AI sales copilot for real-time call guidance

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April 21, 2025

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Cluely AI

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AI sales copilot for real-time call guidance

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Overview Discussion

Overview

Cluely AI Sales Copilot is an AI-enabled tool that is designed to provide real-time guidance for sales representatives during their conversations. The AI listens during calls, assisting in handling objections and generating persuasive insights.

This tool comes with an AI-powered teleprompter feature that delivers customized prompts, such as pitch suggestions, follow-up questions, and dynamic talk tracks, while the user is speaking.

Further, Cluely AI is equipped with an analytics component called Win Rate Performance Analytics. This is designed to track the clarity, conviction, and engagement of live communication, and provides personalised coaching on how to improve these aspects.

It also features a document sync and smart retrieval system, which allows users to upload sales briefs, one-pagers, or PDFs. The AI then scans these documents and pulls the necessary snippets into calls automatically.

Another key feature is the live objection handling and battle cards, where the AI listens for objections and instantly surfaces appropriate responses, competitor comparisons, or rebuttals.

Beyond these, Cluely AI integrates seamlessly with existing meeting tools and offers features such as auto-generation of follow-up emails based on call details, real-time coaching for sales managers without disrupting live calls, and automatic sync of call insights, summaries, and win rate scores into the user's Customer Relationship Management (CRM) system.

In essence, Cluely AI is constructed to facilitate a more efficient, confident, and effective sales call process.

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April 21, 2025

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Initial release of Cluely AI.

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Pros and Cons

Pros

Real-time call guidance

Dynamic talk tracks

Win Rate Performance Analytics

Document sync capability

Smart document retrieval

Live objection handling

Populates battle cards

Smooth integration with meeting tools

Auto-generated follow-up emails

Real-time sales coaching

Automatic CRM integration

Upload and scan sales documents

Automatically pulls data into calls

Tracks live communication aspects

Seamless with existing meeting tools

Instant response to objections

Speech recognition for 50+ languages

Real-time coaching for managers

Shadow Mode for managerial coaching

Custom talk tracks deployment

Messaging framework standardization

Data-powered deal prioritization

Auto-sends structured data to CRM

Launch code discounts

Integrates with popular conferencing platforms

Unlimited sessions for Pro Plan

Battlecard accessibility in Pro Plan

Unlimited document customization in Pro Plan

Smart follow-up email generator

CRM Auto-sync & Deal Timeline

Multi-Language Copilot Feature

Playbook Mode for standardized messaging

Silent observing & coaching in Call Shadow Mode

Scoring priority based on conversation quality

Real-time support

View 30 more pros

Cons

Requires live call integration

Teleprompter may disrupt natural communication

Performs well only with script

Limited language and accent support

Coaching insights may be subjective

High dependence on document precision

Objection handling lacks human discretion

Intragrated CRM-automatic sync flaws

Limited plan features available

Not all features available instantly

View 5 more cons

Q&A

What is the Cluely AI Sales Copilot?

Cluely AI Sales Copilot is an AI-enabled tool designed to provide real-time guidance for sales representatives during their calls. Its aim is to enhance the efficiency, confidence, and effectiveness of the sales call process.

How does Cluely AI assist during sales calls?

Cluely AI assists during sales calls by actively listening in, assisting in handling objections, and generating persuasive insights. It serves like a magical teleprompter, delivering customized prompts such as pitch suggestions and follow-up questions while the user is still speaking.

What is the purpose of the AI-powered teleprompter in Cluely AI?

The AI-powered teleprompter in Cluely AI serves as a real-time sales aid. It delivers prompts while a sales representative is talking, offering specialized pitch suggestions, follow-up questions, and dynamic talk tracks to help enhance the quality of the conversation.

How does Win Rate Performance Analytics in Cluely AI work?

Win Rate Performance Analytics in Cluely AI is an analytical module that tracks the clarity, conviction, and engagement of live communication, thereby providing personalized coaching to improve these aspects.

What is the document sync and smart retrieval feature of Cluely AI?

The document sync and smart retrieval feature allows users to upload sales briefs, one-pagers, or PDFs onto Cluely AI. The AI then scans and extracts the necessary snippets from the uploaded documents, incorporating them into calls automatically.

How does Cluely AI handle live objections during calls?

