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Welcome to Clari Copilot

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Walk through Copilot by interacting with the interactive click-through demo below.

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Learning Copilot for All Users

Get up to speed on how different teams use Copilot.

Event Recap: Clari + Copilot - Achieve More with Integrated Conversational Intelligence

Did you miss our recent community event featuring Clari + Copilot (formerly Wingman)? Not to worry! You can watch the recording, as well as review the deck right here in the community. During our session, Shiv Sahu, Director of Operations at Copilot, shows how revenue teams can leverage Clari + Copilot Conversational Intelligence to get actionable insights that help save your revenue teams by improving your win rates by surfacing AI detected deal insights for your critical deals, increasing Ramp Velocity by allowing your new hires to learn from your most seasoned sellers and live cues on calls, and improving Pipeline Visibility by adding key insights from sales calls to deal activity views to make it easier to understand the status of pipeline deals. Find the Recording Here: You can find the deck attached to this post as a pdf.

Event Recap: Copilot Rep Training

Did you miss our live session on Copilot (formerly Wingman) for reps? Don’t worry! Vinay, CSM and Copilot expert, shared how reps can use Copilot in 3 critical ways: Speed up onboarding Have better customer conversations Learn from past calls and track performance You can learn all of Vinay’s tips by watching the recording below! The deck from the session is also attached to this post.

Event Recap: Copilot for Product & Marketing Teams

Did you miss our live session on Copilot (formerly Wingman) for Product & Marketing Teams? Not to worry. @Vinay Srinivas, Sr. CSM and Copilot expert, shared how Product and Marketing teams can use Copilot to get real-time product feedback, speak your customer's language, make marketing more real, and know your competition. You can learn all of Vinay’s tips by watching the recording below! The deck from the session is also attached to this post. If you have any questions, please don’t hesitate to reply to this thread!

Become a Pro at Call Recording and Reviewing on Copilot

Event Recap: Copilot for AMs & CSMs

Hi! We just wrapped up a session in which I talked about how post-sales teams (i.e. CSMs, AMs) can use Copilot (formerly Wingman) . I talked about how these teams can: Gain context about your customers with Copilot using Universal Search and Account View Have better customer conversations with Copilot by getting better context before a call with a customer using bookmarks, topics, battlecards, and slack actions Share your customer’s voice with Copilot using Call Sharing and Gametapes You can check out the recording below! I’ve also attached the slide deck from our session, which includes links to some additional resources to support you. Finally, you can check out @DavidOgborn post on Battlecards and Topics for some more great tips on how to use these features!

Popular Tips

Deep dive into the Copilot Mobile App

Love doing things on the go? The Copilot mobile app is here- Listen to sales calls recordings on the go. Simply hit play, lock your phone and move on. With Copilot mobile app, you can: Listen or review your/team’s past calls on the go Request for and share coaching feedback via comments View upcoming meetings (and stakeholders) at a glance. Toggle recording on/off for an upcoming call with one tap. If this sounds helpful, head to the below links and download the app now Android : Download from here IOS: Download from here Note : 1. Copilot doesn’t ask for permissions to view any data on your phone 2. To sign in, use your work email account (that you use on the Copilot web app). That's it. Now, let’s do a deep dive into some of the key features and available options: My Calls: View your upcoming meetings and call recordings. Team Calls: View all call recordings from your team + filters to find what you need Search: Search for a keyword across all call transcripts, meeting titles and attendees Profile: View your profile, access help documentation or log out of the app View Upcoming Meetings All meetings on your schedule show up as cards in My Calls. Swipe to view the next one or tap on a meeting for details — time, duration, attendees and recording status. By default, Copilot only records video meetings with external participants. However, you can toggle recording on/off for an upcoming call from My Calls. Review a Call Recording Simply tap on a call recording in the My Calls or Team Calls tab to start listening. Lock your phone or browse another app while you listen and never miss a beat. On the call review screen: Tap to play/pause or rewind/forward playback. Tap the Speed button to increase playback speed. Tap again to play it faster (up to 2.5x) or to come back to 1x speed. Tap the Transcript button to read your call as it plays. Tap the Comments button to request for or share feedback on a call recording. Tap the Share button to share the call with prospects/customers or even internally Find a call recording Just finished a call? Go to My Calls to review your recording. Or use Search/Filters to find a specific call recording Tap on the Search tab, type a keyword and hit return. Select from the options: search by meeting title or attendees or in transcripts. Scroll through the results and tap the relevant call recording. Don't have an account? If your organization uses Copilot, but you don’t have an account, please ask your admin to add you as an Observer. Observers can listen to all calls for free but cannot record meetings. If your organization doesn’t use Copilot yet, sign up for a demo here and we’ll help you get started. Hope this helps you get the best of Copilot on mobile 😊 -- Rohit Agarwal- Senior Customer Success Manager

