Best Practices, Learnings, Wins, & Tips

Do you look at your Clari AI Projection and think “this just can’t be right!” or “Is the Clari AI Projection broken?” Well this post is exactly for you! 😄 First thing to note, before we get into the meat and potatoes, we’ll want to see the logic behind how Clari’s AI Projection makes its call in Pulse. Essentially, what we have in the pipeline and where it is at in its stage/forecast category, alongside your historic run rate will determine the projection. You may read more into the details in this KB article HERE.First thing to note would be that we would want to check your Pulse Module, and see exactly w

Copilot's notification system ensures you stay informed about critical call activities, feedback, and team interactions. Whether you prefer Slack, Microsoft Teams, or email alerts, this guide will help you configure the perfect notification setup for your workflow. 🚀 Why Set Up Notifications?Stay in the loop with:Real-time alerts for call activities and team feedback Instant notifications when calls are shared or viewed Timely updates for scoring and collaboration Customizable alerts that match your workflow📱 Notification Channels OverviewSlack & Microsoft TeamsReal-time notifications in your preferred workspaceEmail NotificationsComprehensive updates delivered to your inbox 🎯 Quick Start: Choose Your Notification Style 👤 I'm a Recording User

Clari at its core is Opportunity-centric in its function - but what do we do when we want to Forecast and run our revenue platform on Splits Mode? 🎉 The good news is that Clari does support the Split Mode Functionality! 🎉 However, there are some caveats that we will want to cover to ensure that we are not double counting and we are rolling up accurate numbers while leveraging the Split Mode functionality. This guide will cover the basic rudiments necessary to get this mode up and running properly in YOUR Clari platform! — In Clari Studio’s Field Configuration, go to ‘Create New Mode’ and under ‘Standard Mode’ select ‘Splits.’

Hi - is there a way to delete tags from gametapes and manage them from an Admin lens?

Have you ever sent an email with multiple links and found yourself playing a guessing game? You see a notification that your recipient clicked, but which link got all the love? The one to your awesome product demo or the one to that super-niche blog post?Don't worry, you are not alone! It is a question we get a lot in our Clari Community and we're here to demystify it for you.While the high-level engagement data (like "clicks") is automatically captured and show up in your activity feed, figuring out which link caught their attention requires a little bit of detectiv

We’d like to set up Slipped Deal Tracking in Salesforce, where we’d require a Slipped Deal Reason to be entered if the Close Date is pushed to a future quarter. Our team started thinking about designing this as a validation rule in Salesforce (as Clari recommends here), but it doesn’t seem straightforward.Would anyone be willing to share exactly HOW you’ve accomplished this in a Salesforce validation rule? Our team would like to see a real-life example of:How to determine “pushed to a future quarter” in a Salesforce formula, and How to require re-entry of the reason if it’s already been entered before. (A required-field validation would not trigger an error condition if the field had been entered before.)

Have you ever looked at your top performing reps and wondered what they're doing differently on their calls? What is their secret? Is there a difference in how they engage with customers that helps them win more deals? Or which reps excel at asking those thoughtful, open-ended questions that uncover true pain points?🤔 If these questions sound familiar, the Team Insights Dashboard is the perfect place to find your answers. It's a powerful tool that helps you move beyond gut feelings and use objective data to understand what great conversations look like within your organization. Let's jump in and see how👇 Copilot’s Team Insights Dashboard 

Clari is all about giving your teams the right information to make key decisions based on data as quickly as possible.Bookmarking Saved Views with Stars 🌟allows admins to bookmark high priority saved views that are shared across your GTM organization in Clari.Bookmark specific views and make them easily accessible to ensure everyone on a team is looking at the same information. Bookmarked views will appear at the top of the view dropdown menu, preventing them from getting lost.Here’s a quick guide on how to create a bookmarked view for your team. How to Bookmark a Saved ViewFollow these simple steps to bookmark a view for a specific role:

I’d like to use the Clari API to get a list of all calls made with a certain Account, but I’m not seeing that this is possible based on this page: https://api-doc.copilot.clari.com/#tag/call/paths/~1calls/getIs this possible or can this filter parameter be added to this endpoint?

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 pop

Have you ever wanted to set a standard column order for the Opportunity Grid (within Inspect) for your team, but wondered if it would update all existing saved views? 🤔 Or maybe you've tried to update the field order in one view only to find that it doesn't update anywhere else?You're not alone. Many of our customers ask us about the best way to manage the order of fields in Clari, especially on the grid layout of the Opportunity module. So, let's explore how you, as a Clari admin, can take control of your field order and ensure your team always looks at the most relevant data in the right place.Note: Before we dive in, it’d be good refresh our memory on the basics of

Are you ready to streamline your revenue processes and drive predictable outcomes?With the new Revenue Cadences feature in Clari, you can operationalize your team's rhythm by creating "moments" that guide your team to focus on the right activities at the right time.A "moment" is an internal sales activity designed to drive alignment, operational rigor, and execution of your overall revenue cadence. Within Clari, you can create two distinct types of moments: 1:1 Moments and Team Moments. Understanding the difference is key to setting up your cadences for success.1:1 Moments: Private and Personalized CoachingA 1:1 moment is a private space specifically for activities between a manager and their direct report(s). This moment is

🎉 We are excited to announce the release of the Clari Guide Homepage!  When enabled, all users that log in to Clari will now land on the Guide homepage within the Cadences module. Homepage is the landing page which aggregates all parts of Clari that require their attention and action that week to execute their revenue goals. This includes:Executing the Cadence moments that admins have deemed critical to drive revenue forward Reviewing any Saved Views from Inspect that require their attention, Reviewing AI detected deal risk and trends, and Executing any actions in their Groove flows and reviewing recent activityYou can learn more by reviewing the Knowledge Base article.

