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Unanswered Questions

FAQ: How can users add their Groove Scheduler Link to templates or emails?

Automatically Adding the Groove Scheduler Link to TemplatesTo automatically insert a the sending user’s Groove Scheduler Link into Templates, you can use the Groove Scheduler Link merge field. (Note that the Scheduler Link Merge field is based on a custom field in your team’s Salesforce instance. Thus, the exact name of the field may differ from organization to organization.) This merge field is a great way to personalize emails at scale, as it enables users to leverage the same Templates without having to do any manual work to insert their own Scheduler link in the Template. Pro Tip: You can also hyperlink the Groove Scheduler Link merge field to text that is in your Template. To do this, insert the Groove Scheduler Link merge field into you Template just as you would any other merge field, cut the merge field from the Template, highlight and cut the merge field, then highlight the text you want to hyperlink and use the ‘Insert/Edit Link’ button to paste the merge field into the

8 hours ago

elijahClari

Product Q&A

FAQ: Can merge fields in Groove Templates use logic like 'today plus X days'?

Yes, custom formula fields such as “today plus two days” can be created in Salesforce and used as merge fields in Groove Templates. This guide from our Knowledge Base walks through how a Salesforce admin can create these fields in Salesforce, which will then allow them to be leveraged in your team’s Groove Templates.

9 hours ago

elijahClari

Product Q&A

FAQ: How can admins globally remove a contact from all Flows across the organization?

9 hours ago

elijahClari

Product Q&A

FAQ: What happens to participants and statistics when a Groove Flow is archived? Can archived Flows still be analyzed?

Archiving your team’s Groove Flows is a great way to clean up your team’s content without losing access to the Flow and the historical data associated with it. Unlike deleting a Flow, archiving a Flow preserves the Flow in Groove so that you can continue to review it while also preventing users from continuing to use it in its archived state. If you do need to use the Flow in the future, you can also always reactivate the Flow. How to Archive A Groove FlowThere are two places from which you can archive a Groove Flow. The first is from the main Flows page, where you can see the list of Flows that match your current filtering criteria. To archive a Flow from here, click the three vertical dots in the upper-right corner of the Flow card, then select ‘Archive’ from the dropdown menu. The second if from within a Flow after you have clicked into it. To archive a Flow from here, click the three vertical dots in the upper-right corner of the page, then select ‘Archive Flow’ from the

11 hours ago

NwyseNew Member

Product Q&A

CC bar for flow step

USE CASE: Our customer success team uses Groove to expedite follow up on customer purchase orders. They need to be able to cc specific customers as well as internal teammates on the emails. Currently, the cc bar only searches for contacts and leads. It would be helpful to be able to include the user object in the search for manual emails. These internal teammates and related customers who need to be cc’d are always listed in a field in salesforce. Alot of these emails could be auto emails if the customer success rep didn’t have to manually add these related prospects and internal teammates to the cc bar for each email.It would be a big time saver for our customer success team if you could make it so you could add merge fields to a cc bar in the groove flow step so the email could be automatic.

12 hours ago

supriyaNew Member

Copilot Learning Circle

Clari Copilot API

I am trying to access the clari copilot API(https://api-doc.copilot.clari.com/#section/Authentication) but it seems the API is not available for my workspace. Any idea where can I check and activate it? Also, is there is a way to directly connect with support? It seems they are no longer monitoring the email.

