Clari Copilot Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What do you need help with?
   • A) Setting up Clari Copilot for the first time
   • B) Configuring battlecards, playbooks, or coaching scorecards
   • C) Troubleshooting meeting bot, CRM sync, or transcription issues
   • D) Clari API integration (forecast export, data ingestion, audit events)
   • E) Evaluating Clari Copilot vs alternatives (Gong, Avoma, tl;dv, etc.)
   • F) Understanding pricing tiers and what's gated to which plan