Copilot Accounts View

The Accounts View in Clari Copilot provides a comprehensive overview of all activities and engagements related to a specific account or deal. This all-in-one review screen consolidates calls, emails, and account information to give you complete context on your customer interactions in one place.

What's Included in the Accounts View

The Accounts View syncs and displays the following information:

• Deal and Account Information: Account and opportunity details pulled directly from your CRM

• Contact Information: All contacts associated with the account from your CRM

• Call Recordings: All Clari Copilot call recordings associated with the account and its contacts

• Email Activities: Email communications integrated through supported methods

Email Integration Methods

Clari Copilot brings email activities into the Accounts View through two integration paths:

1. Direct Gmail Integration: Each representative can sync their Gmail account directly with Clari Copilot. To enable this integration, reach out to your Customer Success Manager (CSM) to have the Gmail integration tile turned on under the user's settings.

2. Salesforce Integration: Emails are pulled from Salesforce when they are logged as Email Message objects(object type) in your Salesforce instance. Only emails properly logged in this format will appear in the Accounts View.

Note: Clari Copilot does not have direct integration with Outlook. For Outlook email activities to appear in the Accounts View, they must be logged in Salesforce as Email Message objects.

Who Uses the Accounts View

Different roles leverage the Accounts View for various purposes:

• Sales Representatives: Use the search functionality within the account view to find specific topics that need follow-up

• Sales Managers: Review the entire engagement history on a deal and search for key topics to understand what has been discussed

• Customer Success Managers and Account Managers: Get comprehensive context before taking handover for new customers from implementation teams or sales

How to Access the Accounts View

You can navigate to the Accounts View in two ways:

1. Global Search: Search for your deal or account name using the global search bar and click on the name that appears in the results:

2. From the Call Review menu at the top, click Review Deal: 

Features and Navigation

Once you're in the Accounts View, you'll have access to several tools and information panels:

Deal Information Panel

• Located on the top left of the screen

• Shows key deal information and details

• Includes a visual timeline showing engagement frequency over time

Note: You can click the arrow near the deal details to see other opportunities linked to this account

Activity Timeline

• The left side of the screen displays the entire sequence of engagement chronologically

•  Scroll through to review the complete history of interactions with the account

Contact Panel

• Located on the right side of the screen

• Shows all contacts engaged on the account

• Displays the frequency of emails and meetings with each individual contact

Search Functionality

• The central panel includes a powerful search bar

• Search for specific topics or text across all conversations related to the account

• Click on search results to listen to relevant snippets directly within the screen

• Enables quick location of specific discussions or follow-up items

This centralized view ensures you have all the context you need for effective account management and customer engagement.