Cluely for Enterprise: At a Glance

Cluely gives you answers during calls

From helping you win deals, scan candidates, consult better, and deliver more value. Cluely is an AI meeting assistant that gives you answers during calls. Handle tough questions, objections, and ask better follow up questions.

SOC 2, ISO 27001, GDPR, CCPA, and HIPAA Compliant

Your data is end to end encrypted in transit and at rest. We do not use your data to train models. Enterprise grade security. 24/7 compliance monitoring by third party auditor, Delve, viewable at our Trust Center: https://trust.delve.co/cluely.

Trusted By the Best

Cluely is servicing over 1,000 enterprise seats with contracts starting at $2.5m/year for public companies to the largest private firms. We also closed a $15m Series A led by Andreessen Horowitz, the #1 VC firm by AUM.

Cluely for Enterprise unlocks Knowledge Base sync, bespoke personalization, white-glove onboarding, team analytics, custom privacy, and more. From custom knowledge, prompt engineering, and enterprise ecosystems, we’ve got you covered.

Talk to Sales Here

Kickoff your AI-first sales, recruiting, or sales team. Make every rep your best rep.

Looking for individual guides? Get started for free at cluely.com or contact our support team at help@cluely.com.

Getting Started on Cluely for Enterprise

We run a white glove onboarding process that covers all aspects of your Cluely implementation. If you want to get a preview of what we’ll do, check out our onboarding process below.

1. Customization Suite

Prompt design and engineering to get the best results from your AI custom fit to your team.

2. Admin Training

Getting started on Cluely, plus mastering admin controls to get the most outof your team.

3. Team Wide Kickoff

Powering your whole team or initial pilot testers. Start winning faster and easier.

4. Pilot Reporting

Dedicated 24/7 support and detailed reporting to track immediate ROI.

Technical Guidance

Everything you need to kickoff your team for companies with detailed MDM and permissions.

Directory Sync

Bring your team over in one click.

CRM and ATS Integrations

HubSpot, Salesforce, Pipedrive, and more.

Bulk Updating Roles

Managing roles and permissions for your team.

MDM Management

Troubleshooting common permissions issues with MDM and IT restrictions.

What is Cluely?

Exactly what we offer as of September 2025.

Live Insights

Answers during calls.

In addition to real-time transcription and no-bot meeting note taking, Cluely listens to keywords to detect questions, objections, and technical terms. Cluely will surface these questions, like “what’s onboarding like” and surface the answer based on information from your prompts, knowledge base, and the latest enterprise AI models.

Pre Call Briefs

Know exactly who you're meeting and when.

Connect your calendar to get Meeting Alerts to never miss a meeting again. Plus, AI Meeting Briefs where Cluely will deep research an tell you everything about you you’re meeting with.

Knowledge Base

Everything about your company, now accessible with instant recall.

Cluely’s knowledge base lets you sync your entire company knowledge, sales scripts, and process docs as text so the AI can use them in real-time during calls. It supports team-level permissions, shared access, and detailed usage analytics.With a 400k token context window, it can hold and reference massive amounts of your content in a single session. The system uses RAG (retrieval-augmented generation) to instantly pull the most relevant pieces from your stored knowledge and feed them into the AI during conversations, ensuring responses are both accurate and deeply contextual.

Integrations & Live Data

Bring knowledge in from CRMs to help center links.

HubSpot, Salesforce, and Pipedrive CRM integrations plus live collection of help centers or web links available by request. Keep your knowledge base up to date in real-time.

Instant Follow Up Actions

Make speed to lead 2x faster with actually good email follow ups.

When a meeting ends, Cluely auto surfaces the summary, action items, and a one-click follow up email that drafts directly in your mailbox.

Call Coaching & Analytics

See missed opportunities, grouped analytics, and more.

Interactive meeting notes with a section dedicated to missed opportunities. Learn and improve with Cluely. Everything admins need to monitor and maximize performance.

Teams & Member Controls

Granular control for every member on Cluely.

White-glove onboarding for syncing your company knowledge base, custom permissions, and usage analytics across your team. Example Sales Prompt here: Customize: Sales Prompt

Not seeing what you’re looking for? We have a few limitations, but are open to feedback!

Pro vs. Enterprise

Feature	Pro	Enterprise
Live Insights	✅	✅ Priority GPT-5 enterprise models.
Meeting Notes	✅	✅ Plus custom meeting notes templates.
AI Follow Ups	✅	✅ Plus custom follow up actions.
Teams	❌ For individuals only.	✅ Unlimited teams and members, with granular controls for each one.
Custom Live Actions	❌ Only “What should I say next?” and “Suggest follow up questions”	✅ Everything in Pro, plus custom live action buttons from prompts to links.
Knowledge Bases	❌ Just personalization, plain text prompt editor with a limited context window.	✅ 1 million token+ context window with personalized onboarding.
Sales and Call Coaching	❌	✅ Customizable sales or call coaching (Missed Opportunities) along with overall Cluely scores to monitor ROI.
CRM Integrations	❌	✅ Salesforce, Hubspot, Pipedrive, Calendars, and custom available on demand.
Custom Privacy Alerts	❌	✅ From recording alerts to restricting meeting notes to external teams only.
No-Training and Data Privacy	❌	✅ No training data rights and total end to end encryption at rest and in transit. DPAs and mNDAs signed during onboarding.
Onboarding	❌	✅ Bespoke 1:1 onboarding for admins, team-wide trainings and materials, and total white-glove onboarding.
Support	❌ 1-2 day response window at help@cluely.com.	✅ 24/7 founder support (direct line to CRO via text) plus 24/7 Slack Connect or Microsoft Teams channel integration.

Trust Center

24/7 monitoring of our security, encryption, data privacy, and compliance through our Trust Center.
Enterprise Vendor Profile including security questionnaires here.
Downtime and system monitoring here.

Documentation Index

​Cluely for Enterprise: At a Glance