# Clarify Help Center

> Help center for Clarify

## Welcome to Clarify

- [What is Clarify?](https://docs.clarify.ai/en/articles/11702613-what-is-clarify.md): Clarify connects to your email, calendar, and meetings — then builds and maintains your CRM automatically. Here's how it works, how it's different, and what to expect in your first week.
- [Keyboard shortcuts](https://docs.clarify.ai/en/articles/15648304-keyboard-shortcuts.md): Every keyboard shortcut in Clarify - opening Rep, creating records, searching, labels, and desktop app navigation. Press ⌘ / \(Ctrl + /\) to see them anytime.
- [Logging in and account basics](https://docs.clarify.ai/en/articles/12462519-logging-in-and-account-basics.md): How to sign up, log in, switch workspaces, manage your account settings, and troubleshoot access issues in Clarify.
- [Getting Started: Your First Week](https://docs.clarify.ai/en/articles/12334360-getting-started-your-first-week.md): Connect your accounts, configure your workspace, and see your first insights — a step-by-step guide for your first week with Clarify.
- [Getting started: Import your data](https://docs.clarify.ai/en/articles/13612856-getting-started-import-your-data.md): Import your existing companies, contacts, and deals into Clarify to start working with your data.
- [Your daily workflow in Clarify](https://docs.clarify.ai/en/articles/12405274-your-daily-workflow-in-clarify.md): How Clarify fits into your working day — morning briefing, meeting prep, post-meeting follow-up, and weekly pipeline review.
- [Understanding your data in Clarify](https://docs.clarify.ai/en/articles/12372765-understanding-your-data-in-clarify.md): How Clarify organizes contacts, companies, deals, and meetings — and how records are created, updated, and linked automatically.
- [Your Home Page](https://docs.clarify.ai/en/articles/13056860-your-home-page.md): Your daily starting point in Clarify — upcoming meetings with prep notes, your most important deals, and tasks that need action today.

## Managing your data

- [Managing fields](https://docs.clarify.ai/en/articles/15280564-managing-fields.md): Add, configure, hide, reorder, and delete custom fields on People, Companies, and Deals.
- [People](https://docs.clarify.ai/en/articles/11702529-people.md): Track all your interactions with a person
- [Companies](https://docs.clarify.ai/en/articles/12406682-companies.md): Create and manage company records in Clarify.
- [Deals](https://docs.clarify.ai/en/articles/12406790-deals.md): Deals track sales opportunities and connect them to the people and companies involved.
- [Tasks](https://docs.clarify.ai/en/articles/12407052-tasks.md): Track action items from meetings and manage your sales workflow. The Tasks page uses the same list view as Deals and People - with customizable columns and saved views.
- [Lists](https://docs.clarify.ai/en/articles/12407214-lists.md): Save filtered views of your People, Companies, and Deals that update automatically as records change.
- [Enrichment](https://docs.clarify.ai/en/articles/12407495-enrichment.md): Automatically enrich person and company records to add comprehensive contact and business information from external data sources using email addresses, LinkedIn handles, or domain names.
- [Merging records in Clarify](https://docs.clarify.ai/en/articles/12407593-merging-records-in-clarify.md): Merge duplicate person and company records to consolidate information into a single, accurate record while preserving interaction history and linked data.
- [Custom Relationship Fields](https://docs.clarify.ai/en/articles/13976404-custom-relationship-fields.md): Link records across objects in Clarify with custom relationship fields
- [Custom Objects](https://docs.clarify.ai/en/articles/14443388-custom-objects.md): Create custom record types — projects, contracts, locations, or anything your team tracks — with their own fields, relationships, and views.

