Revenue Topics

A practical guide to creating accurate, high-signal topicsSmart Topics surface important moments from conversations. The quality of results depends on how the topic is written.After analyzing many Smart Topics across customers and datasets, three patterns stand out.High-performing topics consistently:Describe the behavior — what scenario happens in the conversation   Add supporting keywords — synonyms, variations, abbreviations   Curate strong exemplars — positive and negative examples from preview results

Overview When a Copilot call finishes processing, Copilot automatically creates a Task in Salesforce  How to Find if Copilot pushed a call to Salesforce? For a given call in Copilot: Open the Call Review page.  In the right-hand CRM Info panel, look for the Salesforce section. If the call has been pushed, you’ll see “Logged to CRM” plus an arrow icon (at the right corner) that opens the Task directly in Salesforce. If “Call Not Pushed to Salesforce” appears, the Task was not created. Fields Automatically Pushed to Salesforce (Default) These are the out-of-the-box Task fields Copilot populates without any additional CRM writeback configur

Hi, is it possible to edit what columns are showing when adding a widget from the forecasts onto dashboards? ThanksEstelle

I want the ability to schedule an email of my entire open pipeline so I can log in each Monday and have access to the data and create AI workflows to provide quick insights.

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair? 

Configuring AI Agents for Your OrganizationAI Agents automate deal inspection across your pipeline, analyzing compliance with your sales process and surfacing gaps in deal documentation. RevOps admins configure agent behavior to match your organization's unique sales methodology. What AI Agents Do for Your OrganizationThe Deal Inspection Agent monitors opportunities daily, evaluating each deal against criteria you define. The agent analyzes both structured CRM data from RevDB and unstructured activity data like call transcripts and emails. Unlike tools that focus only on conversation intelligence, Clari AI Agents examine the full deal context. The agent validates CRM field accuracy, tracks engagement patterns, and assesses process adherence based on your specific sales methodology (MEDPICC, BANT, SPICED, or custom frameworks). The

Hello My Dear Clari Community -I am a relatively new Clari Admin, this is my first year doing a FY Changeover with uploading quotas. Anyone out there in Clari land have some tips and tricks? Not finding much help in KB or anywhere on the web. Thanks!

The current export limit on the Clari API has been confirmed by our engineering team to be by design to prevent system unavailability due to large exports. However, there is no warning/error message to the job to inform that the API failed due to the limits.

Say that you’re looking to make some changes and edits for your Clari Forecasting Tab. It all seems like it would be a straightforward task…until you see this: You could be thinking: “What is this? I’m not a coder! 💀” Well, here’s some good news for you! The filter changes are not as intimidating as you would think – and here’s a quick write up guide to help you walk through how to make those forecasting changes so you can take control of your forecasting process here in Clari! Why don’t we first go into your Clari Studios & Forecast Configuration module. Say we need to add a new filter, say “Amount is not great

When you edit a Template from the Templates section, the update is applied immediately to any Flow step that uses that Template. This includes people who are already due on the step. Once the Flow refreshes, the Action will automatically display and use the latest version of the Template.Templates are not locked at the time a person becomes due on a step. This means you do not need to remove or re-add people to the Flow, or make any additional changes for the update to take effect. Anyone who is already due, as well as anyone who enters the step after the update, will use the same updated Template.This behavior ensures consistency across your Flow and makes it easy to refine messaging, fix errors, or make last-minute adjustments without disrupting active steps.

Interesting Use Cases for Accounts If you are wondering at what are some of the best ways to utilize the Accounts module in Clari, well look no further!Our Accounts tab is one of the most robust and powerful tools you can use to look at customer whitespace and see how your reps are penetrating into their Accounts and creating strategic partnerships -- but where do I start? If you have these questions, this article is for you! 😁 Feel free to also consult your CSM on how to get these set up in your Clari instance. Use Case #1: Account Prioritization for Sales PlanningTraditional Use Case for the Accounts module is for Sales Planning Some Useful Fields to Consider Bringing in: Industry Competitors Products Activity/No Activity Filtering VALUE ADD: What does this solve for?: Where are my reps spending most of their time? How do I

It’s not uncommon for reps to turn off email open and link tracking often due to privacy preferences, customer sensitivity, or internal guidelines. While this setting change may seem minor, it has a direct impact on how engagement is measured in Groove. Reply tracking is built into Groove’s email tracking framework, which means Groove only looks for and counts replies when email tracking is enabled. If tracking is turned off, Groove does not associate inbound responses with outbound emails, even when prospects reply as expected.As a result, reply rates across Groove Analytics, inbox engagement counters, and outbound email activity records will show as zero. This can create confusion for managers and reps who see active conversations in their inbox but no corresponding engagement reflected in reports. Inbound replies may still

When it comes to tracking emails and meetings in Salesforce, many often wonder whether CRM Sync offers anything beyond standard Salesforce activity logging and whether it replaces native tools like Lightning Sync or Einstein Activity Capture.This article explains how CRM Sync works, what sets it apart from Salesforce’s native sync options, and the recommended configuration to ensure accurate, duplication-free activity data in Salesforce.How CRM Sync WorksCRM Sync is built to automatically keep Salesforce aligned with your everyday sales activity. Instead of relying on multiple tools, it centralizes key engagement data in one place by:

