Clari Copilot
AI-driven conversation intelligence to win more deals faster.
Executive Summary
Clari Copilot (formerly Wingman) is an AI conversation intelligence platform that automatically records, transcribes, and analyzes sales conversations across phone, video, and in-person meetings. It is designed for sales teams, sales managers, and revenue operations professionals in mid-market to enterprise companies. The platform provides real-time transcription, instant insights, and live battlecards to help reps respond to objections and close stronger, ultimately improving sales performance, forecasting accuracy, and coaching effectiveness.
Use Cases
- Sales Coaching and Performance Improvement
- Deal Inspection and Risk Management
- Sales Rep Onboarding and Training
- Competitive Intelligence Gathering
- CRM Data Automation and Accuracy
- Forecasting Accuracy and Pipeline Management
Features
Visibility
- Automatic Call Recording & Transcription: Records and transcribes all sales conversations across various channels, creating a comprehensive and searchable record.
- Searchable Meeting Library: Stores all past meeting notes and transcripts in a centralized, searchable library for easy reference and knowledge sharing.
- Pipeline Visibility & Deal Inspection: Provides a clear view of the sales pipeline, allowing users to inspect deals, identify stalling points, and understand deal progression or risk.
- CRM Automation: Automatically captures intent, objections, contacts, and next steps from conversations, updating CRM records and reducing manual data entry.
Intelligence
- Real-time Battlecards & Coaching: Delivers instant insights and live battlecards during calls to help reps respond to objections and pivot conversations effectively.
- AI-powered Call Summaries & Action Items: Generates automatic summaries of key takeaways, next steps, and suggested actions from meetings, often delivered in conversational formats like Slack.
- Deal Slippage Alerts: Identifies potential risks early by alerting users to deal slippage, enabling proactive corrective actions.
- Gametapes for Onboarding & Training: Allows creation of highlight reels (Gametapes) from recorded calls, showcasing best practices, objection handling, and successful moments for training and onboarding new reps.
Support
- Dedicated Customer Success Manager (CSM): Available for enterprise-tier customers to provide personalized support and guidance.
- Email Support: Direct email support channel for customer inquiries and assistance.
- Customer Support Community: Access to a community forum for resources, FAQs, and peer-to-peer support.
Technical Specifications
- Architecture
- Cloud-native SaaS, part of the broader Clari Revenue Platform.
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML 2.0, MFA
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- NLP
- Machine Learning
- Generative AI
Integrations
- Zoom
- Google Meet
- Salesforce
- HubSpot
- Outreach
Security & Compliance
Certifications: SOC 2 Type II, GDPR, HIPAA
Encryption: Enterprise-grade encryption for data at rest and in transit (specific protocols not detailed in search results but implied by certifications).
Pricing
- Model
- Per user/year (Subscription)
- Starting Price
- Starts at $1080/year per rep for the Copilot module; standalone pricing can range from $120-$160/user/month.
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual
- Free Trial
- Yes, Not specified (free trial available) (credit card required)
About Clari
Clari is an enterprise revenue orchestration platform that leverages AI and agents to help go-to-market teams drive productivity, predictability, and profitability. Following its merger with Salesloft, Clari now offers a Predictive Revenue System, guiding revenue teams to accelerate growth and eliminate revenue leak.
Alternatives to Clari Copilot
- Conversation Intelligence by Aviso — AI-powered conversation intelligence for sales teams to analyze calls, buyer sentiment, and engagement.
- Notetaker Module by Oliv AI — Automate deal intelligence capture from sales interactions to focus on closing deals.
- Otter.ai by Otter.ai — Your AI meeting assistant for smarter conversations and effortless notes.
- Sales Interaction Agent by Uniphore — AI agent for sales: real-time insights, personalized coaching, and competitive advantage.
- Salesloft Conversations by SalesLoft — Unlock sales coaching opportunities and scale best practices with AI-driven conversation intelligence.
- SAP CRM / Customer Experience Solutions by SAP — AI-powered agents for instant customer support and product discovery.
- Streak AI by Streak — Your AI-powered CRM co-pilot for sales teams in Gmail.
- tl;dv by tl;dv — AI meeting assistant: Record, transcribe, summarize, and coach for sales success.