SLACK INTEGRATION WITH CLARI COPILOT

Connect Slack with Clari Copilot to deliver instant call insights and notifications. Empower revenue teams to act fast, coach effectively, and drive pipeline forward right where they work.

Conversation intelligence where you work.

The Slack integration with Clari Copilot centralizes all your actionable sales insights in one place. From pre-call and post-call alerts to comment mentions and call filter updates, revenue teams can stay informed and take action directly within Slack.

  • Stay prepared: Get pre-call and post-call alerts that keep every rep ready and accountable.
  • Collaborate in context: Receive mentions and updates in Slack so teams can align without switching tools.
  • Never miss a signal: Trigger notifications for key call filters and activities so deals keep moving forward.
  • Streamline workflows: Replace scattered tools with a single, efficient flow of insights and actions in Slack.

Clari Copilot’s Slack integration delivers instant call notifications, actionable sales insights, and team updates directly in Slack, keeping revenue teams informed and ready to act in their daily workspace.

How to integrate Clari Copilot in Slack

For Admins:

  1. Go to Integrations
  2. Click Connect on the Slack integration card.
  3. Complete the OAuth authentication flow.
  4. Accept the required permissions.
  5. The integration is installed and will appear on the Integration card. Your organization is now ready to receive Copilot notifications in Slack.

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.

The bot will be installed in users workspace and will be notified based on their configurations in Clari Copilot.

For any assistance with integrating Slack and Clari Copilot, reach out to Clari Support via our support portal or email us at copilot-support@clari.com

See How Clari Copilot Connects Your Sales Stack

Learn how Copilot works with tools like Slack to centralize conversation intelligence, streamline collaboration, and keep deals moving forward. Schedule time with our team to see how Clari’s integrations help revenue teams stay aligned and act faster.
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Eliminate context switching with Copilot by delivering call alerts, insights, and mentions directly into Slack. Discover how Copilot helps your team stay prepared, collaborate in real time, and keep pipeline momentum strong. 
Discover what makes Copilot Different

Connect every conversation and action to your broader revenue plan with Clari’s AI-powered Revenue Platform, powered by Copilot. Explore how teams use it to improve coaching, reduce deal risk, and drive predictable growth.
See Clari’s Sales Engagement and Productivity solution

Need help setting up or using the integration? Clari customers can access guidance here.

For additional assistance with integrating Slack and Clari Copilot, reach out to Clari Support via our support portal or email us at copilot-support@clari.com

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Clari partners with leading technology providers to deliver connected workflows across the revenue process. Contact our team to learn how to become a Clari integration partner.

Eligibility and access

This integration is available to joint customers of Clari Groove and Nooks. It must be enabled within Slack and requires an active Clari Copilot subscription.

⚠ Disclaimer: Clari Copilot uses AI-generated summaries and recommendations, which may occasionally contain inaccuracies. Please review AI-generated insights before taking action. For any assistance with integrating Slack and Clari Copilot, reach out to Clari Support via our support portal or email us at copilot-support@clari.com

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