Copilot Notifications for Microsoft Teams

You can get Copilot Notifications in Microsoft Teams. This includes Pre-call alerts before a call to prepare for it, Post-call alerts with summaries, filter alerts for the filters set up in Clari Copilot, the ability to see and reply to your comment mentions from the Teams interface, and much more. 

 

 

Use Cases

 

Sales Representative:

 

1. Call Preparation Efficiency: As a sales rep, you can efficiently prepare for calls by reviewing past interactions, turning on call recording, and accessing relevant customer information—all from within Teams.

2. Actionable Post-Call Insights: You can quickly review call highlights, prioritize follow-up tasks, and update deal information, enhancing productivity and closing effectiveness.

3. Collaborative Deal Management: You can efficiently manage deals by accessing CRM information, updating deal stages, and assigning tasks to team members without leaving Teams.

 

 

Sales Manager:

 

1. Revenue Impacting Conversations: As a sales manager, you can identify successful strategies and customer testimonials that allow you to replicate successful approaches and drive revenue growth.

2. Team Performance Insights: You can address team collaboration issues, foster team-building activities, and recognize and reward top performers for improved sales performance.

 

 

Product Manager or Marketing:

 

1. Feature Sentiment Tracking: As a product specialist, you can gauge reactions and user pain points to new releases or updates in real time, enabling you to adjust strategies and prioritize feature enhancements accordingly using filter alerts.

2. Strategic Competitive Monitoring: As a product manager, you can gain strategic insights into the competitive landscape, informing product strategy and positioning to maintain a competitive edge in the market using revenue-critical moments.

 

How To Set Up Notifications for Copilot Admins

 

Note: Only admins can set up this feature. But, everyone else on your team can use it.

 

 

1.  Go to Workspace Settings > Integrations
2. Click Connect on MS Teams to sync MS Teams and Copilot:

 

 

 

Go to your MS Teams, under Apps, search for "Clari," and add it to your organization.

 

 

 

Once you add the app, all users in your organization will receive a welcome message from Clari Bot.

 

 

How To Use Notifications

This section covers the setup and use for each type of notification below.

 

Pre-call and Post-call onboarding messages

After you sync Microsoft Teams and Clari Copilot you get a welcome message and an onboarding message when you see the first meeting in your calendar. From here, you can choose whether to continue receiving notifications and configure your desired time:

 

 

 

Pre-call and Post-call notifications

You can also opt-in and out of receiving notifications from Profile Settings > Call Actions:

 

 

 

Pre-call notifications

You choose when you get this notification: At the start of the day, before 30 minutes, or before 5 minutes before the call. 

 

This notification prepares you for the call:

 

• Turn on the recording: You can decide if you want Copilot to record the call and turn on the recording right from MS Teams.
• View the last call summary: This allows you to access the summary of the call you had with the customer, helps refresh you on the points discussed, and prepares you for any next steps.
• Learn More: This feature uses the Clearbit extension to provide information about the call participant. This is particularly useful when you hop on a call with a prospect for the first time and have little time to prepare.
• Join the call: This action allows you to join the call right from MS Teams.

 

 

 

Actions Available Post-Call

 

1. Update Deal: You can modify deal-level fields directly from MS teams, organizing them into Field Groups for easy updating. 

2. Send Follow-Up Emails: Opens a modal for sending follow-up emails to call participants. A pre-selected "RevAI Generated" email template is provided, utilizing Generative AI to create a customizable email. You can also define personalized templates from Personal or Workspace settings.

 

 

3. View Call: Directs you to the Copilot Call review page, enabling a detailed review of specific moments and further actions.

4. View in Salesforce: Provides access to the deal view in Salesforce for calls linked to an active opportunity.

 

Filter Alerts

Setting up filters and alerts is an excellent way to stay on top of what is relevant. You can configure various filters in your Clari Copilot Team call view, including Mentions, CRM info, Coaching info, and more. This feature lets you view all calls that match their filter alerts, ensuring timely and relevant information dissemination within your team.

 

To set up your alerts in Team Call View:

 

1. Select the notification channel as MS Teams.

2. Choose your desired time.

 

All calls matching your filter criteria will be alerted through MS Teams, allowing users to select the relevant calls they want to review.

 

 

 

Comment Notifications

Commenting on a call in Copilot is an excellent way to coach and collaborate on calls with each other. Often, comments mentioned by teammates are missed, leading to a loss of insights. Receiving comment notifications when you're mentioned in a call directly in MS Teams helps you to stay on top of your game. You can also reply to comments directly from your Teams interface after reviewing the context of the call in the attached transcript turn.

 

 

 

Call Scored Notification

 

Scoring a call using different templates is a core part of coaching your reps via Copilot. Whenever a rep is scored on a call, a notification is sent on Teams to ensure the rep always reviews the feedback and takes action.

 

Note: Admins can enable notifications from Workspace Settings > Notifications

 

 

Share Call View Alerts

This notification notifies you whenever someone views a call you share.

 

Gametapes Notifications

You can get notifications on activities in the Gametapes folder you have created.