Account Summaries in Clari

Apr 3, 2025
Knowledge

Created Date

10/11/2026, 7:38 AM

Last Published Date

4/3/2025, 3:24 PM

Article

Account Summaries in Clari

Account Summaries analyze conversations from emails and meetings to summarize what's happening across an account. You can generate account-specific summaries on demand based on your selected account mode—AM Mode, CSM Mode, Opportunity mode etc.

Use Cases

Account Managers

Quickly understand the overall account activity by reviewing aggregated insights from all communications.
Use insights to develop account-specific strategies and growth plans.

Customer Success Managers

Track customer satisfaction and potential risks through conversation analysis.
Monitor product usage discussions and implementation progress.
Gather key insights before renewal conversations to drive those conversations better.

Account Owners

Quickly scan summaries across multiple accounts to identify patterns and trends in a portfolio of Accounts.
Coach team members based on actual customer conversations and engagement patterns.

Admin Set Up

Note: A Clari Admin will need to enable either Email Body Processing or Copilot Integration to enable Account Summaries.

Admin can follow these steps to enable Account Summaries for their orgs. If you aren't an admin, and want to generate a summary, scroll down to the next section.

Go to Clari Studio > Integrations
Enable AI Features:

How To Generate Account Summaries

Follow these steps to generate an Account Summary:

1. In Clari Web, go to Inspect > Accounts in the top nav

2. At the top, select your mode:

3. In the center, click on the account row that you want to generate a summary for. That opens the Insights Panel to the right. At the top of the Panel, click "Generate Insights."

4. Then you can view your summary. At the bottom of the summary, you can click Regenerate to rewrite the summary. You can click Copy so you can copy/paste it into an email or message.

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Account Summaries in Clari

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