Change Log

Clari's September release adds Clari Forecast MCP, seven permission scoped tools that let Claude and ChatGPT analyze forecast data under the user's existing access. Conversation Intelligence, formerly Clari Copilot, gains separate retention settings for recordings, game tapes and shared snippets. Recording storage is capped at three years from 15 September, while transcripts, AI insights and metadata stay available beyond that.

Forecast questions can now be asked from the assistant a revenue leader already uses, without widening what that person can see. The three year cap on recordings is the item for admins, since coaching libraries and retention policies both assume the audio is still there. The release is published under the Salesloft name, following the two companies' move to one brand on 2 September.

Clari updated Copilot with an Ask Copilot feature that queries up to 15 selected calls at once and an AI Themes capability that analyses up to 1,000 calls to produce a structured report on recurring topics. The iOS app can now record in person meetings, which are transcribed and synced to the CRM automatically.

Conversation intelligence has been stuck at the single call for years, and coaching a team from one call at a time does not scale past a small floor. Published ceilings of 15 and 1,000 give a buyer something concrete to test rather than a claim about cross conversation insight. In person recording also closes a real gap for field teams, and brings the two party consent question with it.

Clari's August 2026 release introduces Model Context Protocol servers for ChatGPT and Claude, letting users query Copilot data from outside the platform. The release also adds AI Themes for bulk call analysis across up to 1,000 calls, multi call Ask Copilot querying, inline AI email revisions and automated Salesforce account linking.

Revenue leaders gain a route to query pipeline and call data from inside a general purpose AI assistant rather than only through Clari's own interface, and analysts can look for themes across a full quarter of calls instead of one at a time. Teams running both Clari and Salesloft should read this alongside the Salesloft release note, which carries a required Salesforce connectivity migration.