Wingman FAQs

From password reset to call reviews—how-tos to get sales done.

49 articles
Narendhra Rajagopal avatarKesava Mandiga avatarKushal Saini Kakkar avatar
Written by Narendhra Rajagopal, Kesava Mandiga and Kushal Saini Kakkar

Moving to Game Tapes 2.0

Learn how to reorganize your tapes
Narendhra Rajagopal avatar
Written by Narendhra Rajagopal. Updated over a week ago

How do I set up Deal Alerts?

Customize the way you receive deal alerts
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Written by Narendhra Rajagopal. Updated over a week ago

Recording Compliance with Wingman

How to obtain one-party or two-party consent for call recordings
Kesava Mandiga avatar
Written by Kesava Mandiga. Updated over a week ago

How to use Wingman with Zoom

Update Zoom settings to allow Wingman into your meetings
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Written by Narendhra Rajagopal. Updated over a week ago

What are call scorecards? How do I use them?

Create feedback loops between managers and reps
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Written by Narendhra Rajagopal. Updated over a week ago

How do I access Wingman settings?

Edit your Profile or Workspace settings
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Written by Narendhra Rajagopal. Updated over a week ago

Wingman is now Wingman by Clari 💙

Here’s everything you need to know
Kushal Saini Kakkar avatar
Written by Kushal Saini Kakkar. Updated over a week ago

Multi-language transcription in Wingman

Learn how multi-language transcription works and how to enable it.
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Written by Narendhra Rajagopal. Updated over a week ago

What is Autocorrect? How do I use it?

Improve transcription accuracy using Autocorrect
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Written by Narendhra Rajagopal. Updated over a week ago

How to update Wingman's desktop app

Make sure you benefit from all the latest features
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Written by Narendhra Rajagopal. Updated over a week ago

What are topics?

Understand what topics are learn how to add your own
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Written by Narendhra Rajagopal. Updated over a week ago

What are Call Tags?

Organize calls easily using tags
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Written by Narendhra Rajagopal. Updated over a week ago

How do Dialers sync with Wingman?

Prerequisites to ensure a smooth syncing process
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Written by Narendhra Rajagopal. Updated over a week ago

How to track call performance improvements?

Identify winning strategies and areas of improvement
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Written by Narendhra Rajagopal. Updated over a week ago

What are Deal Boards? How do I create one?

Create multiple pipeline views in your Deal Central
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Written by Narendhra Rajagopal. Updated over a week ago

What are deal alerts?

Customize the way you receive deal warnings and notifications
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Written by Narendhra Rajagopal. Updated over a week ago

Wingman transcription and language support

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Written by Narendhra Rajagopal. Updated over a week ago

What are pre-call actions? How do I set them up?

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Written by Narendhra Rajagopal. Updated over a week ago

Billing at Wingman

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Written by Narendhra Rajagopal. Updated over a week ago

How Wingman's consent page works

Or how to ensure your meeting recordings are compliant
Kesava Mandiga avatar
Written by Kesava Mandiga. Updated over a week ago

How to record an ongoing call

Easily turn on recording during a call
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Written by Narendhra Rajagopal. Updated over a week ago

How do I create a custom scorecard?

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Written by Narendhra Rajagopal. Updated over a week ago

What are post-call actions? How do I set them up?

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Written by Narendhra Rajagopal. Updated over a week ago

How to customize or disable your consent page

Stay compliant in style as you get participants' consent for recordings
Kesava Mandiga avatar
Written by Kesava Mandiga. Updated over a week ago

How to upload a call recording to Wingman

Transcribe and analyze meetings that Wingman wasn't invited to
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Written by Narendhra Rajagopal. Updated over a week ago

How to update deal info in Wingman

Kesava Mandiga avatar
Written by Kesava Mandiga. Updated over a week ago

How to customize deal warnings

So you can rapidly identify deals that need attention!
Kesava Mandiga avatar
Written by Kesava Mandiga. Updated over a week ago

What are deal views? How do I create one?

Automatically segment your pipeline by probability, deal stage and warnings
Kesava Mandiga avatar
Written by Kesava Mandiga. Updated over a week ago

What are game tapes? How do I create one?

Think of NBA film reviews, but for your sales team! 💪
Kesava Mandiga avatar
Written by Kesava Mandiga. Updated over a week ago

How do I download a call transcript?

Copy and paste. That's it.
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Written by Kesava Mandiga. Updated over a week ago

What are key call metrics?

Hint: They help you understand call dynamics and identify winning sales behaviors
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Written by Kesava Mandiga. Updated over a week ago

How to manage users in Wingman

Invite/delete users, add admins and switch user roles
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Written by Kesava Mandiga. Updated over a week ago

Understanding user roles and permissions

Get flexibility and control over how your teams use Wingman
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Written by Kesava Mandiga. Updated over a week ago

How to enable Wingman meeting reminder

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Written by Kesava Mandiga. Updated over a week ago

How to update Recorder Settings

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Written by Kesava Mandiga. Updated over a week ago

How to download or share a call recording

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Written by Kesava Mandiga. Updated over a week ago

Where is my last call recording?

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Written by Kesava Mandiga. Updated over a week ago

How to add bookmarks on a sales call

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Written by Kesava Mandiga. Updated over a week ago

How to change your Wingman bot’s display name

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Written by Kesava Mandiga. Updated over a week ago

How to change/reset your password

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Written by Kesava Mandiga. Updated over a week ago

How to turn recording off for a scheduled meeting

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Written by Kesava Mandiga. Updated over a week ago

How to manually add Wingman to a meeting

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Written by Kesava Mandiga. Updated over a week ago

How to access call recordings

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Written by Kesava Mandiga. Updated over a week ago

How to review call recordings

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Written by Kesava Mandiga. Updated over a week ago

How to install the Wingman desktop app

Kesava Mandiga avatar
Written by Kesava Mandiga. Updated over a week ago

How to record scheduled meetings

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Written by Kesava Mandiga. Updated over a week ago

How to add a voice fingerprint

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Written by Kesava Mandiga. Updated over a week ago

How to search for a specific call recording

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Written by Kesava Mandiga. Updated over a week ago

How to log in to Wingman

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Written by Kesava Mandiga. Updated over a week ago