Intelligence

Intelligence

Company description

Clarify works much better when it has context about your business. Add this information in the "Workspace description" section in Workspace settings.

Clarify uses this information to understand your business - how it operates, what it sells, how it sells, and its values. This context powers many features including automatic deal detection, meeting prep, and follow-up.

Every customer should complete a workspace description.

The best workspace descriptions include:

• Company overview
• Vision and values
• Core features or services
• Benefits to customers
• Target audience
• Technology or how your product works
• Key integrations
• Team and culture information

Deal suggestions and summary

Deal suggestions automatically detect and create deals from your emails, calendar, and meetings. When enabled, Clarify suggests and creates deals for you, saving manual work.

You can customize what Clarify considers a deal. For example:

• Software companies might exclude VCs if they're not ideal customers
• Some companies might exclude vendors who aren't potential customers

Deal suggestions:

• Enable or disable deal suggestions for your team
• Add custom instructions for what should or shouldn't be considered a deal

Deal summaries: Customize deal summaries by adding instructions now how to be present the summary. Provide guidance on preferred format, tone, specific questions to be answers and any additional detail to ensure the summary provides relevant insights.

Example deal summary: