Product Q&A

Recently, all my meeting descriptions I’ve created within Groove Scheduler are coming through wonky in Google Calendar. There’s weird spacing and I have to edit within Google calendar each time. I’ve cleared all formatting within the Scheduler but still it comes through Google calendar weirdly spaced out. What am I missing here?

I’m logged into Clari but I can’t find/access any trainings in University. I’m looking for admin training - if I go to course catalog it says “there’s nothing here.” If I try to visit the first link on the Clari admin training path (fundamentals) it takes me to a page that says I don’t have access. My team members are having the same problem.

If you click into a flow and then go to the people tab it lets you “Download a csv” but only the first 100 contacts are listed. There needs to be a way to export all the people in a flow or at least be able to scroll through the 100 and download them one at a time.  I’m trying to compare what emails got matched into a flow and what emails are still in my legacy mailer but I can’t export to excel to cross check. 

Within Clari Studio Field Configuration we would like to add SFDC Account fields directly to the Opportunity module in Clari.  This would prevent us from having to create additional Opportunity fields (formulas) just to bring Account data into the Opportunity module.  A use case would be adding an Account custom field we have which tells whether the Account is from the Global 2,000 list. Thank you

Hello! I’m fairly new to Groove and I’m trying to organize my meeting links in the Scheduler. I’d like for the different types of meetings to flow in a certain order but can’t figure out how to do so. It doesn’t seem to follow an alphabetic or numeric order. Example: Ideally I’d like the meeting in 1-4 order 

Deals are starred at the level of the individual user experience. While you cannot see another user’s starred deals, some customers add a checkbox to the opportunity object called “Forecast In” or “Path” to identify which deals they consider in their path to their forecasted number.  To implement this, the lift isn't super heavy or too technical. You simply need to educate your teams on the field, and enforce usage of the field. Admins can set this up in Clari by following the (high level) steps below:1. Create a checkbox field on the opportunity object in Salesforce. We've seen customers name it things like Forecast In, In the Path, Key Deal, or even Starred. 2. Add the checkbox field to the following layouts and modules using your Field Config module in Clari Studios:The Opportunity Grid layout (tip: put the field with pretty high priority in your field ordering to ensure that reps can clearly see it without having to scroll) The Opportunity Filterable layout (for filtering capabilit

I am trying to add a field from Salesforce into Clari. The message I am getting after it has been added: "Extract not enabled", is this something that we need to do in Salesforce? How can this be enabled? When I go into Field Configurations I get the following message: “To get started with Capture please reach out to your Clari representative.Debug: 0973bf6404b3e13982cbf5ff7635dfe7”Thank you in advance for any help you can provide!

In this guide, you’ll learn to use Clari Copilot’s REST APIs to access and manage your call data. You’ll also learn how to upload externally recorded calls, such as those from Zoom or Twilio, into Copilot for transcription and analysis. Copilot APIs allow you to:  Search for and download calls, users, and CRM-related data like opportunities and accounts Upload call recordings captured outside Clari (e.g. from Twilio or Zoom) Access rich analytics, like transcripts, talk-time metrics, and summarize.  For Copilot’s API Reference & Sample Code, click here. About Copilot REST APIsClari Copilot provides a REST API. REST, short for Representational State Transfer, is a set of rules for building APIs that work over the web using simple URLs — like how you visit websites in your browser.A REST API lets you: GET information: e.g., “Give me all the calls from last week” POST new data: e.g., “Here’s a new call we recorded on Zoom” PUT or PATCH to update something DELETE to remove da

Hi there, Is it possible to fetch calls by contact using the GET /calls or another endpoint? Best regards,Jaap

Hi Team, I would like access to the Clari Admin Certification Training. Thanks!

Hi,I cannot access the Clari certification course. I did register with the clari university. My email is nbaheti@paloaltonetworks.comThanks

Can I get a download Summary included in the call data ? it will help a lot in my work and save time.Is there an option to connect Salesforce CRM where I can get summary and call data automatically populated in CRM to send a BD note via outlook.

Groove determines whether an email is bounced or not by scanning users’ emails for nay bounce codes returned by email providers, such as Gmail or Microsoft.  Groove’s bounce detection logic is used to fire any “On Bounce” automated actions that teams have configured at the Flow-, Collection-, or Global-level in their organization.  For teams using Groove’s bounce code feature, Groove’s bounce detection logic is also used to write email bounce data to the Salesforce Task that corresponds with the outbound email that bounced.  Groove’s bounce detection logic does not consider automatic replies, like out-of-office responses, as email bounces.  If your team has the Out of Office Detection feature enabled for your team, Groove will automatically pause Flow participants in their Flow whenever an automatic reply is detected.   

By default, Groove writes key engagement data back to fields on the Contact, Lead, and Task objects.  More information on this data can be found in this guide.  For more granular reporting, we recommend that admins install the Groove Insights unamanaged package in Salesforce.  The Groove Insights package gives you access to additional fields, prebuilt reporting templates, and dashboards in the “Groove Insights” folder.  Key reporting topics include flows, calls, meetings booked, opportunities created, and bounce codes.  All of the prebuilt dashboards and reports can be customized for specific organizational needs The Groove Insights package also contains the fields used in Groove’s bounce code feature, which enables teams to report on email bounces and their reasons from within Salesforce.  

