Clarify Release Notes

This week was about capability and reach. Formula fields shipped: any field can now calculate from other fields, pull values from linked records, and total across them. Rep in iMessage and email is open to every workspace, Clarify can now sign a BAA for teams that handle PHI, and every campaign has a change history.

🚢 Shipped

Formula fields

A field can now calculate its value from other fields: math on the record, values from linked records, and counts and totals across linked records.

Clarify in iMessage and email

Send Clarify an iMessage or Cc it on any email thread; it reads the earlier messages and gets to work. Now available in every workspace.

Store sensitive data in Clarify

Clarify now offers a BAA for our Growth or Enterprise customers that need to handle PHI.

Campaign change history

See who created, changed, or switched off any campaign on its Performance page.

🧹 Polish

• Bulk edit: select records in any list and change any field from the toolbar.
• Meeting recordings: hover over a meeting notification to see its brief, watch recordings in theater mode, and hit quick record during a meeting to start recording it.
• Multiple connected accounts: pick which account to send from everywhere you use Rep, including Slack.
• Reporting: drill into any chart to see the raw data behind it and the SQL that generated it.
• Meeting snippets: every snippet now has a title and description, filled in for you when you create one. You can ask Rep about snippets too.

Try Clarify for free

See how Clarify can help early sales teams close deals faster.

Before we dive into the product, two quick announcements:

• We’re hosting our first AI + GTM conference called Horizons on December 9th in Seattle. Request a seat here.
• Patrick and Ondrej are hosting a demo of Clarify on November 19th. Register here.

October was about Clarify becoming the center of how you work. Clarify now lives in your iMessages and email inbox, builds your decks, and your whole team can send from your account. Agents can run as your workspace, meetings transcribe in real time, and you can now connect multiple inboxes and email addresses to Clarify.

🚢 Shipped

Clarify in email and iMessage (early access)

Email [email protected] or text Clarify and it answers back: it reads your CRM, updates records, helps you schedule meetings, and replies from inside the conversation.

Early access. Email [email protected] to get in.

Docs: Email [email protected] · iMessage

HubSpot Bidirectional Sync (early access)

You can now experience the intelligence of Clarify without immediately ripping out HubSpot. Our bidirectional HubSpot sync keeps people (contacts), companies, deals, and custom objects up to date across both tools.

We’re personally onboarding a select group of customers for this feature. If you’re interested, book time with us here.

Docs: HubSpot bidirectional integration

Workspace Agents

Agents can now run as the workspace itself, not tied to any one person: approval routing, connected email, Slack, and MCP tools included. [Growth and Custom plans]

Docs

Live Meeting Transcription

Transcripts stream as your meeting runs, a live summary tracks where the conversation is, and you can ask Rep questions mid-call (“what did we agree on so far?”) without waiting until after. Integrators get a streaming endpoint and MCP tools. Faster and more accurate than before with upgraded infra and models.

Docs: Live transcripts

Artifacts: Build decks, docs, and dashboards

Ask Rep for a deck or a doc and it writes, designs, and fills it with live CRM data, start to finish.

Docs: Artifacts

Delegated Sending

Pick which teammates can send emails and campaigns from your account, and send campaigns from teammates who gave you permission. [Growth and Custom plans]

Docs: Delegated Sending

Multi-Mailbox Support

Connect every inbox you use (Google, Microsoft, or IMAP) to one Clarify login.

Docs: Sending emails

✍️ Writing and more

• Building for always-on agents
• Should you go after enterprise customers?
• Don’t invent your sales process
• WATCH: Clarify now integrates with The Swarm

Sales happens in conversations. Your CRM usually sits somewhere else. A quick customer question turns into opening the CRM. “Let’s find time” turns into another scheduling chore.

Now Clarify joins the conversation. Text Clarify in iMessage to ask about a customer, company, deal, or your pipeline. CC [email protected] on an email when it’s time to schedule. Clarify brings your customer context into the conversation, so you can get an answer or take the next step without a detour through your CRM.

Both are available today in early access.

CC your CRM for scheduling help

When a customer says “let’s find time,” CC [email protected] on the thread. Clarify helps get the next meeting on the calendar with less back-and-forth between email and your calendar.

From “when works for you?” to “it’s on the calendar.”

Text your CRM to catch up before a call

Walking into a customer call? Text Clarify in iMessage: “What happened on our last call with Acme?” It answers with context from your CRM, and you can keep asking follow-ups without rebuilding context.

