Setting up Wingman for your team is as easy as 1-2-3-and-4.
Do a victory dance (optional but highly recommended) 💃
Head on to https://app.trywingman.com/signup and sign up with your work email. If your team uses Google Workspace (formerly G Suite), sign up with your Google account.
Wingman sign up
Sync your sales tools
You will be prompted to sync Wingman with your CRM and dialer apps (and calendar, if you are a recording user). It takes a minute, so “just do it.” (Thanks for the slogan, Nike!) 😝
This is a small step that has a huge impact, so don’t skip it!
Why? So Wingman can automatically join (or download calls from your sales team’s dialer app), record, transcribe and analyze meetings that you permit it to, and pull in relevant account/deal information—no more incomplete information.
Got a meeting you’d rather not record? You can remove Wingman from an ongoing meeting at any point—learn how to do this here.
Sync your sales tools
Recording vs non-recording users
Every sales rep on Wingman is a recording user—Wingman syncs with their calendar to record, transcribe and analyze their calls. But managers can opt to be non-recording users if they don’t plan to record any calls.
Non-recording managers: You miss out on recording your own meetings with Wingman, but everything else is the same. Let’s skip through the how-tos for recording users and go straight to inviting your sales team onboard—click here.
Else read on.
For recording users only
There are three things to do in this section:
Add your voice fingerprint
Download the desktop app
Record your meeting
All of this takes just a minute or two, so here we go.
Add your voice fingerprint
Remember when we said Wingman automatically transcribes all your sales calls? Well, our AI is smart, but it needs a little help. Simply read the sample paragraph out loud so Wingman can identify you on calls. Takes just 30 seconds, but this ensures better voice recognition and more accurate call transcripts.
Record your voice fingerprint
Get the desktop app
We’ve been working with the Wingman web app so far—which is what you see when you go to https://app.trywingman.com/. But for the funky stuff, aka real-time alerts and customized cue cards (for monologues, keywords, customer objections, etc.), you gotta get the desktop app.
Why you absolutely need the Wingman desktop app!
Bookmark key moments on call, so you can go back to them easily later and provide feedback/coaching for your reps. This is a big deal—we’ll see why shortly.
See (customizable) cue cards in real-time as your call progresses. For example, your prospect says “me got no budget.” Real bummer, aye? Wingman automatically shows your sales reps a card with the best response for this objection, based on how you set it up for them. We’ll cover this in detail shortly.
Know when you (or your sales reps) drone on and on because, let’s face it: prospects (and virtually everyone) want to talk about themselves, not you. #SorryNotSorry #NoMonologues
How to download the desktop app
You should see a prompt to download the desktop app during signup.
Wingman app download during sign up
Skipped it by mistake? Get the app for your PC or Mac from Settings > Downloads. Or just click here.
Once you’ve downloaded and installed it, launch (open) the Wingman app and sign in (with the same email you used to sign up).
Wingman desktop app
Can’t see the login screen? Check in the system tray/menu bar and you’ll see the Wingman app icon. Click on the app icon to launch the app.
Wingman app in Mac menu bar
Wingman app in Windows system tray
Pro tip: When sharing your screen in a video call, always share only the relevant app or browser window (not your entire desktop), so your cue cards are not accidentally shown to customers! Learn more here.
And that’s pretty much all there is to it. With the instrument check done, let’s rev up by recording your first meeting!
Record your first meeting
First things first, Wingman can join two types of calls/meetings:
Scheduled calls on your calendar: Wingman will only join meetings with a video link and at least one participant from an external email domain (not the same as your team). This is to avoid automatically recording internal meetings, but you can manually toggle recording on/off for scheduled meetings.
NOTE: You probably synced your calendar along with CRM and dialer apps earlier, but if you didn’t, here’s how to do it. Click on the Settings button on the bottom left, go to Integrations and click on the bright blue Sync button for Google Calendar.
Toggle recording on/off for scheduled meetings
Unscheduled, ad hoc calls: You can add Wingman to any ad hoc meeting. Let’s see how.
Add Wingman to an ad hoc meeting
Start/Join your call on Zoom/Google Meet and copy the meeting link.
Go to https://app.trywingman.com/ (the web app) and click on Join my meeting.
Add Wingman to an unscheduled, ad hoc meeting
The copied meeting link is pasted automatically.
Add an attendee name and give the meeting a title.
This is optional, but we recommend you take a few seconds to do it because when you add an attendee name, Wingman pulls up relevant info from your CRM. Plus, it’s easier to find a meeting with a title later on.
Click on Join meeting. Wingman will join your meeting in a few seconds.
Allow Wingman into your video meeting when prompted. Once the meeting ends, give Wingman a few minutes to work its magic and you should see your first call in the web app.
Woah, woah, woah, woah!
You’re ready to fly this baby on your own! ✈️ But it feels empty without your team onboard, right? That’s exactly what we do now. It’s time to bring in your posse.
Invite your sales team
Bringing your team on board is easy. Here’s what you do:
Inviting a new user to Wingman
Go to the Wingman web app (https://app.trywingman.com/).
Click on the Settings button (on the bottom left).
You are the admin, so under Admin Settings, click on Manage Users.
Now, click on Invite User and type in an email and name.
Set a Role for the user—Rep, Manager or Observer
Specify the user's manager (optional) and click on Invite.
Repeat to invite as many reps as you need to. Your reps will receive an invite email to join you on Wingman. You can also check progress by downloading the onboarding tracker spreadsheet (next to the Invite User button).
Don’t worry about showing them around or organizing training sessions—everyone hates a dry, boring-to-tears training sesh. We crafted a Wingman Flight Manual for Reps too, just pass it on so they are set up and ready to go in minutes.
Fasten your seat belt, we’re about to take off! 🎉
All clear for takeoff!