Release Notes

Release Date: March 10, 2026 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. Clari + Salesloft IntegrationEmpower your sellers to seamlessly use Clari and Salesloft together. Leverage insights and pipeline inspection from Clari and Copilot, and turn them into instant, tracked action in Salesloft. What’s New:Salesloft Side Panel: Access Clari and Salesloft side by side. AI Emails: Generate Salesloft emails with one click, optimized for sales roles. Task Creation: Spin up Salesloft tasks with one click, logged and ready to go. Smart Follow Up Emails: Send AI follow up emails from Copilot calls in one click. Learn how to use the integration with our Quick-Start Guide.  What’s New in ClariAccess the power of the Salesloft Extension Side Panel directly in Clari. Send AI Emails from ClariWhen viewing relationships in Clari from an Account or Opportunity, use the email icon next to any relationship listed to open the Salesloft Extension. Then, start drafting an email or use an AI template from Salesloft. AI templates leverage context from the selected relationship to start a cold email, new angle, or follow-up. Help Center: Emails from ClariCreate Salesloft TasksWhen inspecting your pipeline, spot risk and create tasks that will surface in Salesloft Rhythm. Click the task icon from the Opportunity list view (in the right panel or in Relationships) to populate the task with the Opportunity and/or Contact. Then save it directly to Salesloft without leaving Clari.What’s new in CopilotSend follow-up emails via SalesloftSend Salesloft-tracked follow-up emails in one click. Once your call summary is generated, click to populate it directly into a Salesloft email with a subject line and all call participants. Help Center: Copilot AI Follow up Email Create tasks from call action itemsCapture action items from recorded calls in one click. Once you see smart action items after a call, click the icon next to each action item to create a task in Salesloft. You can add additional notes or assign the task to someone on your team. Help Center: Copilot Task CreationAction Required: Customers using Zoom & Copilot Zoom has recently enforced stricter security and access requirements for third-party applications. To ensure uninterrupted recording of your Zoom meetings, all customers must sync their Zoom account under Integrations → Web Conferencing in Copilot.If this sync is not completed:The Copilot bot will no longer be able to join or record Zoom meetings. Meeting recordings and transcripts will not be generated.Updated Bot BehaviorAs part of Zoom’s updated requirements:The Copilot bot will now join the meeting when the meeting organizer joins. The bot will leave the meeting when the organizer leaves. Recording availability is therefore tied to the organizer’s presence in the meeting. More details will be shared soon.We strongly recommend completing the Zoom sync at the earliest to avoid any disruption to recording workflows.Update to zoom needed for copilot by April 1.  What’s new in SalesloftHere’s a preview of some features in the next Salesloft Release: Sales Strategist Agent EnhancementsThe Sales Strategist Agent enhancements allow admins to customize how the agent works through the Artificial Intelligence settings. From the Artificial Intelligence settings, admins can provide custom instructions to control how the Agent generates content and offers recommendations, with the flexibility to apply these rules to specific groups or the entire team. Additionally, admins can focus the Agent's analysis on up to 10 specific opportunity fields to ensure its insights are always based on the most important data points for their sellers. Enhanced Contact Creation & DeduplicationThis release introduces a Secondary Deduplication Logic toggle that helps admins prevent duplicate records. This new setting automatically matches contacts using names and phone numbers when an email address is missing.  Admin Settings - Zoom Auto RecordThis release allows admins to create a consistent initial experience for all team members by defining specific user defaults. This includes reordered columns on the Conversations Page to prioritize Auto Record data. This release also introduces a new notification banner on the navigation menu and adds Auto Record counts directly to Zoom cards, providing an at-a-glance visibility into your recording activity. Clips Sharing EnhancementsThis release introduces a more secure way to share call snippets by requiring a passcode for access. When creating a clip, you can set specific expiration dates to determine how long a recipient has access to a shared clip. When you click Share URL to copy a link to a clip, a mandatory passcode. Recipients must enter the passcode to access the shared clip. For external viewers, the shared link provides a secure player featuring meeting metadata and an AI-generated summary, while internal users are directed back to the full Conversations page.  March Analytics EnhancementsThis month’s Analytics enhancements streamline your data analysis by introducing more granular Sorting and Filtering options. On the Individual Coaching Page, you can now sort the list of users by Group or Role. In the Command Center, you can filter the Prospecting funnel by Cadence. What’s new in GrooveFlow History EnhancementsSee more details about changes made to your flows. History event log now shows when a person was manually removed from the flow  or when flow ownership is changed. When viewing flow history, click View Details to see more context about all changes to your flows. Help Center: Groove Flow History Tab

Release Date: February 10, 2026 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari?Improved Search: We’ve improved search to include faster search results and more details like deal stage and account owner when searching deals. You’ll be able to search across everything Clari and select search facets like Accounts, Views, or Calls to quickly filter your results. Learn More What’s New in Groove? Any Step Automated Actions: This feature eliminates the manual work of updating Salesforce fields or creating tasks after a specific number of emails or calls. It ensures that no lead goes cold simply because a follow-up task was forgotten after a specific outreach step. Admins:  You can setup new rules in automated actions to take advantage of this trigger. For example: Always move lead to Nurture after 3rd call attempt. Learn More  What’s New in SalesloftHere’s a preview of some features in the next Salesloft Release:In-app Notification Enhancements: A new, centralized in-app alert system designed to proactively notify users of critical system health issues.  Task Enhancements: Introduces "Business days only" logic for tasks created or rescheduled through Plays. Outlook Enhancements: introduces pinned side panels, per-email tracking toggles, and direct compliance controls for Outlook.

Release Date: January 13, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Automated Actions: Transfer to New User by Custom Lookup FieldAutomated Actions in Master Flows now support reassignment based on any Salesforce user lookup field, enabling automated transfers of Flow participants when custom user fields change (e.g., territory manager, account executive). Learn more. Enhanced Flow People ExportExporting people from a Flow now respects your step filters and has a default “Select All” scope. No more exporting page-by-page. Whether filtering by step, “My People Only,” or exporting entire lists, Groove delivers complete .CSV exports quickly, with direct downloads for smaller sets and email delivery for larger ones. Learn more. Clari and Salesloft have recently merged!Last month, Clari and Salesloft completed their merger (read more here!). Are you a Salesloft user or curious to learn what is being released? Keep an eye out for the Salesloft release notes next week.  And stay tuned for early integrations and developments bringing the best of both platforms together in the coming months. Here’s a preview of some features in the next Salesloft Release: Dynamic cadences: Cadence Purpose, Step InstructionsAllows managers to guide AI content generation by setting a "Cadence Purpose" and specific "Step Instructions," resulting in strategically-aligned email drafts that sales reps can use with minimal tweaks. AI-Generated Call Scripts for CadenceAI-generated script for Cadence phone steps that synthesizes the cadence purpose and step instructions to create personalized, structured call scripts, which saves rep prep time and improves conversation quality. Send meetings from OutlookSellers who use Outlook can now book Salesloft-tracked meetings directly from their inbox, increasing efficiency and improving data accuracy by allowing them to associate the meeting with specific Salesloft objects and custom CRM fields.  Recurring meetingsThis feature ensures activity data is always in sync with your CRM and calendar by accurately tracking and managing all occurrences of recurring meetings directly within Salesloft, allowing users to create and view them from the platform. Shared ViewsUsers can now create and share custom, filtered views with their teammates to standardize data consumption across the organization and eliminate manual workarounds.

