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324 Topics
Vinay Srinivas
Clari
Vinay SrinivasClari
posted in Best Practices, Learnings, Wins, & Tips
🔒 Call Privacy in Clari Copilot: Your Complete Guide

Managing call privacy in Copilot is essential for maintaining confidentiality and ensuring sensitive conversations remain secure. Whether you're discussing pricing strategies, confidential deals, or internal matters, knowing how to properly manage call privacy settings can make all the difference. 📋 Prerequisites: Who Can Make Calls Private?Before diving into the how-to, let's understand the 2 key requirements for making calls private in Copilot:1. Role PermissionsYour assigned role in Copilot must have the necessary permissions to mark calls as private. (You can always check with the Account admin about your roles and permissions connected to it.)For Admins:If you are on our Enterprise Plan: Roles & Permissions is where you can create custom roles with specific permissions If you are on our Accelerator/Standard Plan: You will be able to use our predefined Permission Settings with roles like Manager, Admin, Rep, and Observer.2. Call ParticipationYou must be a participant in the ca

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Vinay Srinivas
Clari
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New Contributor
Ben SpiveyNew Contributor
asked in General Q&A
Search options within an opportunity view?

Is there a way to search or filter within a particular saved Opportunity View? The normal search bar in the top right returns global results and also has a different layout with columns and such. I’d really like to be able to search and stay within the context of the Opportunity View i’m currently in. Is that possible? Similarly, is there a way to filter or group by Starred opportunities within the current view? Same problem as the above, the Starred Opportunities built in view doesn’t have the layout of columns I want, and it also shows me ALL starred opportunities, not just the ones within the view I’m currently looking at.

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New Contributor
Prerna Singh
Clari
Prerna SinghClari
posted in Best Practices, Learnings, Wins, & Tips
Mistakes to avoid when recording calls on Clari Copilot

If you are in the club of recording your calls and reviewing it and uncovering insights from your customer conversations and eventually smashing your quotas, hi there! 😃 And if you are someone whose call went unrecorded on Clari Copilot, I might have the solution for you so that it doesn’t happen again so keep on reading…. Do I need to invite Copilot to each of my calls? Am I missing something?Heck no! By default, Copilot automatically joins all your meetings with a video link and at least one participant from an external email domain (not the same as your team) to avoid recording internal meetings. But you can toggle the button to record internal calls too : Your Copilot admin can change the default settings inside Workspace settings to customize the recording preferences for your organization too. Top mistakes to avoid when you are a newbie on Copilot and you want all your calls to be recorded :  1.Copilot has a buffer time of 10 mins. Copilot will join the call and wait for up to 1

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New Member
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New Contributor
Jerry FenertyNew Contributor
asked in Best Practices, Learnings, Wins, & Tips
Configuring default columns when you search for an opportunity?

Is there an easy way to default the columns that show up when you search for an opportunity and the responses come back?

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New Contributor
ryan.costello
New Contributor
ryan.costelloNew Contributor
posted in AI, ChatGPT and RevAI
Ways to Apply Ask Clari-like Functionality to a group of calls

Our users love Ask Clari’s ability to help them gain additional clarity and understand sentiment within individual calls. But they consistently ask for the ability to apply Ask Clari questions to a group of calls.For example, they’d like to filter by customer name and then Ask Clari to consider all of the calls for that customer, asking questions like:Summarize the key themes/topics from the last 10 calls with CustomerName. What is CustomerName's current sentiment towards our products and how has that changed over time? How has CustomerName’s focus shifted over time and which issues are most prevalent to them?I’m not aware of any way to use Ask Clari for a group of calls. If that is possible, please show me the way! And if it’s not, I hope it can be submitted as a feature request. It’s probably the most common request I get from our users.In the meantime, I’m curious if anyone has creative solutions on how to achieve this within current functionality. Are there filters that can help? O

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elijah
Clari
Rohit Agarwal
Clari
Rohit AgarwalClari
posted in Best Practices, Learnings, Wins, & Tips
Pulse Analytics Module: Breakdown By Stage or Forecast Category- which is more accurate?

