Clari

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:Open Clari Studio by navigating to https://app.clari.com/studio/ Click the menu button in the top-left corner and select Saved View Management. Choose your desired module type (e.g., Opportunities, Accounts, or Analytics). Find the Saved View you want to bookmark for a particular user role. You can filter views by role, user, last access, module type,

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 you use Clari Copilot, your calls move through several stages—beginning with scheduling and recording, and then moving into processing. Whether it’s a video call or a dialer call, processing happens step by step: generating the video, creating transcripts, producing summaries, applying AI predictions, and updating CRM records.The good news? Your call d

We have reps who host meetings that have multiple sections to them that can last for a while. For example, they might have an hour of onboarding demo, following by a 30-minute break, followed by an hour of testing/Q&A. As I understand it, if there is 10 minutes of silence on a call, Clari Copilot will stop recording and leave the call. This is a problem because we want the entire meeting in only one recording when we share it with the customer, as that reduces the manual work of setting up calls, joining calls, etc.But we’ve had instances where our users were unaware of the 10-minute rule and didn’t realize that Clari Copilot didn’t recall the 2nd half of the meeting. Our current band-aid is to tell them to either manually say something every 9 minutes during breaks to keep Clari Copilot in the call or resign themselves to setting up individual meetings for the topics before and after the breaks.To the Clari Team - Am I understanding the 10-minute mechanism correctly? Is there is a

Clari offers several resources to guide dashboard and widget selection:Cadences Hub: The Cadences Hub in the Community contains examples and guides for QBRs, one-on-ones, pipeline reviews, and the recommended widgets for those key moments. Product Resources (“Ask Clari”): The “Ask Clari” feature provides a video walk throughs of how leaders are answering specific questions about their business with Clari. This feature can be accessed by clicking the ‘question mark’ icon in the upper-right corner of the Clari app, then selecting ‘Product Resources’.    Clari University: Within Clari University, you can find courses that break down the fundamentals of using Clari and its features, including Dashboard design, widget choice, Forecasting, etc. Some specific courses that may be helpful to review include Clari Fundamentals: Dashboards and Clari Fundamentals: Revenue Cadences.

Cadences is currently in open beta. There’s no formal application; simply reach out to your Clari account team to have it enabled for your organization.  Your Clari account team is here to support you in whatever rollout strategy would be best for your team. We can enable Cadences for all users at once. Alternatively, we can initially enable it for a select group of users (such as admins and sales ops users), then expand it to the rest of your team.   

The best way to bring external resources into Cadences is by using Clari’s Context Widgets, which support rich text. Once you add a Context Widget to your Dashboard, you can hyperlink to external resources, such as Google Docs, external reporting tools, and so on.  As an example, Context Widgets can be particularly useful for one-on-one Dashboards. If you have notes in a Google Doc or other supplementary materials in another tool, you could add links to those in a Context Widget in your Dashboard so that they’re easy to access while conducting your one-on-one.  This guide from our Knowledge Base contains additional information on adding different types of widgets to your Dashboards.   

While there isn't a single answer for every team, we've found that the adoption process is iterative and highly dependent on a few key strategies. This article breaks down some of the factors that can influence how quickly and successfully your team adopts Cadences. Aim for Focus and SimplicityWhen designing your Dashboards and Cadence Moments, the number one rule is to keep them simple and focused. Adding too many moments or data points at once can overwhelm users and actually hinder adoption. To avoid having to roll back your work, strive to keep your streamlined so that your team knows exactly what they’re supposed to get out of each moment or dashboard.  Each Dashboard and Moment should be designed to answer one or two specific questions, and nothing more. Start with What Your Team Already UsesThe fastest way to get your team to adopt Cadences is to build upon their existing habits. Identify which Dashboards your team is already using frequently (a weekly one-on-one dashboard is a

