Clari Copilot
Native
Beta
Surface the sales calls that shaped your deals and drove decisions, right in Glean.
Overview
Clari Copilot records, transcribes, and analyzes sales and customer calls to find deal signals and pipeline insights. Glean indexes transcripts, AI-generated summaries, action items, deal moments, and linked CRM context so teams can search revenue conversations within the broader context of their company knowledge.
Features
Glean indexes the following content:
• Call transcripts and full conversation text
• Participants, host/organizer, date, duration, and call type• Summaries, action items, and next steps from Clari Copilot
• Deal moments, signals, and call topics from Clari Copilot
Benefits
Locate the right sales calls faster, understand what changed in an account, and bring transcript-backed deal context into prep, coaching, QBRs, and follow-up. Clari Copilot in Glean connects conversation intelligence with CRM, docs, and team knowledge.
Additional connectors and actions
Work AI that works.
