team as operators on Users. They install the extension and check their text before they send it.
Results from both land on the prism's Results tab, and Home shows every prism's week at a glance. See Results and Home.