Everything in Clarify is a record. Contacts, companies, deals, and meetings are the four main record types. They're linked to each other, updated automatically from your email and calendar, and enriched with data from public sources.

Records are linked: a person belongs to a company, a meeting links to its attendees, a deal links to a company. Clarify builds these associations automatically.

Need record types beyond people, companies, and deals? Custom Objects lets you define your own on any paid plan - track projects, products, partnerships, or anything specific to your business.

Rep, your AI sales assistant, is the fastest way to work with these records. It finds records, creates and updates them, and builds lists and fields for you. Open it from the box at the top of Home or the Ask anything... box on other pages, press / to ask, or press Cmd+J (Ctrl+J on Windows) from anywhere in Clarify.

Three prompts to start with:

Changes Rep makes appear in each record's activity timeline, like any other edit. Rep also works in Slack once the Clarify Slack app is connected - see Slack.

When you connect your accounts, Clarify syncs the last 365 days of email and calendar history by default (change this with Sync history under Settings → Workspace → Email and meetings → Advanced). With the default record creation setting, Clarify creates a contact for the people in your meetings and in emails your team sends, including replies. Companies are created from the email domains of those contacts. New records keep being added as your team corresponds with new people.

When Clarify records a call, it adds the transcript and summary to the meeting record. The recording itself doesn't add or create contacts - attendees come from the calendar event and are handled when the meeting syncs, as described above. If you record with Quick Record in the desktop app, Clarify creates a new meeting record for that recording, so a call that isn't on your calendar still gets one. That meeting starts with only you as an attendee - use Edit participants on the meeting to add the others, and Clarify links each email address to an existing contact or creates a new one.

Create any record type from the relevant section in the left sidebar. Use this for deals, contacts you haven't emailed yet, or companies you're targeting proactively.

Control how Clarify creates records from email and meetings in Settings → Workspace → Email and meetings, under Record creation → Create new records:

Fields are the data points on each record - name, email, deal stage, close date, and so on.

Standard fields - built-in fields like name, email, and deal value. Always present.

Custom fields - fields you create for your specific business needs. Add them from any People, Companies, or Deals list - open Fields in the toolbar (or the + at the end of the columns) and choose Create new field. Rep creates fields too - ask it, for example, "Create a field for contract renewal date". See Managing fields for details.

Conditional required fields - make a field required only when it matters, like a Loss Reason once a deal moves to Lost. See Conditional Required Fields.

AI fields - fields you set up with instructions. When someone runs autofill on a record or a list, Clarify generates each value and writes it straight to the field. AI fields don't run on their own: each run is started by someone on your team and uses credits.

Deal field suggestions - separately, Clarify reads your emails and meetings and suggests updates to a deal's stage, close date and amount. A suggestion changes nothing until someone accepts or dismisses it from the field suggestions button at the top of the deal. Suggested new deals work the same way. Deal field suggestions are on by default; turn them off with Field updates under Settings → Workspace → Intelligence.

Every record in Clarify - people, companies, and deals - has an activity timeline. It shows everything that's happened with that record in chronological order:

Open any record and scroll down to see its full history. The timeline is the fastest way to answer "what's the latest with this account?" without asking a colleague or digging through your inbox.

To log something that didn’t come from an email or meeting - a phone call, a text chat, or an internal update - add it as a comment on the record’s activity timeline. Open the person, company, or deal, find the activity timeline, and add your comment in the “Leave a comment” box. It saves to the record, appears in the timeline in order, and is visible to teammates with access to the record. For what teammates can and cannot see, read Sharing and permissions. Rep reads comments too, so ask it about them later.

Meeting records are created automatically from your connected calendar and from Quick Record recordings in the desktop app, so notes about any other call or conversation belong in comments.

A list is a saved filter - a view of your records that matches specific criteria. Lists update automatically as your data changes.

Create a list: Go to People, Companies, or Deals, apply filters, then save the view as a list.

If you need to group records that don't share a field value, use labels. Create a label, bulk-apply it to your target records, then create a list filtered by that label.

Lists don't "contain" records. Deleting a list removes the saved filter - it doesn't delete the records. But bulk-deleting records from a list view does delete them from Clarify permanently, not only from the list.

Clarify automatically enriches contact and company records with publicly available data - company size, industry, LinkedIn profiles, location, and more. This runs in the background and doesn't use AI credits. Advanced enrichment has its own monthly allowance, included with any paid plan, and doesn't draw from your credits.

Enrichment runs in the background as records are added. To refresh one record, open it and choose Re-request enrichment from its ... menu; to refresh several, select them in a list and choose Re-request enrichment from the bottom toolbar. Both options appear while your workspace has advanced enrichment allowance left.

Clarify uses AI on your records in three ways:

Accepted suggestions and autofill results are saved like any other edit.

If the same person appears under multiple email addresses, Clarify may create duplicates. Merge them from the list view:

Merge more than two records at a time - the process works the same way. Merged records combine their activity history, linked records, meetings, and list memberships.

Deleting a record removes it from Clarify permanently - there's no recycle bin.

Before bulk deleting from a list: Lists are saved filters. Bulk-deleting from a list view deletes the records from Clarify entirely, not only from that list.

Why did Clarify create contacts I don't want?
Set Create new records to "Selective" so records are only created from meetings and emails your team sends, not from inbound email alone. To stop specific senders, go to Settings → Workspace → Email and meetings and turn on Block specific senders (nothing from them syncs) or Don't create people from certain senders (their emails still sync, but no contact is created).

A contact's field changed - did Clarify do that automatically?
Possibly - fields change from AI fields someone ran, suggestions someone accepted, Rep, enrichment, agents, workflows and integrations. Check the record's activity timeline to see what changed, when, and what made the change.

Why can't I remove a record from a list?
Lists are saved filters. To remove a record, change it so it no longer matches the filter, or update the list's filter criteria. For a list built on a label, select the record and choose Remove label.

What's the difference between enrichment and AI fields?
Enrichment fills in company/contact data from public sources automatically, and doesn't use AI credits. AI fields run the instructions you write when someone runs autofill, and they use credits.

Can I recover a deleted record?
Not through the app. Deletion is permanent. For large accidental deletions, contact support - recovery may be possible but requires engineering effort.

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