When using Pulse, have you found yourself wondering which breakdown option is better or would give more accurate projection? If yes, read below to learn more 👇 Well, before we get into the details of which is better, it’s important to understand why the projection is different for each breakdown. The reason is Clari’s AI projection is based off of historical conversion rates and these conversion rates vary by Stage and Forecast Category (you can leverage Clari’s Trend analytics module to understand this better- for example, try changing the breakdown from Stage to Forecast category and see how the conversation rates change)  That said, the answer here really depends on your rigor or how well the forecast categories or stages are managed (CRM hygiene/discipline around these) and differs for each org. Meaning, if an org follows stages closely with strong entry and exit criteria, Stage is the one to use. Conversely, if the Forecast Category is a more commonly used field, that’s the one t

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Rohit Agarwal
Clari
Vinay Srinivas
Clari
Vinay SrinivasClari
posted in Best Practices, Learnings, Wins, & Tips
Clari Copilot’s Battlecards: Creation, Best Practices, and Configurations

Battlecards are one of the most powerful tools in your Clari Copilot arsenal, giving sales reps the right information at the right moment during customer conversations. This comprehensive guide covers everything from traditional Battlecards to Smart Battlecards (powered by RevAI), along with configuration options and best practices.What are Battlecards?Battlecards are quick-reference resources that provide key talking points, competitive insights, and messaging guidance for sales conversations. They help reps stay on message and address customer concerns or objections effectively during calls. Types of Battlecards in Clari Copilot 1. Traditional BattlecardsManually created cards with custom content organized by your team.2. Smart Battlecards (Powered by RevAI)AI-generated cards that automatically analyze and synthesize information from long-form content into concise, actionable talking points—with zero manual data entry. Smart Battlecards: The AI AdvantageSmart Battlecards transform co

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Rohit Agarwal
Clari
David Ogborn
Esteemed Contributor
David OgbornEsteemed Contributor
published in Best Practices, Learnings, Wins, & Tips
When to use each Analytics Modules

Clari offers an actionable, detailed suite of Analytics tools to help your users stop revenue leak and achieve revenue precision (‘What does that even, mean?’ You might ask. Keep reading!).  Different teams may use different modules at different times, so the list below is focused more so around where we see the most popular and actionable use cases. Strengthen your Forecast Reviews, Pipeline Reviews, 1:1s and more with Clari’s analytics suite!  Using Clari’s Crawl, Walk, Run approach (shoutout to @KStanforth), you can right-size the communication and engagement for your team given their overall maturity with Clari.   Pulse 💕 Use this frequently in the back half of a quarter to understand forecast trajectory and build adequate pipeline — No surprises! Incorporate Pulse into Forecast Reviews to highlight a rep’s and the greater team’s expected performance  Use this towards the end of a quarter to prepare for next quarter in Pipeline Reviews Provide visibility to the t

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New Member
Vinay Srinivas
Clari
Vinay SrinivasClari
posted in Best Practices, Learnings, Wins, & Tips
Improving CRM Hygiene & Deal Visibility using Copilot's Smart CRM Suggestions

Note: This guide provides an overview of Smart CRM Suggestions and how it helps maintain accurate CRM data. For detailed setup and configuration instructions, please refer to our complete configuration guide. Say Goodbye to Manual CRM Updates 👋🏻Let's face it – keeping your CRM data accurate and up-to-date is essential but often tedious. Smart CRM Suggestions changes that by automatically capturing key deal information from your sales conversations and making CRM updates quick and painless. Why You'll Love Smart CRM Suggestions ❤ ✅ Maintain Better CRM HygieneKeep your CRM data clean, complete, and up-to-date without the manual effort. Smart CRM Suggestions ensures critical fields are populated with accurate information from actual conversations.✅ Gain Complete Deal VisibilityAI helps identify key details like decision criteria, economic buyers, and next steps – ensuring nothing falls through the cracks and giving you comprehensive deal insights.✅ Enhance Your Deal ReviewsWalk into dea

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Vinay Srinivas
Clari
Vinay Srinivas
Clari
Vinay SrinivasClari
posted in Best Practices, Learnings, Wins, & Tips
Understanding Tags in Copilot: A Complete Guide to Call Tags and Gametape Tags

Tags are a powerful organizational feature in Copilot that help you categorize, filter, and quickly find the content you need. In this guide, we'll explore the two types of tags available in Copilot—Call Tags and Gametape Tags—and how you can leverage them to enhance your workflow.Call Tags: Organize Your Individual CallsWhat are Call Tags?Call tags are labels that can be added to individual calls, allowing you to easily filter and categorize them based on call type, content, or any custom classification that matters to your team.Automatic Tag DetectionCopilot works smart for you by automatically applying certain tags based on:Participant Information: External: Applied when at least one participant is from outside your organization Internal: Applied when all participants are from within your organization   Keyword Detection in Call Titles: Copilot analyzes call titles for specific keywords and automatically applies relevant tags. Current keywords include: Meeting Type Tags

