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.