Wingman (Clari Copilot) Revenue Intelligence API
Wingman (now Clari Copilot) REST API for AI-powered conversation intelligence and revenue intelligence platform. Enables AI agents to access sales call recording and transcription data, handle real-time battle card and cue card trigger events, retrieve deal risk assessment and revenue pipeline data, manage coaching workflow and game tape review, access competitor mention and objection tracking analytics, retrieve talk time and sales behavior metrics, manage CRM sync and deal update automation, handle follow-up task and email generation data, access meeting intelligence and next step tracking, and integrate conversation intelligence with CRM and sales engagement platforms.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Sales conversation and deal intelligence data. SOC2, GDPR. OAuth2. US/EU data residency. Call recording consent and prospect data.
⚡ Reliability
Best When
A B2B sales organization using Wingman/Clari Copilot wants AI agents to automate deal risk detection, coaching workflow triggers, call transcription analysis, CRM data enrichment, and revenue analytics.
Avoid When
PRIVACY+CONSENT: Sales call recordings require consent from all parties — wiretapping laws vary by state (California, Massachusetts, Illinois all-party consent). CRM enrichment from call data must be disclosed to prospects. AI analysis of prospect behavior and objections is sensitive competitive intelligence.
Use Cases
- • Accessing call recordings and transcription data from sales intelligence agents
- • Retrieving deal risk and pipeline analytics from revenue forecasting agents
- • Managing sales coaching workflows from sales enablement automation agents
- • Integrating conversation intelligence with CRM from revenue operations agents
Not For
- • Non-sales conversation recording without revenue intelligence context
- • Customer service call centers without sales enablement focus
- • Small sales teams without revenue intelligence platform investment
Interface
Authentication
Wingman/Clari Copilot uses OAuth 2.0 for API access. Account and user-level credentials with recording, analytics, and CRM scopes. Developer documentation via Clari developer portal. Webhooks for call events and deal alerts. Acquired by Clari in 2022; integrating into Clari revenue platform.
Pricing
Acquired by Clari (revenue operations platform) in 2022. Wingman originally founded 2018 in Bangalore, India. AI-powered real-time sales coaching and conversation intelligence. 600+ customers. Real-time battle cards and alerts during live calls. Integrated with Clari revenue intelligence. Competes with Gong and Chorus for conversation intelligence.
Agent Metadata
Known Gotchas
- ⚠ PRIVACY: Call recording requires all-party consent in CA, MA, IL — automated recording must play legal disclosure
- ⚠ Clari acquisition (2022) — API may be evolving as product integrates into Clari platform
- ⚠ No public MCP server — REST API with developer portal
- ⚠ Real-time cue card triggers require WebSocket or polling — not suitable for pure REST batch processing
- ⚠ Prospect behavioral data from calls is sensitive competitive intelligence — access control required
- ⚠ CRM sync from call data must be disclosed in privacy policy to prospects
Alternatives
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Scores are editorial opinions as of 2026-03-07.