Cluely AI

What is Cluely AI

Cluely AI is an AI Sales Copilot that provides real-time conversation guidance, live objection handling, and persuasive insights during sales calls. Working like a teleprompter for selling, it delivers context-aware prompts and talk tracks so reps can navigate tough questions, articulate value, and keep deals moving. Cluely AI integrates with Zoom, Google Meet, and Microsoft Teams for hands-free assistance, syncs outcomes to your CRM, and taps connected documents for smart retrieval—turning every call into data-driven coaching and measurable win-rate improvement.

Main Features of Cluely AI

• Real-time sales prompts: On-screen, context-aware guidance that adapts to the live conversation to keep messaging consistent and effective.
• Live objection handling: Instant rebuttals and proof points to address pricing, competitors, timing, and value-fit concerns.
• Smart follow-up generator: Auto-drafted recap emails and next steps based on call content to accelerate post-meeting workflows.
• Call shadow mode: Quiet guidance for new reps to mirror best practices without interrupting the flow of the meeting.
• Win-rate performance analytics: Insights into talk tracks, topics, and behaviors linked to conversions and deal velocity.
• Document sync & smart retrieval: Pulls relevant battlecards, case studies, and FAQs the moment they’re needed.
• CRM auto-sync: Logs notes, outcomes, and action items automatically to reduce admin and improve data quality.
• Data-powered insights: Trends across calls help leaders refine playbooks, coaching plans, and enablement content.
• Hands-free meeting integrations: Seamless operation inside Zoom, Google Meet, and Microsoft Teams for minimal disruption.

Who Can Use Cluely AI

Cluely AI is built for SDRs, BDRs, AEs, and sales managers who want real-time conversation intelligence without changing their workflow. it's also valuable for enablement teams refining playbooks, RevOps improving data hygiene, and founders or solo sellers who need structured messaging on calls. Use cases include discovery, demos, pricing discussions, competitive deals, renewals, and upsell conversations across SMB, mid-market, and enterprise sales.

How to Use Cluely AI

1. Connect your meeting platforms (Zoom, Google Meet, Microsoft Teams) and authorize basic permissions.
2. Sync your CRM and import or map fields for notes, outcomes, and activities.
3. Upload sales assets (battlecards, case studies, FAQs) for smart retrieval during calls.
4. Define talk tracks and objection responses aligned with your sales methodology.
5. Join a sales call; Cluely AI runs in the background and surfaces real-time prompts when needed.
6. Use live objection handling to address concerns and keep the conversation on track.
7. After the call, review the auto-generated follow-up and push notes to your CRM with one click.
8. Analyze call trends and win-rate performance to refine playbooks and coaching.

Cluely AI Use Cases

In SaaS, reps leverage real-time prompts to manage feature-depth questions and competitor comparisons. In B2B services, objection handling helps defend pricing and scope changes. Fintech and healthcare teams use document retrieval to quickly reference compliance or security details. Real estate and recruiting teams rely on follow-up generation to speed next steps. Sales leaders across industries use analytics to identify what messaging lifts conversion and to standardize best practices.

Pros and Cons of Cluely AI

FAQs about Cluely AI

• Does Cluely AI work with my meeting platform?

  Yes. It integrates with Zoom, Google Meet, and Microsoft Teams to provide hands-free, real-time guidance during calls.

• Can Cluely AI update my CRM automatically?

  It offers CRM auto-sync to log notes, outcomes, and action items, reducing manual data entry.

• How does objection handling work in real time?

  The system detects topics and surfaces relevant rebuttals, proof points, and assets aligned to your playbooks.

• What content should I upload to get the most value?

  Battlecards, FAQs, competitive intel, case studies, pricing guidelines, and discovery frameworks power smarter prompts.

• Is Cluely AI helpful for onboarding new reps?

  Yes. Call shadow mode and guided prompts shorten ramp time by reinforcing consistent messaging and best practices.