101

5 days ago

elijahClari

Community Announcements

Welcome to Our Vibrant Community, New Members 👋 (Plus June Prize Winners)

To the 95+ of you who joined our community last month, WELCOME: @Michael Stokes, @Vikram Kale, @Christina Ziesmer, @Melissa Stadley, @Samantha Beckwith, @Brian Putman, @katmparker, @Vasko Karaminovski, @Peter Wolfman_Eptura, @Balaji Narayanan, @James McMurtrey, @Sarah Rappa, @Emilio Fabiano, @Chris Owen, @Sudhanshu Kumar, @Brian Scorer, @Mirco Stern, @chrnjit, @Liat Erez, @Martha Pineda, @Vedran Miljan, @Carli Pavlik, @Michele Greene, @cheryle.gehrlich, @Leslie Benson, @Maiya Vann, @kmiller, @Abigail.kane, @hgsivec, @Willie MeonoMyrie, @Billy Lewis, @Nicolae Arhip, @Mohamed Salamah, @Aslam Bawany, @Connor Polcari, @Jeff Page, @Paul Chapman, @Rohan Donovan, @quinnmakins, @Claire Hordle, @jencawsey, @eshantgour, @Abdul Raqeeb Mohammed, @Kim Lunte, @rachelzamoraML, @jessicac, @Courtney.McGann, @Sue Clarkson, @Sanjay Sathyamurthy, @Megan OConnor, @Anthony Gentile, @businesssystemscamunda, @victorstandarduser, @Kadimisetty Hima Sai Prasan

120

6 days ago

KennaCommunity Manager

Community Announcements

A New Way to Get Help Faster: All NEW AI Chat Agent coming soon

We’re excited to announce that an all new AI Chat Agent is coming to the Clari Support experience in August, with a preview launching July 8, 2025 in the Clari Support Portal and Knowledge Base.This preview is open to all users. Ask the AI Agent questions to quickly surface helpful resources, product guidance, and troubleshooting tips.Designated Support Contacts, you'll also be able to submit a support case directly from the chat if and when your organization needs assistance from our technical support team.This is just the beginning: our AI Agent will eventually expand across the Clari Community, Clari University, and even into our products to streamline your support and learning experience.We can’t wait to hear what you think. Watch for the AI Chat icon starting July 8, 2025!

320

7 days ago

Rohit AgarwalClari

Best Practices, Learnings, Wins, & Tips

Importing CRM fields for Stronger Call Segmentation and Analysis in Copilot

When looking at your Team Calls in Copilot, have you ever wondered if you could filter this list to only look for calls with your customers vs prospects ? Or filter out all ‘Enterprise Deal’ calls or calls with opportunities >$100K ? Or even look for calls where the CRO or an Economic Buyer was an attendee? If yes, you’ve come to the right place! See below 👇 Copilot's “Import CRM Fields” feature allows you to import CRM fields from the following CRM objects (Account, Opportunity, Contact, Lead) to be used as Call filters. The idea with having these CRM fields as filters is to help you segment your list of calls so that you are able to narrow down to the right set that needs your review or attention. For example, if you are looking to analyze all calls where the deal was lost due to missing product features or capabilities, having CRM fields such as “Deal Stage” and “Deal Lost Reason” as filters can help you filter out calls associated with related closed lost opportunities from you

10 days ago

elijahClari

Product Q&A

FAQ: Can Salesforce updates (such as changing contact status) be triggered automatically when a Lead or Contact is enrolled into a Groove Flow?

Yes! You can use an automated action with the “On Import” trigger to an action when a Contact or Lead is enrolled (i.e., added or imported) into a Groove Flow. For this particular use case, you could pair the “On Import” trigger with the “Update a Salesforce Field” action, which tells Groove to update whatever Salesforce field you’ve selected to the value you’ve selected when a Contact is imported into a Flow. This image shows an automated action to update the Lead [Status] field to “Open - Not Contacted” when a Lead is imported into a Flow. If you also wanted this automated action to apply to Contacts, you would want to create a second automated action that updates the Contact [Status] field. Depending on the use case for this automated action, there are a couple of different ways you can build out it out to give it the necessary scope. At the individual Flow level: If you only want this automated action to apply to a single Flow, you can add this automated action in the ‘Sett

NwyseNew Member

supriyaNew Member

Copilot Learning Circle

Clari Copilot API

101

5 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.

26 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

111

1 month 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?

211

2 months 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

381

2 months 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?

241

2 months 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?

371

2 months 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

203

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!

256

3 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.

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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.