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Cluely Platform Help

Cluely平台帮助

Step 1 — Gather context

步骤1 — 收集上下文

If 
references/learnings.md
exists, read it first for accumulated platform knowledge.
  1. Which Cluely feature are you using (or evaluating)?
    • A) Live Insights (real-time AI answers during calls)
    • B) Pre-Call Briefs (meeting prep with participant research)
    • C) Meeting Notes (transcripts and summaries)
    • D) Coaching & Analytics (missed opportunities, scorecards)
    • E) Knowledge Base (upload company docs for RAG)
    • F) CRM/ATS Integration (Merge.dev)
    • G) Not sure — help me pick a plan
  2. What's your goal?
    • A) Set up or configure Cluely
    • B) Troubleshoot a problem
    • C) Compare plans or evaluate pricing
    • D) Integrate with CRM or other tools
  3. What plan are you on?
    • A) Free (limited AI + notes)
    • B) Pro ($20/mo)
    • C) Pro + Undetectability ($75/mo)
    • D) Team ($99/seat/year)
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
如果
references/learnings.md
存在，请先阅读以获取累积的平台知识。
  1. 你正在使用（或评估）Cluely的哪项功能？
    • A) 实时洞察（通话期间的实时AI解答）
    • B) 会前简报（包含参会者调研的会议准备）
    • C) 会议记录（转录文本和摘要）
    • D) 指导与分析（错失机会、评分卡）
    • E) 知识库（上传公司文档以实现RAG）
    • F) CRM/ATS集成（Merge.dev）
    • G) 不确定——帮我选择套餐
  2. 你的目标是什么？
    • A) 设置或配置Cluely
    • B) 排查问题
    • C) 对比套餐或评估定价
    • D) 与CRM或其他工具集成
  3. 你使用的是哪个套餐？
    • A) 免费版（有限AI功能+记录）
    • B) Pro版（20美元/月）
    • C) Pro + Undetectability版（75美元/月）
    • D) 团队版（99美元/席位/年）
跳步骤规则：如果用户的提示已包含足够上下文，直接跳到步骤2。

Step 2 — Route or answer directly

步骤2 — 路由或直接解答

Problem domainRoute to
Choosing between AI note-takers (Cluely vs Fathom vs Fireflies etc.)
/sales-note-taker {user's question}
Reviewing a specific call for coaching
/sales-call-review {user's question}
Building a sales coaching program
/sales-coaching {user's question}
General CRM-to-tool integration patterns
/sales-integration {user's question}
Otherwise, answer directly below.
问题领域路由至
在AI记笔记工具间做选择（Cluely vs Fathom vs Fireflies等）
/sales-note-taker {用户问题}
为指导目的复盘特定通话
/sales-call-review {用户问题}
搭建销售指导体系
/sales-coaching {用户问题}
CRM与工具集成通用模式
/sales-integration {用户问题}
否则，直接在下方解答。

Step 3 — Cluely platform reference

步骤3 — Cluely平台参考

Read 
references/platform-guide.md
 for the full platform reference — modules, pricing tiers, integrations, workflows.
Answer the user's question using only the relevant section. Don't dump the full reference.
**阅读
references/platform-guide.md
**获取完整平台参考——模块、定价层级、集成、工作流。
仅使用相关部分解答用户问题，不要输出完整参考内容。

