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Slack

Empower your sales team with Actionable conversation intelligence by connecting Slack to receive notifications from Clari Copilot


Add to Slack

Description

Clari Copilot for Slack is your one-stop destination for a wide range of actionable insights and notifications. It offers a comprehensive solution to supercharge your sales efforts. Think of it as your sales command center, delivering vital information and prompting action when needed.

In addition to our robust Pre-call and Post-call action alerts, Clari Copilot ensures you stay informed about all other activities on your calls, such as comment mentions and call filter alerts. Say goodbye to the complexity of managing multiple systems and embrace a streamlined, efficient approach with Clari Copilot.

How to Integrate Slack with Clari Copilot?

  1. Go to https://copilot.clari.com/settings#adminIntegrations.
  2. Click Connect on the Slack integration card.
  3. Complete the OAuth authentication flow.
  4. Accept the required permissions.
  5. The application is installed and will reflect on the Integration card.

Your organization is now ready to receive notifications in Slack!  Reach out to Clari Support team if you face any difficulties in the process of integrating Slack with Clari Copilot. 

How to Get Started? 

For users:
  1. Go to Profile Settings in your Copilot web app.
  2. Click Notifications on the left, scroll down to Actions in Slack, and enable the desired notifications.

For organizations enabling alerts for all users:
  1. Go to Workspace Settings in your Copilot web app.
  2. Navigate to Call Actions and toggle on Enable notifications for the entire organization.


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