Cluely's installation and configuration process is specifically optimized to ensure that users can get started quickly:
- download and install::
- Visit the official website of cluely.com to download the installation packages for the corresponding operating systems (Windows/macOS)
- Run the installer and complete the basic settings, it is recommended to keep the default installation path
- Privilege Configuration::
- Screen recording and microphone access needs to be authorized on first startup
- Ensure that Cluely is not muted or has restricted privileges in the system settings
- Account Activation::
- Register with your work email address and complete the email verification process
- SSO single sign-on configurable for enterprise users
- CRM Docking::
- Connect to Salesforce/HubSpot etc. CRM systems in the settings screen
- Authorize read and write access to data, usually requires an administrator account
- Shortcut Key Setting::
- Default wake-up shortcut is Cmd/Ctrl+B
- Shortcut key combinations can be customized in Preferences
After the installation is complete, it is recommended to test the functionality: join a test meeting to check the quality of speech recognition, open a sales document to verify the accuracy of text analysis. If you encounter problems such as windows not displaying, try restarting the application or checking the network connection, and in special cases, you need to confirm whether port 5180 is occupied.
This answer comes from the articleCluely: the AI tool that delivers meetings and sales assistance in real timeThe
May not be reproduced without permission:AI productivity tools " How do I install and configure Cluely to ensure it works properly?
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