Release Date: December 3, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Select Salesforce Object Type for Reference Picklist Fields in Groove ViewsChoose the Salesforce object type (e.g., User or Group) when editing reference picklist fields from Salesforce in Groove Views in Omnibar, streamlining edits and lookups. Learn more. Bulk Update/Manage ActionsBulk edit and manage actions to make large-scale updates quickly without losing your momentum. Learn more.  Pre-personalization on Flow ImportDuring Flow imports, apply personalization across contacts or leads in advance, enabling tailored outreach at scale and bypassing A/B test variants for those personalized entries. Learn more.Admins: If you have access to edit flows, personalization will be off by default, but it can be turned on for specific flows as-needed.  Phone Number Changes GuardrailTo prevent unintended updates when users edit phone numbers in the Dialer, Groove will prompt users after a call if a number was changed, allowing them to either confirm the update to Salesforce, or keep the original. Learn more. 

Release Date: November 5, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari?  Delete & Duplicate ModesCreate and manage duplicate modes with similar configurations, and delete unused modes in Clari Studio. Learn more.Note: Certain default modes cannot be deleted. Dependency checks will prevent deletion if a mode is referenced elsewhere, and provide an export of impacted configurations.  Nest Related Objects in AccountsConfigure custom modes to display data from related objects nested directly beneath Accounts (e,g, Opportunities, Products, or ingested usage data). This new flexibility enables deeper inspection and forecasting across multiple revenue models from a single view. Learn more.Note: Requires RevDB-powered Opportunities and connected Activity data.   What’s New in Groove? [Reminder] Groove New User SignupNew groove users must be imported via Manage My Org or assigned a license via Salesforce). If you are setting up a Salesforce instance (migrating to a new production environment or sandbox) reach out to your Clari team to setup a new instance with Groove. What’s New in Copilot? Smart Dialer ComplianceAutomatically ensure recording compliance across every Dialer call with AI-based consent detection. Copilot analyzes call transcripts to confirm consent requests and responses, applies compliance tags, and can automatically delete non-compliant calls based on admin-defined retention settings configured in Workspace Settings > Data Retention > Call-Recording Consent (Dialer). Learn more.

Release Date: October 8, 2025Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Editing Global Settings in Forecast ConfigModify global forecast settings, such as manager adjustments, past-period display, weekly column visibility, forecast cadence, and custom roles, under the Global Settings tab in Forecast Configuration (found in Clari Studio). Learn more. Coming October 16: Clari Studio LabsWith Clari Studio Labs, admins can selectively enable experimental or cutting-edge features for specific users, roles, or your entire organization, giving you granular control over implementation change management.Admins: Enable Cadences and Guide in Clari Studio Labs on the right timeline for your GTM organization. Learn more. What’s New in Groove?  Custom Salesforce Columns in the Action TableAdd custom Contact or Lead fields from Salesforce as columns in the Actions Table or Omnibar for greater visibility and flexibility in managing workflows. Learn more.Admins: Looking for Spaces in Manage My Org? With this update, you’ll now find Spaces nested under “Custom Fields from Salesforce” in Manage My Org. This is where you can now find the new Actions and the preexisting Spaces tabs. One-Sided Call RecordingAdmins can now manage call recording settings for Two Party Consent Regions. This includes a new option for one-sided call recording—recording only the rep’s side of a call—to ensure compliance across regions while still gathering useful coaching data. Learn more. Groove New User SignupNew groove users must be imported via Manage My Org or assigned a license via Salesforce. If you are setting up a Salesforce instance (migrating to a new production environment or sandbox), reach out to your Clari team to setup a new instance with Groove.   

Release Date: September 3, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Copy Forecast Opt-InsAdmins and RevOps leaders can now quickly duplicate user opt-ins from one published forecasting tab to another, streamlining setup and preserving consistency. Learn more. Edit, Create & Duplicate Forecast ColumnsForecast Config now empowers Admins to edit, create, and duplicate both component and composite forecast columns—giving you powerful flexibility to tailor your forecasting structure. Learn more. Edit, Create & Duplicate Forecast Formula ColumnsIn Forecast Config, Admins can now edit, create, and duplicate calculation (ARM) field formulas—unlocking faster modeling flexibility and consistency across forecasts. Learn more.  What’s New in Groove? Auto Re-import Finished People into FlowA new Flow-level option lets you automatically re-import users who’ve already completed a Flow, ideal for re-engaging recurring inbound leads while ensuring control remains isolated by Flow and permission status. Learn more. Pre-Personalization in Groove FlowsReps can now pre-personalize automated email sequences, individually or in bulk, directly within Flow workflows to streamline engagement and scale personalized outreach. Learn more.Note: Please reach out to your Clari CSM or the Clari Support team if you would like to enable pre-personalization. Actions Table Redesign with Saved Views & FiltersThe Groove Actions Table now includes Saved Views, advanced filtering, and dynamic sorting—empowering high-volume sellers with customizable task workflows, better prioritization, and enterprise-grade efficiency. Learn more. Send Now, Reschedule, or Cancel Outboxed ActionsYou can now manage scheduled emails directly in the Outbox. Choose to send immediately, reschedule, or cancel at any point before the send. Learn more.  Coming Next Month One-Sided Call RecordingGroove Dialer will offer one‑sided call recording, enabling organizations to record only the rep’s side of a call for training and coaching while staying compliant in regions that require two‑party consent. Learn more.