Ask about a customer, a company, a deal, or your pipeline. Get the answer without opening Clarify.

Send an update from your phone

Have an update to share while you’re out? Message Clarify with a text, voice memo, photo, or attachment and tell it what to update. The CRM gets the update without you going to the CRM.

Request early access

Clarify in email and iMessage is available in early access for enabled workspaces. Current users can request access at [email protected]. New to Clarify? Sign up at clarify.ai, then request access at the same address.

Text your CRM. CC it on the email. Keep the conversation moving.

Request access by emailing [email protected]

This week was about reach. Rep joined iMessage and email: text it or CC it and it answers back. Workspace agents can now run as the workspace itself, Stripe sync is live, and LinkedIn got a rework with shared accounts and one-click company import from Sales Navigator.

🚢 Shipped

Rep on email and iMessage (early access)

Keep customer context and CRM records up to date without leaving the conversation. Email [email protected] to bring in a scheduling assistant, or text Clarify with any questions or updates while you’re away from your computer. Email [email protected] to get in.

Workspace agents

Agents can now run as the workspace itself, not tied to a single user, with approval routing and access to connected email, Slack, and MCP tools. Available on Growth and Custom plans.

Stripe integration

Sync your Stripe data into Clarify as custom objects. Rep recommends the right objects to map when you connect.

LinkedIn company import

With the Chrome extension, open any LinkedIn or Sales Navigator company page and add it to Clarify in one click. Name, website, and LinkedIn URL are prefilled.

Claude 5.5 for Rep and agents

Rep and your agents now run on Claude 5.5, rolled out to every workspace.

Artifacts can get exported. Delegated sending is live for paid workspaces: teammates can now send emails and campaigns from your account, recipients only ever see you, and you pick exactly who sends as you. Rep also got smarter: it now suggests your next prompt as you go, and agents and chats are shareable.

🚢 Shipped

Export artifacts to PDF

Export any Rep artifact (decks, dashboards, documents) as a PDF. It’s the first step toward artifact publishing.

Delegated sending is generally available: teammates send as you

Pick who can send emails and campaigns from your account; recipients only ever see you. Available on Growth and Custom plans.

Share agents and Rep chats

Share your agents and Rep chat sessions directly with teammates.

Rep prompt suggestions

Rep suggests your next prompt as you go. Press Tab to accept it.

Meeting title privacy

Meeting titles stay private to people with access; anyone else can request visibility in one click.

🧹 Polish

• Big emails (campaigns with pasted images) now send.
• Rep’s email drafts no longer sign off twice.
• Pasting from Word or Excel into Rep brings in text, not an image.

This week was about removing dead ends. Private meeting and email access now has a real handoff: request, approve, open. Rep got more reliable in long sessions, and a round of polish cleared up lingering bots, frozen inboxes, and campaign test limits.

🚢 Shipped

Activity feed filters

Filter any record's activity feed by type, with faster load times.

Skill sharing is generally available

Skill sharing is now live for every workspace.

Campaign test emails

Send test emails to up to 3 teammates, each rendered with their own contact details.

🖌️ Polish

Request access to private meetings and emails

No more blank walls. Click "Request access," a teammate approves from their inbox, and it opens.

Rep context reliability

Rep stays on track in long conversations, making history compaction rare.

Zoom bot cleanup

Recording bots no longer linger between back-to-back Zoom calls and record the next meeting.

Rep recipient management

Rep can now add and remove campaign recipients on your behalf.

Rep now builds complete docs and slide decks from your CRM data, start to finish, and works across ~5x more data per chat. Email got more connected too: connect every inbox you use to one login and share emails and meetings with teammates in one step.

🚢 Shipped

Rep can build docs and decks

Ask Rep for a deck or a doc and it writes, designs, and fills it with your CRM data, start to finish. On for every workspace.

Multi-mailbox support

Connect every inbox you use, whether Google, Microsoft, or IMAP, to one Clarify login.

Email & meeting sharing

Share emails and meetings with teammates in one step.

Lead Finder data refresh

Lead Finder updated its contact data so your leads are more current.

Rep context: ~5x more data per chat

Rep now works across ~5x more data in a single chat.

Slide decks landed in Rep: QBRs and pitches built from live CRM data. Delegated sending shipped so a teammate can send from your account as you. Skill sharing, a persistent Rep rail, and live meeting transcripts rounded out the week.

🚢 Shipped

Live meeting transcripts (early access)

On a group call and lost the thread, or joined late? Scan back through the live transcript and ask Rep what you missed, mid-call.

