Clari Copilot
By Clari, Inc
Clari Copilot is designed for fast and seamless deployment, especially for revenue teams. Here's a detailed breakdown of the implementation process and timeline, based on available data:
Set up call recording permissions and data access
Configure pipeline metrics and deal tracking views
Share best practices for note-taking and call analysis
Enable advanced features like API access and custom scoring (Enterprise plan)
Fast-track Option: Some teams go live in under a week with basic setup
Clari Copilot offers extensive customization capabilities tailored to specific business needs. Here are key data points:
Admins can create, refine, and filter Smart Topics by team, deal stage, or timeframe.
Helps teams track strategic themes like competitor mentions, cloud migration drivers, or market challenges.
These cards are triggered by specific phrases or objections during calls.
Enables uploading externally recorded calls (e.g., from Zoom or Twilio) for transcription and analysis.
Clari Copilot is designed to be cost-transparent and low-friction in terms of setup and support. Here are the key financial details:
Implementation is typically completed in under 2 weeks, with full platform rollout in 8 weeks for larger teams.
Users receive regular updates, bug fixes, and feature enhancements at no extra cost.
No additional charges for integrations or ongoing support.
All features are bundled into the subscription pricing.
Clari Copilot provides a comprehensive onboarding and training ecosystem for new users, tailored to different roles and experience levels:
Structured into Level 1, 2, and 3 training tiers for progressive learning.
Ideal for self-paced onboarding and familiarization.
Community forums for peer-to-peer learning and expert Q&A.
Post-sales teams: account context and call sharing
Includes onboarding status reports and compliance tracking.
Clari Copilot is built with enterprise-grade security, ensuring data protection across all layers:
CSA Cloud Security Alliance member
Data at Rest: FIPS 140-2 compliant encryption using hardware-backed keys
Secure software development lifecycle with vulnerability scanning and bug bounty programs
Continuous monitoring and logging of system activity
Clari Copilot follows a regular release cycle, with updates typically rolled out monthly or quarterly. These updates include new features, performance improvements, and security enhancements.
Quarterly Enhancements: Larger updates may include UI redesigns, integrations, and analytics upgrades.
Clari Copilot maintains a transparent and flexible data ownership policy, with several key principles:
License to Use: Customers grant Clari a non-exclusive, transferable, sublicensable, worldwide, royalty-free license to use their data solely for delivering services.
Migration Support: Clari offers professional services to migrate data from other platforms like Gong or Chorus.
Granular Control: Specific types of data (e.g., game tapes, shared snippets) can be retained independently of parent call records.
Clari Copilot is designed to be highly scalable and flexible, allowing organizations to adjust usage based on team size and business needs:
CRM and Tool Integrations: Easily integrates with Salesforce, HubSpot, Zoom, Teams, and more, supporting expansion without disruption.
Clari Copilot offers transparent and flexible contract terms:
Renewal includes the option to adjust user count, features, and pricing.
Upon cancellation, Clari will delete or return customer data, unless retention is required by law or anonymized for analytics.
Clari Copilot adheres to industry-leading compliance and security standards:
EU-US & Swiss-US Privacy Shield: For international data transfers.