Release Date: August 7, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. Platform Updates Customers using Groove and Clari will need to add new IP addresses to their allowlist, including customers who are using Salesforce Trusted IP Address, follow these instructions to update your trusted IPs.Action Required Before August 11th, 2025:To avoid any service disruptions, ensure that your network administrator or IT Team has updated your network to allow voice traffic from the following globalized IP and port ranges. Please allowlist the following: IP Addresses52.206.172.25 54.175.220.82 13.222.43.56  AI Chat AgentThe new AI Chat Agent is designed to provide immediate, intelligent answers to your questions using the combined knowledge of the community and knowledge base. Ask the AI Agent questions to quickly surface helpful resources, product guidance, and troubleshooting tips—no search necessary. Check it out in the Help Center.Designated Support Contacts: You'll be able to submit a support case directly from the chat if and when your organization needs assistance from our technical support team.  What’s New in Groove? Dynamic Merge Fields & Scheduler ImprovementsCreate smarter, more flexible templates with new dynamic merge fields for dates, days of the week, and scheduling links — no longer limited to Salesforce data. Build templates, flows, and actions that feel more personalized and relevant for your recipients even faster and more easily. Learn more.  Groove Managed Package UpdateOn Friday, August 9th, Groove will deploy an update to the Salesforce managed package. No action is required from you. NotesNo changes to the Groove application—your experience will remain the same. If you are using Salesforce Sandbox instances, the managed package will be updated across all environments.

Release Date: July 2, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Deal Summary ImprovementsDeal Summaries now highlight Key Takeaways (e.g. pricing, exec engagement, competitive mentions) and Significant Decisions with stakeholder details, timing, and impact. You can also configure summaries by interaction count or date range—like "Last Week" or a custom range up to 1 year—for sharper context. Learn more. Amazon S3 Connector Now Supported via FivetranYou can now ingest data into Clari from Amazon S3 using our Fivetran-powered connector, enabling more flexible access to external .csv or .tsv files.Bring in data such as product usage, financial metrics, or customer scoring into Clari’s Forecast, Opportunities, and Accounts modules. With S3 as a supported source, teams can expand their data ingestion capabilities without relying solely on traditional databases. Learn more. Admins: Your organization must have the associated modules on RevDB to use this capability. Persona-Based Capture Configuration (Role & User Level)Admins can now configure activity tracking at the user and role level in addition to the existing org-wide settings, giving your team more precise control over how and where activity and contact data is logged. Whether you want to tailor settings for specific roles (like tracking both inbound and outbound activity for CSMs but only outbound for SEs) or run pilots with select users, this update makes it easy. Learn more.Admins: Head to the Capture configuration settings to add new role or user-based configs. If multiple configs exist, user-level overrides > role-level which overrides > org-wide settings. Support for Snowflake Key-Pair AuthenticationTo prepare for Snowflake’s deprecation of password-based authentication in Nov 2025, Clari now supports RSA key-pair authentication for Snowflake connectors. This secure alternative allows you to configure or migrate your connectors using public or private keys for improved security.Admins: Begin transitioning now by generating RSA key pairs and updating authentication settings in Clari Studio > Integrations. This is recommended for all Snowflake-connected customers ahead of the password deprecation deadline. Learn More. What’s New in Groove? Assign Flow Owners Automatically via CSV User LookupYou can now auto-assign Flow participants at scale during a CSV import by using a column with Salesforce User IDs or email addresses. This feature is ideal for matching participants to their correct Flow owners based on CRM data—perfect for territory updates, campaign alignment, or large-scale lead routing. It’s compatible with Custom Merge Fields and Direct Import, making it a powerful addition to advanced import workflows. Learn more.Admins: Ensure the user importing the CSV has Add People to All Flows permissions and that Flow owners are shared on the Master Flow. One Flow Restriction (Safety Setting)To streamline communication and protect your sender reputation, admins can now enable a safety setting that ensures each contact or lead is active in only one flow at a time. This applies across all methods of import—including CSV, auto-import, API, and manual add—and prevents contacts from being enrolled in multiple flows simultaneously. When enabled, users will see tooltips for blocked adds, and backend validations enforce the rule across the platform. Learn more.Admins: To activate this setting, enable the toggle in Manage My Org > Flow Settings > Safety Settings. Optional overrides can be applied for select users. Enhanced People & Ownership Management Across FlowsWe’ve streamlined people management by introducing a unified permission structure for changing ownership and managing participants across Flows. This update reduces friction during employee transitions and team restructuring by giving Admins and Team Leads clearer, role-based access to transfer Flow ownership and manage people—complete with confirmation modals and tooltips for unsupported actions. Learn more.Admins: Control visibility and access through Manage My Org > Roles. Enhanced Bulk Management of Flow PermissionsWe’ve unified and simplified bulk flow management with a new Bulk Manage Flows permission that enables eligible users to archive, delete, label, and move multiple flows at once based on their role and access level. This update reduces confusion, improves control for Admins, Analysts, and Team Leads, and adds helpful tooltips and runtime permission checks to clarify exactly what each user can do.Admins: Grant the Bulk Manage Flows permission via Manage My Org. Ensure users also have View all Flows and Templates and (where applicable) Manage People Across Flows to fully use bulk actions like Change Owner. Learn more. Preview Merge Fields with Live Salesforce DataNow, when building or reviewing templates in Groove, you can preview merge fields using real Salesforce data from your contacts, leads, accounts, or opportunities. This feature removes the guesswork from personalization—helping sales reps, managers, and content creators verify dynamic fields like “First Name” or “Company Name” before an email is sent. Toggle between live data and raw merge tags, and even send a test email to yourself for added confidence. Learn more. Nooks Integration: Power Dial from Groove ActionsGroove now integrates with Nooks, allowing reps to power dial prospects from Flow steps and One-Off Actions—either in sequence or in parallel. Completed calls log back to Groove and advance Flows automatically. Learn moreAdmins: Users configure Groove in Nooks. What’s New in Copilot? Clari Copilot Is Now Available in the Slack MarketplaceClari Copilot is now officially listed in the Slack Marketplace, making it easier than ever for teams to discover and install the app. This update doesn’t change any functionality—existing users can continue using Copilot in Slack as usual—but new teams can now access a verified version of the app directly through Slack’s directory. Install Clari Copilot in Slack Audit Logs Now Available in Clari CopilotAdmins can now track and review all configuration changes made in Clari Copilot with the new Audit Logs feature. Whether you're monitoring consent updates, recorder settings, call access changes, or user management actions, Copilot provides a full history—complete with timestamps, before/after values, and user attribution. This update enhances visibility, compliance, and accountability for your team. Learn more.Admins: Access Audit Logs from User Management > Audit Logs. Filter by user, action type, impersonation status, or date range to drill into the details you need. Granular Access Control for Gametape FoldersYou can now manage who can create, edit, delete, and organize public Gametape folders with new role-based permissions. This update gives teams structured control over shared content while maintaining visibility and collaboration across departments. Folder management rights are configurable by role—ensuring the right users can organize content without granting broad administrative access. Learn more. Admins: Visit Settings > Roles & Permissions > Gametapes and Folders to manage folder access by role. This feature is enabled by default across all orgs. 

