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Unanswered Questions

🔒 Call Privacy in Clari Copilot: Your Complete Guide

Managing call privacy in Copilot is essential for maintaining confidentiality and ensuring sensitive conversations remain secure. Whether you're discussing pricing strategies, confidential deals, or internal matters, knowing how to properly manage call privacy settings can make all the difference. 📋 Prerequisites: Who Can Make Calls Private?Before diving into the how-to, let's understand the 2 key requirements for making calls private in Copilot:1. Role PermissionsYour assigned role in Copilot must have the necessary permissions to mark calls as private. (You can always check with the Account admin about your roles and permissions connected to it.)For Admins:If you are on our Enterprise Plan: Roles & Permissions is where you can create custom roles with specific permissions If you are on our Accelerator/Standard Plan: You will be able to use our predefined Permission Settings with roles like Manager, Admin, Rep, and Observer.2. Call ParticipationYou must be a participant in the ca

2 days ago

Ben SpiveyNew Contributor

General Q&A

Search options within an opportunity view?

Is there a way to search or filter within a particular saved Opportunity View? The normal search bar in the top right returns global results and also has a different layout with columns and such. I’d really like to be able to search and stay within the context of the Opportunity View i’m currently in. Is that possible? Similarly, is there a way to filter or group by Starred opportunities within the current view? Same problem as the above, the Starred Opportunities built in view doesn’t have the layout of columns I want, and it also shows me ALL starred opportunities, not just the ones within the view I’m currently looking at.

3 days ago

Prerna SinghClari

Best Practices, Learnings, Wins, & Tips

Mistakes to avoid when recording calls on Clari Copilot

If you are in the club of recording your calls and reviewing it and uncovering insights from your customer conversations and eventually smashing your quotas, hi there! 😃 And if you are someone whose call went unrecorded on Clari Copilot, I might have the solution for you so that it doesn’t happen again so keep on reading…. Do I need to invite Copilot to each of my calls? Am I missing something?Heck no! By default, Copilot automatically joins all your meetings with a video link and at least one participant from an external email domain (not the same as your team) to avoid recording internal meetings. But you can toggle the button to record internal calls too : Your Copilot admin can change the default settings inside Workspace settings to customize the recording preferences for your organization too. Top mistakes to avoid when you are a newbie on Copilot and you want all your calls to be recorded : 1.Copilot has a buffer time of 10 mins. Copilot will join the call and wait for up to 1

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4 days ago

Jerry FenertyNew Contributor

Best Practices, Learnings, Wins, & Tips

Configuring default columns when you search for an opportunity?

Is there an easy way to default the columns that show up when you search for an opportunity and the responses come back?

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4 days ago

ryan.costelloNew Contributor

AI, ChatGPT and RevAI

Ways to Apply Ask Clari-like Functionality to a group of calls

Our users love Ask Clari’s ability to help them gain additional clarity and understand sentiment within individual calls. But they consistently ask for the ability to apply Ask Clari questions to a group of calls.For example, they’d like to filter by customer name and then Ask Clari to consider all of the calls for that customer, asking questions like:Summarize the key themes/topics from the last 10 calls with CustomerName. What is CustomerName's current sentiment towards our products and how has that changed over time? How has CustomerName’s focus shifted over time and which issues are most prevalent to them?I’m not aware of any way to use Ask Clari for a group of calls. If that is possible, please show me the way! And if it’s not, I hope it can be submitted as a feature request. It’s probably the most common request I get from our users.In the meantime, I’m curious if anyone has creative solutions on how to achieve this within current functionality. Are there filters that can help? O

8 days ago

Marcusw0602New Member

Getting Started in the Community

Access issues

Hello Clari Team,I wanted to do some trainings and potentially earn some certifications for this software, however I am not able to access any of this material. Is this because of the email address I used to sign up. I signed up with my personal as my previous company did lay offs, so I am unable to use that email. I would love to learn this product and position my self for success

9 days ago

Andreas JoachimNew Member

Introductions

New to the Clari family

Hi, I’m Andreas, Operations Manager in Ireland 1 dog, 2 cats lunchtime walks, gardening, occasional running I’d like to become a wiz in reflecting key metrics for my business to help drive success

10 days ago

elijahClari

Community Announcements

Welcome to Our Growing Community, New Members 👋 (prize winners inside)

To the 110+ of you who joined our community last month, WELCOME: @Bennett Han @Lauren Cottone @Josh Wilson @Petr Ott @Mike Hare @Cooper Passmore @Rachel Horsey @mgrazynska @matthias.kelle @kflake @Joshua Gourgues @Neta @Oliver Summers @Jessica Rogers @David Zwerin @Danielle Clewett-Dang @Kriti Rajesh Chhaparwal @Sandra Fox @Sarah Mannion @Jesse Arthur @Krishna Bykadi @Courtney Wei @Kushala R @BenCitron @Graham Fulcher (AE1) @Daniela Pinilla Angel @Katharine Pullen @Amandine Jauffrit @Drew Wynia @Torao Meno @Marla Biles @Jason Johnson @Clari Sync @Erika Galli @Ankur Singh @Jason Roof @amu @Semra Roth @Olaide Ann Isijola @Guido Strangfeld @Ivor Jenkins @Lisa Radley @Joe Habib @Anthony Gaspardi @jayavery @Ali Romac @Lina Cepeda @Joel Ang @Andrii Tsybulnik @Mike Wagner @Neil Bayona @Austin TenBerge @John Lineberger @Mathias Schnabel @Erik Thorne @Zachary Horowitz @Jeremy Souza @Ricardo TORRIJOS @Marie Kagay @jess.brick @Dana Schm

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11 days ago

Rohit AgarwalClari

Best Practices, Learnings, Wins, & Tips

Pulse Analytics Module: Breakdown By Stage or Forecast Category- which is more accurate?

