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Christopher Schafer
New Contributor
March 12, 2026
Question

How to search for call dispositions from task/groove in Copilot?

  • March 12, 2026
  • 0 replies
  • 99 views

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.

This topic has been closed for replies.
miminoto
Community Manager
miminoto
Community Manager
March 16, 2026

Hi there,

Thanks for reaching out!

You can go to the Team calls page -> Click on More filters and leverage the call disposition filter.

There are two picklist options available
 

  1. All Calls – shows every call logged in Copilot, regardless of outcome (answered, no answer etc)
  2. Connected with Prospect – restricts the view to calls where the rep actually connected and spoke with a prospect.


For the second part of your question - Copilot can automatically create a task in SFDC after a call is completed.  We can see that this option is disabled for them - would you like us to enable it for you?

Christopher SchaferAuthor
New Contributor
March 17, 2026

Hi there,

Thanks for reaching out!

You can go to the Team calls page -> Click on More filters and leverage the call disposition filter.

There are two picklist options available
 

  1. All Calls – shows every call logged in Copilot, regardless of outcome (answered, no answer etc)
  2. Connected with Prospect – restricts the view to calls where the rep actually connected and spoke with a prospect.


For the second part of your question - Copilot can automatically create a task in SFDC after a call is completed.  We can see that this option is disabled for them - would you like us to enable it for you?

Have they fixed the bug/feature for it to only log one event/activity?

miminoto
Community Manager
miminoto
Community Manager
March 18, 2026

Unfortunately it is not available yet and I am unable to provide you with an ETA.  My recommendation would be to continue checking our release notes each month for updates: https://community.clari.com/product-updates You can subscribe to this page to get notifications when new notes are released.  

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