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How to search for call dispositions from task/groove in Copilot?

  • March 12, 2026
  • 3 replies
  • 10 views
C
New Contributor

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.

3 replies

M
New Contributor
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  • mimiandersonNew Contributor
  • New Contributor
  • March 16, 2026

Hi there,

Thanks for reaching out!

You can go to the Team calls page -> Click on More filters and leverage the call disposition filter.

There are two picklist options available
 

  1. All Calls – shows every call logged in Copilot, regardless of outcome (answered, no answer etc)
  2. Connected with Prospect – restricts the view to calls where the rep actually connected and spoke with a prospect.


For the second part of your question - Copilot can automatically create a task in SFDC after a call is completed.  We can see that this option is disabled for them - would you like us to enable it for you?

C
New Contributor
  • cschaferNew Contributor
  • Author
  • New Contributor
  • March 17, 2026

Hi there,

Thanks for reaching out!

You can go to the Team calls page -> Click on More filters and leverage the call disposition filter.

There are two picklist options available
 

  1. All Calls – shows every call logged in Copilot, regardless of outcome (answered, no answer etc)
  2. Connected with Prospect – restricts the view to calls where the rep actually connected and spoke with a prospect.


For the second part of your question - Copilot can automatically create a task in SFDC after a call is completed.  We can see that this option is disabled for them - would you like us to enable it for you?

Have they fixed the bug/feature for it to only log one event/activity?

M
New Contributor
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  • mimiandersonNew Contributor
  • New Contributor
  • March 18, 2026

Unfortunately it is not available yet and I am unable to provide you with an ETA.  My recommendation would be to continue checking our release notes each month for updates: https://community.clari.com/product-updates You can subscribe to this page to get notifications when new notes are released.  

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