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ByHeather MacAvelia·Independently reviewed·Published Mar 21, 2026·Updated Jul 16, 2026
Independently verified against live vendor data on Jul 16, 2026.

AI conversation intelligence tool that captures, transcribes, and analyzes sales calls with real-time coaching. Custom enterprise pricing (quote-only). Part of the merged Clari-Salesloft revenue platform.

How we scored it

Autonomy

3/5

Integrations

5/5

Pricing clarity

2/5

Evidence

5/5

Setup

3/5

The facts

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. In April 2026, Clari and Salesloft launched an MCP Server enabling third-party AI tools to work from live revenue intelligence: Clari insights and Salesloft execution data are now accessible to AI assistants via MCP, letting teams act on pipeline signals in real time and connect external AI to their revenue data. 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. Not the right fit for SMBs needing self-serve evaluation or transparent pricing before a sales call. Clari is certified under SOC 2 Type II and ISO 27001 and is GDPR compliant, and its privacy policy states it does not use conversation interaction data to train or improve AI models. Current state Q3 2026: Clari Copilot operates within the merged Clari-Salesloft revenue platform, and the April 2026 Clari-Salesloft MCP Server opens live revenue intelligence to external AI tools such as Claude, ChatGPT, Microsoft Copilot, Gemini, and Salesforce Agentforce. Pricing remains custom and quote-only.

Pricing

custom

View pricing ↗

Segment

enterprise

Setup

moderate

Verified

Jul 16, 2026

Transparency

Quote Only

Contract

Annual Only

Data training

Not Trained

Autonomy

Human Required

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, plus MCP Server for third-party AI access to live revenue intelligence.

Limitations

  • Custom pricing only: no published rates, requires sales engagement, and 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 27001GDPR

Similar agents

Rating

4.1/ 5

Editorial score

How we score this →

Recognition

MCP Server VerifiedListed 2026
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Industries

B2BEnterpriseSaaSSMB

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