Configuring a User’s Call Recording SettingsAdmins configure call recording on a per-user basis from Manage My Org > Users through the following steps.  Check the box(es) to the left of the name(s) of the user(s) whose call recording settings you’d like to update Click the blue Actions button Select the Update Call Recording Settings option from the dropdown menu Select the desired call recording setting for the selected user(s) Press Submit When configuring a user’s call recording settings, admins will be able to choose from the following options.  Disable Call Recording: The user will not be able to record calls through the OmniDialer.  Enable Optional Call Reording: The user will have the option to record calls through the OmniDialer.  The call recording toggle in the OmniDialer will default to being turned off, but users can flip this toggle on on a call-by-call basis to record the calls they want recorded. Enforce Call Recording: All calls will be recorded automatically, except

We recommend you take three quick steps when preparing to go out of office to ensure that nothing gets missed while you’re gone. 📅 Updating Scheduler Availability Your Groove Scheduler link dynamically updates to reflect any events that are on the your Google or Outlook calendar. Before you head out of office, we recommend you add out-of-office or “busy” all-day events to your calendar for the days you’ll be away.  Those days will then be blocked off on your Grove Scheduler link, preventing your prospects from booking a meeting with you on those days.   ⏸️ Pausing Flow Actions When you’re out of office, we recommend that you pause their Flows.  While a pause is active, your Groove Flows will not advance, which will prevent your actions from being counted as “overdue” in Groove Analytics.  Any auto-send emails that you have scheduled to send during a pause will also be safely re-scheduled to send after the pause ends, preserving the continuity of your outreach while ensuring no message

Hi everyone,I’ve successfully exported forecast data via the Clari API and am working to replicate what’s shown in the Clari UI. However, I’ve noticed that some field names and values don’t exactly match what’s visible in the UI—possibly due to internal logic or formatting differences.I’ve reached out to Clari support for clarification, but meanwhile, if anyone here has insights on how the UI forecast data is structured or mapped behind the scenes, I’d really appreciate your input.Thanks in advance! 

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 

Hi, Is there an Admin level courses and certifications I can access? -Art

Have you found yourself wondering if you could use Pulse to get an AI projection for your renewal opportunities as well? 🤔 Well the answer is YES! But there is a small catch- read the article below to learn more. To be able to leverage Pulse for getting a renewal projection, we’d need to ensure that the amount field on the renewal opportunity that is being used under the Amount chart setting of Pulse is a positive amount field (always >=0). Typically, for this use case, customers set up a field (e.g. Renewable ARR, or Net Renewal ARR) that denotes the amount you think you'll renew this opportunity at. For a full churn or closed-lost renewal deal, the value for this field would be 0. A couple of ways to set this field up:Formula currency field: Renewable ARR= Target Renewal ARR/Contract Value - Churn Forecast (manual input by AM or CSM) Forecast currency field: Where reps (CSMs or AMs) can enter the number based on what they think they'd renew the opportunity at💡Given that the amou

The Groove template editor does not offer native spell check, so users should use their browser’s built-in spell check or extensions.  To avoid formatting issues, apply styles exclusively using the formatting tools within the Groove Template editor.  This will help ensure no messy formatting or extra styling information is carried over from the first text editor, which could alter how the text appears when it’s sent in an email. If copy/pasting content from another source (e.g., Microsoft Word, Google Docs, Pages, etc.), paste without formatting by pressing Ctrl+Shift+V on PC or Cmnd+Shift+V on Mac.  Alternatively, paste with formatting, highlight the entire text, and then click the ‘Tx’ clear formatting button.  Then, reapply any styles using the the formatting tools within the Groove Template editor.    Always send a test email and use the built-in preview to confirm appearance, including proper display of signatures and unsubscribe footers.  There are a couple ways to send test emai

Templates are organized in Template Folders. For maximum clarity and discoverability, we recommend establishing consistent naming conventions (such as team, use case, or date) for both Folders and Templates. We especially recommend this for any Template Folders that are to be shared with multiple users.   When writing emails in Gmail, you can look among your recently-used Templates and favorited Templates to find the Template you want to use for their email.  You can also search for a Template by Template Folder name, Template name, or subject line.  In the ‘Templates’ tab, you’ll find the Templates you’ve most recently used in Gmail.  In the ‘Favorites’ tab, you’ll find any Templates or Template Folders that you’ve favorited (i.e., starred). The search bar at the top of the Template modal enables you to search your Template library for a specific Template by Template Folder name, Template name, or subject line.  The ‘See All Templates’ button will open a large pop-up window where you

Opportunity field notifications are available to all Clari Core users.  When you click on an Opportunity in Clari, you can then click on the ‘bell’ icon in the Inspect panel to select for which fields you’d like to be notified whenever a change in value occurs.  These notifications will help you track specific updates to Opportunities in real time.  For managers, this functionality can be especially helpful for ensuring you always know the state of your business.    If you do not see the notification bell icon in your instance, please submit a ticket in the Clari Support Portal to have it enabled. In Clari > Preferences > Noticiations, you can then select through which channels (e.g., web, email, mobile, Slack) you’d like to receive these notifications.    

Automatically Adding the Groove Scheduler Link to TemplatesTo automatically insert a the sending user’s Groove Scheduler Link into Templates, you can use the Groove Scheduler Link merge field. (Note that the Scheduler Link Merge field is based on a custom field in your team’s Salesforce instance.  Thus, the exact name of the field may differ from organization to organization.)  This merge field is a great way to personalize emails at scale, as it enables users to leverage the same Templates without having to do any manual work to insert their own Scheduler link in the Template.    Pro Tip: You can also hyperlink the Groove Scheduler Link merge field to text that is in your Template.  To do this, insert the Groove Scheduler Link merge field into you Template just as you would any other merge field, cut the merge field from the Template, highlight and cut the merge field, then highlight the text you want to hyperlink and use the ‘Insert/Edit Link’ button to paste the merge field into the

Yes, custom formula fields such as “today plus two days” can be created in Salesforce and used as merge fields in Groove Templates.  This guide from our Knowledge Base walks through how a Salesforce admin can create these fields in Salesforce, which will then allow them to be leveraged in your team’s Groove Templates.