Clari Copilot Platform Help

Step 1 — Gather context

references/learnings.md

1. What do you need help with?
   • A) Setting up Clari Copilot for the first time
   • B) Configuring battlecards, playbooks, or coaching scorecards
   • C) Troubleshooting meeting bot, CRM sync, or transcription issues
   • D) Clari API integration (forecast export, data ingestion, audit events)
   • E) Evaluating Clari Copilot vs alternatives (Gong, Avoma, tl;dv, etc.)
   • F) Understanding pricing tiers and what's gated to which plan
2. Which Clari Copilot plan are you on?
   • A) Growth (~$60/user/mo)
   • B) Accelerator (~$90/user/mo)
   • C) Enterprise (~$110/user/mo)
   • D) Bundled with Clari Core / not sure
   • E) Evaluating — haven't purchased yet

Step 2 — Route or answer directly

/sales-note-taker {user's question}

/sales-coaching {user's question}

/sales-call-review {user's question}

/sales-forecast {user's question}

/sales-integration {user's question}

Step 3 — Clari Copilot platform reference

references/platform-guide.md

Step 4 — Actionable guidance

• Battlecard frequency vs rep distraction — start with 2-3 critical battlecards, not every competitor
• Coaching scorecards — pick 3-5 behaviors that correlate with win rates, avoid scoring everything
• CRM sync — map only the fields reps actually use in their workflow, not every available field
• Gametapes — curate 5-10 best calls per use case, don't let the library bloat

• Meeting bot consistently fails to join (not just late) — likely a calendar/permissions issue on Clari's side
• CRM field mapping returns errors — may need Clari admin to adjust field permissions
• Enterprise API access not provisioned — requires account team intervention

references/learnings.md

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Copilot API is Enterprise-only. Growth and Accelerator plans don't get API access. If you need programmatic access to call data, confirm Enterprise pricing first.
• Battlecards can be distracting. Multiple users report cards popping up repeatedly mid-call. Start with a small set of high-value battlecards and expand gradually — don't enable every card at launch.
• Bot joining is not instant. Clari's meeting bot can take a few minutes to join after a call starts, potentially missing the opening. Invite the bot manually before critical calls if auto-join is unreliable.
• 15-language transcription limit. If your team sells globally, Clari Copilot supports fewer languages than competitors like tl;dv (30+) or Notta (58). Check your language coverage before committing.
• CRM sync requires clean data. Incomplete or stale CRM records cause sync failures and inaccurate deal intelligence. Clean your CRM data before rolling out Copilot — don't expect Copilot to fix data quality.
• Steep learning curve. Users describe the UI as "overwhelming" with complex navigation. Plan for 2-4 weeks of admin ramp time and schedule team training sessions.
• Implementation costs add 20-30% to first year. Budget $15K-75K for professional services on top of per-seat pricing. Negotiate this as part of the initial contract.
• Clari acquired Salesloft (late 2025). The product roadmap is merging. If evaluating Clari Copilot standalone, ask your account team about Salesloft bundling and how features will consolidate.

Related skills

• /sales-note-taker

  — Picking an AI note-taker across vendors (Fathom, Fireflies, Avoma, Gong, etc.) or wiring APIs for transcript pipelines

• /sales-coaching

  — Building coaching programs, onboarding, role-play, certifications, measuring coaching impact

• /sales-call-review

  — Review a specific call for coaching or scoring

• /sales-forecast

  — Revenue forecasting, pipeline coverage, commit validation, gap analysis

• /sales-gong

  — Gong platform help — direct competitor, often compared on pricing and features

• /sales-integration

  — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)

• /sales-do

  — Not sure which skill to use? The router matches any sales objective to the right skill. Install:

  npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: Battlecards overwhelming reps

1. Reads platform guide for battlecard configuration
2. Recommends reducing active battlecards to top 3-5 competitors the team actually encounters
3. Suggests configuring trigger sensitivity to only fire on explicit competitor mentions, not adjacent keywords
4. Advises reviewing battlecard engagement analytics after 2 weeks to see which ones reps actually use Result: Focused battlecard strategy that helps instead of distracts.

Example 2: Evaluating Clari Copilot pricing

1. Reads pricing section — Accelerator at $90/user = $32,400/yr for 30 users, plus $15-50K implementation
2. Compares to Gong at ~$1,600/user/yr + $5-50K platform fee = $48K+ for 30 users
3. Notes Clari Copilot is cheaper but Gong has deeper conversation analytics and larger integration ecosystem
4. Flags that Accelerator doesn't include API access — Enterprise ($110/user) needed for that
5. Recommends requesting a Gong quote for direct comparison, and evaluating whether Clari Core forecasting (bundled) justifies the premium over dedicated note-takers like Fathom Business ($25/seat) Result: Clear pricing comparison with the right questions to ask each vendor.

Example 3: Clari API integration for forecast data

1. Reads API reference for forecast export endpoints
2. Walks through: POST

   /export/forecast/{forecastId}

   to initiate, GET

   /export/jobs/{jobId}

   to poll status, GET

   /export/jobs/{jobId}/results

   to download
3. Notes auth via

   apikey

   header, 100 req/sec rate limit
4. Recommends a nightly cron job with error handling for FAILED/ABORTED states
5. Flags that API access requires Enterprise plan Result: Working architecture for automated forecast export.

Troubleshooting

Meeting bot not joining or joining late

CRM fields not syncing after calls

Transcription accuracy issues with accents or industry jargon