Customer success managers
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.
For sales professionals
AI sales call assistant
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.
Windows release availability is shown on the download page.
Before the call
Give the assistant useful context
Create a sales profile with your offer, approved pricing, qualification questions, common objections, and the prospect’s stated goals. Update it when your offer changes.
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 Suggestions can reflect incomplete or outdated information if your context is incomplete or out of date.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 sales professionals
Prepare
Review the prospect’s goals and add the facts you may need during discovery.
Participate
Use the live transcript and suggestions to clarify needs and respond to objections in your own words.
Review
Review the summary and follow-up draft, then confirm commitments before sending your recap.
Questions from sales professionals
Will it update my CRM?
ClariPrompt provides notes, summaries, and a follow-up draft for you to review. Transfer the relevant details into your CRM yourself.
Does it handle the call for me?
You lead the conversation and choose what to say. ClariPrompt supplies suggestions based on the context you provide.
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
Founders and business owners
Move between customer, partner, and business conversations with the right context at hand. ClariPrompt helps founders organise what to discuss, find words during the call, and review what needs to happen next.
Consultants and advisers
Listen closely while a client explains a complex problem. ClariPrompt gives independent consultants a transcript to follow, context-aware prompts to consider, and a summary to review when the discussion ends.
Prepare for your next conversation
Check availability, choose the right plan, and add the context your next call needs.