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Vinay Srinivas
Clari
Vinay Srinivas
Clari
Vinay SrinivasClari
posted in Best Practices, Learnings, Wins, & Tips
A customer's guide to topic creation in Clari Copilot

Copilot's ability to track topics in customer conversations is a powerful tool for gaining insights and improving sales strategies. Topics are keywords or phrases that Copilot identifies within call transcripts, allowing you to tag calls, filter them, and analyze trends.  There are three types of topics in Copilot, each serving a slightly different purpose:Default Topics: Copilot comes with a set of pre-programmed topics that cover common sales concepts like "Agenda Setting," "Customer Goals," and "Blockers."   Keyword Topics: These are custom topics created by admins who manually add specific words or phrases they want Copilot to track.   Smart Topics: Leveraging AI, Smart Topics provide more contextually accurate tagging, reducing noise and improving the precision of your topic tracking. For a detailed guide on effectively using Smart Topics, please refer to this article: Unlocking Insights with Copilot's Smart Topic Workflow  This guide will focus on how to strategically create topi

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Vinay Srinivas
Clari
Kenna
Community Manager
KennaCommunity Manager
published in Best Practices, Learnings, Wins, & Tips
📣 Drive Better Engagement with Accounts & Team Insights

Watch how Jason Plank, GVP of Mid-Market Revenue, uses Clari’s Accounts module to inspect rep performance and deepen engagement insights. In this session, Jason walks through how to identify top performers and coaching opportunities using activity stack rankings, filter for key accounts, and leverage the new sub-object capabilities to understand how time and effort are being spent—especially useful during QBRs! With recent updates, you can now bring in related data like opportunities and usage metrics to uncover churn risk or upsell potential directly from the Accounts grid. Take 4 minutes to see how these tools can help your team prioritize smarter, engage deeper, and win more. 📖 Learn more about the Accounts module

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Janhavi
Clari
K
New Member
Kerry HartleyNew Member
asked in General Q&A
Looking to onboard a new AE but AE still has no access.

Hi ,I recently provisioned a new AE who was hired to Clari however it looks like the AE still hasn’t had access to login or access to Clari forecast. Any tips to support?

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Kenna
Community Manager
Samuel Lee
Clari
Samuel LeeClari
published in Best Practices, Learnings, Wins, & Tips
🌟Best Practices on Engaging Prospects with Flows in Groove🌟

What do you do when your prospects complete a Groove flow, and you want to re-engage them depending on their level of engagement to the previous flow? It is best practice to have a more tailored approach to reaching out to warmer leads as opposed to straight cold contacts, where we can add more scalable ways to get on their radar. First off, what we would want to do is in our Groove Settings, ensure that we have Email Open Tracking enabled and you are tracking your links in your Flows. What this will allow us to do is from there – we lead them through two different flows depending on their engagement. From here, we will be able to leverage Automated Actions to differentiate where to bucket your engaged prospects vs your cold prospects:For engaged prospects: In this case, we are tracking links – if the prospect clicked on a link, we can remove them from this initial automated flow and add them into a more personalized flow where we can get more targeted in how we want to get their atten

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Kenna
Community Manager
ryan.costello
New Contributor
ryan.costelloNew Contributor
asked in General Q&A
Sentiment Filter

Which of the filters include the optional Sentiment filter? For example, I know that if I select the Competitor Mentioned filter it reveals Spoken By and Sentiment fields as well. Are there other filters that have the Sentiment option?

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ryan.costello
New Contributor
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New Contributor
Vaishnavi KhedkarNew Contributor
asked in General Q&A
Feature Request – Filter for Starred Deals in Custom Views

Hi Clari Support Team, I would like to raise a feature request regarding the Starred Deals functionality in Clari. Currently, users can view their starred deals using the "Starred Opportunities" view. However, there is no option to filter for starred deals.We’ve received this request from one of the users from our FLMs that having the ability to filter specifically on starred deals would significantly improve their workflow. This would allow them to quickly focus on high priority deals they’ve marked and monitor associated metrics like ACV, progress updates, and next steps more efficiently.For example, an FLM might star ten key deals (visible under Starred Opportunities) and would like to view only two of those by using filters. Can we have filters in the Starred Opportunities screens.  Could this capability be considered for a feature release? Thank you for your support,Vaishnavi Khedkar 

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Kenna
Community Manager
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New Member
seanfNew Member
asked in General Q&A
Locked out, need help

Unable to log in to my account as okta locked me out after 6 attempts, unable to access support portal. I have a paid account, can someone from support help me?

