Welcome to the Clari Circle

Replying to an email thread in Groove without enrolling in a flow

Hi, So far when I am using Groove, I am only able to reply in an email thread if that contact is enrolled in a flow. What if I have an existing email thread with a contact that I want to contact directly via Groove? It appears that there is no way to

31

15 hours ago

brynjahillClari

Best Practices, Learnings, Wins, & Tips

Copilot Salesforce Integration Best Practices

Overview When a Copilot call finishes processing, Copilot automatically creates a Task in Salesforce How to Find if Copilot pushed a call to Salesforce? For a given call in Copilot: Open the Call Review page. In the right-hand CRM Info panel, look

130

1 day ago

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Estelle TorreNew Contributor

General Q&A

Ability to customise forecast widget

Hi, is it possible to edit what columns are showing when adding a widget from the forecasts onto dashboards? ThanksEstelle

123

2 days ago

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Adi Yehuda FaiansNew Contributor

Questions to Ask Clari

Accessibility- Color Blindness

The opportunity grid uses red and green to highlight changes.We have a rep with a color blindness- for him the green and red becomes Gred… and its hard for him to differentiate the two.Any plans on enabling to chose different colors?What do you recom

1704

5 days ago

Best Practices, Learnings, Wins, & Tips

Morgan PurroNew Member

Schedule export of entire pipeline

I want the ability to schedule an email of my entire open pipeline so I can log in each Monday and have access to the data and create AI workflows to provide quick insights.

MichaelLukacsNew Member

Why your revenue forecasts look accurate but are fundamentally broken

Revenue forecasts often look precise because the dashboards are clean and the numbers align but that’s exactly the trap. Most systems rely on historical data, fixed stages, and rep inputs that aren’t consistently updated. So while the output appears

80

16 days ago

ashubelClari

What do you think? We want to hear your feedback

What do you like? Which workflows have you tried? What would help communicate to your team? Leave questions or feedback for our product team

SF AdminNew Member

Salesforce Account field on opportunity grid

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair?

AlexDenNew Member

Prefill meeting fields

Is it possible to prefill user data via URL query parameters? I want to append fields like firstname and email to the booking link (e.g., https://meetings.groove.clari.com/xxxxxx?firstname=Alex&email=test@mail.com) so that the form is automatical

160

A

30 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

Joe WeberNew Member

Replying to an email thread in Groove without enrolling in a flow

Hi, So far when I am using Groove, I am only able to reply in an email thread if that contact is enrolled in a flow. What if I have an existing email thread with a contact that I want to contact directly via Groove? It appears that there is no way to

31

15 hours ago

E

Estelle TorreNew Contributor

General Q&A

Ability to customise forecast widget

Hi, is it possible to edit what columns are showing when adding a widget from the forecasts onto dashboards? ThanksEstelle

123

2 days ago

Best Practices, Learnings, Wins, & Tips

Morgan PurroNew Member

Schedule export of entire pipeline

I want the ability to schedule an email of my entire open pipeline so I can log in each Monday and have access to the data and create AI workflows to provide quick insights.

MichaelLukacsNew Member

Why your revenue forecasts look accurate but are fundamentally broken

Revenue forecasts often look precise because the dashboards are clean and the numbers align but that’s exactly the trap. Most systems rely on historical data, fixed stages, and rep inputs that aren’t consistently updated. So while the output appears

AlexDenNew Member

Prefill meeting fields

Is it possible to prefill user data via URL query parameters? I want to append fields like firstname and email to the booking link (e.g., https://meetings.groove.clari.com/xxxxxx?firstname=Alex&email=test@mail.com) so that the form is automatical

160

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30 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

Mario BrackeNew Member

ACV in Clari

Can you tell me why the ACV mentioned in CLARI does not always correspond with the Salesforce value?

181

1 month ago

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cschaferNew Contributor

How to search for call dispositions from task/groove in Copilot?

I have a manager who wants to be able to search for call results in copilot (connected, left voicemail, etc) however I cannot see a way to currently do that with the available options and there is not a way to link the task/activity data back to the

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

Dan AilincaiNew Contributor

Questions to Ask Clari

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

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,

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