At Clari, we run our own business through Clari, reinforcing usage and providing a real-world case for success. Check out this blog post to learn more about how Clari is being used at Clari.  When it comes to deploying Cadences, we focus on designing Dashboards that answer the critical revenue questions leaders need for their business, making it straightforward for teams to get the information they need. During the design phase, leaders are asked to share what questions they need answered for their key revenue moments and how frequently these moments occur. The information that we receive directly informs how we design our Dashboards. This encourages adoption because the components revenue leaders care about most are included in the Dashboard design phase. Once leaders and team members see how easy it can be to get the information they need through the Dashboards, it’s easier for them to adopt the whole Revenue Cadences framework.  For more information on Cadence adoption, reach out to

There are a couple ways, both manual and automated, that you can remove all Contacts at an Account from a Flow.   Manual Method 1: The Accounts PageThe first way to remove all Contacts at an Account from a Flow would be from the Accounts Page, found here.   Click on the name of the Account whose Contacts you want to remove from your Flows Select the checkbox to the left of the ‘Name’ header to select all Contacts (or individually select which Contacts you’d like to remove) Select ‘Remove From All Active Flows’ Press the ‘Remove’ button in the pop-up window to confirm the removal  Important Notes: Please see the below notes to help avoid any confusion.  Groove will only allow you to remove Contacts from Flows where you are managing them.  Groove will not allow you to remove Contacts from a Flow that is being managed by another teammate.  To remove Contacts that a teammate is managing in a Flow, we recommend reaching out to the teammate and asking them to remove those Contacts.  The metr

 Clari Admin Checklist 🥳 High-five & congratulations being a Clari Admin! The entire Clari team looks forward to partnering with you. Here are our suggested action items for you to ensure that you are equipped with all of the knowledge that you need to be a great Clari Admin for your organization. We’ve broken this down into 5 parts: Operating Rhythm, Required Courses, Common Admin Tasks, FAQs, and Best Practices.  Your Operating Rhythm ❏ If you are not already, ask to sit in on your company’s forecast call to see Clari in real time. Pro-Tip check out this article❏ With your CSM, confirm that you are listed as a Designated Support Contact (DSC) and walk through how to contact Support via the Support Portal. Clari's Support Portal (Submit a Support Ticket, get help 24/5)❏ Register in the Clari Community to collaborate with other Clari admins and experts. Click the Login button to register. Clari Community (Register for Events / Discover Best Practices)❏  Determine what current Clar

Clari Align integrates seamlessly with your Salesforce environment pushing engagements from buyers and sellers to your opportunities, mapping fields in your workspaces to fields on your Salesforce opportunity objects, and pushing the status of a plan in a workspace to a custom field. Align Activity to SFDC Task ActivityClari Align offers a powerful tool for gaining insights into buyer signals through Workspaces. Sales reps and leaders can easily access Workspaces through the Insights Panel in Clari Opportunities. Teams can use Workspace activity to track buyer signals, monitor adoption by sellers, and analyze seller activity.Select Activities to Track: Choose the activities you want to track from both Buyers and Sellers. Enable CRM Activity: Toggle the "Enable CRM Activity" switch on or off to enable or disable the flow of selected activities that push to your Salesforce opportunities.Align Workspace activities will now appear in Salesforce opportunities as completed tasks with the dat

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

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

Have you ever wanted to set a standard column order for the Opportunity Grid (within Inspect) for your team, but wondered if it would update all existing saved views? 🤔 Or maybe you've tried to update the field order in one view only to find that it doesn't update anywhere else?You're not alone. Many of our customers ask us about the best way to manage the order of fields in Clari, especially on the grid layout of the Opportunity module. So, let's explore how you, as a Clari admin, can take control of your field order and ensure your team always looks at the most relevant data in the right place.Note: Before we dive in, it’d be good refresh our memory on the basics of Mode and Layouts A few important callouts 🔊It's critical to know that field order is tied to which specific mode. It is not global across all modes. This means each mode can have its own unique default field order, which is ideal for tailoring the view to the intended audience for the respective mode   Within a mode, yo

