Wingman Help Center

Wingman FAQs

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

49 articles

Written by Narendhra Rajagopal, Kesava Mandiga and Kushal Saini Kakkar

Moving to Game Tapes 2.0

Learn how to reorganize your tapes

Written by Narendhra Rajagopal. Updated over a week ago

How do I set up Deal Alerts?

Customize the way you receive deal alerts

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

Written by Kesava Mandiga. Updated over a week ago

How to use Wingman with Zoom

Update Zoom settings to allow Wingman into your meetings

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

Written by Narendhra Rajagopal. Updated over a week ago

How do I access Wingman settings?

Edit your Profile or Workspace settings

Written by Narendhra Rajagopal. Updated over a week ago

Wingman is now Wingman by Clari 💙

Here’s everything you need to know

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.

Written by Narendhra Rajagopal. Updated over a week ago

What is Autocorrect? How do I use it?

Improve transcription accuracy using Autocorrect

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

Written by Narendhra Rajagopal. Updated over a week ago

What are topics?

Understand what topics are learn how to add your own

Written by Narendhra Rajagopal. Updated over a week ago

What are Call Tags?

Organize calls easily using tags

Written by Narendhra Rajagopal. Updated over a week ago

How do Dialers sync with Wingman?

Prerequisites to ensure a smooth syncing process

Written by Narendhra Rajagopal. Updated over a week ago

How to track call performance improvements?

Identify winning strategies and areas of improvement

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

Written by Narendhra Rajagopal. Updated over a week ago

What are deal alerts?

Customize the way you receive deal warnings and notifications

Written by Narendhra Rajagopal. Updated over a week ago

Wingman transcription and language support

Written by Narendhra Rajagopal. Updated over a week ago

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

Written by Narendhra Rajagopal. Updated over a week ago

Billing at Wingman

Written by Narendhra Rajagopal. Updated over a week ago

How Wingman's consent page works

Or how to ensure your meeting recordings are compliant

Written by Kesava Mandiga. Updated over a week ago

How to record an ongoing call

Easily turn on recording during a call

Written by Narendhra Rajagopal. Updated over a week ago

How do I create a custom scorecard?

Written by Narendhra Rajagopal. Updated over a week ago

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

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

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

Written by Narendhra Rajagopal. Updated over a week ago

How to update deal info in Wingman

Written by Kesava Mandiga. Updated over a week ago

How to customize deal warnings

So you can rapidly identify deals that need attention!

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

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! 💪

Written by Kesava Mandiga. Updated over a week ago

How do I download a call transcript?

Copy and paste. That's it.

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

Written by Kesava Mandiga. Updated over a week ago

How to manage users in Wingman

Invite/delete users, add admins and switch user roles

Written by Kesava Mandiga. Updated over a week ago

Understanding user roles and permissions

Get flexibility and control over how your teams use Wingman

Written by Kesava Mandiga. Updated over a week ago

How to enable Wingman meeting reminder

Written by Kesava Mandiga. Updated over a week ago

How to update Recorder Settings

Written by Kesava Mandiga. Updated over a week ago

How to download or share a call recording

Written by Kesava Mandiga. Updated over a week ago

Where is my last call recording?

Written by Kesava Mandiga. Updated over a week ago

How to add bookmarks on a sales call

Written by Kesava Mandiga. Updated over a week ago

How to change your Wingman bot’s display name

Written by Kesava Mandiga. Updated over a week ago

How to change/reset your password

Written by Kesava Mandiga. Updated over a week ago

How to turn recording off for a scheduled meeting

Written by Kesava Mandiga. Updated over a week ago

How to manually add Wingman to a meeting

Written by Kesava Mandiga. Updated over a week ago

How to access call recordings

Written by Kesava Mandiga. Updated over a week ago

How to review call recordings

Written by Kesava Mandiga. Updated over a week ago

How to install the Wingman desktop app

Written by Kesava Mandiga. Updated over a week ago

How to record scheduled meetings

Written by Kesava Mandiga. Updated over a week ago

How to add a voice fingerprint

Written by Kesava Mandiga. Updated over a week ago

How to search for a specific call recording

Written by Kesava Mandiga. Updated over a week ago

How to log in to Wingman

Written by Kesava Mandiga. Updated over a week ago