Product Q&A

Why was Copilot MCP Server removed from the July release notes? Can someone from Clari share an update on when we can get more information and when this will be released? 

Hello,I need help creating Deep Links with Clari. I would like to share a link to the Clari “Deal Opportunity line with the Expanded view “Insights” focus selected.Is this possibile?Thanks!

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?

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!

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, 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?

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

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?

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 Cadences.  One you feel you’re ready to expand, you might enable Guide and Cadences for the rest of your team.   Enabling Guide and Revenue Cadences for Your Team T

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 appear as “Invited” if they missed a final step. Q: What are the required steps to become “Active”For a user to transition from Invited ➜ Active, all of the following conditions must be met:They have successfully signed into the Groove web app. They have installed and signed into the Groove Chrome extension. (Microsoft 365 custom

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 Groove Custom Settings in Salesforce. Steps to Remove the LinkedIn Tab:Go to Salesforce Setup   In Salesforce, click on the gear icon (⚙️) in the top right corner.   Select Setup.   Search for Custom Settings   In the left-hand Quick Find box, type Custom Settings.   Click on Custom Settings.   Open Groove Settings   Under Groove Settings, click Manage.   Click Edit to update the de

We have reps who host meetings that have multiple sections to them that can last for a while. For example, they might have an hour of onboarding demo, following by a 30-minute break, followed by an hour of testing/Q&A. As I understand it, if there is 10 minutes of silence on a call, Clari Copilot will stop recording and leave the call. This is a problem because we want the entire meeting in only one recording when we share it with the customer, as that reduces the manual work of setting up calls, joining calls, etc.But we’ve had instances where our users were unaware of the 10-minute rule and didn’t realize that Clari Copilot didn’t recall the 2nd half of the meeting. Our current band-aid is to tell them to either manually say something every 9 minutes during breaks to keep Clari Copilot in the call or resign themselves to setting up individual meetings for the topics before and after the breaks.To the Clari Team - Am I understanding the 10-minute mechanism correctly? Is there is a

Clari offers several resources to guide dashboard and widget selection:Cadences Hub: The Cadences Hub in the Community contains examples and guides for QBRs, one-on-ones, pipeline reviews, and the recommended widgets for those key moments. Product Resources (“Ask Clari”): The “Ask Clari” feature provides a video walk throughs of how leaders are answering specific questions about their business with Clari. This feature can be accessed by clicking the ‘question mark’ icon in the upper-right corner of the Clari app, then selecting ‘Product Resources’.    Clari University: Within Clari University, you can find courses that break down the fundamentals of using Clari and its features, including Dashboard design, widget choice, Forecasting, etc. Some specific courses that may be helpful to review include Clari Fundamentals: Dashboards and Clari Fundamentals: Revenue Cadences.

Cadences is currently in open beta. There’s no formal application; simply reach out to your Clari account team to have it enabled for your organization.  Your Clari account team is here to support you in whatever rollout strategy would be best for your team. We can enable Cadences for all users at once. Alternatively, we can initially enable it for a select group of users (such as admins and sales ops users), then expand it to the rest of your team.   

The best way to bring external resources into Cadences is by using Clari’s Context Widgets, which support rich text. Once you add a Context Widget to your Dashboard, you can hyperlink to external resources, such as Google Docs, external reporting tools, and so on.  As an example, Context Widgets can be particularly useful for one-on-one Dashboards. If you have notes in a Google Doc or other supplementary materials in another tool, you could add links to those in a Context Widget in your Dashboard so that they’re easy to access while conducting your one-on-one.  This guide from our Knowledge Base contains additional information on adding different types of widgets to your Dashboards.