Copilot Navigation

Here's what the new navigation looks like at the top of Copilot. Note the image below is from Clari. So the very top is where you select Copilot. The nav below that is Copilot's nav.

Here's what you'll find under each tab: 

Team Calls and My Calls: View your calls or your team's recorded calls. 

Feed: Your conversation feed. Stay ahead of market trends, monitor competitor moves, and effortlessly drive impactful decisions. Unlock strategic insights with Conversation Feed.

Deals: A grid view of all your deals. You can click on specific deals for more insight. 

Dashboard: This is where you can find deal, competitor, and team insights, as well as Topics and Scorecards.

Gametapes: This tab is where you can view current Gametapes and add new ones via the "Create Folder" button in the top right. 

Battlecards: This is where you can view and create new Battlecards. 

Top-Right Nav

Let's zoom in on the top-right of the navigation for a second. 

From left to right you see: 

1. Search bar where you can search for your calls. 

2. Notifications (bell icon) where you can view your notifications. 

3. Support Portal (question mark). Click this icon, and then click either:

• Knowledge Base to get help articles.
• Or click Contact Support to visit our new one-stop shop for all things Clari Copilot Support.

4. Clari Studio for Admin Settings. Only Admin will see this icon. 

5. Activity Dashboard (chart icon). Go there to see your team's activity. 

6. Join My Meeting (headset icon) where you can join a call manually.

7. Upload (cloud icon). This is where you can upload a call or join a call.  

FAQs

Where are the "Join my meeting" and "upload meeting" buttons?

We moved the "Join My Meeting" and "Upload Meeting" buttons to the top right of the nav bar (see above). 

Where is the activity dashboard?

We moved the Activity dashboard as a button in the top nav bar alongside notifications and search. Users will find an icon on the top right as shown above. 

I liked the older navigation better. Why did Clari change it?

While the side nav bar was easy to use in some ways, we have generally found that a top nav is easier to use and more consistent with Clari's interface.