Step 4 — Actionable guidance

步骤4 — 可操作指导

You no longer need the platform guide — focus on the user's specific situation.
For Live Insights questions: Use Cmd/Ctrl+Enter for custom questions, Tab to accept top suggestion. Configure "Cluely for Sales" mode. Upload company battlecards to the Knowledge Base so RAG surfaces them during competitor mentions.
For CRM integration questions: Cluely uses Merge.dev for CRM/ATS sync (HubSpot, Salesforce, Pipedrive, Zoho). Requires admin access + API credentials. Configure data mapping for contact matching and activity sync.
For coaching setup: Define sales scorecards in the admin dashboard. Enable missed opportunity tracking per rep. Review via Team Overview on enterprise.cluely.com.
For knowledge base setup: Upload PDF/DOC/TXT/MD files. 1M token RAG context window. Live links require backend config by Cluely team.
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
你无需再查阅平台指南——聚焦用户的具体场景。
针对实时洞察问题： 使用Cmd/Ctrl+Enter输入自定义问题，按Tab接受顶部建议。配置“Cluely for Sales”模式。上传公司作战卡片至知识库，以便RAG在提及竞争对手时调取相关内容。
针对CRM集成问题： Cluely通过Merge.dev实现CRM/ATS同步（支持HubSpot、Salesforce、Pipedrive、Zoho）。需要管理员权限+API凭证。配置数据映射以实现联系人匹配和活动同步。
针对指导设置： 在管理后台定义销售评分卡。为每位销售代表启用错失机会追踪。通过enterprise.cluely.com的团队概览页面查看相关数据。
针对知识库设置： 上传PDF/DOC/TXT/MD格式文件。支持1M token的RAG上下文窗口。实时链接需要Cluely团队进行后端配置。
如果你发现
references/learnings.md
未涵盖的陷阱、解决方案或技巧，请添加到该文档中。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and security history that may be outdated.
  • 2025 data breach. Cluely exposed 83K users' interview data via credentials left in a public GitHub repo. Evaluate their current security posture before uploading sensitive company docs.
  • Undetectability costs $75/mo. The screen-share-invisible mode is only on Pro + Undetectability — Pro ($20/mo) is visible during screen shares.
  • Google Calendar only. No Outlook/Office 365 calendar support as of 2026-04. Pre-call briefs won't work without Google Calendar.
  • No public API. Cannot programmatically export transcripts or build custom integrations. CRM sync is Merge.dev only (enterprise).
  • Billing complaints. Users report instant charges with no confirmation dialog when upgrading. Review the billing page carefully before clicking upgrade buttons.
  • Transcription accuracy issues. Users report 5-10 second delays, wrong speaker attribution, and generic AI suggestions. Quality varies significantly by audio conditions.
  • Mac + Windows only. No Linux support, no web app. Desktop client required.
基于研究的最佳实践建议——请仔细查看这些内容，尤其是关于套餐专属功能和可能过时的安全历史的条目。
  • 2025年数据泄露事件：Cluely因在公开GitHub仓库中遗留凭证，导致8.3万用户的访谈数据泄露。在上传敏感公司文档前，请评估其当前安全状况。
  • Undetectability功能需75美元/月：屏幕共享隐形模式仅在Pro + Undetectability版中提供——Pro版（20美元/月）在屏幕共享时会被可见。
  • 仅支持Google日历：截至2026年4月，暂不支持Outlook/Office 365日历。若无Google日历，会前简报功能将无法使用。
  • 无公开API：无法通过编程方式导出转录文本或搭建自定义集成。CRM同步仅支持Merge.dev（企业版）。
  • 计费投诉：用户反馈升级时无确认弹窗即即时扣费。点击升级按钮前，请仔细查看计费页面。
  • 转录准确性问题：用户反馈存在5-10秒延迟、说话人识别错误和通用AI建议。质量受音频条件影响较大。
  • 仅支持Mac + Windows：无Linux支持，无网页版。需使用桌面客户端。

Related skills

相关技能

  • /sales-note-taker
    — Compare AI note-takers across vendors, plan transcript API pipelines
  • /sales-call-review
    — Review a specific call for coaching
  • /sales-coaching
    — Build coaching programs
  • /sales-integration
    — General CRM/tool integration patterns
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install: 
    npx skills add sales-skills/sales --skill sales-do
  • /sales-note-taker
    — 对比不同供应商的AI记笔记工具，规划转录API流水线
  • /sales-call-review
    — 为指导目的复盘特定通话
  • /sales-coaching
    — 搭建指导体系
  • /sales-integration
    — CRM与工具集成通用模式
  • /sales-do
    — 不确定使用哪个技能？该路由工具可将任何销售目标匹配到合适的技能。安装方式：
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: Setting up real-time coaching for a sales team

