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August 2023 Release Notes

Related products:AlignClari StudioDashboardsForecastingOpportunitiesCopilot
  • August 8, 2023
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August 2023 Release Notes
Kurt Leafstrand
Clari
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Release Date: August 8,  2023

 

What’s New in Clari?

 

Opportunity Notifications

Get a notification every time there’s a change made to the Opportunity fields you select. You can also customize where you receive notifications: Clari web, email, or mobile. Learn more.

 

Activity Detail View in Forecast and Dashboards

Get Activity Details for any selected account in Forecast and Dashboards. Copilot's Conversational Intelligence is also part of Activity Detail View. You can view Copilot trackers associated with a particular meeting and review the call directly in Activity Detail View. Learn More.

 

New in Copilot

 

Copilot Smart Follow-Up Emails

Send automated follow-up emails generated by RevGPT to include necessary context from your call Smart Summaries. Learn More

 

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Copilot Call Search

You can now search for Copilot calls directly within Clari. Learn more.

 

Copilot Topics in Opportunities and Accounts

Filter your list of Opportunities and Accounts by Copilot’s call transcript topic data. Learn more.

 

New for Admins

 

Advanced Filters in Field Config

Clari Admins can now have more complex filter options in Field Configuration. Learn more.

 

Expired Activity Notifications

Clari Admins can get alerts when teammates’ emails and calendars get disconnected or are expired—so you can re-establish those connections ASAP, right from Clari Studio. Learn more.

 

Small Updates and Fixes

 

Align Updates

In Align, you can assign task owners and add checkboxes to your MAPs. You can also tag people, upload a document from your Align Library, and add hyperlinks. Learn more

 

Recording Consent 

We fixed a bug for active consent audio in Copilot that prevented the audio announcement of a call recording from playing.