General Q&A

I would like to have a Dashboard sent to me on a regularly scheduled cadence.  Is that possible?  If that is not possible, is it possible to do so for reports?  This would be similar to dashboards in SFDC where both can be sent regularly

Hi, is it possible to edit what columns are showing when adding a widget from the forecasts onto dashboards? ThanksEstelle

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair? 

Have you ever finished an important customer call, eager to jump into the insights and highlights, only to find that your Copilot call recording is stuck in "Processing"? 🙈It can be frustrating, especially when you need to share those crucial moments with your customer or team to reference a key moment from that callCall review page with call under processingWhile most calls process seamlessly, there are a few reasons why a recording might take a little longer. Let’s pull back the curtain a bit and look at what happens when a call is completed and why you might sometimes see a delay. The Journey of a Call Recording in Clari Copilot When you use Clari Copilot, your calls move through several stages—beginning with scheduling and recording, and then moving into processing. Whether it’s a video call or a dialer call, processing happens step by step: generating the video, creating transcripts, producing summaries, applying AI predictions, and updating CRM records.The good news? Your call d

Hi there!It looks there isn’t a automated action/option to keep a contact within a Flow & most will be removed if the contact replies/has an autoreply. This might be a intended function for some efforts, but it impacts others who need the contacts to remain in each action of the flow, regardless of if they reply or not.Is there a way around this? 

Hi team, Please advise on following API request to query data into datalake/ power biIs there an API for us to get CRM score, historical score and top factor analysis  I also want to get the deal insight section generated by AI. Is there an API to do so?  The objective is that, we’ll consolidate all these opportunity insight into a power BI dashboard for ease of monitoring

Recently, all my meeting descriptions I’ve created within Groove Scheduler are coming through wonky in Google Calendar. There’s weird spacing and I have to edit within Google calendar each time. I’ve cleared all formatting within the Scheduler but still it comes through Google calendar weirdly spaced out. What am I missing here?

I’m logged into Clari but I can’t find/access any trainings in University. I’m looking for admin training - if I go to course catalog it says “there’s nothing here.” If I try to visit the first link on the Clari admin training path (fundamentals) it takes me to a page that says I don’t have access. My team members are having the same problem.

Hello! I’m fairly new to Groove and I’m trying to organize my meeting links in the Scheduler. I’d like for the different types of meetings to flow in a certain order but can’t figure out how to do so. It doesn’t seem to follow an alphabetic or numeric order. Example: Ideally I’d like the meeting in 1-4 order 

I am trying to add a field from Salesforce into Clari. The message I am getting after it has been added: "Extract not enabled", is this something that we need to do in Salesforce? How can this be enabled? When I go into Field Configurations I get the following message: “To get started with Capture please reach out to your Clari representative.Debug: 0973bf6404b3e13982cbf5ff7635dfe7”Thank you in advance for any help you can provide!

Hi Team, I would like access to the Clari Admin Certification Training. Thanks!

Hi,I cannot access the Clari certification course. I did register with the clari university. My email is nbaheti@paloaltonetworks.comThanks

Hi Clari Support Team, I would like to raise a feature request regarding the Starred Deals functionality in Clari. Currently, users can view their starred deals using the "Starred Opportunities" view. However, there is no option to filter for starred deals.We’ve received this request from one of the users from our FLMs that having the ability to filter specifically on starred deals would significantly improve their workflow. This would allow them to quickly focus on high priority deals they’ve marked and monitor associated metrics like ACV, progress updates, and next steps more efficiently.For example, an FLM might star ten key deals (visible under Starred Opportunities) and would like to view only two of those by using filters. Can we have filters in the Starred Opportunities screens.  Could this capability be considered for a feature release? Thank you for your support,Vaishnavi Khedkar 

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.

Hi ,I recently provisioned a new AE who was hired to Clari however it looks like the AE still hasn’t had access to login or access to Clari forecast. Any tips to support?

Which of the filters include the optional Sentiment filter? For example, I know that if I select the Competitor Mentioned filter it reveals Spoken By and Sentiment fields as well. Are there other filters that have the Sentiment option?

Unable to log in to my account as okta locked me out after 6 attempts, unable to access support portal. I have a paid account, can someone from support help me?

How do I add a timestamp to link to specific time in Copilot call recording?For example, if my call recording link is https://copilot.clari.com/call/9e5510e6-d6e1-4bd9-a62e-c2XXXXXXX, but I want to link a user to 3 minutes into the call, can I add something to the end of the URL to bring them directly to that point in the call? Can I add ?t=180s or something similar to bring users directly to that point on the call?(e.g., https://copilot.clari.com/call/9e5510e6-d6e1-4bd9-a62e-c2XXXXXXX?t=180s) If not, what is the format of the timestamp in the url for Clari Copilot?

Hi Team & ​@lyuda.rogers ,I've attempted my Clari certification more than 15 times, and my score consistently falls between 70-73. I’ve completed the admin course three times and am confident I’m selecting the correct answers.Could you review the test to see if there might be any issues or provide feedback on my answers?

Hi, could you please provide access to the Clari Admin Certification?

We have a variety of widgets on dashboards that are grouping by a custom “Forecast” picklist field that is on all opportunities. This has five value options. They are configured in our CRM in this order:5-Raw 4-Best Case 3-Most Likely 2-Commit 1-WonNote that “1-Won” is not user-selectable but rather managed by the system and updated if/when the opportunity goes closed won.When we make a bar chart and add that to a dashboard, the appearance of the groupings by the above picklists do not appear in that order left-to-right within the bar. This is creating confusion with our users who would expect them to be sequential either left-to-right or right-to-left. Instead, they see them in a seemingly random order. 

Hello team,I am not able to access the Admin Certification in Clari University.Can you please provide access?Thanks,Tara 

Is there a resource to follow if I am looking to do Clari certification - Admin side of things.

How to register for Admin exam & how to understand pricing structure & not able to locate the information.

You can write an email directly from the Omnibar using one-off Actions. Creating a New Action from the Omnibar is easy:  Select a Email action to write either a one off email or use a Template. If your organization has opted into Groove’s GenAI features, then Groove can also generate these emails, pulling those insights directly from the web.  Press the Create button to have the email added to your Groove Actions page for you to send at a later date. Alternatively, press the downward-facing arrow and choose from the below options to send the email immediately:Send – send the email right away. Mark as Complete – mark the email as having been completed and add it to your activity count in Groove Analytics without actually sending the email or logging it to Salesforce. Schedule Send – select a future date and time at which the email will send automatically. Send and Create Follow – send the email right away and create a new follow-up action in Groove for the same person. Send and Add to F