Release Date: June 4, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Duplicate DashboardsNow, anyone can duplicate a dashboard to quickly create a personalized version without starting from scratch. This makes it easy to tailor dashboards to your team’s specific needs while keeping the original intact. Just look for the "Duplicate" option in the dashboard’s menu (or from the left nav in Cadences). You’ll become the owner of the copied version and can edit it freely. Learn more. Field Extensions via Data IngestionEnrich your Clari instance by adding fields from external data sources directly to core objects like Accounts and Opportunities—without having to create custom fields in Salesforce. This enhancement enables 1:1 object mapping via the Data Ingestion pipeline to quickly bring in external data like product usage, bookings actuals, or CS scores. Set up in Clari Studio Field Configuration, these field extensions make it faster and easier to surface warehouse data in the Inspect Module and deliver a more complete view of your book of business. Learn more. Note: Field Extensions via Data Ingestion are only available to customers on RevDB. Admins: Use Field Config in Clari Studio to define the relationship and select which fields to surface in your Account or Opportunity views. What’s New in Groove? Timezone in Email Send Actions (Returning Feature!)We’re bringing back the ability to schedule emails by recipient timezone in the Email Action compose window. This feature helps you land in your recipient’s inbox at just the right moment—no matter where they are in the world—by letting you select the delivery time and corresponding timezone. It’s a powerful way to boost engagement and stay connected across regions without needing to send emails manually at off-hours. Update: Retiring the Send with Groove ribbon buttonIn New Outlook (Outlook for Web, Outlook for Mac, New Outlook for Windows), we’ve simplified how you send emails with the Microsoft Outlook <> Groove integration. Now, you can use Outlook’s native Send button and still log emails to Salesforce, plus track engagement metrics like opens, clicks, and replies. This update will roll out to users once accepted by Microsoft. As part of this change, the Send with Groove button in the Outlook ribbon will be retired.   For Classic Outlook for Windows users, the Send with Groove button in the Outlook task pane will remain. Admins: If you have an Admin managed add-in, an Admin will need to approve the update before the change is live for your users per your configuration settings. We recommend deploying the Clari Groove add-in to your users with an active Groove license. 

 Release Date: May 7, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Accounts: Update Fields from the Details PanelWhile your GTM team could already update CRM fields in the Accounts module today, now they can also edit fields directly in the Details Panel. Quickly search the field you’re looking for, make the change, and save for even faster updates! As always, updates are pushed directly to Salesforce and you can rest assured that all field types support edits. Admins: Ensure Account fields you want to be editable are enabled in Field Configuration and visible in your Account modes.  What’s New in Groove? Groove Skip ReasonsCustomizable Skip Reasons give admins the ability to standardize how users document why they bypassed steps in their Flows, helping teams drive accountability, especially at larger organizations that are trying to uphold any specific standards, and providing valuable insights into workflow deviations and process optimization. Learn more. Microsoft Email Send Limit UpdatesMicrosoft is introducing a tenant-wide limit on outbound external email sending that enforces a cap on the total number of external recipient emails your entire Microsoft 365 organization can send within a rolling 24-hour period. These limits apply to Microsoft 365 and will impact Flow and one-off email sends from Groove if the thresholds are exceeded. Learn more. Admins: Work with your IT admin to understand your total outbound external email volume. Groove is just one input. To fully understand your exposure, you’ll need to work with your IT team. Monitor outbound email volume across your org and review your Flow configurations that send high volumes to external contacts. Groove Managed Package Update 5/9Routine update to managed package including bug-fixes. 

Release Date: April 2, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Account Summaries in ClariAccount Summaries let you analyze conversations from emails and meetings to summarize what's happening across an account. Generate account-specific summaries based on your selected account mode—AM Mode, CSM Mode, Opportunity mode, and more. Learn More. Admin Actions: Enable Email Body access and AI Features from the Integrations page in Clari Studio. What’s New in Groove? Omnibar in the People TabOmnibar is now available in the People Tab in Groove Flows. Get quick access to Salesforce records as you click through your contacts in the People Tab. Learn More.

Release Date: March 5, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Forecast Config: Create Forecast Columns and Tabs, Delete Forecast TabsThe new ability to create Forecast Columns and Tabs, and delete Forecast Tabs expands on your freedom to forecast your way. If you haven’t yet, we strongly encourage completing our Forecast Config Fundamentals learning path in Clari University, or reviewing the documentation in our knowledge base to learn more.Admins: Try it: Create tabs or columns in Clari Studio. Ask Clari EnhancementsWe've further improved Ask Clari’s answers to your questions using advanced LLM models. Expect even easier readability, more detailed reasoning, more thorough coverage of discussed topics, and more effective responses to your questions overall. Field Mapping for Ingested DataExternal data tables fields must be mapped to Clari’s data model in order for Clari to successfully ingest them into RevDB. Our new Field Mapping Configuration allows admins to flexibly map fields in these tables without strict naming conventions. This minimizes integration issues and eliminates the need to hard-code specific field names in your external table schemas. Learn more.Admins: Ask your Clari account team if you would like to ingest data from 3rd parties into Clari.  What’s New in Copilot? Gainsight <> Copilot IntegrationSeamlessly synchronize call insights from Copilot into Gainsight’s timeline. Automate relevant meeting data synchronization between Copilot and Gainsight, ensuring that actionable insights from calls are centralized for folks like CSMs. Push meeting details such as summaries, action items, participants, and embedded call recordings directly to Gainsight. Learn more.Admins: Add the API key from Gainsight to your Copilot Workspace Settings.  Faster Call SharingWe’re making improvements to let you share calls faster. Now, as soon as the video recording of a call is processed, reps can share the call with their customer (even while Copilot is still working on the transcript and AI insights for you). Learn more. Smart CRM Suggestions in SlackWe’re hyper focused on improving the rep’s day to day experience. Update your deals using Copilot’s CRM Suggestions directly from your post-call Slack alert. The new Update Deals button in the post-call summary allows you to review suggestions, edit, and accept them all in Slack. Learn more. Additional Languages Supported in CopilotWe have added Czech, Hungarian, Greek, Turkish, Arabic, Thai, Vietnamese, Malay, and Indonesian to the 28 languages that Copilot can transcribe. Learn more. Enterprise-Grade Desktop App DeploymentNow, Copilot’s desktop application supports enterprise-managed deployments, allowing IT teams to control application versions and updates across your organization. Manage application versions, perform updates, and handle rollbacks if needed. Learn more. Post-Call Alerts via EmailWe’ve added email to the ways in which you can receive your post-call summaries and alerts from Copilot. Learn more.Users: Opt-in to how you want to receive pre-call or post-call alerts in your Call Actions Settings, choose from Slack, Teams, and/or Email.  What’s New in Groove? Improved Send with Groove for OutlookWe’ve simplified how you send emails with Microsoft Outlook <> Groove integration. Now, you can use Outlook’s native Send button and still log emails to Salesforce, plus track engagement metrics like opens, clicks, and replies. Learn more.Admins: Let your users know to start using the native Outlook ‘send’ button. Share this post.  Here’s what to expect as we roll out these improvements:Phase 1 – Early March: You’ll start using Outlook’s Send button to send emails. A small banner will confirm that Clari Groove is processing your message. Internal emails will not be logged, and everything else will work as usual. Phase 2 – March/April: The Send with Groove button will be removed from the task pane but will still be available in the ribbon. Keep using Outlook’s Send button as we refine the experience. Phase 3 – April/May: The Send with Groove button will be fully retired. Moving forward, all tracked and logged emails will be sent seamlessly using Outlook’s native Send button. Unified Salesforce Connection for Groove Chrome Extension.We’re streamlining the experience to connect the Groove Extension to your Salesforce account for a simpler, faster login experience. Learn more. Upcoming Platform Changes Field Configuration: Clean up of unsupported configurations. To keep your instance running smoothly we have identified some customers with unsupported configurations in field config. If your instance has an unsupported configuration, we will clean this up on your behalf. Please note that any changes pending in a draft state will be cleared when we proceed with the cleanup. 

