Product Q&A

How do we delete a conversation / audio file

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).

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?

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

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

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 mechani

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’.

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.  

While there isn't a single answer for every team, we've found that the adoption process is iterative and highly dependent on a few key strategies. This article breaks down some of the factors that can influence how quickly and successfully your team adopts Cadences. Aim for Focus and SimplicityWhen designing your Dashboards and Cadence Moments, the number one rule is to keep them simple and focused. Adding too many moments or data points at once can overwhelm users and actually hinder adoption. To avoid having to roll back your work, strive to keep your streamlined so that your team knows exactly what they’re supposed to get out of each moment or dashboard.  Each Dashboard and Moment should be designed to answer one or two specific questions, and nothing more. 

At Clari, we run our own business through Clari, reinforcing usage and providing a real-world case for success. Check out this blog post to learn more about how Clari is being used at Clari.  When it comes to deploying Cadences, we focus on designing Dashboards that answer the critical revenue questions leaders need for their business, making it straightforward for teams to get the information they need. During the design phase, leaders are asked to share what questions they need answered for their key revenue moments and how frequently these moments occur. The information that we receive directly informs how we design our Dashboards. 

There are a couple ways, both manual and automated, that you can remove all Contacts at an Account from a Flow.   Manual Method 1: The Accounts PageThe first way to remove all Contacts at an Account from a Flow would be from the Accounts Page, found here.   Click on the name of the Account whose Contacts you want to remove from your Flows Select the checkbox to the left of the ‘Name’ header to select all Contacts (or individually select which Contacts you’d like to remove) Select ‘Remove From All Active Flows’ Press the ‘Remove’ button in the p

 Clari Admin Checklist 🥳 High-five & congratulations being a Clari Admin! The entire Clari team looks forward to partnering with you. Here are our suggested action items for you to ensure that you are equipped with all of the knowledge that you need to be a great Clari Admin for your organization. We’ve broken this down into 5 parts: Operating Rhythm, Required Courses, Common Admin Tasks, FAQs, and Best Practices.  Your Operating Rhythm ❏ If you are not already, ask to sit in on your company’s forecast call to see Clari in real time. Pro-Tip check out this

List of Flow Exit ReasonsWhen a participant is removed from a Groove Flow before they complete it for any reason, Groove logs the exit reason to empower your team with data on exactly how they are being removed.  Participants can have the following exit reasons:AUTOMATED_ACTION AUTO_REMOVE_AFTER_BOUNCE AUTO_REMOVE_AFTER_REPLY FLOW_IS_ARCHIVED INACTIVE_USER LOGGED_CALL_ADDED_TO_NEW_FLOW LOGGED_CALL_AND_REMOVED MANUAL_USER_REMOVAL Where the Flow Exit Reasons SurfaceThis data is surfaced in a couple of different places.  The first is the People Tab of the Flow, specifically in the “Exited” section of the last Flo

What is Churn ARR Forecast's CRM Value in the week-by-week Churn ARR Forecast Panel?

If you click into a flow and then go to the people tab it lets you “Download a csv” but only the first 100 contacts are listed. There needs to be a way to export all the people in a flow or at least be able to scroll through the 100 and download them one at a time.  I’m trying to compare what emails got matched into a flow and what emails are still in my legacy mailer but I can’t export to excel to cross check. 

Within Clari Studio Field Configuration we would like to add SFDC Account fields directly to the Opportunity module in Clari.  This would prevent us from having to create additional Opportunity fields (formulas) just to bring Account data into the Opportunity module.  A use case would be adding an Account custom field we have which tells whether the Account is from the Global 2,000 list. Thank you

Deals are starred at the level of the individual user experience. While you cannot see another user’s starred deals, some customers add a checkbox to the opportunity object called “Forecast In” or “Path” to identify which deals they consider in their path to their forecasted number.  To implement this, the lift isn't super heavy or too technical. You simply need to educate your teams on the field, and enforce usage of the field. Admins can set this up in Clari by following the (high level) steps below:1. Create a checkbox field on the opportunity object in Salesforce. We've seen customers name it things like Forecast In, In the Path, Key Deal, or even Starred. 2. A

In this guide, you’ll learn to use Clari Copilot’s REST APIs to access and manage your call data. You’ll also learn how to upload externally recorded calls, such as those from Zoom or Twilio, into Copilot for transcription and analysis. Copilot APIs allow you to:  Search for and download calls, users, and CRM-related data like opportunities and accounts Upload call recordings captured outside Clari (e.g. from Twilio or Zoom) Access rich analytics, like transcripts, talk-time metrics, and summarize.  For Copilot’s API Reference & Sample Code, click here. About Copilot REST APIsClari Copilot provides a REST API. REST, short for Representational State Transfer, is a set of

Hi there, Is it possible to fetch calls by contact using the GET /calls or another endpoint? Best regards,Jaap

Can I get a download Summary included in the call data ? it will help a lot in my work and save time.Is there an option to connect Salesforce CRM where I can get summary and call data automatically populated in CRM to send a BD note via outlook.