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Cluely runs a white glove onboarding process for enterprise customers. Once your organization has its custom suite designed, evaluated, and approved, we will schedule a 30 minute to 1 hour training session for admins, in addition to asynchronous Loom guides. Admin training will go over the quickstart guide to diving into tracking success metrics and team management.

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Quick Start Guide for Administrators

Download Cluely

Get Started on Mac or Get Started on Windows at cluely.com/downloads. System Requirements for Optimal Performance:macOS
  • macOS 10.15 (Catalina) or later
  • Apple Silicon or Intel Processor
  • 500 MB free disk space
  • 8 GB RAM recommended
Windows
  • Windows 11
  • x64 (64-bit) processor
  • 500 MB free disk space
  • 8 GB RAM recommend

Create Account with SSO

Create your account or accept your enterprise invite by logging in with your enterprise work email and or SSO.

Link Your Calendar

Connect your Google Calendar for meeting alerts and pre-call briefs.Precall Web

Add Your Team

Navigate to Your Organization > Members and invite your team. The team will receive invites directly to the enterprise org and Cluely will walk them through instillation and download. Please see our MDM Permissions guide if you have strict work managed devices.

Customize Cluely

Unless you are self-serving, all enterprise organizations will be walked through the customization suite before members are invited. Navigate to Your Organization > Knowledge Base and upload help centers, internal documentation, or any text based document. These are organization wide. Once done, please click Teams to create teams, from Sales to Support or even Inbound Sales vs. Outbound Teams. Every team has a suite of prompts only accesible to members within that team, while knowledge base is organization wide. Only admins can edit the knowledge base and alter team prompts, but any members of a team can change which prompt they have active.

Start Cluely on Your Next Call

Start Cluely on your next call for Live Insights and answers to questions on meetings.Liveinsights Web

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Admin Console Overview

Access your admin console at enterprise.app.cluely to manage your organization’s Cluely deployment.

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Team Management

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Creating Teams

Navigate to the Teams section to organize your users effectively:
  • Create teams by department, region, or functional area
  • Use the bulk import feature for large organizations
  • Assign team-specific configurations and permissions

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User Administration

Adding Users:
  • Send email invitations to new team members
  • Assign appropriate user roles based on responsibilities
User Roles:
  • Admin - Full administrative access to console and settings
  • Standard User - Access to core Cluely features and personal analytics
  • Restricted - Limited feature access with custom permissions
Permission Management:
  • Configure access to specific features (live coaching, analytics, script uploads)
  • Enable or disable integrations on a per-team basis
  • Customize feature availability based on user roles

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Content Management

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Knowledge Base Configuration

Upload your organization’s knowledge base to enhance AI recommendations:
  • Copy and paste text content directly into the system
  • Upload document files for automatic processing
  • Ensure content stays current with regular updates

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Custom Scripts

Upload sales scripts, call templates, and meeting guides:
  • Cluely integrates these materials into live coaching
  • Scripts appear in post-call guidance and recommendations
  • Version control ensures teams use the most current materials

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Analytics & Reporting

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Accessing Your Dashboard

Navigate to Analytics in the left sidebar for comprehensive performance insights.

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Key Metrics Available

Real-time Data:
  • Platform usage statistics across teams
  • Call insight generation and utilization
  • Team engagement levels and adoption rates
  • Common objections identified and flagged
  • Meeting outcomes and success rates

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Custom Reporting

Filtering Options:
  • Filter data by team, individual representative, or time period
  • Compare performance across different segments
  • Track progress over custom date ranges
Performance Tracking:
  • Monitor improvements in objection handling techniques
  • Assess call quality trends over time
  • Review personalized feedback effectiveness
  • Measure team adoption and engagement
Data Export:
  • Export reports for management review
  • Generate training materials based on insights
  • Share performance summaries with stakeholders

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Best Practices for Admins

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Implementation Strategy

Team Onboarding:
  • Schedule comprehensive kickoff sessions (live or recorded)
  • Establish clear success criteria during your onboarding call
  • Create team-specific training materials and workflows
Ongoing Success:
  • Monitor adoption rates and provide additional support where needed
  • Regular check-ins with teams to gather feedback
  • Iterate on configurations based on user experience

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Support Resources

Enterprise Support:
  • 24/7 Slack Connect integration for immediate assistance
  • Microsoft Teams support channel available
  • Direct founder access for enterprise customers
  • White-glove onboarding included with enterprise plans
Training & Documentation:
  • Access to comprehensive video tutorials
  • Regular webinars for new feature announcements
  • Best practices sharing with other enterprise customers

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Getting Help

As an enterprise customer, you have access to premium support options:
  • Direct founder support for strategic questions
  • White-glove onboarding to ensure successful deployment
  • 24/7 technical support via Slack Connect or Microsoft Teams
  • Dedicated customer success manager for ongoing optimization
For immediate assistance, reach out through your designated support channels or contact your customer success representative.
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