List of Flow Exit ReasonsWhen a participant is removed from a Groove Flow before they complete it for any reason, Groove logs the exit reason to empower your team with data on exactly how they are being removed.  Participants can have the following exit reasons:AUTOMATED_ACTION AUTO_REMOVE_AFTER_BOUNCE AUTO_REMOVE_AFTER_REPLY FLOW_IS_ARCHIVED INACTIVE_USER LOGGED_CALL_ADDED_TO_NEW_FLOW LOGGED_CALL_AND_REMOVED MANUAL_USER_REMOVAL Where the Flow Exit Reasons SurfaceThis data is surfaced in a couple of different places.  The first is the People Tab of the Flow, specifically in the “Exited” section of the last Flow step that the participant completed before they were removed. The second is the Groove “Removed from Flow Reason” field (API Name: Groove_Removed_From_Flow_Reason__c) on the Salesforce Contact or Lead record for the Flow participant.  These fields show the reason why that Contact or Lead was removed from the most recent Flow they were imported into.  This field will return to nu

Are you ready to streamline your revenue processes and drive predictable outcomes?With the new Revenue Cadences feature in Clari, you can operationalize your team's rhythm by creating "moments" that guide your team to focus on the right activities at the right time.A "moment" is an internal sales activity designed to drive alignment, operational rigor, and execution of your overall revenue cadence. Within Clari, you can create two distinct types of moments: 1:1 Moments and Team Moments. Understanding the difference is key to setting up your cadences for success.1:1 Moments: Private and Personalized CoachingA 1:1 moment is a private space specifically for activities between a manager and their direct report(s). This moment is private between these two participants, and only visible to them.Best For: Weekly or bi-weekly check-ins to discuss current quarter focus, pipeline generation, deal coaching, identifying risk areas, and developing action plans. How it Works: Admins can select a nod

🎉 We are excited to announce the release of the Clari Guide Homepage!  When enabled, all users that log in to Clari will now land on the Guide homepage within the Cadences module. Homepage is the landing page which aggregates all parts of Clari that require their attention and action that week to execute their revenue goals. This includes:Executing the Cadence moments that admins have deemed critical to drive revenue forward Reviewing any Saved Views from Inspect that require their attention, Reviewing AI detected deal risk and trends, and Executing any actions in their Groove flows and reviewing recent activityYou can learn more by reviewing the Knowledge Base article.

In this video, I walk you through the "all-new 4-point deal inspection," a structured and effective approach to running your deal reviews. This framework, powered by Clari, helps you move beyond basic deal status updates and focus on strategic, data-driven actions. Here are the key takeaways from my talk, highlighting how you can leverage Clari's latest features to get a complete view of your deals and drive better outcomes:Understanding Deal Changes at a Glance: I demonstrate how to use color-coded indicators to quickly see what has changed in a deal—whether it's trending positively (green), negatively (red), or has a neutral update (blue). You'll learn how to customize the timeframe to see changes over the last 7, 14, or 30 days. Predicting the Likelihood of a Win: I dive into the CRM Score, a confidence score that predicts the probability of a deal closing as won. I also preview the upcoming "Opportunity Score," which will incorporate conversational intelligence from Clari Copilot t

Hello!How can I change my role from Forecast Manager to Viewer so I can see forecasts e.g. of someone from Sales team?Thanks! 

What is Churn ARR Forecast's CRM Value in the week-by-week Churn ARR Forecast Panel?

My company uses Clari Groove and I have signed up for university but cannot access any of the courses in the suggested learning path. Can someone please advise?

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

I want to talk about a core concept for every team looking to hit their number: Revenue Cadences. 🚀Revenue Cadences are a structured, and repeatable program designed to help your organization achieve its revenue objectives. Think of it as the rhythm of your revenue business—the predictable, recurring activities and meetings that keep your team aligned and moving toward a common goal. 🎯Cadences are made up of individual "revenue moments." These are the internal activities, like a weekly pipeline review, a monthly QBR, or a bi-weekly deal inspection, that drive alignment and operational rigor. Instead of these activities being ad-hoc or inconsistent, a revenue cadence makes them a standardized part of your workflow. 🗓️So, why are they so important?They Drive Scalable Rigor: Revenue teams often struggle to ensure that every team member performs the right actions at the right time. By formalizing these activities into a cadence, you build a repeatable process that is easier to enforce a