Reach out to [email protected] if you'd like access.

Rep can build slide decks

Ask Rep for a QBR or pitch and it composes slides from your live CRM data, present mode included. On for every workspace.

Delegated sending (early access)

Let a teammate send emails and campaigns from your connected account. It goes out as you, lands in the recipient's inbox, and shows up in your Sent folder.

Reach out to [email protected] if you'd like access.

Skill sharing

Built a Rep skill that works? Push it to specific teammates or publish it workspace-wide so everyone benefits.

Rep persistent rail

Rep is now always within reach, docked in a persistent rail on every page, Home included, so you never have to navigate away to ask it something.

This week was about precision. Search tolerates typos and missing accents now, Rep computes totals in SQL so the numbers are actually right, and we made a bunch of improvements across meetings, enrichment, and campaigns.

🚢 Shipped

Search got way better

Typos, missing accents, skipped spaces: search keeps up and finds the right person. "propadel" finds "Pro Padel League," "cafe muller" finds "Café Müller."

Rep is better with calculations

Rep now computes totals in SQL, so your numbers are right and calculations are fast. Previously, it would run calculations manually via LLMs.

Send multiple emails to Rep at once

Select a batch of emails on a contact or deal record and ask Rep to summarize, draft a reply, or take action across all of them.

Campaigns: re-enable after sending

Turn a fully-sent campaign back on to add more recipients.

Enrichment: preserve hand-typed values

Re-request enrichment and it keeps the values you filled in manually.

Meetings: late guest access

Guests added late or via a distribution list can now see the meeting in Clarify.

Campaigns: edit settings while live

Change "Stop on reply" or "Unsubscribe" settings after a campaign is already running.

September was about trust and intelligence. The full permissions model shipped: every record now carries its own access list, lists start private by default, and admins manage everything without hunting for grants. Rep became your analyst: describe a report and it builds a live drillable dashboard from your CRM. Agents got reliable enough to leave running. And LinkedIn is coming.

🚢 Shipped

Agentic Reporting: Rep builds your reports

Ask Rep for a dashboard or QBR and it lays out live charts and tables from your own CRM data, every number drillable to the records behind it. Open beta for every workspace.

Record-Level Permissions

Deals, companies, people, and custom objects each carry their own access list: scope reps to their own pipeline for the first time. Admins get a global override, can set any object type to private-by-default, and can reassign record owners.

Agent Reliability and Model Picker

Agents survive deploys, auto-recover from interruptions, and warn you before an expensive trigger fires: the trust layer that makes leaving an agent running feel safe. You can also choose a smart or fast model to control credit consumption.

HTML Emails for Rep & Agents

Rep and your agents can now send polished HTML emails, not just plain text.

📣 Coming soon

LinkedIn in Clarify

A unified inbox with LinkedIn DMs alongside email, LinkedIn steps inside multi-channel campaigns, and agents that work across all of it: LinkedIn as a first-class sales channel without leaving your CRM.

Meeting Snippets

Clip any moment from a recording, share it as a public link with download and search coming alongside.

Live Transcription

See your transcript as the call happens: check what was said, jot notes that feed into the summary, and catch anything you missed without asking the other person to repeat themselves.

💳 Pricing update

We’re adding new plan tiers: $100 (10k credits), $200 (20k), and $400 (40k) per month, so you can commit to more credits at your current rate instead of paying overage. Overage pricing is moving from $0.01 to $0.015 per credit starting your next billing cycle, so upgrading is cheaper than going over at every level.

If you’ve set a dollar spend cap on overage, that cap stays in place, but it will cover fewer credits at the new rate. We recommend reviewing your cap in settings before your next billing cycle.

The new tiers are available to every Starter workspace. The overage rate change only affects you if you have on-demand credits enabled. If you’re not sure, check your billing settings.

This week was about visibility and control. Rep now builds live dashboards from a description (drillable down to the records behind every number) and it's in open beta for every workspace. Record-level privacy, admin controls, HTML emails for agents, and bulk invites also shipped.

🚢 Shipped

Rep builds reports now

Describe what you want and Rep builds it, with drilldowns from any number to the records behind it — now in open beta for every workspace.

Record-Level Privacy

Deals, companies, people, and custom objects each carry their own access list — scope reps to their own pipeline for the first time.

Admin Permissions Controls

Admins get a global override on all lists and records, can set any object type to private-by-default, and can reassign record owners.

HTML Emails for Rep & Agents

Rep and your agents can now send polished HTML emails.

Bulk Email Invites

Invite your whole team at once — just paste a list of emails.

August was about opening up and growing up. The Clarify API went live for every workspace. The desktop app landed on Windows. Meetings started prepping themselves and following up with guests automatically. And agents got the cost visibility and reliability to run in production without surprises.

🚢 Shipped

Clarify API is now public

Read and write Clarify records through a public REST API, generate keys from your Settings, and explore endpoints at developer.clarify.ai. Your CRM is now a first-class data layer for the rest of your stack, not just a place you look things up.

Clarify for Windows

The Clarify desktop app is now available on Windows. It has all the bonuses that Mac users enjoy: automatic meeting detection, recording, and local sync, now for the other half of your team. Download it here.

In-calendar meeting prep & guest recaps

Clarify can now AI prep directly into your calendar invites before each call, and email external guests a polished recap after. Both happen automatically for every workspace, no prompting, no copy-paste. Turn on/off in Intelligence settings.

Conditional required fields

Require a field only when context demands it: a Loss Reason the moment a deal moves to Lost, a Contract Value before it can hit Won. A modal captures the missing data inline before the record saves, cleaner data without adding friction to every interaction. Set these in your Objects settings.

Smarter, more reliable agents

Clarify now recommends the right model tier for each agent and lets you override it. Choose fast for high-volume, or smart for more complex jobs. A trigger-frequency estimator shows you how often an agent will run and what it'll cost before you commit, and warns you when a trigger looks unusually high-volume. Agents also now checkpoint after every turn and resume through deploys, 243 runs were recovered on the first day alone.

🏗️ Coming soon

• 📔 Artifacts & Library: Rep will generate shareable, versioned reports and analyses, not just chat answers, but actual documents you save and revisit.
• 📬 Email sharing: Share emails from any record with specific teammates. Completes the sharing model across lists, meetings, and now email.
• 🏃‍♀️ Skill quick actions: Run AI skills directly from a record, list, or bulk selection, no Rep chat required.

That’s it for this month. Keep an eye on the weekly ship notes for more granular updates, the team is shipping improvements every day.

This week was about trust and control. Lists went private by default, agents got more reliable, campaign checks help you catch missing data before launch, and new automation previews help you understand what an agent will do before you turn it on.

🚢 Shipped

Stop Rep mid-reply

Hit stop to end any Rep or agent reply while it's still writing. The partial answer is kept.

Agent usage guardrails

When creating an agent, Clarify estimates how often it will run and flags unusually high-volume triggers before you launch. Set one to fire on every person update, for example, and Rep will warn you it would run constantly and get expensive, then recommend a better setup.

Cleaner campaign launches

Campaigns now warn you (with a count) when recipients have no email address before you launch.

Private Lists by default

Saved lists now start private… share with specific teammates as Viewer or Editor, or open to your whole team when you're ready.

More reliable agents

Agents can now recover automatically if something interrupts a run, making them less likely to fail halfway through important work.

Try Clarify for free

See how Clarify can help early sales teams close deals faster.

Big week! AI prep now lands in every calendar invite and external guests get a polished recap after each call. We also launched a model picker for agents to control costs, and launched list sharing.

🚢 Shipped

Meeting prep and recaps for external participants

Clarify can now write AI prep into your calendar invites and email external guests a polished recap after each call. Turn on / off in your intelligence settings.

Model picker for agents to reduce costs

Clarify now recommends a model per agent, helping teams reduce AI costs by using the right model for each job. User override is also available where model selection is enabled.

List sharing

Share a list with the exact teammates who need it.

This week was about opening up. The Clarify API went live for every workspace — your team and your tools can now read and write CRM records through a public API, a new API keys page, and a developer portal. Connectors, cinema-view recordings, per-person campaign enrollment, and conditional required fields rounded out the week.

🚢 Shipped

Clarify API — public, for every workspace

Read and write Clarify records through a public API, an API keys page, and a developer portal at developer.clarify.ai.

Connectors page

Manage every connection… email, calendar, Slack, Zoom, HubSpot… from a single page.

Cinema view for recordings

Watch recordings full-screen: hit expand or press t.

Bespoke campaign enrollment

Enroll specific people into a campaign, not just whole lists

Conditional required fields

Make a field required only when it matters - require a Loss Reason the moment a deal moves to Lost, or a Contract Value before it can be marked Won, with a modal that captures the missing fields inline before saving.