Ways to Apply Ask Clari-like Functionality to a group of calls

Hi ​@ryan.costello— Thanks for raising this question!  

Currently, Ask Clari’s capability is available only at the individual-call level.  However, we do have plans to bring Ask Clari to the Deal level in Clari in the near future!  While I can’t confirm specific timelines just yet, please know that this is a high-priority item on our Product team’s roadmap, precisely because it’s a top ask from customers like yourself.  Your feature request is definitely valuable and helps reinforce the importance of this capability.

An Idea was actually submitted for this functionality a few days ago.  We likely don’t need to submit another Idea because the two would end up being combined into one for more centralized tracking.  I would recommend going and upvoting that Idea though, as our Product team does review the number of upvotes Ideas have to get a pulse on which feature requests are in the highest demand.  That Idea can be found here.  

In the interim, for gaining an understanding of what’s going on within a deal, our Deal Summary feature in Clari can provide a helpful overview.  It synthesizes information from emails and activities at the deal level over the last 8 weeks.  Additionally, the Deal Summary offers insights into next steps, pain points, budget, and decision criteria as convenient dropdown options.  While it’s not a direct workaround for Ask Clari’s specific capabilities across multiple calls, it can offer a consolidated view of deal health and key aspects in the interim.  If the Deal Summary feature sounds helpful, you can find additional information on it here.