Cluely AI - Product screenshot

Overview

The Cluely AI Sales Copilot is a desktop application for Mac and Windows designed to assist sales professionals during live calls. It listens to the conversation and, based on the user's pre-configured Playbook and uploaded materials, displays relevant answers and talking points on screen in real-time. This allows sales representatives to respond effectively and in their own words without a meeting bot joining the call.

Preparation and Rehearsal

  • Users can prepare for calls by attaching briefs and materials from their library to a Prospect profile.
  • A unique AI buyer feature allows sales professionals to rehearse against an AI counterpart that understands the specific Prospect, materials, and Playbook, helping them practice responses to difficult questions.

Live Call Assistance

  • During a live call, the copilot identifies questions asked by the prospect and suggests appropriate responses, including a line to say, supporting points, and a follow-up question.
  • It operates discreetly as a desktop app, processing audio without storing raw recordings or joining the meeting as a visible participant.

Post-Call Analysis and Improvement

  • After each call, Cluely AI generates a Debrief, providing feedback traceable to the transcript.
  • It helps create an Account Action Plan and identifies areas of focus for subsequent calls, facilitating continuous improvement in sales performance.

The platform also offers team functionalities, enabling shared workspaces, materials, and Playbooks, with member management handled via a web interface. Customer data is explicitly stated not to be used for training AI models.

Key features

  • Provides real-time answers and talking points during live sales calls
  • Utilizes custom Playbooks and uploaded sales materials for context
  • Features an AI buyer for realistic call rehearsal and practice
  • Generates post-call debriefs and Account Action Plans for improvement
  • Operates as a desktop application for Mac and Windows
  • Functions without a meeting bot joining the call
  • Supports team collaboration with shared workspaces and resources
  • Ensures customer data is not used for AI model training

Who uses it

Sales professionals, sales managers, sales teams, account executives, business development managers, and anyone involved in B2B discovery calls and sales objection handling.

Pros

  • Offers immediate, context-aware guidance during live sales conversations
  • Includes an AI-powered rehearsal feature to prepare for challenging questions
  • Provides structured debriefs and action plans to enhance future call performance
  • Maintains privacy by processing audio locally and not storing raw recordings
  • Ensures customer data is not utilized for training AI models

Cons

  • Does not offer a free trial, requiring immediate paid commitment
  • Requires a desktop application installation, limiting browser-only access
  • Deletion controls for all stored data, such as coaching memory, are not fully comprehensive
  • Users are responsible for obtaining consent from call participants

Our take

Cluely AI serves as a practical real-time sales copilot, offering on-screen guidance and rehearsal capabilities to improve sales call effectiveness. Its focus on privacy and post-call analysis makes it a valuable tool for sales teams seeking to refine their communication strategies.

Pricing plans

Pro

$99/month

  • Live answers and talking points during your calls
  • Prep each deal with your materials and Playbooks
  • Rehearse tough questions with an AI counterpart
  • A Debrief after each call that informs the next one
  • Your own Personal workspace, private to you

Team

$149/seat/month

  • One subscription covers every admitted member
  • A separate Team workspace with owner, admin and member roles
  • Share materials and Playbooks across the Team
  • Each member's Personal workspace stays separate
  • Add or remove seats from the billing page

Pricing details are provided for reference and may differ from the vendor's current plans.

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