🚀 Onboarding
Basic Structure of Prism

Basic Structure of Prism (Organizations, Brands, and Platforms)

The Organization, Brand, & Platform Layer: Your Marketing Foundation

Your Organization is the space where you can create and connect multiple brands in Prism, the place where you centralize users, agents and governance.

You have the flexibility to be part of multiple organizations, but you can only create one of your own. This is particularly useful in several scenarios:

  • You're part of an agency managing multiple business accounts
  • You're a brand manager overseeing various business entities
  • You're a marketing consultant working with different clients

The Brand Layer: Your Specialized Divisions

The brand layer lets you mirror your real-world business structure in Prism, keeping data, teams, and strategies organized by product line, region, or client.

Some additional suggestions as to what is the best practice:

  1. The Product Line Approach: Swiggy's Case
    • Swiggy Food Delivery operates as a brand
    • Swiggy Instamart operates as another brand
    • Each brand targets different competitors and serves different market needs
  2. The Regional Approach: Nike's Structure
    • Nike US functions as one brand
    • Nike UK operates as another brand
    • Each brand deals with different regional markets and currencies

The Platform Layer: Your Marketing Engines

The platform layer is where your actual advertising platforms connect to Prism.

Important Rules for platforms:

  1. Connection Rules
    • Each brand can link to all platforms covered in your contract.
    • Each ad account or platform can only be linked to a single brand at a time.
  2. Platform Support
    • Currently supports Meta (Facebook), Google Ads, Tiktok Ads and Google Sheets.
    • You can connect all of the above platforms to the same brand as per the use case.

Agent: The AI Analyst

Prism uses one Planning & Analysis Agent that adapts to whichever platform you connect. In the UI, this agent appears as a platform-specific analyst (i.e. Meta, Google, TikTok, YouTube) so insights are always tailored to that channel’s data and context.

For example:
Meta Agent: Campaign insights, audience breakdowns, optimization tips for Meta Ads
Google Ads Agent: Search and display performance, spend efficiency, conversion opportunities
TikTok Agent: Content performance, trending formats, audience engagement, creative lift
YouTube Agent: Video engagement, retention trends, strategy recommendations
Competitor Agent: Cross-platform competitive intelligence (spend patterns, ad trends, creative strategies)
SOT (Source of Truth): Use your Google Sheets data alongside platform agents to add your own benchmarks, budgets, or custom metrics into the analysis

Understanding Platform Management in Prism

Connection Status

Your platform can be in one of two states:

  1. Active Status
    • This means at least one of your profiles (primary or other Meta profiles) has a valid connection to the platform
    • When active, you can use all features and your data stays in sync
  2. Expired Status
    • This means the connection has been lost to all profiles for this platform
    • You'll need to either reconnect existing profiles or add new ones to restore access

To gain a deeper understanding of connection status and how to manage it, refer to the Integrations (opens in a new tab) article, which provides a detailed explanation on this.

Access Levels

Prism defines three distinct access types:

  1. Edit Access
    • You have a Primary Meta Profile connected with full permissions
    • This allows you to make any necessary changes and access all features
    • You get this automatically when connecting a profile with complete permissions
  2. Read Access
    • You can view and analyze account data, but can't make major changes
    • This occurs when you either:
      • Only have additional profiles connected (without a Primary Profile)
      • Your connected profiles have limited permissions
  3. No Access
    • All your profiles have either expired or lost their permissions
    • You'll need to reconnect or add new profiles to work with the account again

To learn more about access levels and their implications, refer to this Integrations (opens in a new tab) article, which provides a comprehensive breakdown of this topic.

Putting It All Together

Let's use a real-world analogy to understand how these layers work together:

Imagine a global retail company:

  • The Organization is like the global headquarters
  • The Brands are like different store chains or regional divisions
  • The Ad Accounts are like the individual local stores in each region

Important Tips for Success

  1. Plan Your Structure Carefully
    • Consider your business's current needs
    • Think about future expansion
    • Account for different markets or product lines
  2. Stay Flexible While you can only create one organization, you can be part of multiple organizations. This flexibility allows you to collaborate across different business entities while maintaining clear boundaries.