AI Agent Index
ByHeather MacAvelia·Last verified May 14, 2026
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Clari Copilot

4.1/ 5

by Clari

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AI conversation intelligence tool that captures, transcribes, and analyses sales calls with coaching insights. Custom enterprise pricing — typically $25K-$150K+/year. Part of Clari's revenue platform.

From

$500

subscription

GitHub

Stars

G2

View on G2 ↗

MCP

No

Compatible

Clari Copilot (formerly Wingman) is the conversation intelligence layer within the Clari revenue platform, acquired by Clari in 2022 and now deeply integrated with the broader Clari-Salesloft stack following their 2025 merger. It records and transcribes every sales call, surfaces real-time battlecards and objection-handling prompts during live calls, and auto-updates CRM fields from conversation content after the call ends. The real-time prompting differentiates Clari Copilot from most conversation intelligence tools that are retrospective only , when a competitor is mentioned or a specific objection is raised, Copilot surfaces the relevant playbook card immediately. Post-call, it generates summaries, identifies coaching moments, and pushes deal updates to Salesforce or HubSpot without rep data entry. Now part of the unified Clari-Salesloft platform, Copilot users get native access to Salesloft sequences and Clari forecasting in the same workflow. Pricing is custom , Clari does not publish Copilot rates and requires a sales conversation. Best for mid-market and enterprise B2B sales teams running structured sales methodologies that benefit from in-call coaching and post-call intelligence.

Pricing

subscription · $500

View pricing ↗

Segment

enterprise

Setup

moderate

Verified

May 14, 2026

Capabilities

conversation-intelligencecrm-syncreportingpipeline-managementautonomousforecasting

Pros & Limitations

Editorial assessment

Pros

  • Real-time battlecard surfacing during live calls -- when a competitor is mentioned or an objection is raised, Copilot shows the relevant playbook card immediately rather than after the call
  • Auto-updates CRM fields from call transcripts -- reduces post-call admin time and improves data quality without requiring rep discipline to manually log conversation details
  • Native integration with Clari forecasting and Salesloft sequences post-merger -- the only conversation intelligence tool with direct pipeline and engagement workflow connections in the same platform

Limitations

  • Custom pricing only -- no published rates, requires sales engagement, typically positions at enterprise scale that is out of reach for SMBs and early-stage startups
  • Post-Salesloft merger creates platform complexity -- buyers evaluating Copilot standalone are now navigating a much larger combined product, with integration quality between legacy systems still maturing
  • Real-time prompting requires reliable call recording setup -- teams with inconsistent recording practices or calls on channels Copilot does not capture get incomplete intelligence

Technical Details

Deployment
web
Model architectureProprietary
Avg setup time1-2 days
Autonomous rateReal-time battlecards surface autonomously during live calls -- no human triggering required per call. CRM updates and post-call summaries generated automatically.
Integrations
Google MeetHubSpotMicrosoft TeamsOutreachSalesforceSalesloftSlackZoom
Security
SOC 2 Type IIISO 27001GDPRHIPAACCPA

Similar agents

Rating

4.1/ 5

Editorial score

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Industries

B2BEnterpriseSaaSSMB

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