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ByHeather MacAvelia·Independently reviewed·Published Mar 21, 2026·Updated Sep 2, 2026
Independently verified against live vendor data on Sep 2, 2026.

Records, transcribes and analyzes sales calls with real-time battlecards and automated CRM updates. Formerly Wingman, then Clari Copilot. Quote-only pricing inside the Salesloft platform.

How we scored it

Autonomy

3/5

Integrations

5/5

Pricing clarity

2/5

Evidence

5/5

Setup

3/5

The facts

Salesloft Conversation Intelligence records, transcribes and analyzes sales calls, and pushes what it finds into the workflows where deals are worked rather than leaving it in a library for later review. The product began as Wingman, was acquired by Clari in 2022 and sold as Clari Copilot, and took its current name when Salesloft unified the merged company under one brand on September 2, 2026. Salesloft's own Conversations product was folded into it at the same time, so the two call products that ran side by side after the December 3, 2025 merger are now one. Battlecards surface in real time on every call, so a rep gets guidance while an objection is live rather than in a review afterwards. Coachable moments become tasks in rep workflows, which moves coaching out of a weekly meeting and into the flow of the deal. After a call, AI summaries, follow-up emails and automated CRM updates remove post-call admin, and action items push into seller workflows. Calls are searchable, objections can be tracked across a pipeline, calls can be scored automatically, and the product surfaces stakeholder insights, buying group visibility and sentiment from every conversation. It also looks across won deals for patterns and feeds them back into the playbook. Integration depth: the product syncs bidirectionally with Salesforce and HubSpot and works with Google Meet, Microsoft Teams, Zoom, Outreach and Slack, writing call outcomes back to CRM fields rather than relying on reps to log them. It sits in the Salesloft platform alongside Cadence, Deals, Rhythm and Clari Forecast, so conversation data and forecast data share a contract and a data model. The Salesloft MCP Server, launched on April 14, 2026, lets any AI application supporting the Model Context Protocol read live pipeline, deal, account and call data, and the vendor names Claude, ChatGPT and Copilot as examples. Pricing, in US dollars: Salesloft publishes no rates for this product or for any other in the platform. The pricing page redirects to a Talk to Sales form carrying no tier names, seat prices or package contents. Contracts are annual and there is no free tier, free trial or self-serve signup. What quote-only pricing means for a buyer: a deployment cannot be sized before a sales conversation, because no minimum, seat rate or package definition is published. Coverage also depends on recording discipline, since calls that are not captured produce no intelligence, and teams whose conversations happen on channels the product does not record get a partial picture. Neither the Privacy Notice nor the separate Platform Privacy Notice, both effective March 22, 2023, states whether customer data is used to train AI models. Salesloft Conversation Intelligence suits mid-market and enterprise B2B sales teams running a defined methodology who want in-call guidance and post-call intelligence attached to the same platform as their engagement and forecasting. Buyers who want conversation intelligence as a standalone purchase, independent of a wider revenue platform, should look at Gong as well. Current state Q3 2026: the product is sold as part of Salesloft following the September 2, 2026 move to a single brand, and it keeps its own login. Salesloft publishes SOC 2 Type 2, ISO 27001 and ISO 27701, GDPR and CCPA or CPRA compliance, and a Data Processing Addendum incorporating Standard Contractual Clauses. The product page carries Gartner Peer Insights Customers' Choice, Forrester Wave leader and G2 Enterprise Sales Engagement leader placements. The G2 score shown against this listing belongs to the parent Clari platform profile, which G2 now lists under Salesloft, rather than to a review corpus for this product on its own.

Pricing

custom

View pricing ↗

Segment

enterprise

Setup

moderate

Verified

Sep 2, 2026

Transparency

Quote Only

Contract

Annual Only

Data training

Not Disclosed

Human in loop

Required

Capabilities

conversation-intelligencecrm-syncreportingpipeline-managementautonomous

Pros & Limitations

Editorial assessment

Pros

  • ✓Battlecards surface in real time on every call, so a rep gets guidance while an objection is live rather than reading it back in a review afterwards.
  • ✓Coachable moments become tasks in rep workflows, and AI summaries, follow-up emails and automated CRM updates remove the post-call admin that reps usually skip.
  • ✓Calls are searchable, objections can be tracked across a pipeline, calls can be scored automatically, and stakeholder, buying group and sentiment insights come out of every conversation.
  • ✓Sits in one platform and one contract with Cadence, Deals, Rhythm and Clari Forecast, and the Salesloft MCP Server exposes live call and pipeline data to external AI assistants.

Limitations

  • –No published pricing of any kind: the pricing page redirects to a Talk to Sales form with no tier names, seat rates or package contents, so a buyer cannot size a deployment without a sales conversation.
  • –Coverage depends on recording discipline, because calls that are not captured produce no intelligence and conversations on unsupported channels leave gaps in the record.
  • –Neither the Privacy Notice nor the Platform Privacy Notice, both effective March 22, 2023, states whether customer data is used to train AI models.
  • –The G2 score against this listing belongs to the parent Clari platform profile, so there is no review corpus for this product on its own.

Technical Details

Deployment
web
Model architectureProprietary
Avg setup time1-2 days
Autonomous rateBattlecards surface during live calls without a rep triggering them, and recording, transcription, call scoring, summaries and CRM field updates all run without per-call setup. Coachable moments are turned into tasks automatically. Reps and managers review the output and approve every customer-facing communication. The vendor publishes no completion or autonomy rate.
Integrations
SalesforceHubSpotGoogle MeetMicrosoft TeamsZoomOutreachSlack
Security
SOC 2 Type IIISO 27001ISO 27701GDPRCCPA

Similar agents

Rating

4.1/ 5
★★★★★

Editorial score

How we score this →

Recognition

MCP Server VerifiedListed 2026
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