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Getting Started with Cluely AI: A Complete Beginner's Guide
Getting Started3 min read

Getting Started with Cluely AI: A Complete Beginner's Guide

Learn how to set up and use Cluely AI from scratch. This complete beginner's guide covers installation, configuration, your first meeting coaching session, and essential tips for maximizing your Cluely AI experience.

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What Is Cluely AI?

Cluely AI is a revolutionary real-time AI assistant designed to help professionals perform at their best during meetings, interviews, and sales calls. Unlike traditional note-taking tools that simply record and transcribe, Cluely AI actively coaches you in the moment — providing live suggestions, talking points, and contextual information right when you need it.

Whether you are preparing for a high-stakes job interview, leading a client presentation, or navigating a complex negotiation, Cluely AI works as your invisible co-pilot. It listens to the conversation in real time and delivers actionable insights directly to your screen.

Why Choose Cluely AI?

The modern professional faces an overwhelming number of meetings each week. Studies show that the average knowledge worker spends over 15 hours per week in meetings. Cluely AI helps you make every minute count by:

  • Real-time coaching: Get live suggestions and prompts during conversations
  • Meeting preparation: Auto-generate briefing documents before each call
  • Smart follow-ups: Automatically draft action items and follow-up emails
  • Performance analytics: Track your communication patterns and improve over time
  • Seamless integration: Works with Zoom, Google Meet, Microsoft Teams, and more

Setting Up Your Cluely AI Account

Getting started with Cluely AI takes just a few minutes. Here is a step-by-step walkthrough:

Step 1: Create Your Account

Visit the Cluely AI website and sign up with your work email. The free tier gives you access to basic meeting coaching features, while the Pro plan unlocks advanced analytics and unlimited sessions.

Step 2: Install the Desktop App

Cluely AI runs as a lightweight desktop application that overlays on top of your video conferencing tool. Download the app for your operating system — it supports Windows, macOS, and Linux. The installer is under 50 MB and takes less than a minute to complete.

Step 3: Connect Your Calendar

Link your Google Calendar or Microsoft Outlook to let Cluely AI automatically detect upcoming meetings. This integration enables the pre-meeting briefing feature, which generates a summary of attendees, past interactions, and suggested talking points before every call.

Step 4: Configure Your Preferences

Head to the settings panel to customize your experience. You can adjust the coaching intensity — from subtle nudges to detailed real-time prompts. Choose your focus areas such as meeting coaching, active listening, or objection handling for sales calls.

Your First Meeting with Cluely AI

Once everything is configured, join your next meeting as usual. Cluely AI will activate automatically and begin displaying contextual suggestions in a discreet sidebar. Here are some tips for your first session:

  1. Keep the overlay visible but do not let it distract you. Position it near your camera so your eye contact remains natural.
  2. Review the pre-meeting brief at least 5 minutes before the call starts.
  3. Trust the process — the AI improves as it learns your communication style over time.
  4. Check your post-meeting summary for action items and key takeaways.

Essential Tips for New Users

After helping thousands of professionals onboard with Cluely AI, here are the tips and tricks that make the biggest difference:

  • Start with internal meetings before using it in high-stakes client calls
  • Enable the keyboard shortcut to quickly toggle the overlay on and off
  • Use the feedback button after each meeting to help the AI learn your preferences
  • Explore the analytics dashboard weekly to track your improvement

Frequently Asked Questions

Is Cluely AI free to use? Cluely AI offers a free tier with basic features. The Pro plan starts at $20/month and includes unlimited meetings, advanced coaching, and priority support.

Does Cluely AI record my meetings? Cluely AI processes audio in real time but does not store recordings by default. You can opt in to recording for post-meeting summaries. Check out our ethics and privacy guide for details.

Which platforms does Cluely AI support? Cluely AI works with Zoom, Google Meet, Microsoft Teams, Webex, and most browser-based meeting platforms.

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