In this video, I walk you through the "all-new 4-point deal inspection," a structured and effective approach to running your deal reviews. This framework, powered by Clari, helps you move beyond basic deal status updates and focus on strategic, data-driven actions. Here are the key takeaways from my talk, highlighting how you can leverage Clari's latest features to get a complete view of your deals and drive better outcomes:Understanding Deal Changes at a Glance: I demonstrate how to use color-coded indicators to quickly see what has changed in a deal—whether it's trending positively (green), negatively (red), or has a neutral update (blue). You'll learn how to customize the timeframe to see changes over the last 7, 14, or

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 Battlecards

I want to talk about a core concept for every team looking to hit their number: Revenue Cadences. 🚀Revenue Cadences are a structured, and repeatable program designed to help your organization achieve its revenue objectives. Think of it as the rhythm of your revenue business—the predictable, recurring activities and meetings that keep your team aligned and moving toward a common goal. 🎯Cadences are made up of individual "revenue moments." These are the internal activities, like a weekly pipeline review, a monthly QBR, or a bi-weekly deal inspection, that drive alignment and operational rigor. Instead of these activities being a

Want to level up your revenue game? 📈 We're thrilled to introduce a powerful tool to help deploy Revenue Cadences to your revenue organization: the Cadences Designer Workbook! This simple but effective spreadsheet is your blueprint for creating a more predictable revenue process. 🗺️The workbook helps you outline and structure your revenue cadences before you even log into Clari Studio. This makes it easy to translate your ideal process into a plan that's ready to be built in the platform.

Hello Clari Community! We are excited to announce the release of the Context Widget - a new dashboard widget to help provide guidance in your Dashboards. 💡 Why did we build the Context widget?Many dashboard users, especially those outside of admin or RevOps teams, may not be familiar with all the widgets or know how to use the data to drive specific outcomes. This often leads to admins having to repeatedly explain how to use the data and what actions to take. ✅ How can this new widget help?The context widget solves this by allowing you to add guidance directly into the dashboard. This helps users understand how to leverage the data, prepare for important conversations like forecast calls or pipeline reviews, and get everyone on the same page faster.For example, a waterfall summary is a very useful widget that shows how a pipeline has moved, but for a less-famili

Are you ready to bring structure and scalability to your sales team's rhythm? Say hello to Revenue Cadences 🚀Every sales organization has a cadence, whether it's a weekly forecast call or a quarterly business review. But too often, these processes are unstructured and hard to enforce. Revenue Cadences gives RevOps and admins the power to build and manage these essential workflows directly within Clari.Here's how it works: Revenue Objectives: Start by defining your high-level goals. What are you aiming for this quarter? Revenue Cadences helps you design a plan to get there. 🎯 Revenue Cadences: Create a repeatable program to achieve your objectives. This could be anything from a "New Logo" to a "Retention" cadence. 🗺️ Moments: Break down your cadence into individual activities. These are the key meetings and inspections—like a "Slipped Deals Review" or a

You can now configure all Copilot data fields directly in Capture Studio Configuration in a completely self-service manner.Note: This feature requires a feature flag to be enabled. Contact your CSM if you don't see these options in your configuration panel.📋 How to Get StartedNavigate to Capture Studio Configuration Select Activity Logging Go to Advanced Settings Click on Copilot Meeting Settings

If you're using both Groove and Copilot in your sales stack, you might be wondering about the best approach for syncing activities to Salesforce. This guide will help you understand how each system handles writeback, the different configuration scenarios, and how to choose the optimal setup for your organization.📝 Understanding Activity Logging: Groove vs CopilotBefore diving into integration scenarios, let's understand what each system captures and how it stores data in Salesforce.What Groove Logs to SalesforceActivities Covered:Scheduled calendar events and meetings Email interactions Dialer ca

How are you tracking “Path to Upside” deals in Clari without a dedicated “Path to” checkbox in SFDC?Our HQ team decided not to create a Path to Upside checkbox in SFDC but we do have a Path to Commit and Path to Most Likely checkbox. At the regional level, we still want to identify and track these upside deals for weekly reviews.We’re looking for lightweight workarounds—ideally something we can manage within Clari without needing a new Salesforce field.Has anyone found an effective way to do this? What’s worked well for you when system limitations prevent formal categorization?Here are a few options we’re exploring: Using the “star” feature in Clari to flag Upside deals — but starred deals are tied to the individual user experience—meaning we can’t see each other’s starred opportunities. We are also unsure if the NARR rolls up correctly or if filtering by stars works well at scale. 

This is a comprehensive guide for configuring the Recorder Settings within Copilot’s Workspace Settings. These settings play a crucial role in determining which meetings Copilot should automatically join and which ones it should skip. By tailoring these configurations, organisations can ensure that Copilot captures only the most relevant conversations, aligning with internal privacy policies and team-specific preferences.  CONFIGURE AUTO RECORDING Admins can configure which meetings Clari Copilot should automatically join and record. The goal is to capture important external conversations while avoiding internal or sensitive discussions that don’t need to be recorded.In Workspace Settings → Recorder Settings

We understand it can be frustrating when Copilot doesn't record a call as expected. There are several reasons this might happen, and this document will help you understand the most common scenarios and provides clear steps to help you identify those as well: To view unrecorded calls and understand why they weren’t recorded, go to the My Calls tab and toggle on the “Show unrecorded calls” option. 

Filters help teams and users find the right calls quickly from extensive call libraries. Whether you're analyzing team performance, setting up organizational insights, or seeking specific conversations, filters enable precise navigation through your recordings.Copilot filtering uses OR conditions when multiple filters are selected - the system returns calls matching ANY of the selected criteria.📊 Filter Categories & Options GENERAL FILTERS Filter Name Description