Community PostRelease Date: January 8, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Enhanced CRM ScoreFor customers with Copilot and Clari, the Enhanced CRM Score builds on the CRM Score you already know to account for a broad variety of revenue signals, including CRM data (as always), Copilot call data (new), and Meeting data (new). Learn more. Please Note! We do not want to make potentially disruptive changes to the insights that you use to inspect your deals and forecast before the end of the fiscal year. Enhanced CRM Score will begin rolling out to you on Jan 15, 2025. You will receive an email when Enhanced CRM Score is going to roll out to your organization. Sunsetting Mobile App v.4.2.3If you are using a version of the Clari mobile app that is before 4.2.3, please update your app in the Play Store or App Store. Versions below 4.2.3 and (4.2.3 520 on Android) will no longer be supported after January 31st, 2025. For customers administering app updates for your users (MDM) you will need to update your users to the latest version by Jan 31, 2025   Activity Export APIExport activity data associated with Accounts and Opportunities with the new Activity Export API. Leverage the data to build custom reports and analytics in the BI tool of your choice. Learn more.This feature may include an additional cost, contact your account manager for more details.  Updates to Time Machine Pulse and Funnel Drill Down For organizations with Time Machine in Pulse and Funnel, Opportunity Amount and Close Date will be in separate columns in the right side panel, instead of nested together in a single column. This means you can now sort by Opportunity Amount or Close Date in the right panel. What’s New in Groove? Flow Owner TransferTransfer ownership of specific people in Flows to other members of the team if contacts or leads are reassigned (e.g. when a team member is out of the office, or when territories are reassigned in CRM). Learn more. What’s New in Copilot? Manually Re-link Calls to Opportunities and AccountsManually relink calls to the correct Accounts and Opportunities as needed to ensure your CRM data is accurate. Learn more. What’s Coming in February Here’s what to look out for in the February New Feature Release. Outlook: Send with Groove improvementsFor users of Groove and Microsoft Outlook, we are streamlining how you send emails with Groove. The send with groove button will be consolidated with the native send button that already exists inside Outlook. When you send an email with Outlook using the native Send button, a message will appear to verify that Groove is working in the background. 

Release Date: December 4, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Delete Forecast ColumnsDelete any column(s) within your Forecast Tab(s) in Forecast Config. Learn more. Edit Fields in AccountsIn the Accounts module, edit CRM fields from the Account Object including, Boolean, Picklist, Multi-Picklist, Text, Amount, Currency, Data, and Reference field types. Learn more.Admin action: Your teams will now be able to edit existing CRM fields in the Accounts module. We recommend adding any new fields that are relevant for account-based workflows in Studio Field configuration and updating any views to include these new fields.  Manually Match Contacts to Accounts & Opportunities from CaptureManually match a captured contact to the appropriate Account and Opportunity in instances when Capture is unable to do so using your configured matching requirements. Learn more. Capture Details in User ManagementTo help you ensure you’re getting the most value out of Capture, Admins can now view which users are configured for Capture and whether they are in Preview or Write to CRM mode in User Management. Learn more.Admin action: Review if you have users in preview-mode that are not writing data to CRM. What’s New in Copilot? Smart TopicsTrack Topics with better precision and recall using Smart Topics (powered by RevAI). Quickly and easily setup topics with real-time feedback on the critical revenue moments your topic could capture, without providing examples or waiting for extended training periods. Learn more.Admin action: Setup new topics, in workspace settings Topic RecommendationsCopilot will recommend Topics of interest by analyzing last quarter's calls. You can pick the relevant recommended topics and save to be tagged on future calls. Learn more.Admin action: Review suggested topic recommendations and choose which topics you would like to continue to tag  Topic Dashboard EnhancementsSave dashboards customized to help you visualize topic trends over time, or topics segmented by your deal stages, geographies, market size, or any other CRM attribute. Then, quickly drill down to replay exact moments in calls. Learn more.Admin Action: Create dashboards to visualize topics, these can include topics you have already configured or new topics created from Topic Recommendations or Smart Topics.  Unified Adoption Report ExportThe Copilot Adoption Report consolidates team calls, dashboard overviews, and activity into a single download so admins can analyze Copilot adoption across users. Learn more. What’s New in Groove? Flow Approval ProcessA structured, trackable workflow for content approval and publishing empowers users to create content independently while ensuring quality and consistency across your Flows. Learn more.Admin Actions: Configure flow approvals in your organization if needed.  Flow CollectionsGroup Flows into Collections to easily apply common settings like automated actions and sharing rules across the Collection, reducing the time and effort required to manage these settings across individual Flows. Learn more.Admin Actions: Update Flow permissions in MMO to determine who can create Collections Timezone Returning to Scheduled SendsTimezone is returning to the settings you can control for scheduled sends completed in Actions.  Auto-Save ActionsWe removed the need to manually save your changes to actions with the “Save and Close” button based on your feedback. Now, the changes you make to Actions are automatically saved as soon as you finish typing them, when you close the action out, or move on to the next action in your list!  Thus, when you want to create/log a new Action, we replaced the “Save and Close” and “Log” button with a “Create” button, which will not only create the new action but also save it to your actions list! Learn more.  Enhanced BlocklistPrevent certain emails and events that include blocklisted emails, from logging to Salesforce. Blocklists can be configured at the profile level to customize for different users. Learn more.Admin Actions: Admins will need to update settings in the managed package in salesforce to enable Enhanced Blocklist for each profile. Then update blocklist domains or email addresses for each profile.  What’s New in Align? Edit Due DatesAction Due Dates are now editable.

