Use Cases
Pluely for Sales Calls
"So why are you twice the price of the other tool?" You have ten seconds, and the battlecard is buried in a tab you closed. Pluely is a real-time sales copilot in a discreet desktop overlay: it transcribes the call live, drafts objection responses automatically from your own pricing sheet, and turns every call into a CRM-ready summary — with no bot joining the meeting.
Before the call
Create a custom prompt in Prompts and attach your pricing sheet, competitive one-pagers, and talk tracks as knowledge files. Then switch on Automatic responses: when the prospect asks a question, Pluely drafts an answer built from your prompt, your attached files, and the live transcript — so the response quotes your real pricing, not an invented number.
During the call
- Live transcript of you and the prospect, speaker-labeled, captured locally from mic and system audio — works with Zoom, Meet, Teams, or any dialer your computer plays.
- Objections handled in the moment. Pluely detects a question even without a question mark, waits for the prospect to finish their sentence, and skips filler like "right, makes sense." Repeated questions aren't answered twice.
- Screen-aware. Prospect shares a dashboard or an RFP? Screenshot it and ask Pluely to explain or reframe it in Ask mode.
After the call
Every session is saved as a meeting. One tap turns the transcript into a summary, key points, or action items to paste into your CRM — while the next call is already ringing. When a deal review needs receipts, export the transcript: see Summarize & export.
Setup in one minute
- Switch to Listen mode and grant microphone + screen-recording permission (that's how Pluely hears the prospect).
- Select your sales prompt and enable automatic responses.
- Press Start listening as the call connects. Each response uses one AI request, with your remaining budget always visible — see Plans & usage.
Related
Last updated 2026-07-10 · pluely.com