Skip to main content

Recently active topics

24
elijah
Clari
elijahClari
 Product Q&A
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

00
elijah
Clari
elijah
Clari
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.  

00
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: How can admins globally remove a contact from all Flows across the organization?

The recommended practice for removing a Contact from any and all Flows at your organization is to create a custom “Remove from Groove Flow” checkbox field on the Contact object in Salesforce and combine it with a Global Automated Action in Groove.   For the Global Automated Action, you would want to use the “On Salesforce Update” trigger, configuring it to look for when the “Remove from Groove Flow” field is updated to “is checked”.  You can, then, pair this trigger with the “Remove from Flow” action.  What this would do is remove the Contact from any Groove Flows they are active in when Groove detects that the “Remove from Groove Flow” field has been checked (i.e., marked “true”) on that Contact’s record in Salesforce.    If you also wanted to prevent these Contacts from being added to new Flows in Groove, you could also create a Global Block Import Rule to prevent the import of Contacts for which the “Remove from Groove Flow” field is checked on their records.  Once this field is unc

00
elijah
Clari
elijah
Clari
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

30
elijah
Clari
N
New Member
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.     

51
elijah
Clari
S
New Member
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
elijah
Clari
elijah
Clari
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
elijah
Clari
Kenna
Community Manager
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
Kenna
Community Manager
Rohit Agarwal
Clari
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

60
Rohit Agarwal
Clari
elijah
Clari
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

00
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: Why are my activity numbers in Salesforce different from my activity numbers in Groove?

There are a couple of reasons that can lead to discrepancies in activity counts and attributions between Groove Analytics and Salesforce.  Some of the main reasons include the following.   Groove matches email activities to users by looking at the email addresses listed in the Email, Email Alias 1, and Email Alias 2 fields on their Salesforce User record.  (The Email Alias 1 and Email Alias 2 fields are added to your instance as part of the Groove Managed Package.  However, they may not be surfaced on your team’s User Page Layout yet.). If a sender uses an alias not entered in Salesforce, or the mapping is misconfigured, activities may be attributed to the wrong user in Groove Analytics (e.g., a reporting manager). Resolve this by ensuring all sending aliases are listed in the Email Alias 1 and Email Alias 2 fields for users in Salesforce. Only emails that were logged will show up in Salesforce.  Conversely, Groove Analytics surfaces emails that were logged and/or tracked for email ope

40
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: How frequently does Groove log emails and calendar events to Salesforce?

Groove's background sync (i.e., auto-logging) checks your inbox and calendar for new emails and events every 10–15 minutes.  If a user has background sync enabled, all eligible activities are logged to Salesforce.  Internal-only activities and activities with blocklisted users can be excluded from Groove’s auto-logging depending on your team’s configuration. Groove will not log any emails that only include recipients/senders whose domains are listed in your  Domain Blocklist.  If Create Unresolved Items is disabled, Groove will only log emails to Salesforce if they have at least one recipient/sender that is a Contact or Lead in Salesforce. If Only Sync CRM-Related Events is enabled, Groove will only log events to Salesforce if they have at least one attendee that is a Contact or Lead in Salesforce.   Users who do not enable auto-logging can still manually log their emails and calendar events, as needed.  Manually-logged activities appear in Salesforce immediately upon action.  Enabling

20
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: I don’t see the Additional Calendar event log fields. Who can access Profile Settings, and where are these settings located in the UI?

The Additional Fields for Calendar Events setting enables you to surface Salesforce fields that will be displayed to end-users when they are logging events in Google Calendar or Outlook Calendar.  This setting supports the following Salesforce field types:Text  Text area  Checkbox Picklist (If you’re adding dependent picklists, make sure to add both the controlling and the dependent picklist fields.)This setting lives in Groove Profile Settings, which can be accessed and modified in two places.   Adjusting Profile Settings in the Groove Web AppThe first place Groove Profile Settings can be accessed is in Manage My Org > Profile Settings.  Only users that are both a Groove admin and a Salesforce admin will be able to see Profile Settings in Manage My Org.    After clicking into a Profile Settings group, the Additional Fields for Calendar Events setting will be towards the bottom.  This setting is collapsed by default, so click on the downward-facing arrow to the right of the setting

00
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: What is the advantage of setting up Custom Object Logging in Groove if we are Clari Core customers and already use Clari’s capture feature for Gmail?

Groove and Clari Core (with Clari Capture) both provide activity logging capabilities, but they operate with distinct mechanisms. Admins can choose the solution best suited to their use case.  Clari Core’s Capture provides a great base for activity logging, while Groove’s Custom Object Logging allows for further customization for more bespoke use cases.   We would recommend using Groove’s Custom Object Logging if capturing data to custom business processes or reporting objects is a priority.  Groove’s Custom Object Logging allows you to define highly specific logging criteria using SOQL for both standard and custom objects.  For example, you can log activities only to Opportunities of a specific record type or to custom objects unique to your teams’ workflows. This level of flexibility goes beyond Clari Capture’s default mappings, letting each Salesforce Profile have tailored logging rules.  If your needs are currently being met by Clari Capture, you can maintain that configuration, bu

10
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: If I set up a Master Flow with auto-import from a Salesforce report, are people sent into each AE’s individual copy of the Flow?