Release Date: November 6, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Time Machine in WaterfallUnderstand the deal-level changes that contributed to the changes to your pipeline. Learn more. Updated Timestamps & Crawl CRMSync the latest updates to CRM from your organization’s Clari instance on demand, even between Clari’s automated syncs. Learn more. Note: For Time Machine in Waterfall and Updated Timestamps & Crawl to CRM, your Clari Inspect Modules (Opportunities and Accounts) must be running on RevDB. Adding Copilot Calls to SearchYou can search for information from Copilot call transcripts and by attendee email addresses in Search in Clari. What’s New in Copilot? Deal Summaries in Copilot & ClariSmart Deal Summaries provide quick but comprehensive insight into what is happening in a deal across conversations (emails and meetings). Understand the status, key discussions, and pending actions surrounding your key deals with ease to inform more accurate forecasting and strategic planning in minutes. Learn more. AI in Shared CallsShare calls with AI insights to include your choice of Smart Summaries, Chapters, and Ask Clari in shared calls, calls shared to Align, and embedded calls. Learn more. Smart CRM SuggestionsEasily update Salesforce with custom CRM field suggestions using call data. Our latest update allows configuration of custom fields and combines new insights with existing CRM data for more accurate and efficient updates. Learn more. Learn more. Improved Accuracy for Smart SummariesClari Copilot’s Smart Summaries now capture key details and actionable insights with even greater accuracy, ensuring you never miss critical information from your conversations. What’s New in Groove? Groove RebrandRelease Date: November 6, 2024Groove is getting a fresh new look on November 6th! We're updating the Groove logo and colors to better align with the Clari brand. You can get an advance look at the changes in the Rebrand Guide attached to our community announcement. Groove in ClariRelease Date: October 15, 2024In case you missed it, joint customers of Groove and Clari can now access Groove directly within the Clari web app! This integration provides a single point of entry for all your revenue-driving activities. Check out our previous announcement to learn more. Note: You may need to log out and make an update to your SSO setup with Clari to realize these changes. ZoomInfo IntegrationStreamline your workflows with the new integration between ZoomInfo and Groove, which allows you to add contacts to Flows without leaving your workflow, add people to Flows in bulk, and add people to Salesforce through Zoominfo. Learn more. Send Sample Emails from Flow PreviewsSend a sample email directly from the Flow preview to test formatting, merge fields, and general look and feel. Send sample emails from Flow previews for both templated and non-templated email steps. Learn more. What’s Coming in December?Here are a few things to look out for in December.  Multi Signal CRM Score: Clari & CopilotNote: Changes coming to CRM Score for Clari & Copilot Customers Clari and Copilot Customers will have access to a new opportunity score that takes in signals from multiple sources: CRM data, activity data, and Copilot’s conversational intelligence. Look forward to an improved CRM score for RevDB in December. Enhanced Meeting Logging with Copilot & SalesforceToday, Copilot writes back multiple records to CRM when logging a meeting. For better clarity, Copilot will write back a single record for each meeting with this new feature. Improved meeting logging requires activity sharing in Salesforce. If you would like to try this early, you can join the beta program.

Release Date: October 2, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Flow History Tab The Flow History Tab provides you with a history log of key events throughout the life of a Flow. Currently, it tracks Automated Actions and general status changes (e.g. Active > Archived). Learn more. Manual Archive UpdatesFlow owners and editors can remove any active participants when you archive Flows in the new streamlined experience. Additionally, the history of who archived the Flow and when is written back to the Flow History Table. Learn more. One-Click UnsubscribeTo help you manage certain requirements for one-click unsubscribe header if your users exceed the outbound email limits set forth by Google, you can enabled One-Click enforcement for Flows in Manage My Org to provide the necessary header when Groove Flows send an email on a user’s behalf. Learn more.Note: Groove’s one-click unsubscribe feature simply provides the expected unsubscribe link when Groove Flows send an email on a user’s behalf via the Google or Microsoft APIs. Gmail then uses algorithms to determine whether to display the link or not based on factors like the sender’s reputation, how often they send emails, and how users interact with their emails. If Gmail doesn’t think the campaign is eligible, it might not show the one-click unsubscribe link. This means that the link is not guaranteed to be sent 100% of the time through Groove Flows, even with the setting enabled.  Flow Permissions in Manage My Org To ensure efficient workflow management and more granular control over Flow permissions, you can now manage Flow view and edit permissions for Admins, Team Leads, Analysts, and Standard Users. Learn more. Moving Auto Removal Settings to Automated ActionsYour options to automatically remove people from a flow if they replied (excluding auto-replies) or if their email address bounced are moving to Automated Actions in Flow Settings. Smart Summaries in OmnibarNow, you can generate insights from all the activities (emails and meetings) that happened in a deal directly from Omnibar. Whether you need an Activity Summary or Key Next Steps, Clari will provide them and the links to the source materials (email and meetings). Learn more. Groove Mobile EnhancementsGroove Mobile is designed to support the field team’s workflow from start to finish. Instantly transform your in-person meetings into valuable connections with easy contact and lead creation, and capitalize on meetings and maintain momentum by adding new contacts to your Flows. Utilize every moment by managing Flows and Actions between meetings, and capture every interaction to ensure that all activities are captured with the details you need for richer context and more effective follow up. Learn more.Install the app from the Apple App Store: ‎Groove+  Note: The app is only available on iOS. Android is not supported. Newly Available in BetaFlow Collections: Organize flows by use case and apply automated actions and sharing permissions at scale instead of sharing flows individually. Flow Approval Process: Designate user roles that require approval before flows can be come active. Users can create flows in “draft” mode and then submit for approval to a Content Manager, and manage which users in your org have permissions to approve flows as Content Managers.

