Welcome to the Clari Circle

Tips Re: Easy Access to Calls of Deleted User

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and

20

2 hours ago

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phoebe_hookNew Contributor

Persistent 502s being returned from Co-pilot API

IssueWhen we make bursts of request to the `call-details` API endpoint we receive a 502. Error: Bad gateway. Background As part our companies service, we offer integration with Clari Copilot meeting data.We make API calls to Copilot on our customer’s

Rickey ReedNew Member

Feature Inquiry / Enhancement Request: Historical Point-in-Time Filtering & Snapshot Grouping

Manual CRM Refresh

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sy

Dan AilincaiNew Contributor

Questions to Ask Clari

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot,

mimiandersonNew Contributor

March 2026 New Feature Release

Release Date: March 10, 2026 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are c

1490

1 day ago

maxwelllord27New Contributor

Integrating Clari with Salesforce Sales Cloud

After working on an integration between Clari and Salesforce Sales Cloud, I noticed most issues weren’t technical limitations, they were data alignment problems.Opportunity Stage mapping to Forecast Categories was the first challenge. Even slight inc

70

7 days ago

ryan.costelloRegular Contributor

Bulk Transcript Download?

Is there a way to bulk download transcripts from the calls that appear from a saved filter?All of our teams (reps, managers, marketing, product, enablement) often want to analyze a set of calls. And since Ask Clari currently only analyzes one call at

233

8 days ago

maxwelllord27New Contributor

Lessons Learned Implementing Clari with Salesforce Sales Cloud

We recently implemented Clari on top of a mature Salesforce Sales Cloud environment. Sharing a few practical observations that may help teams preparing for a similar rollout.1. Forecast Category Discipline Is CriticalBefore enabling Clari sync, we ha

150

9 days ago

Y

YoussefNew Member

Get calls associated with an account or a deal

Hi there! We're building a custom integration using the Copilot REST API and running into issues with the get-account and get-deal endpoints. Looking for some clarity on whether these endpoints are applicable to our setup. Our setup:- Native Salesfor

201

Configuring the AI Deal Inspection Agent

14 days ago

alexClari

AI, ChatGPT and RevAI

Configuring AI Agents for Your OrganizationAI Agents automate deal inspection across your pipeline, analyzing compliance with your sales process and surfacing gaps in deal documentation. RevOps admins configure agent behavior to match your organizati

410

20 days ago

ryan.costelloRegular Contributor

Tips Re: Easy Access to Calls of Deleted User

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and

20

2 hours ago

P

phoebe_hookNew Contributor

Persistent 502s being returned from Co-pilot API

IssueWhen we make bursts of request to the `call-details` API endpoint we receive a 502. Error: Bad gateway. Background As part our companies service, we offer integration with Clari Copilot meeting data.We make API calls to Copilot on our customer’s

Rickey ReedNew Member

Feature Inquiry / Enhancement Request: Historical Point-in-Time Filtering & Snapshot Grouping

Manual CRM Refresh

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sy

Dan AilincaiNew Contributor

Questions to Ask Clari

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot,

91

1 day ago

ryan.costelloRegular Contributor

Bulk Transcript Download?

Is there a way to bulk download transcripts from the calls that appear from a saved filter?All of our teams (reps, managers, marketing, product, enablement) often want to analyze a set of calls. And since Ask Clari currently only analyzes one call at

233

8 days ago

maxwelllord27New Contributor

Lessons Learned Implementing Clari with Salesforce Sales Cloud

We recently implemented Clari on top of a mature Salesforce Sales Cloud environment. Sharing a few practical observations that may help teams preparing for a similar rollout.1. Forecast Category Discipline Is CriticalBefore enabling Clari sync, we ha

150

9 days ago

Y

YoussefNew Member

Get calls associated with an account or a deal

Hi there! We're building a custom integration using the Copilot REST API and running into issues with the get-account and get-deal endpoints. Looking for some clarity on whether these endpoints are applicable to our setup. Our setup:- Native Salesfor

201