## Intelligence

- [Agents](https://docs.clarify.ai/en/articles/15193255-agents.md): Automate repetitive CRM work with agents that run in the background — updating records, routing leads, posting summaries — triggered automatically without manual input.
- [Meeting summary templates](https://docs.clarify.ai/en/articles/15423301-meeting-summary-templates.md)
- [How to build a great agent](https://docs.clarify.ai/en/articles/15809186-how-to-build-a-great-agent.md): A deeper guide to designing triggers, writing instructions, and choosing tools so your Clarify agents run reliably - plus four example agents to learn from.
- [Meeting intelligence](https://docs.clarify.ai/en/articles/12407630-meeting-intelligence.md): Automatically prepare for meetings, summarize notes, create follow-up tasks and ask questions about your meetings
- [Deal intelligence](https://docs.clarify.ai/en/articles/12407658-deal-intelligence.md): Automatically track deal opportunities, maintain summaries, update deal fields and ask questions about your deals.
- [AI fields](https://docs.clarify.ai/en/articles/12407767-ai-fields.md): Generate and autofill custom fields with AI
- [Rep \(sales agent\)](https://docs.clarify.ai/en/articles/13058854-rep-sales-agent.md): Your personal sales agent in Clarify
- [AI in Clarify](https://docs.clarify.ai/en/articles/12405071-ai-in-clarify.md): Clarify Intelligence helps operators stop doing manual, routine work in the CRM and instead focus on building relationships. Right now, our intelligence falls into two categories: meeting intellige...

## Tools and Apps

- [Speaker identification](https://docs.clarify.ai/en/articles/15334353-speaker-identification.md)
- [Getting better transcripts](https://docs.clarify.ai/en/articles/15539975-getting-better-transcripts.md)
- [Chrome Extension](https://docs.clarify.ai/en/articles/12503601-chrome-extension.md): Access your Clarify CRM without leaving your browser. The Chrome extension surfaces contact records in a side panel on LinkedIn, Sales Navigator, Gmail, and Google Calendar.
- [Multi-Language meeting support](https://docs.clarify.ai/en/articles/12739298-multi-language-meeting-support.md)
- [MacOS app](https://docs.clarify.ai/en/articles/13417435-macos-app.md): Record Zoom, Google Meet, and Teams meetings locally on Mac without bots. Captures video, audio, and speaker-identified transcripts automatically.
- [Meeting recording](https://docs.clarify.ai/en/articles/12407671-meeting-recording.md): Automatically record meetings to capture conversations without manual setup or bot invitations.

## Sharing

- [Published meetings](https://docs.clarify.ai/en/articles/12493539-published-meetings.md): Share meeting recordings, transcripts, and AI summaries via public links with anyone, even without a Clarify account.
- [Sending emails](https://docs.clarify.ai/en/articles/12493578-sending-emails.md): Send emails from any record in Clarify — with alias support, signatures, and bounce handling built in

## Reporting

- [Warehouse](https://docs.clarify.ai/en/articles/12408495-warehouse.md): Connect your own BI tools to Clarify data using direct warehouse access.

## Import and Export data

- [CSV export](https://docs.clarify.ai/en/articles/12493670-csv-export.md): Easily export your data.
- [HubSpot import](https://docs.clarify.ai/en/articles/12493676-hubspot-import.md)
- [Import your data - CSV](https://docs.clarify.ai/en/articles/13493132-import-your-data-csv.md): Import companies, people, or deals via CSV with automatic field mapping and data validation

## Account Settings

- [Preferences](https://docs.clarify.ai/en/articles/12493821-preferences.md): Customize your interface theme and set your time zone for notifications.
- [Accounts](https://docs.clarify.ai/en/articles/12503436-accounts.md): Connect your email, calendar, and Slack to automatically sync contacts, meetings, and notifications into Clarify
- [Notifications](https://docs.clarify.ai/en/articles/12405627-notifications.md): Clarify keeps you informed about important activity through notifications. You'll receive notifications in three ways: inside the app, email, and Slack.