示例1：为销售团队设置实时指导

User says: "I want my reps to get live AI-powered tips during discovery calls when prospects mention competitors. How do I set that up in Cluely?" Skill does: Walks through uploading competitor battlecards to the Knowledge Base, configuring the "Cluely for Sales" mode, setting up scorecards for competitor handling, and using Live Insights keyboard shortcuts during calls.
用户提问：“我希望我的销售代表在发现通话中提及竞争对手时，能获得实时AI驱动的提示。如何在Cluely中设置？” 技能操作：引导用户将竞争对手作战卡片上传至知识库、配置“Cluely for Sales”模式、设置竞争对手应对评分卡，以及在通话中使用实时洞察快捷键。

Example 2: Connecting Cluely to Salesforce

示例2：将Cluely连接到Salesforce

User says: "How do I get Cluely meeting summaries to automatically appear in Salesforce?" Skill does: Explains the Merge.dev integration path — accessing the portal via Cluely admin, authenticating with Salesforce API key, configuring contact matching and activity sync, and setting sync frequency (real-time vs hourly vs daily).
用户提问：“如何让Cluely的会议摘要自动同步到Salesforce？” 技能操作：解释Merge.dev集成路径——通过Cluely管理后台访问门户、使用Salesforce API密钥验证、配置联系人匹配和活动同步，以及设置同步频率（实时/每小时/每天）。

Example 3: Evaluating plans for a solo founder

示例3：为独立创始人评估套餐

User says: "I'm a solo founder doing investor calls. Is the $75 plan worth it over the $20 one?" Skill does: Explains that the only difference is undetectability during screen shares. If the user never shares their screen during calls, Pro at $20/mo is sufficient. Notes the free tier's limitations (limited AI responses and notes).
用户提问：“我是做投资者通话的独立创始人，75美元的套餐比20美元的值得吗？” 技能操作：说明两者仅有的区别是屏幕共享时的隐形模式。如果用户通话中从不共享屏幕，20美元/月的Pro版已足够。同时指出免费版的限制（AI响应和记录功能有限）。

Troubleshooting

故障排查

AI suggestions feel generic or irrelevant

AI建议过于通用或无关

Symptom: Live Insights gives vague, "GPT slop" answers that don't match the conversation Cause: No company-specific context loaded; default AI mode without customization Solution: Upload company docs, battlecards, and sales scripts to the Knowledge Base (1M token RAG window). Switch to "Cluely for Sales" mode. Define specific prompts and playbooks in the Customization Suite. Quality improves dramatically with context.
症状：实时洞察给出模糊、“GPT套话”式的答案，与对话内容不符 原因：未加载公司特定上下文；使用默认AI模式未进行自定义 解决方案：将公司文档、作战卡片和销售脚本上传至知识库（1M token的RAG窗口）。切换至“Cluely for Sales”模式。在自定义套件中定义特定提示和剧本。添加上下文后，质量会显著提升。

Transcription attributes speech to wrong speaker

转录将语音错误归因于他人

Symptom: Transcript shows the wrong person said something, or speakers are mixed up Cause: Audio quality issues — poor microphone, echo, or multiple speakers on the same audio channel Solution: Use a quality USB headset, not laptop mic. Ensure Cluely has correct audio device permissions (Settings > Audio). Check that both microphone and system audio capture are configured in audio settings. If using external speakers, switch to headphones to eliminate echo.
症状：转录文本显示错误的说话人，或说话人混淆 原因：音频质量问题——麦克风不佳、回声或多个说话人使用同一音频通道 解决方案：使用优质USB耳机，而非笔记本麦克风。确保Cluely拥有正确的音频设备权限（设置>音频）。检查音频设置中是否同时配置了麦克风和系统音频捕获。如果使用外接扬声器，切换为耳机以消除回声。

Pre-call briefs not appearing

会前简报未显示

Symptom: No meeting prep briefs before scheduled calls Cause: Calendar not connected or not syncing — only Google Calendar is supported Solution: Go to Settings > Calendar Integration and connect your Google Calendar. Verify the calendar sync is active. Note: Outlook/Office 365 calendars are NOT supported. If you use Outlook, pre-call briefs won't work — request this feature from Cluely support.
症状：预定通话前未出现会议准备简报 原因：日历未连接或未同步——仅支持Google日历 解决方案：前往设置>日历集成并连接你的Google日历。验证日历同步是否激活。注意：暂不支持Outlook/Office 365日历。如果你使用Outlook，会前简报功能将无法使用——请向Cluely支持团队请求该功能。