Cluely AI handles live objections during calls through its live objection handling and battle cards feature. It listens for objections and promptly surfaces appropriate responses, competitor comparisons, or rebuttals.

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Can Cluely AI integrate with my current meeting tools and CRM system?

Yes, Cluely AI can seamlessly integrate with existing meetings tools such as Zoom, Google Meet, Microsoft Teams, and Amazon Chime. Furthermore, it can synchronize call insights and summaries, along with win rate scores, directly into the user's Customer Relationship Management (CRM) system.

How does Cluely AI's auto-generation of follow-up emails work?

Cluely AI's auto-generation of follow-up emails operates by listening and summarizing key takeaways from the call. It employs this data to draft a personalized, high-converting follow-up email which is ready to send or edit immediately after the call.

What is the use of the real-time coaching feature of Cluely AI for sales managers?

For sales managers, Cluely AI offers real-time coaching via the Call Shadow Mode feature. It allows them to unobtrusively observe and coach their reps in real-time using AI-tagged insights, flag moments, drop coaching comments, and track team performance.

How does Cluely AI improve the sales call process?

Cluely AI enhances the sales call process by providing real-time conversation guidance, handling objections promptly, generating persuasive insights, and facilitating the easy retrieval of vital information from uploaded documents. It also integrates smoothly with existing meeting tools, automates the generation of follow-up emails, enables real-time coaching for sales managers without disrupting live calls, and synchronizes call insights and summaries into the user's CRM system.

How does Cluely AI generate persuasive insights during conversations?

Cluely AI generates persuasive insights during conversations by actively listening to the calls and using its AI capabilities to generate valuable and compelling insights that enable more persuasive and effective communication.

How does Cluely AI assist in pulling necessary snippets from uploaded documents into calls?

Cluely AI’s Document Sync and Smart Retrieval feature allows users to upload sales documents, such as one-pagers, briefs, or PDFs, which the AI scans and pulls the necessary snippets from. These snippets are then automatically incorporated into live calls.

What are the key features of Cluely AI's live objection handling and battle cards?

Cluely AI's live objection handling and battle cards is a feature that actively listens for any sales objections during the conversation. Once identified, it instantly presents the right rebuttals, competitor comparisons, or other appropriate responses.

How does Cluely AI synchronize call insights and summaries into the user's CRM system?

Cluely AI synchronizes call insights, summaries, and win rate scores into the user's CRM system automatically through its CRM Auto-Sync & Deal Timeline feature. This eradicates the need for manual note-taking as Cluely AI pushes structured data and deal progress directly into Salesforce, HubSpot, or the user's CRM of choice.

What are dynamic talk tracks in the context of Cluely AI?

Dynamic talk tracks in the context of Cluely AI refers to the AI delivering on-the-fly customised guidance to the sales representative while they are speaking during a conversation, thereby facilitating a more engaging and dynamic sales pitch.

How can I integrate Cluely AI with my existing meeting tools?

Cluely AI can be integrated with existing meeting tools like Zoom, Google Meet, Microsoft Teams, Amazon Chime, Cisco WebEx, and Gong. This seamless integration means Cluely AI can watch your screen, listen to your calls, and deliver the perfect response in real time.

What kind of support is available for Cluely AI users?

Support for Cluely AI users includes a helpful FAQ on their website covering a range of topics from setup and integrations to how the AI works during live calls. Contact details for further support are also provided.

Which languages and accents does Cluely AI support?

Cluely AI supports over 50 languages globally and uses an accent-aware AI to improve speech recognition and guidance accuracy. This makes it a truly global sales assistance tool, capable of understanding and translating small nuances across languages that can sometimes make a huge difference.

Can Cluely AI draft follow-up emails based on the call details?

Yes, Cluely AI can automatically draft personalized follow-up emails based on call details. By listening to the call, summarizing key takeaways, and generating a high-converting follow-up email, Cluely AI ensures a smooth communication process with potential clients.

How does Cluely AI's real-time call guidance feature work?

Cluely AI's real-time call guidance feature operates by listening during sales calls and delivers AI-powered prompts including pitch suggestions, follow-up questions, and dynamic talk tracks while the representative is speaking. This allows for a more persuasive and engaging conversation, which can help with sealing the deal.

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