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Kenna
Community Manager
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New Member
PB2025New Member
asked in General Q&A
Adding a timestamp to a link for a Copilot recording

How do I add a timestamp to link to specific time in Copilot call recording?For example, if my call recording link is https://copilot.clari.com/call/9e5510e6-d6e1-4bd9-a62e-c2XXXXXXX, but I want to link a user to 3 minutes into the call, can I add something to the end of the URL to bring them directly to that point in the call? Can I add ?t=180s or something similar to bring users directly to that point on the call?(e.g., https://copilot.clari.com/call/9e5510e6-d6e1-4bd9-a62e-c2XXXXXXX?t=180s) If not, what is the format of the timestamp in the url for Clari Copilot?

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Kenna
Community Manager
A
New Contributor
Apurva YadavNew Contributor
asked in General Q&A
Clari Admin Certification

Hi Team & ​@lyuda.rogers ,I've attempted my Clari certification more than 15 times, and my score consistently falls between 70-73. I’ve completed the admin course three times and am confident I’m selecting the correct answers.Could you review the test to see if there might be any issues or provide feedback on my answers?

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New Member
Vinay Srinivas
Clari
Vinay SrinivasClari
published in Best Practices, Learnings, Wins, & Tips
💡 Unlocking Insights with Copilot's Smart Topic Workflow

Copilot's Smart Topics, Recommended Topics, and Topic Dashboards provide a powerful suite of AI-driven features designed to help you understand customer conversations, identify key trends, and drive effective strategies. This workflow helps you move beyond basic keyword tracking to gain contextual understanding, improve decision-making, and ultimately boost your team's performance.💡Workflow Summary:By combining Recommended Topics, Smart Topics, and Topic Dashboards, you can create a powerful workflow:Start with Recommended Topics to quickly identify key areas to focus on. Use Smart Topics to refine your tracking and ensure you're capturing the nuances of your conversations. Leverage Topic Dashboards to visualize trends, segment data, and gain actionable insights to improve your sales strategies and team performance.Now let’s dive deeper into each of these features in Copilot.1. Discover relevant topics with Recommended Topics:Copilot proactively analyzes your customer calls to suggest

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Vinay Srinivas
Clari
J
New Member
JulianaNew Member
asked in General Q&A
Clari Admin Certification

Hi, could you please provide access to the Clari Admin Certification?

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Kenna
Community Manager
Benjamin Michael
New Contributor
Benjamin MichaelNew Contributor
asked in General Q&A
Order of Picklist Values on Dashboard Widget Not Aligned to Picklist Order From CRM

We have a variety of widgets on dashboards that are grouping by a custom “Forecast” picklist field that is on all opportunities. This has five value options. They are configured in our CRM in this order:5-Raw 4-Best Case 3-Most Likely 2-Commit 1-WonNote that “1-Won” is not user-selectable but rather managed by the system and updated if/when the opportunity goes closed won.When we make a bar chart and add that to a dashboard, the appearance of the groupings by the above picklists do not appear in that order left-to-right within the bar. This is creating confusion with our users who would expect them to be sequential either left-to-right or right-to-left. Instead, they see them in a seemingly random order. 

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Kenna
Community Manager
Charlotte_Zoda
New Contributor
Charlotte_ZodaNew Contributor
asked in Best Practices, Learnings, Wins, & Tips
How can I create an auto email based on scheduled event?

Hi there! With meetings booked with the Groove scheduler, I’d like to send out an auto-email a day or so before the scheduled event. How can I best build that out?

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Kenna
Community Manager
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New Member
Tara Dal BelloNew Member
asked in General Q&A
Clari Admin Certification Access

Hello team,I am not able to access the Admin Certification in Clari University.Can you please provide access?Thanks,Tara 

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Kenna
Community Manager
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New Member
Jimmy MarinoNew Member
asked in Best Practices, Learnings, Wins, & Tips
Clari Admin Certification

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up.  Can anybody help?

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Kenna
Community Manager

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