Release Date: September 4,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Groove in Clari Access the full suite of Groove features directly within the Clari web app this September.  Please Note: Groove in Clari is coming mid-September, after the release date listed above. Updated Groove Logo and ColorsPrepare for an updated user experience. We’re updating the Groove logo and color palette to better align with the Clari brand.  Groove Flow Expiration Settings Set an Archive date and Last import date for Groove Flows to manage your content. Learn more.  Groove Flow Auto-Import Enhancements Restrict users from manually importing people into Groove Flows if an auto-import method is configured. Learn more. Add People to Groove Flows from SFDC Reports  Add contacts or leads from Salesforce reports to Groove Flows, right from Groove's Chrome Extension. Learn more.  Execute on Copilot via Omnibar Access Copilot calls and insights in Groove’s Omnibar, Calendar, and Notes Hub. Learn more. Please Note: Groove Conversations is sunsetting with this new integration.  Groove Actions ImprovementsIf you have not received updates to actions yet, all remaining Groove customers will receive this update through September.Here’s a quick list of the improvements to Groove Actions:Notifications for due or assigned Actions Scheduler can be inserted anywhere you’re using Actions Swap in templates anywhere you’re using Actions More flexible logging to Salesforce Reps can use any email or phone field in Salesforce to take action with a customer or prospect Logged activities now contain a consistent and uniform subjectLearn More. What’s New in Clari? Forecast ConfigurationForecast Configuration within Studio puts the power to customize your Forecast Tabs, Columns, and Queries in the hands of your admins. Tailor your Forecast Module to your unique forecasting process. Learn more. Please Note: This feature will become available to all Clari customers over the next few weeks. Expect an email with your GA date soon!  Advanced Forecasting: ConsumptionClari’s Forecast Module supports your consumption or usage-based pricing models. Contact your Account Manager to discuss your consumption or usage-based business. Learn more.  Forecast History ChartsWith forecast history, you can see historical CRM insights for forecast, quota, and read-only fields in the Forecast Module. Track performance over time and improve alignment among team members to call your number more accurately. Learn more. Admins: With forecast history, you can now see historical CRM insights for forecast, quota, and readonly fields. Additionally, support for read-only and forecast field history extends to Pulse. This will be enabled by default. To remove specific fields from your view in Pulse, uncheck them at the bottom of the chart. Quota Management EnhancementsWe’ve streamlined the process of uploading quotas to Clari, including pre-populating User IDs. Learn more. Forecast History in Export API Historical data including quotas and read-only fields will be included in the Export API.Learn more.  What’s New in Copilot? Copilot Admin Self-Service Improvements Streamline administrative tasks like user provisioning and onboarding, and integration and notification management with the latest updates to Workspace Settings. Bulk upload users, manage global notifications settings, and more. Learn more.

Release Date: August 7,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Pulse Opportunity Drill DownWhen viewing a list of deals from a particular period in Pulse, you can now drill down to the Opportunities grid to see the full point-in-time details of those deals as of the end date of the period.  Note: This is only available for customers with opportunity module running on RevDB.  Learn More.  Consolidated Views in ForecastConsolidated Views, built on top of Enterprise Management, enables customers who have multiple SFDC/Clari orgs to consolidate their Forecasts across their instances. Learn More. Redesigned Accounts Table with Column SettingsThe Accounts experience has gotten a major update with a newly designed table and column actions. Now you can change column order, visibility, and even pin a column so that it’s always within your view as you scroll to inspect key insights and activity. Learn More.   What’s New in Groove? New Interface in Flow PageThe Flow page got a refresh. This includes a new updated Flow card, new filtering and sorting options. Plus you can “favorite” Flows in the web app and Omnibar.  Note: The General Preferences that used to be under “edit” moved to Settings. Learn More. Salesforce Task Type Mapping to ActionsFrom Manage My Org, Admins can map Action types to use Salesforce standard and custom Task Types. The options available are determined by what’s available to your organization. Note: If you choose not to set the task types in Manage My Org, then we will use the Salesforce default set for this field or whatever is defined by the Groove Template used. Learn More.  Dialer ImprovementThe new improvement is a backend update to Groove's call-making process. Now, Groove creates a conference room in the cloud, which enhances audio quality, reduces call drops, and increases the likelihood for successful conversations!   Migrate Groove Customers to Sub DomainGroove is more integrated into Clari with one domain for all log-in experiences on 8/17/24 New URLs to access Grooveapp.groove.co ---> http://groove.clari.com engine.groove.co →  http://engine.groove.clari.comWe recommend updating your bookmarks to new the new links above. What You Need to Know:All users will be logged out of both the extension and web application upon rollout between 10 and 11 AM PST on 8/17/2024.  Users navigating to the old Groove URLs will be redirected to the new ones (but we still recommend keeping any bookmarks up to date. What’s New in Copilot? Update Opportunities in CopilotYou can now update an opportunity directly in Copilot. Learn More.  Copilot and Orum IntegrationCalls made through Orum are automatically captured, analyzed, and stored within Clari Copilot. Learn More.

Release Date: July 2,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Enterprise ManagementEnterprise Management allows revenue leaders to seamlessly navigate between organizations in Clari with a single login. Learn More.  Expired Activity Connection EmailClari will send emails to admins to summarize disconnected inboxes of users now we’re making it the default to get the notification. Learn More. Admins: You will now be opted-in to receive notifications, choose how frequently you receive notifications in studio! What’s New in Copilot? Improved Call Review ExperienceCRM info and meeting details are now condensed to drop-downs, Chapters are front and center overlayed on a thumbnail, plus there are UI enhancements for RevAI. Learn More.  Note for Admins: If you have not enabled RevAI features in your copilot workspace settings, you will need to do this first to see features like Smart Chapter, Ask Clari, or Smart Summaries. Go to workspace settings. Re-Transcribe Calls to EnglishCopilot can now re-transcribe calls from another language into English. You can choose to have all calls translated into English or do this ad-hoc. Learn More. Admins: Option to enable translation of all transcriptions to English, go to workspace settings.  

June 2024 Release Notes Release Date: June 5,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Copilot in ClariCopilot is seamlessly integrated and is available as a module in Clari. The full Copilot experience, including all of the Copilot functionality, such as call review, call coaching, analytics, collaborating on calls, and much more, is now available within Clari. Learn More. Saved Views in Opportunities The column settings and groups in an opportunity view will now match the owner’s settings for more transparency and accuracy. Anyone who has access to the view can duplicate and customize it to their needs without overriding the original view.  Read-Only FieldsRead-only fields are now allowed as components in sub-type compositions. Components can be all read-only fields, all forecast fields, or a combination of both read-only and forecast field types. Learn More. What’s New in Copilot? Zoom Recorder ImprovementsCopilot will use Zoom’s data to determine who is speaking in a call. The bot joining and recording speed and overall reliability will be better. Also, the font will be more readable in screen recordings.  Users: Make sure you connect Zoom in Copilot workspace settings. See the article below for a step-by-step guide. Learn More.  Webex IntegrationThe Webex Integration pulls recordings from Webex via their APIs offline. This feature allows users to record and analyze Webex-recorded calls in Copilot. Note: Live Transcription, battlecards, and other real-time features are not yet supported with Webex. What’s New in Groove? Groove Actions Improvements Here’s a quick list of the improvements to Groove Actions: Notifications for due or assigned Actions Scheduler can be inserted anywhere you’re using Actions Swap in templates anywhere you’re using Actions More flexible logging to Salesforce Reps can use any email or phone field in Salesforce to take action with a customer or prospect Logged activities now contain a consistent and uniform subject Learn More. Remove Flow ParticipantsAdmins: This setting allows you to decide if a Flow participant should be automatically removed from Flows once their core Groove license is removed. Learn More. 

