Sales professionals
Keep discovery calls focused on the buyer. Bring product details and account context into ClariPrompt to support live responses, capture questions, and prepare a clear next step after the call.
For customer success managers
AI meeting assistant for customer success
Give customer check-ins a clear thread from goals to next steps. ClariPrompt helps you follow the conversation, respond using account context, and review the commitments made during onboarding and renewal discussions.
Windows release availability is shown on the download page.
Before the call
Give the assistant useful context
Add the customer’s goals, onboarding milestones, known issues, and approved product information. Keep unresolved questions separate from confirmed product commitments.
Review the profile before using it. Suggestions can reflect incomplete or outdated information if your context is incomplete or out of date.
Your words, your way
Suggestions in your style, the way you speak
Write a few sentences exactly how you normally speak in Settings under “My voice”. ClariPrompt uses your phrasing, sentence length, and word choices to shape its response suggestions.
Prefer short, direct sentences or a friendly conversational tone? Give it examples that sound like you. Your profile supplies the facts; “My voice” guides how to say them. Choose and adapt the suggestions that feel right in the moment.
Personalisation depends on the context you provide. Review suggestions for accuracy and make them your own.
A practical workflow for customer success managers
Prepare
Prepare a profile with the account’s current goals and the purpose of the check-in.
Participate
Follow the transcript while discussing adoption, blockers, and the customer’s next milestone.
Review
Check the summary for ownership and dates, then edit the follow-up draft before sharing it.
Questions from customer success managers
Does it predict churn?
It helps you review what was discussed in a call. It does not provide an account health model or a churn prediction dashboard.
Can I use it for renewal calls?
Yes, provide accurate account and commercial context, then review any suggested commitments before using them.
What should participants know?
Let people know you are using an assistant and follow the rules that apply to the conversation. AI features send the required audio or text for processing. Read the privacy policy for details and the help centre for setup requirements.
Related workflows
Project and delivery managers
Turn status conversations into a clearer picture of delivery. ClariPrompt helps project managers follow changing dependencies, ask clarifying questions, and review the actions discussed before updating the plan.
Agency account leads
Make client reviews easier to turn into delivery work. ClariPrompt helps agency account leads follow campaign discussions and review the decisions, approval requests, and next steps that need a team handoff.
Prepare for your next conversation
Check availability, choose the right plan, and add the context your next call needs.