Rep helps you understand your pipeline, prepare for meetings, draft follow-ups, get instant context on your deals and past meetings, and create and update objects. Rep works wherever you are in the product and adapts to whatever you’re looking at.
What Rep helps you do
Ask questions about your pipeline
Get quick answers about deals, companies, people, and meetings.
Summarize and analyze
Ask about what happened or was said in meetings, deal status, or surface key insights without digging through notes.
Draft follow-ups and updates
Rep writes personalized emails based on your past meetings, emails exchanged, and data in Clarify.
Create and update objects
Rep can create and update records, create lists, add comments, and create or update campaigns.
ℹ️ What can Rep use as context?
When asked a question, Rep can only use emails, meeting information, and meeting transcripts that the current user has permission to view as context for its responses. It can refer to all company and people records, as all users have permission to view them.
How to ask Rep
A quick-access chat bar (Rep island) appears across most pages in Clarify. Use it when you want fast answers or to take action without leaving the page. You can either:
Click the island
Press
/Use
Cmd + J(Mac) orCtrl + J(Windows)
If you start a conversation with Rep via the island it will persist as you navigate to other pages in Clarify. Press Esc to close it.
In the Rep island you'll see:
Pre-filled context (a meeting, deal, person or company record) you can ask Rep about or the ability to add context
Suggested questions to ask based on the selected context
Quick access to past chats
Adding context
Rep chooses context automatically, based on the page you’re on (for example, your next meeting on Home or a deal you’re viewing).
You can also add context manually using the Add context button or by typing @.
Continuing previous chats
From the island, you can reopen recent chats and pick up where you left off.
Asking questions
Open Rep Island
Add context if needed
Ask your question
Press Enter
Your context stays in place as you ask follow-ups.
Examples:
“What should I prepare for this meeting?”
“Summarize my last call with Atlassian.”
“Draft a follow-up email for this deal.”
“What risks should I be aware of?”
Dedicated chat pages
If you want to have a longer conversation or revisit past chats, navigate to the Rep page using the left-hand navigation sidebar. There you can:
Browse all past chats
Start a brand-new conversation
Continue any chat in full view
Rename or delete chats
What Rep won’t do
To keep your data safe, Rep can’t:
Delete records
Send emails for you
Modify workspace settings or workflows
Interact with external tools