## Workspace settings and billing

- [Delete your workspace or remove users](https://docs.clarify.ai/en/articles/15423302-delete-your-workspace-or-remove-users.md)
- [Notetaker settings](https://docs.clarify.ai/en/articles/12503487-notetaker-settings.md): Configure Clarify's cloud-based notetaker — auto-record settings, transcript-only mode, recorder name, background image, and how to disable recording.
- [Intelligence Settings](https://docs.clarify.ai/en/articles/12503499-intelligence-settings.md): Configure AI-powered intelligence features including workspace context, automatic deal detection, deal summaries, and field updates based on your emails and meetings
- [Email and Meetings](https://docs.clarify.ai/en/articles/12503505-email-and-meetings.md): Control what data syncs into Clarify using blocklists, and configure rules for record creation, internal communications, and private meeting filtering
- [Manage members](https://docs.clarify.ai/en/articles/12503512-manage-members.md): Invite members, assign roles, and manage access to your workspace.
- [Billing, pricing and payments](https://docs.clarify.ai/en/articles/12503518-billing-pricing-and-payments.md): View your subscription, manage credit usage, upgrade or downgrade plans, and update your payment method.
- [Understanding Meeting Visibility in Clarify](https://docs.clarify.ai/en/articles/12582403-understanding-meeting-visibility-in-clarify.md): Meeting visibility and access explained
- [Roles & Permissions](https://docs.clarify.ai/en/articles/14056558-roles-permissions.md): Control who can manage settings and invite users in your workspace

## Integrations

- [Rep Connectors](https://docs.clarify.ai/en/articles/14728768-rep-connectors.md): Connect external tools like Linear, Notion, Stripe, and more to Rep so it can take action across your stack from within Clarify.
- [Connecting Microsoft 365 - admin consent troubleshooting](https://docs.clarify.ai/en/articles/15369238-connecting-microsoft-365-admin-consent-troubleshooting.md)
- [Clarify API](https://docs.clarify.ai/en/articles/12503528-clarify-api.md): Connect Clarify to any service via our API to automate work.
- [Slack](https://docs.clarify.ai/en/articles/12503534-slack.md): Rep in Slack. Agents in Slack. Your whole pipeline in one place.
- [Zapier](https://docs.clarify.ai/en/articles/12503543-zapier.md): Connect Clarify to 7,000+ apps using triggers and actions — no code required.
- [Zoom](https://docs.clarify.ai/en/articles/12503562-zoom.md): Clarify's Zoom integration lets the meeting bot automatically join your Zoom calls to record, transcribe, and generate recaps — no manual action needed per meeting.
- [Kondo](https://docs.clarify.ai/en/articles/12503565-kondo.md): Sync LinkedIn DMs from Kondo to Clarify. Conversations land on the matching contact alongside meetings and emails, and feed AI summaries and Campaigns.
- [Clarify MCP](https://docs.clarify.ai/en/articles/13367278-clarify-mcp.md): Connect Clarify to AI assistants via our MCP to automate work.

## Campaigns

- [Campaigns](https://docs.clarify.ai/en/articles/13415130-campaigns.md): Send multi-step email sequences to contact lists with automatic enrollment, personalized variables, and configurable stop conditions.

## Troubleshooting \(Internal\)

- [Desktop app and Chrome extension troubleshooting](https://docs.clarify.ai/en/articles/15539974-desktop-app-and-chrome-extension-troubleshooting.md)
- [Notetaker troubleshooting](https://docs.clarify.ai/en/articles/15423303-notetaker-troubleshooting.md)
- [Email and calendar sync troubleshooting](https://docs.clarify.ai/en/articles/15463434-email-and-calendar-sync-troubleshooting.md)

## Lead Finder

- [Searching in Lead Finder](https://docs.clarify.ai/en/articles/14219941-searching-in-lead-finder.md): How to use Lead Finder to search for companies or people, refine the results, and save searches you want to revisit later.
- [Lead Finder](https://docs.clarify.ai/en/articles/14219316-lead-finder.md): Find new companies and people, save the searches you want to revisit, and bring the leads you want into Clarify.
- [Adding Leads from Lead Finder](https://docs.clarify.ai/en/articles/14220456-adding-leads-from-lead-finder.md): This guide explains how adding leads works, how destination lists affect what you see, and what to check if you cannot find imported records afterward.