Ask Rep, run your day, and record in-person meetings without being at your desk.
The Clarify mobile app is free on the App Store and works with your existing Clarify account.
Download and sign in
On your iPhone or iPad, search for Clarify CRM on the App Store, or use this link.
Open the app and tap Sign in to Clarify.
If you belong to more than one workspace, pick one under Choose a workspace.
To change workspaces later, tap your avatar, then Workspace.
The app asks for notification permission the first time you sign in. New accounts are created on the web at clarify.ai; the app is sign-in only.
ℹ️ Testing the beta? Install the App Store version to move off TestFlight.
Getting around
The tab bar at the bottom has five icons: Home, Chats, + (Create), Search, and your avatar (Profile).
On iPad, the layout supports Split View, and a Notifications tab appears when the window is wide enough.
Ask Rep
Open a chat from Chats or tap + > Chat, then type in Ask anything... or tap the microphone to dictate your question and tap send.
To ask about a specific company, person, deal, or meeting, open it and tap Ask Rep.
You can also attach images and files. Tap + in the chat box and choose Take Photo, Photo Library, or Files.
Approving Rep's work. When Rep needs to make a change, you'll see a card titled Rep needs your approval. Tap Allow or Deny. The buttons may be labeled for the specific action, and the card may show a credit cost. If Rep needs more detail, you'll see Rep needs your input.
Home
Home shows your day at a glance:
Next up: your next meeting, with Join or Directions when available
Today: the day's meetings
Tasks: your open tasks
Deals closing this month
Tap the bell for notifications.
Records
Tap the search icon to find any record, or browse Recent, Favorites, and Lists.
Open a record to see its details, messages, and meetings. Tap a field to edit it.
To create a record, tap + and choose the type. Rep opens a chat to create it with you.
Record in-person meetings
On iPhone, start a recording in any of these ways:
Tap + > Record meeting
Open a meeting and tap Record
Tap Record on a meeting reminder
Recording starts right away, and no bot joins. While recording you can tap Mark moment, pause, or discard. You can lock your phone or keep Clarify open, and the recording continues either way.
If a calendar meeting is in progress, you can save the recording to it.
When you stop, Clarify uploads the recording and opens the meeting page. Clarify transcribes the audio and writes the Summary. If you're offline, the recording is saved on your phone and uploads the next time you open the app online.
Open a person or company and tap the email icon to write a new email. It sends from your default connected account.
To reply to an email or choose a different sending account, ask Rep to draft it. Rep's draft card has a From: selector and a Send button.
Apple Watch
The Watch app shows your next or current meeting, Later today, and two actions:
Record: record an in-person meeting. You can mark moments, pause, discard while paused, or stop.
Ask Rep: ask by voice or tap Type. You can Listen to the answer and Follow up.
Open a meeting to see its Briefing and Attendees.
You can record without your iPhone nearby. The recording sends once your iPhone is back in range, and the Watch shows how many are waiting. Questions to Rep also need your iPhone nearby.
Widgets, Siri, and shortcuts
iPhone widget: add the Today widget to your Home Screen.
Apple Watch complications: Next meeting, Record a meeting, and Ask Rep.
While recording: a banner appears on the Lock Screen and in the Dynamic Island, with pause, resume, and stop.
Siri: say "Ask Clarify" or "Tell Rep in Clarify" to talk to Rep, or "What's my day in Clarify" to hear your schedule.
App icon: press and hold the Clarify icon for Ask Rep, Search, and New record.
Notifications
Clarify sends push notifications for tasks assigned to you, deals you own, deal suggestions, comments, and mentions. You also get a reminder 5 minutes before meetings, with Record and Join actions.
To turn notifications on or off, or change banners and sounds, go to iOS Settings > Notifications > Clarify. The app doesn't have per-type settings.
In the app's inbox you can Filter by type, Show unread only, Mark all as read, and Delete all.
Requirements and limitations
Requirements
iPhone: iOS 16.4 or later
iPad: iPadOS 16.4 or later
Apple Watch: watchOS 10.0 or later
Not available yet
Calling from Clarify. Tapping a phone number opens your phone's dialer.
iPhone contact sync
Android
Good to know
Meeting transcripts are viewable on web and desktop. The app shows the Summary.
Dictation is in English.
Common issues
A recording shows "Saved on your phone."
You were offline when it finished. Open the app with a connection and it uploads.
A Watch recording is waiting.
Bring your iPhone within range and open Clarify.
You aren't getting notifications.
Check iOS Settings > Notifications > Clarify.
The app asks you to update.
Install the latest version from the App Store.
Something else isn't working.
Update to the latest version, then contact support with your device model, iOS version, app version (tap your avatar, then Version), and what happened. Screenshots help.