Clari Platforms

We want a single view in Clari/Copilot to see all future scheduled meetings for a selected team. In our tenant, Copilot → Team Calls does not show meetings after today even with a future custom date range. Is there a native module/view for upcoming team meetings, or is Copilot Team Calls limited to captured/processed conversations?

Hi Clari Support Team,I am reaching out because I have recurring meetings scheduled with clients via Outlook, but they are not showing up as upcoming meetings under my account activity in Clari. Several of my accounts are displaying no upcoming meetings, which is incorrect.These are recurring meetings set up directly in Outlook, and I would expect them to reflect as upcoming activity within Clari Groove/Copilot so my account engagement is accurate.Could you help me troubleshoot why these meetings are not syncing or appearing correctly? Please let me know if you need any additional details from me, such as specific account names or meeting examples.Thank you!Jamie Anderson

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari.  Thanks,JanicaSilverfort

In Clari Forecast, would love to see a way to see dynamic YTD performance based upon current quarter. That is if in Q2, I would see a column of YTD Quota (Q1 Quota + Q2 Quota) and YTD Results (Closed, Commit, Best Case & Pipeline). In Q3, this data would reflect Q1+Q2+Q3, so that the YTD Quota and Results would change based upon the current quarter that we’re in.

Hi, So far when I am using Groove, I am only able to reply in an email thread if that contact is enrolled in a flow. What if I have an existing email thread with a contact that I want to contact directly via Groove? It appears that there is no way to do this directly in Groove. I would need to reply via Outlook or Salesforce.  For context, Salesforce is our CRM and we work in Outlook. We previously used Hubspot, and it was capable of replying to a thread as a one-off, it did not need to be enrolled in a flow.  Thank you!

The opportunity grid uses red and green to highlight changes.We have a rep with a color blindness- for him the green and red becomes Gred… and its hard for him to differentiate the two.Any plans on enabling to chose different colors?What do you recommend? Im surprised I didnt find anything about this topic in the community.. Thank you!Adi 

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and therefore only those with access to all calls in the system (which is basically just me) can find them.Does anyone have any recommendations for how we can prepare for (or respond to) providing access to all calls of a deleted user to their manager? Right now, we encourage managers to tag themselves or teammates in the calls before the user is deleted. But that's not always possible before they're taken out of the system.

Can you tell me why the ACV mentioned in CLARI does not always correspond with the Salesforce value?

I have a manager who wants to be able to search for call results in copilot (connected, left voicemail, etc) however I cannot see a way to currently do that with the available options and there is not a way to link the task/activity data back to the record in copilot using custom fields.

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot, rather than based on "Current" opportunity data.Requirements: Dynamic Snapshot Filtering (R4Q): I need to apply a Rolling 4 Quarters filter to each individual snapshot. Logic: When looking at a snapshot from 6 months ago, the graph should only display opportunities that had a Close Date within the R4Q window relative to that specific date. Point-in-Time Grouping (Custom Buckets): I need to group "Sales Stages" into 2 or 3 specific custom categories (e.g., Qualified vs. Unqualified). This grouping must reflect the stage the opportunity was in at

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sync. Please add a way to manually do this, or I will advocate for a new forecasting tool to be used.

Is there a way to bulk download transcripts from the calls that appear from a saved filter?All of our teams (reps, managers, marketing, product, enablement) often want to analyze a set of calls. And since Ask Clari currently only analyzes one call at a time, it would help to be able to download multiple calls at once instead of having to manually and individually click in to each call and download one at a time. That’s a lot of clicks!Any fellow customers have any recommendations on how you’ve addressed this issue?And anyone from the Clari team have guidance or insight as to whether this is a feature that is or can become available?

Hello -I have anaylst using Copilot and since they are not recording users, there is not a great way to track usage and frequency of them reviewing calls and gametapes. Is there a way to report on this?From PMM SVP: I'd like to establish a KPI for my team to ensure we're regularly listening to calls/game tapes. Can you share what tracking is available so I an set a measurable KPI?I want to know how I can accomplish this for my SVP, and I am hoping it is something as Clari Admin I can run on my own without having to request it from Support. Please advise!

