Copilot Single Task Writeback

This feature is automatically enabled for some Clari users. If you don't see it enabled, contact your support rep for access.

Clari Copilot can now create one task per call, instead of multiple tasks for each contact.

After a call, associated data is written back to Salesforce as a task, accessible from the Call Review Screen under the CRM Info Section. 

Multiple contacts will be added to the "Name" field in Salesforce. All other task field mappings, such as Summary in the Comments field and attendee configurations, remain the same and can still be customized in Workspace Settings.

Note: Tasks will continue to be assigned to the Primary Rep and linked to either an Opportunity or an Account. But, when a call involves multiple leads, only one lead is added to the task because of Salesforce’s limitations with associating leads to tasks.

Also note: Clari Copilot allows you to change the writeback owner of tasks/events from “primary rep” to “meeting organizer." Reach out to Support if you would like the task owner to be the Meeting Organizer instead of the Primary Rep.

Requirements 

Shared Activity: This must be turned on in Salesforce. Enabling Shared Activity allows multiple contacts to be added to the same Task. 

How To Access a Task

1. From Copilot, click on the call you want. This takes you to the Call Review Screen. Then click the CRM Info Section dropdown at the top, next to the call title.

2. Clicking on Logged to CRM (at the top of the menu) takes you to the task that is logged.