Beyond the Basics: Overlooked Copilot Features Every Rep Should Discover

Disclaimer : This one is exclusively for our reps and it's going to be worth its while. Copilot has been joining your calls and recording them but is that the only use-case? And the answer is “No, there’s lot more” so let’s look into those : Bookmarking -> If you are still using a notebook to document the key moments which you might refer back after the call then its about time you hear about the Bookmarking functionality of the much-talked-about Copilot Desktop app. How to add bookmarks over your call ? Here’s how : 1. Ensure that you are signed in to the desktop app before your meeting starts. 2. To add a bookmark in an ongoing call, simply click the big blue bookmark on the left. Pro-tips : You can create personalised categories for bookmarking in Personal settings . You can create your own categories from here . You will also have the ability to comment and share bookmarked moments in one click. Ever wanted to add a bookmark to refer back post the call? Now you can do that too! Filter for calls based on bookmarks added -> You know you can see the list of calls that has the bookmark categories? Now in team calls, you can see all the calls that has bookmark category in the “Contains bookmark” filter : Push your comments to the preferred Slack channel -> Ever came across a situation where you wanted to share the Voice of Customer to the Product team or check if that product feature which can make or break the deal is on the roadmap? Did you spend time articulating the customer feedback or requirement for the Product team in a way that shows the urgency?If yes, you can save that precious time of yours by simply pushing that part of the call to the Product feedback channel. Let your cross functional teams hear directly from the customer itself. Here’s how : Slack Actions -> What are some of those activities you perform after you are done with a customer call? - Send a follow up email with action items for various stakeholders in that meeting - Include necessary call recording snippet for the customer to refer ( Read next point in this post) - Hygiene maintenance on your CRM (Update close date, Forecast category etc.) Now, you can do all these things from your Slack window itself. Refer to this article to set this up on your instance. Snip calls and Share -> Think of a scenario where there was a 45 mins call but the decision maker could not join and now you have to keep him in loop with the most important bits of the conversation. Sharing the complete call will not be so useful in this case and that’s where you use the Trim and Share functionality. There are two ways in which you can snip and share a call along with the transcript : That’s all folks!Happy Selling :)

Mistakes to avoid when recording calls on Clari Copilot

If you are in the club of recording your calls and reviewing it and uncovering insights from your customer conversations and eventually smashing your quotas, hi there! 😃 And if you are someone whose call went unrecorded on Clari Copilot, I might have the solution for you so that it doesn’t happen again so keep on reading…. Do I need to invite Copilot to each of my calls? Am I missing something? Heck no! By default, Copilot automatically joins all your meetings with a video link and at least one participant from an external email domain (not the same as your team) to avoid recording internal meetings. But you can toggle the button to record internal calls too : Your Copilot admin can change the default settings inside Workspace settings to customize the recording preferences for your organization too. Top mistakes to avoid when you are a newbie on Copilot and you want all your calls to be recorded : 1.Copilot has a buffer time of 10 mins. Copilot will join the call and wait for up to 10 mins. If the meeting does not start, the Copilot will drop off from the call. Also, don’t keep Clari Copilot hanging in the waiting room. Make sure you allow Copilot inside the meeting room and nobody kicks it out midway. 2.If one participant joined a call, but there was no other participant after 10 mins, Copilot will drop off from the call. 3.Copilot will continue to record until all the participants exit the meeting. If the last participant leaves, Copilot will leave as it would assume that the meeting has ended. If you need to add Copilot again to the meeting, you can do it manually as shown below : 4.If the meeting link/ calendar is changed just before (5 to 7 mins) the call or after the call starts, Copilot will not be able to replace the meeting link with its consent link. As a best practice, we would recommend you to avoid any changes to the calendar invite at least 15 minutes before the meeting starts as we replace the meeting link with the consent link 15 mins before a meeting. 5.Google meeting /MS TEAMS- If the account is free, Copilot will not join the call. Company should have a G Suite account/Paid MS Teams and the user should use that Gmeet account. 6. If a password is absolutely required to join the meeting, then ensure it is included in the meeting link following the steps in this article. If you can't make this change yourself then ask your IT admin to make this change so that Copilot can continue to record your calls automatically. I covered all my bases and still my call was not recorded 😦 Just open a ticket with our technical ninjas at Clari support and we will try to get to the root cause and reprocess that specific call. Happy recording and reviewing folks!

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