I am working with the Renewals team, and the Renewals leadership would like to explore whether the Top Deals widget can be customized for Renewals dashboards. Specifically, they are interested in determining whether certain columns can be renamed or mapped to renewal-specific fields, such as active contract end date, churn type, and similar attributes. Additionally, they would like to confirm whether it is possible to adjust the display order of the Name field within the widget. Currently, the widget displays the Renewals Opportunity name with the Account Name shown beneath it; the preference would be to evaluate whether this order can be modified.

Hi everyone! We recently launch Copilot and as part of that, we turned on the integration to Gainsight. The challenge we are having is that Copilot will only update Gainsight when at least one internal attendee on the recorded call in Copilot has either a “Full” or “Internal_Collaborator” license in Gainsight. Many of our users have “Viewer_Analytics” licenses in Gainsight and unfortunately, their calls are not being added to Gainsight. I’d love to hear any ways that you have been able to work around this. Thanks!  

Will you support the ability to add other Salesforce objects to the Source Object dropdown within Clari Core Field Config?  We need to access the Contract Shell that is part of the ServiceContract object so we can gather insights from that object.  The reason why we cannot reference the Service Contract from an account reference is because there is a one to many relationship (sort of like the Opportunity Object).  We would need the ServiceContract to be its own object (or Mode).

How do we delete a conversation / audio file

Hello All - Is there a way to see a list of my one off scheduled emails?

We’ve run into an issue where Clari displays all Salesforce Stage picklist values when users update the Stage field, instead of only those that apply to the opportunity’s Record Type.For example, our General Sales opportunities have a different set of stages than our Renewal opportunities. In Salesforce, this works as expected because the Sales Process functionality limits stage options by Record Type. However, this restriction isn’t reflected in Clari, so we’ve seen cases where users accidentally change a General Sales opportunity to a Renewal-only stage.Has anyone found a way to make Clari respect the stage picklist restrictions by Record Type? Ideally, we’d like to prevent users from even seeing incompatible stages in Clari, rather than creating a Salesforce validation rule just to block the save in Clari.How are you handling this in your org? Any tips or creative solutions?

We have a field that shows the Status of the opportunity based on how long it has been in any particular stage. the possible results are On Track, Nearing Delay or Stalled. I wanted to know if it is possible to have conditional formatting so that the field shows a different color depending on which of the three results are shown.   

Hello - I was told calls needed to be 5 minutes at least to get insights from Copilot on the Groove Dialer Calls. I am seeing calls in our instance that are longer than 5 and still have no insights or summary from Copilot. Is this a bug or do calls made in Groove just simply not align with Copilot Insights and Summary?

Overview of Clari Studio Labs If you are an Advanced Ops Admin, you can enable Guide and Revenue Cadences in Clari from Clari Studio Labs, which is where you can share and launch the rollout of cutting-edge features for your team in a more controlled environment. Clari Studio Labs gives you granular control to ensures that your team can designate exactly which users are able to access certain features at a time. This granular level of control can help with change management as you decide the best rollout strategy for your team.  For example, your team might decide to start by enabling Guide and Revenue Cadences for just your operations and admin teams so that you can review what Revenue Cadences and Guide will look like to end-users.  You might, then, decide to expand the rollout to one or two pilot teams as you refine your Cad

Hi everyone,Is there a way to remove an account mode from the drop down list?We want our users only seeing Account Mode with Opp Filters. 

A question that we hear quite a lot is “Why are some users stuck in ‘Invited’ status?”. Some users may appear as “Invited” under the User page in Manage My Org, even though they may have partially completed onboarding or begun using certain Groove features. This FAQ article explains what this status means, why it happens, and how to resolve it.  Q: What “Invited” status meansA user remains in “Invited” status when they have accepted their invite but haven’t fully completed all onboarding steps required to be moved to “Active.”Because Groove syncs user activation with completion of specific setup tasks, a user can technically use parts of the platform but still a

Clari Groove provides a powerful integration with LinkedIn Sales Navigator through its Omnibar interface, allowing users to view and engage with LinkedIn prospect data directly from their inbox, calendar, Salesforce, and Groove web app. This integration simplifies prospecting and delivers meaningful insights for sales and customer success teams. However, if your organization does not use LinkedIn Sales Navigator, the LinkedIn tab can be easily disabled.The good news is that you don’t need to raise a support case for this. Admins can easily disable the LinkedIn Sales Navigator tab directly from the