 Master Flow operate as a shared resource.  Contacts and Leads that are imported and auto-assigned through auto-import are assigned to their respective users within the same Master Flow, not separate copies of the Flow, based on the assignment field selected (e.g., Contact/Lead Owner or a User lookup field in the Salesforce Report). Each user that is shared on the Flow conducts their outreach to their assigned Flow participants from the shared Flow.    One of the benefits of using a Master Flow, as opposed to multiple separate copies of the same Flow, is that you can keep the messaging and/or structure of the Flow consistent across users.  Additionally, all the Flow metrics will be aggregated together in Groove Analytics and Groove Outcomes, making it easier to identify how the Flow is performing, what is leading to success, and where there are opportunities for refinement.   That being said, using a Master Flow does not mean you must sacrifice end-user personalization altogether.  If

30
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: Can Groove natively show Meetings Booked or Opportunities Created by activity type (e.g., phone vs. email)?

Within Groove, you can analyze Meetings Booked and Opportunities Created by reviewing Groove Outcomes, found here. You can review these metrics at the Flow Step level. This enables you see whether specific steps (such as email, call, or LinkedIn actions) are driving more successes.  For deeper analytics or custom reporting, you can also leverage Groove Insights in Salesforce. This guide contains additional information on Groove Insights. 

10
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: How can admins reassign Flow participants or transfer flow ownership at scale?

Whether you’re covering for someone on PTO, shifting team responsibilities, or handing off a prospect to another member of the sales or account team, Groove makes it easy to reassign Flow outreach at scale or with precision.  Groove’s options for Flow participant reassignment range from manual options to automated solutions, giving your team the control and flexibility to manage transitions seamlessly. Flow Transfer ToolThe Flow Transfer Tool, found in Groove Settings > Flow, enables admins to change the ownership of all Flows and the active participants in those Flows from one user to another.   Once a “from” user has been selected, admins can either bulk-select which Flows will be transferred to the “to” user by using the preset options or hand-select which Flows will be transferred to the “to” user by using the search bar.   If the “from” user is the owner of the Flow, the “to” user will become the new owner of the Flow and will inherit any Flow participants that the “from” user

40
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: What is the 'Manage on behalf of' feature and how is it used?

The Manage On Behalf Of feature empowers admins to impersonate users, allowing them to access Flows and Actions pages and even perform tasks such as sending emails as if they were that user.   This feature isn’t enabled by default and must be activated through a support ticket, which can be submitted through the Clari Support Portal.  Once the feature is activated on the backend, the Manage On Behalf Of setting will appear in Manage My Org > Manage On Behalf Of, where an admin can enable or disable it for the organization.    The Manage On Behalf Of feature only enables admins to impersonate users on certain pages.  Those pages include: The Actions Page  The Flows PageTo impersonate users on other pages, admins should instead use the Log In As User feature.  Unlike the Manage On Behalf Of feature, which only enables admins to access the impersonated user’s Flows and Actions, the Log In As User feature enables admins to access and review the impersonated user’s entire account (which

10
elijah
Clari
elijah
Clari
elijahClari
 Product Q&A
FAQ: Is it necessary to subscribe to a Salesforce report to ensure it updates every three hours for auto-import in Groove?

No, you do not need to subscribe to the Salesforce report in order for auto-import to work.When you connect a Salesforce report to a Flow for auto-import, Groove will automatically check that report every three hours and will auto-import any new Contacts and Leads that appear in the report if they meet your Flow’s criteria (i.e., are not blocked from being imported by a Block Import Rule or the Flow Safety Setting).  If your team has real-time auto-import enabled in your instance, then Groove will check the report for new Contacts and Leads more frequently.  Groove uses the Flow Owner’s permissions to check and run the Salesforce report.  As long as the Flow owner has access to the Salesforce report and has Salesforce permissions to run reports, the auto-import should run successfully.  Please be aware of the following scenarios that could impair auto-import for a Flow:Flow Owner Does Not Have Permissions to Run Reports in Salesforce: The Flow owner’s access level for reports in Salesf

50
elijah
Clari
K
New Contributor
kreitenbachNew Contributor
 Product Q&A
Groove Action Notifications

I see in this article that you will receive an email notification for tasks assigned from within Spaces, but what about other actions? Say actions assigned via the Omnibar? Do those only show up within the web app? Even referencing this article on actions, I’m not seeing where you can get notified of an action

173
elijah
Clari
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

320
Vinay Srinivas
Clari
B
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.

70
B
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

11912
T
New Member
J
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?

334
J
New Contributor

Badge winners

Show all badges
Terms & ConditionsCookie settings