Best Practices, Learnings, Wins, & Tips

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

Have you ever had a rep say, “But I want to use my cell/mobile phone to make calls”? We’ve heard this too, and we have a solution. Please ask your reps to follow the 4 steps below to route all their calls through their cell/mobile phone while still syncing them with Salesforce.Setting up your Verified Number:When first setting up your dialer with Clari Groove, you will need to add a Clari Groove number in order to make and receive calls. However, you can also add a “Verified Number”, which can be used to utilize your personal cell/mobile phone for calls.To set up your “Verified Number,” you will need to navigate to your

Meeting recordings are essential for modern business, but compliance doesn't have to be complicated. Here's everything you need to know about setting up and customizing Copilot's Consent Page to protect your organization while creating a seamless experience for participants.Why Consent Pages Matter The Bottom Line: Copilot's recording consent page appears before participants join meetings, ensuring your recordings are legally compliant from the start. See how it works here.This explicit consent approach is considered best practice for organizations serious about privacy and transparency.Flexibility When You Need It: Beyond the consent page, Copilot offers email and audio consent options, so you can choose what works best for your team's workflow. Read mor

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

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 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 :

Is there an easy way to default the columns that show up when you search for an opportunity and the responses come back?

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-

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

Tags are a powerful organizational feature in Copilot that help you categorize, filter, and quickly find the content you need. In this guide, we'll explore the two types of tags available in Copilot—Call Tags and Gametape Tags—and how you can leverage them to enhance your workflow.Call Tags: Organize Your Individual CallsWhat are Call Tags?Call tags are labels that can be added to individual calls, allowing you to easily filter and categorize them based on call type, content, or any custom classification that matters to your team.Automatic Tag DetectionCop

Copilot's ability to track topics in customer conversations is a powerful tool for gaining insights and improving sales strategies. Topics are keywords or phrases that Copilot identifies within call transcripts, allowing you to tag calls, filter them, and analyze trends.  There are three types of topics in Copilot, each serving a slightly different purpose:Default Topics: Copilot comes with a set of pre-programmed topics that cover common sales concepts like "Agenda Setting," "Customer Goals," and "Blockers."   Keyword Topics: These are custom topics created by admins who manually add specific words or phrases they want Copilot to track.   Smart Topics:

Watch how Jason Plank, GVP of Mid-Market Revenue, uses Clari’s Accounts module to inspect rep performance and deepen engagement insights. In this session, Jason walks through how to identify top performers and coaching opportunities using activity stack rankings, filter for key accounts, and leverage the new sub-object capabilities to understand how time and effort are being spent—especially useful during QBRs! With recent updates, you can now bring in related data like opportunities and usage metrics to uncover churn risk or upsell potential directly from the Accounts grid. Take 4 minutes to see how these tools can help your team prioritize smarter, engage deeper, and win more. 📖 Learn more about the Ac

What do you do when your prospects complete a Groove flow, and you want to re-engage them depending on their level of engagement to the previous flow? It is best practice to have a more tailored approach to reaching out to warmer leads as opposed to straight cold contacts, where we can add more scalable ways to get on their radar. First off, what we would want to do is in our Groove Settings, ensure that we have Email Open Tracking enabled and you are tracking your links in your Flows. What this will allow us to do is from there – we lead them through two different flows depending on their engagement. From here, we will be able to leverage Automated Actions to differentiate where to bucket your engaged prospects vs y

Copilot's Smart Topics, Recommended Topics, and Topic Dashboards provide a powerful suite of AI-driven features designed to help you understand customer conversations, identify key trends, and drive effective strategies. This workflow helps you move beyond basic keyword tracking to gain contextual understanding, improve decision-making, and ultimately boost your team's performance.💡Workflow Summary:By combining Recommended Topics, Smart Topics, and Topic Dashboards, you can create a powerful workflow:Start with Recommended Topics to quickly identify key areas to focus on. Use Smart Topics to refine your tracking and

Hi there! With meetings booked with the Groove scheduler, I’d like to send out an auto-email a day or so before the scheduled event. How can I best build that out?

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up.  Can anybody help?

Sales teams generate a wealth of valuable insights from their daily interactions, but without the right tools, they can’t surface them (or, more importantly, act on them) effectively. Clari’s AI-powered features help sellers take action faster and smarter by providing key insights in their existing workflows. Admins have the power to unlock these capabilities and significantly boost seller productivity across your organization with just a few simple steps in Clari Studio.By enabling these AI-driven features, your reps can:Access richer email insights with minimal effort Quickly understand deal momentum and uncover risks Streamline CRM updates and follow-ups Enhance account engagement with A

Do you have your New Business and/or Renewals Business setup in Clari already but wondering what are some other forecasting use cases to bring more visibility in one spot? Clari can also be utilized for pipeline generation tracking. This is powerful for both read-only visibility but it also allows you to set targets by team or even individual reps to keep them on track to meet their pipeline goals.  There are so many ways to utilize this functionality but here are some key best practices to add to your Pipeline Generation Tab that we’ve seen our customers add to their own instances: Pipeline Generation Target: A Pipeline Generation Target is useful to have in regards to seeing if we are on pace to building our pipel

Calling all Sales Development Reps! If you haven’t already, sign up to join us on Wednesday, March 12 to learn how to work smarter, prospect faster, and book more high-quality meetings with Groove. The following week, we’ll check in to answer any questions that you have in our Ask Me Anything session on Groove for SDRs. Share your questions in the comments below, or like someone’s question to upvote it. We’ll answer as many as we can, but knowing which questions are most popular helps us prioritize. This session is part of our Clari Live: Unlock Your Productivity with Groove series. Check out the whole series 

Why can I only add 100 contacts in a flow to a CSV, at a time, or if adding 400 to a flow, why can i only add 1 page at a time?Would make more sense to add all of them at once, unsure if i am missing somethingAny help would be appreciated it please

Hi all, when I click on the “Export” option nothing happens and no message is given. How can I get my report data in excel format?

If your organization has been using Capture for a while, checking the settings and looking at the logs periodically is a good idea. This will help you get the most out of your integration. The Capture settings panel has recently had some helpful additions that make tweaking and tuning your settings much more accessible. Some settings were previously only modified via your CSM or a support case, so you may not have even realized they existed!  I always begin by making sure Capture is not in Preview Mode and is writing back to the CRM.

At the start of the year, when you’re back in the hot seat, you need to get a handle on the deals that are in for the quarter to get a fast start.  I recorded a quick video to walk you through how to inspect your deals for this quarter, what has happened recently and where do you need to spend your time to progress your deals. 

Does anyone know of a way to use an aggregation of CRM scores as a high level view of pipeline health? Either natively within Clari, or via export? Currently export via the Opportunities page excludes CRM score.