Do you look at your Clari AI Projection and think “this just can’t be right!” or “Is the Clari AI Projection broken?” Well this post is exactly for you! 😄 First thing to note, before we get into the meat and potatoes, we’ll want to see the logic behind how Clari’s AI Projection makes its call in Pulse. Essentially, what we have in the pipeline and where it is at in its stage/forecast category, alongside your historic run rate will determine the projection. You may read more into the details in this KB article HERE.First thing to note would be that we would want to check your Pulse Module, and see exactly w

Copilot's notification system ensures you stay informed about critical call activities, feedback, and team interactions. Whether you prefer Slack, Microsoft Teams, or email alerts, this guide will help you configure the perfect notification setup for your workflow. 🚀 Why Set Up Notifications?Stay in the loop with:Real-time alerts for call activities and team feedback Instant notifications when calls are shared or viewed Timely updates for scoring and collaboration Customizable alerts that match your workflow📱 Notification Channels OverviewSlack & Microsoft TeamsReal-time notifications in your preferred workspaceEmail NotificationsComprehensive updates delivered to your inbox 🎯 Quick Start: Choose Your Notification Style 👤 I'm a Recording User

Clari at its core is Opportunity-centric in its function - but what do we do when we want to Forecast and run our revenue platform on Splits Mode? 🎉 The good news is that Clari does support the Split Mode Functionality! 🎉 However, there are some caveats that we will want to cover to ensure that we are not double counting and we are rolling up accurate numbers while leveraging the Split Mode functionality. This guide will cover the basic rudiments necessary to get this mode up and running properly in YOUR Clari platform! — In Clari Studio’s Field Configuration, go to ‘Create New Mode’ and under ‘Standard Mode’ select ‘Splits.’

Hi - is there a way to delete tags from gametapes and manage them from an Admin lens?

Have you ever sent an email with multiple links and found yourself playing a guessing game? You see a notification that your recipient clicked, but which link got all the love? The one to your awesome product demo or the one to that super-niche blog post?Don't worry, you are not alone! It is a question we get a lot in our Clari Community and we're here to demystify it for you.While the high-level engagement data (like "clicks") is automatically captured and show up in your activity feed, figuring out which link caught their attention requires a little bit of detectiv

We’d like to set up Slipped Deal Tracking in Salesforce, where we’d require a Slipped Deal Reason to be entered if the Close Date is pushed to a future quarter. Our team started thinking about designing this as a validation rule in Salesforce (as Clari recommends here), but it doesn’t seem straightforward.Would anyone be willing to share exactly HOW you’ve accomplished this in a Salesforce validation rule? Our team would like to see a real-life example of:How to determine “pushed to a future quarter” in a Salesforce formula, and How to require re-entry of the reason if it’s already been entered before. (A required-field validation would not trigger an error condition if the field had been entered before.)

Have you ever looked at your top performing reps and wondered what they're doing differently on their calls? What is their secret? Is there a difference in how they engage with customers that helps them win more deals? Or which reps excel at asking those thoughtful, open-ended questions that uncover true pain points?🤔 If these questions sound familiar, the Team Insights Dashboard is the perfect place to find your answers. It's a powerful tool that helps you move beyond gut feelings and use objective data to understand what great conversations look like within your organization. Let's jump in and see how👇 Copilot’s Team Insights Dashboard 

Clari is all about giving your teams the right information to make key decisions based on data as quickly as possible.Bookmarking Saved Views with Stars 🌟allows admins to bookmark high priority saved views that are shared across your GTM organization in Clari.Bookmark specific views and make them easily accessible to ensure everyone on a team is looking at the same information. Bookmarked views will appear at the top of the view dropdown menu, preventing them from getting lost.Here’s a quick guide on how to create a bookmarked view for your team. How to Bookmark a Saved ViewFollow these simple steps to bookmark a view for a specific role:

I’d like to use the Clari API to get a list of all calls made with a certain Account, but I’m not seeing that this is possible based on this page: https://api-doc.copilot.clari.com/#tag/call/paths/~1calls/getIs this possible or can this filter parameter be added to this endpoint?

Have you ever finished an important customer call, eager to jump into the insights and highlights, only to find that your Copilot call recording is stuck in "Processing"? 🙈It can be frustrating, especially when you need to share those crucial moments with your customer or team to reference a key moment from that callCall review page with call under processingWhile most calls process seamlessly, there are a few reasons why a recording might take a little longer. Let’s pull back the curtain a bit and look at what happens when a call is completed and why you might sometimes see a delay. The Journey of a Call Recording in Clari Copilot When

Hi there!It looks there isn’t a automated action/option to keep a contact within a Flow & most will be removed if the contact replies/has an autoreply. This might be a intended function for some efforts, but it impacts others who need the contacts to remain in each action of the flow, regardless of if they reply or not.Is there a way around this? 

Hi team, Please advise on following API request to query data into datalake/ power biIs there an API for us to get CRM score, historical score and top factor analysis  I also want to get the deal insight section generated by AI. Is there an API to do so?  The objective is that, we’ll consolidate all these opportunity insight into a power BI dashboard for ease of monitoring