Clari

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and therefore only those with access to all calls in the system (which is basically just me) can find them.Does anyone have any recommendations for how we can prepare for (or respond to) providing access to all calls of a deleted user to their manager? Right now, we encourage managers to tag themselves or teammates in the calls before the user is deleted. But that's not always possible before they're taken out of the system.

Can you tell me why the ACV mentioned in CLARI does not always correspond with the Salesforce value?

I have a manager who wants to be able to search for call results in copilot (connected, left voicemail, etc) however I cannot see a way to currently do that with the available options and there is not a way to link the task/activity data back to the record in copilot using custom fields.

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot, rather than based on "Current" opportunity data.Requirements: Dynamic Snapshot Filtering (R4Q): I need to apply a Rolling 4 Quarters filter to each individual snapshot. Logic: When looking at a snapshot from 6 months ago, the graph should only display opportunities that had a Close Date within the R4Q window relative to that specific date. Point-in-Time Grouping (Custom Buckets): I need to group "Sales Stages" into 2 or 3 specific custom categories (e.g., Qualified vs. Unqualified). This grouping must reflect the stage the opportunity was in at the time of the snapshot. Visualization: A Stacked Bar or Area Chart showing the pipeline trend month-over-month or quarter-over-quarter.  Is this currently achievable? If s

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sync. Please add a way to manually do this, or I will advocate for a new forecasting tool to be used.

Is there a way to bulk download transcripts from the calls that appear from a saved filter?All of our teams (reps, managers, marketing, product, enablement) often want to analyze a set of calls. And since Ask Clari currently only analyzes one call at a time, it would help to be able to download multiple calls at once instead of having to manually and individually click in to each call and download one at a time. That’s a lot of clicks!Any fellow customers have any recommendations on how you’ve addressed this issue?And anyone from the Clari team have guidance or insight as to whether this is a feature that is or can become available?

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 agent runs automatically once per day at 11:00 AM CET. Results write back to RevDB, making them available for filtering, grouping, and reporting across Clari

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.

Hello -I have anaylst using Copilot and since they are not recording users, there is not a great way to track usage and frequency of them reviewing calls and gametapes. Is there a way to report on this?From PMM SVP: I'd like to establish a KPI for my team to ensure we're regularly listening to calls/game tapes. Can you share what tracking is available so I an set a measurable KPI?I want to know how I can accomplish this for my SVP, and I am hoping it is something as Clari Admin I can run on my own without having to request it from Support. Please advise!

I am working with the Renewals team, and the Renewals leadership would like to explore whether the Top Deals widget can be customized for Renewals dashboards. Specifically, they are interested in determining whether certain columns can be renamed or mapped to renewal-specific fields, such as active contract end date, churn type, and similar attributes. Additionally, they would like to confirm whether it is possible to adjust the display order of the Name field within the widget. Currently, the widget displays the Renewals Opportunity name with the Account Name shown beneath it; the preference would be to evaluate whether this order can be modified.

Hi everyone! We recently launch Copilot and as part of that, we turned on the integration to Gainsight. The challenge we are having is that Copilot will only update Gainsight when at least one internal attendee on the recorded call in Copilot has either a “Full” or “Internal_Collaborator” license in Gainsight. Many of our users have “Viewer_Analytics” licenses in Gainsight and unfortunately, their calls are not being added to Gainsight. I’d love to hear any ways that you have been able to work around this. Thanks!  

Will you support the ability to add other Salesforce objects to the Source Object dropdown within Clari Core Field Config?  We need to access the Contract Shell that is part of the ServiceContract object so we can gather insights from that object.  The reason why we cannot reference the Service Contract from an account reference is because there is a one to many relationship (sort of like the Opportunity Object).  We would need the ServiceContract to be its own object (or Mode).

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 greater than 0” -- all we would need to do is add an AND and we can spell out the filterset we need. Keep in mind to ensure that we are adding the correct filterset by checking the appropriate SFDC API name underneath the Display name:From here, we can determine how the field interacts with our conditions:A general rule of thumb is:Is Not - Field is NOT one conditionIs - Field

How do we delete a conversation / audio file

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.

Hello All - Is there a way to see a list of my one off scheduled emails?

We’ve run into an issue where Clari displays all Salesforce Stage picklist values when users update the Stage field, instead of only those that apply to the opportunity’s Record Type.For example, our General Sales opportunities have a different set of stages than our Renewal opportunities. In Salesforce, this works as expected because the Sales Process functionality limits stage options by Record Type. However, this restriction isn’t reflected in Clari, so we’ve seen cases where users accidentally change a General Sales opportunity to a Renewal-only stage.Has anyone found a way to make Clari respect the stage picklist restrictions by Record Type? Ideally, we’d like to prevent users from even seeing incompatible stages in Clari, rather than creating a Salesforce validation rule just to block the save in Clari.How are you handling this in your org? Any tips or creative solutions?

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 view which accounts across which industry is getting the appropriate attention? Are there any accounts that we have been neglecting/not been reached out to

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 be logged to Salesforce through Background Email Sync or manual logging methods, but these entries function solely as activity records and do not contribute to Gr

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:Synchronizing emails into Salesforce   Synchronizing calendar meetings into Salesforce   Automatically creating Salesforce contacts from synced interactions  By combining activity logging with contact creation, CRM Sync delivers a more complete picture of customer engagement than basic Salesforce activity tracking alone.CRM Sync and Salesforce Native Tools

We have a field that shows the Status of the opportunity based on how long it has been in any particular stage. the possible results are On Track, Nearing Delay or Stalled. I wanted to know if it is possible to have conditional formatting so that the field shows a different color depending on which of the three results are shown.   

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 when and where the AI Projection fell off:Then we would want to overlay those same exact date ranges with the Flow Module. Please be sure to have the filtersets and scope matching what we have in the Pulse Module. In the above example, the AI Projection believes we are going to land at $69M for the Quarter when we only have $42M closed and less than $30M of Open Pipeline.The general r

Hello - I was told calls needed to be 5 minutes at least to get insights from Copilot on the Groove Dialer Calls. I am seeing calls in our instance that are longer than 5 and still have no insights or summary from Copilot. Is this a bug or do calls made in Groove just simply not align with Copilot Insights and Summary?

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 - Focus on call activitiesEssential notifications to enable:✅ Post-call alerts (call summaries, action items, smart follow-ups & update CRM fields) ✅ Pre-call alerts (get ready for upcoming calls using the right context) ✅ Scoring &amp