Clarify

Configure default settings for Clarify across your entire team, or permanently delete your workspace

General workspace settings

Set up Clarify's built-in meeting recorder to automatically capture, transcribe, and sync meeting data across your team.

Call recording

Configure AI-powered intelligence features including workspace context, automatic deal detection, deal summaries, and field updates based on your emails and meetings

Intelligence Settings

Control what data syncs into Clarify using allowlists and blocklists, and configure rules for record creation, internal communications, and private meeting filtering

Email and Meetings

Invite members to your workspace and manage access.

Manage members

Update the default reporting settings to map to your deal stages and set your fiscal year.

Reporting

View your subscription, manage credit usage, upgrade or downgrade plans, and update your payment method.

Billing, pricing and payments

Understanding Meeting Visibility in Clarify

Disabling the bot recording and enabling local recording

Disabling the bot recorder

Michael Simmons

Manage workspace-wide settings including team configuration, call recording, permissions, member access, reporting defaults, and billing.

Workspace settings and billing

Website

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