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December 2023 Release Notes

Related products:AccountsAlignClari StudioOpportunitiesCopilot
  • November 30, 2023
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December 2023 Release Notes
Kenna
Community Manager
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Release Date: December 6, 2023

 

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 Align?

 

Align Home

Align Home is a centralized collaborative workspace for sellers and buyers to drive deal execution and visibility—providing a summary view of the deal’s objectives, progress, calls, and resources. Learn More. Watch the video below to learn more about the new Align Home.

 

 

What’s New in Copilot?

 

New Zoom Recorder Consent 
Copilot's recording feature follows Zoom's compliance rules. Copilot will automatically trigger the default Zoom recording announcement and also ask the host for recording permission. Learn More.
 
New Navigation
Join Call + Activity Dashboard Have Moved! You can now use these shortcuts to have Copilot join a call, upload a meeting, or access the activity dashboard. The activity dashboard is a button in the top right with notifications and search.
 


Desktop Version 3

The new Copilot desktop app integrates language, battlecard, and other settings. You can also set end-of-meeting alerts, have Copilot join multiple simultaneous meetings, and record meetings you can’t attend. The desktop app is now supported in Chromebook. Learn More.

 

Highspot and Copilot Integrations

Create dynamic Smart Battlecards from Highspot content.

 

Embedded Call Snippet

Embed entire calls or specific call snippets into third-party applications, such as LMS and Enablement tools, using embeddable links. Learn More.

Shared Filter Alerts
Administrators can create and share customized filters with specific team members or groups. Users can customize notifications they receive for each filter. Learn More.

 

Competitor Sentiments in Filters
You can now filter your Copilot call data by any, positive, or negative sentiment. Learn More.

 

 

What’s New in Clari?

 
New Interface in User Management Admin Module
Please Note (Dec 12, 2023 Update): After careful deliberation, we pulled back recent updates to the user interface in User Management. It’s important to us that Clari runs smoothly for our admin rockstars, and there are a few minor things that we think we can streamline before we re-release the new experience. Thank you for your patience and stay tuned for updates!
 

Topic Filtering in Opportunities and Accounts
If you have Opportunities on RevDB, you can now filter the Opportunities and Accounts Modules with Copilot Topics. Learn More.

Change Clari ID and Delivery Email
This feature in Clari Studio User Management allows Clari Admins to modify the Clari ID (user login email address) or Delivery Email Address for users in their organization. Learn More.

Export in Field Config
You can now export your column data from Field Configuration to CSV. If you need to view the complete list of configured fields in Clari, use this list to review your Clari configuration or share with internal stakeholders.  Learn More.


RevAI Meeting Summaries on Mobile
You can now view RevAI-powered Smart Summaries in the Clari Mobile App. Learn More.

Capture Column Updates
There is an update to some of the values in the 'Status' column of the Capture Module. This does not change the behavior of capture. These changes will be reflected on 12/12. Learn More.


Updates to Currency Symbols

Some currency fields symbols have been updated to stay current with modern standards, these will appear within the Clari platform and exports. 

 

Kenna Valdez, Manager, Customer Community, Clari
Christian Fitzgerald
lyuda.rogers
Lizzie Rupp

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