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Vinay Srinivas
Clari
Vinay SrinivasClari
 Best Practices, Learnings, Wins, & Tips
🔒 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

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Vinay Srinivas
Clari
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New Contributor
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.

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New Contributor
Prerna Singh
Clari
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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New Member
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New Contributor
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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New Contributor
ryan.costello
New Contributor
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

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elijah
Clari
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New Member
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

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elijah
Clari
A
New Member
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

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elijah
Clari
elijah
Clari
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

312
kflake
New Member
Rohit Agarwal
Clari
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

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Rohit Agarwal
Clari
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New Contributor
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?

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elijah
Clari
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Clari
Emily PickClari
 Community Announcements
📣 Groove Integration Now Available in Nooks

Outbound just got an upgrade. Groove now integrates directly with Nooks, combining powerful sales engagement with AI-powered dialing—so reps can move faster, connect more, and keep every step in sync. This integration is built for outbound teams that manage their sales engagement with Groove and rely on Nooks to scale their call volume. Reps can now execute Groove call Actions directly within Nooks, with every step automatically syncing to Groove and Salesforce—no manual logging, no missed steps.  Here’s what you can do with Groove + Nooks: ✅ Run Groove Flows and Actions inside NooksWork through up to 1,500 Groove call Actions at once—without switching tabs or losing momentum. ✅ Use AI-powered parallel dialing to boost connect ratesDial multiple numbers at once and reach up to 5x more prospects. Nooks handles skips, voicemails, and dial trees—so reps stay in the zone. ✅ Auto-log every call to Groove and SalesforceCalls, notes, and outcomes are recorded in real time across both platform

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Clari
Vinay Srinivas
Clari
Vinay SrinivasClari
 Best Practices, Learnings, Wins, & Tips
Clari Copilot’s Battlecards: Creation, Best Practices, and Configurations

Battlecards are one of the most powerful tools in your Clari Copilot arsenal, giving sales reps the right information at the right moment during customer conversations. This comprehensive guide covers everything from traditional Battlecards to Smart Battlecards (powered by RevAI), along with configuration options and best practices.What are Battlecards?Battlecards are quick-reference resources that provide key talking points, competitive insights, and messaging guidance for sales conversations. They help reps stay on message and address customer concerns or objections effectively during calls. Types of Battlecards in Clari Copilot 1. Traditional BattlecardsManually created cards with custom content organized by your team.2. Smart Battlecards (Powered by RevAI)AI-generated cards that automatically analyze and synthesize information from long-form content into concise, actionable talking points—with zero manual data entry. Smart Battlecards: The AI AdvantageSmart Battlecards transform co

661
Rohit Agarwal
Clari
A
New Member
Alexander GrellNew Member
 Introductions
1st badge intro!

Hi! I’m Alex, I lead the Partner team in Australia and NZ for UiPath and am loving the new Clari Copilot almost as much as I love my wife, kids and cat. That enough to get me my first badge?

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elijah
Clari
David Ogborn
Esteemed Contributor
David OgbornEsteemed Contributor
 Best Practices, Learnings, Wins, & Tips
When to use each Analytics Modules

Clari offers an actionable, detailed suite of Analytics tools to help your users stop revenue leak and achieve revenue precision (‘What does that even, mean?’ You might ask. Keep reading!).  Different teams may use different modules at different times, so the list below is focused more so around where we see the most popular and actionable use cases. Strengthen your Forecast Reviews, Pipeline Reviews, 1:1s and more with Clari’s analytics suite!  Using Clari’s Crawl, Walk, Run approach (shoutout to @KStanforth), you can right-size the communication and engagement for your team given their overall maturity with Clari.   Pulse 💕 Use this frequently in the back half of a quarter to understand forecast trajectory and build adequate pipeline — No surprises! Incorporate Pulse into Forecast Reviews to highlight a rep’s and the greater team’s expected performance  Use this towards the end of a quarter to prepare for next quarter in Pipeline Reviews Provide visibility to the t

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New Member
Vinay Srinivas
Clari
Vinay SrinivasClari
 Best Practices, Learnings, Wins, & Tips
Improving CRM Hygiene & Deal Visibility using Copilot's Smart CRM Suggestions

Note: This guide provides an overview of Smart CRM Suggestions and how it helps maintain accurate CRM data. For detailed setup and configuration instructions, please refer to our complete configuration guide. Say Goodbye to Manual CRM Updates 👋🏻Let's face it – keeping your CRM data accurate and up-to-date is essential but often tedious. Smart CRM Suggestions changes that by automatically capturing key deal information from your sales conversations and making CRM updates quick and painless. Why You'll Love Smart CRM Suggestions ❤ ✅ Maintain Better CRM HygieneKeep your CRM data clean, complete, and up-to-date without the manual effort. Smart CRM Suggestions ensures critical fields are populated with accurate information from actual conversations.✅ Gain Complete Deal VisibilityAI helps identify key details like decision criteria, economic buyers, and next steps – ensuring nothing falls through the cracks and giving you comprehensive deal insights.✅ Enhance Your Deal ReviewsWalk into dea

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Vinay Srinivas
Clari

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