 May 2024 Release Notes Release Date: May 1, 2024 What’s New in Clari? Inspect Accounts on Mobile: Views and SearchClari now supports Accounts on mobile. You can inspect all of your Accounts including activity insights and CRM details from anywhere. Drill into an Account to find open, closed, and even closed-won deals to brush up on historical context. Within an Account view, a simple click allows you to sort on any CRM field to find an account or better understand which ones you need to prioritize. Learn More.Graph API for New CustomersAdmins: Read the article here for instructions to configure Graph API. Learn More.Microsoft is phasing out the old team-linking and moving to Graph API. Microsoft Graph has a more fine-grained permissions schema compared to EWS. NOTE: This does not affect existing users.  Custom Modes in the Accounts Module using Related ObjectsAdmins can now create custom modes in the Accounts module to unlock key insights within Clari from related objects such as Opportunities (New ACV, Upside, etc.), custom objects, or even Ingested data (Product usage, CSAT, etc.) aggregated at the Account level. This enhancement helps drive new inspection use cases not previously possible using only data from the Account record in Salesforce and can be critical for account teams approaching renewal providing more actionable insights beyond Activity data shown today. Learn More. Opportunity Export ParityYour Opportunity CSV exports will now match the column configuration of the view. This means that if you re-order or hide fields from the view, your CSV will reflect those changes. Learn More.Note: If you are using CSV exports as part of any automated workflows, we recommend ensuring your column configuration matches the expected output to avoid conflicts.   New in Copilot Copilot Notifications in TeamsReceive interactive notifications, including Pre-call alerts before a call, Post-call alerts with summaries, Filter-alerts for the filters set up in Clari Copilot, and comment mentions from Teams—and you can even reply to them. Learn More.

April 2024 Release Notes Release Date: April 3, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Copilot? Ask Clari in CopilotYou can now prompt Ask Clari with questions related to your Copilot Calls to identify key customer pain points, identify decision-makers, and extract customer objections. Managers and trainers can even use it to pinpoint the biggest opportunities for improvement. Learn More.  What’s New in Clari? Revamped User ManagementWe have updated User Management with a new table experience containing improved filter and column capabilities to manage users effectively. Learn More.  This feature within Clari Studio User Management allows Clari admins to modify the Clari ID (user login email address) or Delivery Email Address for the users in their org. Learn More.  Note: This feature will be made available to all users, but will roll out throughout April. Update Forecast Reference FieldsYou can now update your forecast more quickly via reference fields in Clari’s Forecast modulegrid. If your team leverages reference fields for forecasts in a summary tab, they will be able to update forecasts there via the grid and Quick Submit. Learn More.  Capture Sync Errors ManagementWith the help of the Sync Error Management module, you can quickly understand the syncing errors and re-sync the errored-out records back to Salesforce. Learn More.  Features that Require Opportunities on RevDB Manage Clari NotificationsYou can now get Clari Notifications in Slack – plus, select where you’d like to receive notifications inside Clari Preferences. Learn More.    Time Machine in Funnel See the opportunities that compose a certain stage or forecast category in Funnel. Learn More 

Release Date: March 6, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Groove ReskinGroove's look and feel now match Clari! As we continue to unite Groove with the rest of the Clari Revenue Platform, expect to see a change in color scheme. There are no changes to functionality or layout – just look and feel. Learn more.Before After Copilot and Groove Call IntegrationAccess Copilot calls and insights within their workflow via the Omnibar, Calendar, and Groove Notes Hub. Learn More.   What’s New in Clari? Revamped Forecast ModuleWe improved Forecast’s interface and updated the design. Clari now supports expanding and collapsing the hierarchy to streamline the drill-down workflow. You can copy the CRM totals, adjustments, or team rollups straight into your forecast submission. Learn More.  What’s New in Copilot? Desktop Version 4.0Copilot’s Desktop App can now be authenticated without logging into Copilot for joint Clari and Copilot customers. Conversation FeedThe Conversation Feed aggregates snippets from calls and meetings into a single feed to help revenue-critical employees identify the key moments from a call to focus on. Learn More.  Data Retention PolicyConfigure a custom call data retention period— from 30 days to 5 years — beyond which all call recording and their associated transcripts, game tapes, and snippets are automatically deleted. Learn More. Topics by TeamsAdmins can set Topics to be tracked only for calls made by specific teams. Previously, Topics were tagged in all call transcripts that contained the keywords that made up each topic. Learn More. Call Delete Workflow UpdatesThere’s now enhanced control and visibility when deleting calls from Clari Copilot: Learn More.Delete Call from All Instances Delete Call but Retain Shared Snippets Delete Call but Do Not Delete Game Tapes Update: New GA Date for Clari Opportunity NotificationsWe know you’re excited to use our new Opportunity Notifications feature (so are we!). To ensure we are delivering the highest quality product, we are rolling back this feature and will communicate a new GA date shortly.

Release Date: February 7, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? User Preferences is Now a Full-PageUser Preferences is now a more readable, full-page experience. Access the new User Preferences page by clicking your profile in the top right corner of Clari Web. Access all your preferences in one spot – in the tab on the left.  Opportunity NotificationsYou can subscribe for notifications on specific fields on an Opportunity. You can select fields and channels and be notified every time a change is made to those Opportunity fields—allowing you to be more proactive. Learn More. Smart Email Summaries in OpportunitiesThis feature saves you time by condensing a week's worth of emails into concise summaries, allowing you to quickly grasp the most important information without going through each email individually. It uses generative AI to analyze and summarize the content of emails over a period of 7 days. Learn More. Time Tracker for Sales MeetingsTimeTracker for Sales empowers sales managers and leaders with comprehensive insights into their team's time spent in meetings. Learn More. New in Copilot Copilot ChaptersQuickly identify and navigate to relevant sections of a call using the generated chapters and topic summaries. Learn More. Improvements to Copilot Call SharingEnable or disable public links and white-label the shared call view. Control your shared calls by managing link accessibility and customizing the appearance of the shared call page. Learn More.