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Dollar amounts and any other currencies mentioned are purely sample data from the Clari self-serve resources and are not based on any customer data.

    Copilot Topic Recommendations
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/Copilot-Topic-Recommendations

    Copilot Topic Recommendations Copilot analyzes your calls every three months to recommend Topics. RevAI custom models look at your conversations and bring up recurrent topics you might want to track. You can pick the recommended Topics you want and s....
    Copilot Legacy — Clari Copilot
    Last Updated :October 11, 2026
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    Copilot Adoption Metrics Export
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/Copilot-Adoption-Metrics-Export

    Copilot Adoption Metrics Export The Copilot Adoption Metrics Export consolidates data across various product areas, including team calls, dashboard overviews, and activity reports in Excel. This allows Admin and managers can analyze Copilot adoption ....
    Copilot Legacy — Clari Copilot
    Last Updated :October 11, 2026
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    Groove Flow Owner Transfer
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/Flow-Owner-Transfer

    Groove Flow Owner Transfer This feature allows manual transfers of specific people in Flows to other teammates from the People Tab in Flows. Each user shared on a Master Flow is reaching out to different sets of contacts and leads within those Flows.....
    Groove Legacy — Groove
    Last Updated :October 11, 2026
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    How To Migrate from EWS to Graph
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/How-To-Migrate-from-EWS-to-Graph

    How To Migrate from EWS to Graph Microsoft will transition from Exchange Web Services (EWS) to Graph APIs in 2025. This article walks you through migrating to Microsoft Graph to ensure Clari continues to ingest activity data seamlessly. For more deta....
    Clari Admin General Admin
    Last Updated :October 11, 2026
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    Send with Groove in Outlook
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/Send-with-Groove-Outlook

    Send with Groove in Outlook This feature works with Groove's Outlook integration and allows users to send emails with Outlook’s native "Send" button, instead of "Send with Groove." This still logs emails to Salesforce and trac....
    Groove Groove Admin Legacy — Groove
    Last Updated :October 11, 2026
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    Account Summaries in Clari
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/Account-Summaries-in-Clari

    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 Mo....
    Copilot Basics Clari Account Inspect Deals & Pipeline
    Last Updated :October 11, 2026
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    Revenue Cadences Overview
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/Revenue-Cadences-Overview

    Revenue Cadences Overview Revenue Cadences allows you to run your revenue processes in Clari while utilizing your critical revenue data. Note: This feature is in beta and will be available to all users soon. If you're in the Cadences beta, then t....
    Clari Studio Dashboards Clari Admin Prep For QBR Or Revenue Cadence
    Last Updated :October 11, 2026
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    What to Expect During Your Groove Migration
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/What-to-Expect-During-Your-Groove-Migration

    What to Expect During Your Groove Migration Migrating your Salesforce org with Groove is a structured process designed to ensure a smooth transition. Our team has managed this migration multiple times, and we aim to make it as seamless as possible. B....
    Groove Admin Legacy — Groove
    Last Updated :October 11, 2026
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    Update the Groove Chrome Extension
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/Updating-the-Clari-Groove-Chrome-Extension

    Update the Groove Chrome Extension Learn how to manually update the Clari Groove Chrome extension to the latest version available. The Clari Groove Chrome extension powers several key features, including the Groove Omnibar, email tracking, and much m....
    Groove Legacy — Groove
    Last Updated :October 11, 2026
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    CSV Import Auto Assign Groove Flow Owner by Lookup Column
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    KNOWLEDGE BASE

    https://clari.my.site.com/customer/s/article/CSV-Import-Auto-Assign-Groove-Flow-Owner-by-Lookup-Column

    CSV Import Auto Assign Groove Flow Owner by Lookup Column The auto-assign Flow owner based on a user lookup column empowers teams to automatically assign Flow participants to their users at scale. Unlike the standard Assign To feature — which is good....
    Groove Admin Legacy — Groove
    Last Updated :October 11, 2026
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