When using Pulse, have you found yourself wondering which breakdown option is better or would give more accurate projection? If yes, read below to learn more 👇 Well, before we get into the details of which is better, it’s important to understand why the projection is different for each breakdown. The reason is Clari’s AI projection is based off of historical conversion rates and these conversion rates vary by Stage and Forecast Category (you can leverage Clari’s Trend analytics module to understand this better- for example, try changing the breakdown from Stage to Forecast category and see how the conversation rates change) That said, the answer here really depends on your rigor or how well the forecast categories or stages are managed (CRM hygiene/discipline around these) and differs for each org. Meaning, if an org follows stages closely with strong entry and exit criteria, Stage is the one to use. Conversely, if the Forecast Category is a more commonly used field, that’s the one t

140

16 days ago

Murilo MartinsNew Contributor

Getting Started in the Community

Account vacation

Please, I would like help with a question.When a salesperson goes on vacation, how can I configure Clari so that another salesperson can update that salesperson's forecast?

16 days ago

Ben SpiveyNew Contributor

General Q&A

Search options within an opportunity view?

3 days ago

Marcusw0602New Member

Getting Started in the Community

Access issues

9 days ago

Murilo MartinsNew Contributor

Getting Started in the Community

Account vacation

Please, I would like help with a question.When a salesperson goes on vacation, how can I configure Clari so that another salesperson can update that salesperson's forecast?

16 days ago

Kerry HartleyNew Member

General Q&A

Looking to onboard a new AE but AE still has no access.

Hi ,I recently provisioned a new AE who was hired to Clari however it looks like the AE still hasn’t had access to login or access to Clari forecast. Any tips to support?

151

1 month ago

Michelle CampanellaNew Member

APAC

Local Dialer For China in Groove

What are you doing to get local numbers for dialers in China? Is there a workaround?

121

1 month ago

Vaishnavi KhedkarNew Contributor

General Q&A

Feature Request – Filter for Starred Deals in Custom Views

Hi Clari Support Team, I would like to raise a feature request regarding the Starred Deals functionality in Clari. Currently, users can view their starred deals using the "Starred Opportunities" view. However, there is no option to filter for starred deals.We’ve received this request from one of the users from our FLMs that having the ability to filter specifically on starred deals would significantly improve their workflow. This would allow them to quickly focus on high priority deals they’ve marked and monitor associated metrics like ACV, progress updates, and next steps more efficiently.For example, an FLM might star ten key deals (visible under Starred Opportunities) and would like to view only two of those by using filters. Can we have filters in the Starred Opportunities screens. Could this capability be considered for a feature release? Thank you for your support,Vaishnavi Khedkar

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1 month ago

seanfNew Member

General Q&A

Locked out, need help

Unable to log in to my account as okta locked me out after 6 attempts, unable to access support portal. I have a paid account, can someone from support help me?

211

1 month ago

PB2025New Member

General Q&A

Adding a timestamp to a link for a Copilot recording

How do I add a timestamp to link to specific time in Copilot call recording?For example, if my call recording link is https://copilot.clari.com/call/9e5510e6-d6e1-4bd9-a62e-c2XXXXXXX, but I want to link a user to 3 minutes into the call, can I add something to the end of the URL to bring them directly to that point in the call? Can I add ?t=180s or something similar to bring users directly to that point on the call?(e.g., https://copilot.clari.com/call/9e5510e6-d6e1-4bd9-a62e-c2XXXXXXX?t=180s) If not, what is the format of the timestamp in the url for Clari Copilot?

331

1 month ago

Michael AkinleNew Member

Product Q&A

Co-pilot gametaps folders

In co-pilot, is there a way to create sub-folders in folders. The use case is we have mutiple divisions, and within those divisions, we have sub-divisions

113

2 months ago

Jeanine ThrasherNew Contributor

Product Q&A

Clari Capture - Team Activity view

Hello, I have been struggling to figure out activity reporting within Clari and hope the community can help. Our Business model is directly built off of team selling and our outbound efforts are a mix of SDR, AE, and leadership. So we purposefully gave all team members capture licences to ensure we are tracking all meetings/calls, regardless of if the AE is in attendance. We would like to understand specifically what are the number of engagements per account regardless of role. I would expect that if capture is collecting all activity and is pushing it to SFDC, it could also build a report with this same information. However, when I build an “All engaged” report and filter by an reps view, all the activity aside from theirs disappears. Is there an easy way to see by Rep (aka. territory) what are the active accounts and EVERYONE who is engaged in those accounts? Is there a better way to see this information? Thanks!

216

2 months ago

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Clari customers and employees with an app.clari.com login can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

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Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.