Clarify

Description Features Permissions Security & Compliance

Bring your CRM into Slack with Clarify.:speech_balloon: Chat with Rep, your AI assistant, in a DM or any channel. Rep has full context on your pipeline and can answer questions, look up and summarize records, create and update contacts and deals, add comments, browse lists, and help you prep for your next meeting. Ask follow-up questions in a thread and Rep picks up right where you left off.:house: Open the Clarify Home tab for a personalized daily briefing of upcoming meetings, deals closing this month, and tasks that need your attention.:bell: Stay in the loop with smart notifications for record comments, @mentions, record updates, and deal owner changes.:link: When someone shares a Clarify link, a rich preview automatically surfaces key details like stage, amount, close date, and more.The AI agent requires a paid Slack plan. All other features, including Home tab, notifications, link previews, and chatting with Rep via DMs and @mentions in channels, work on any Slack plan.Rep is powered by a large language model. Responses may occasionally be inaccurate or incomplete. Always verify important information before acting on it.

Clarify will be able to view:

Clarify will be able to do:

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General

Privacy & data governance

Data retention policy

https://www.clarify.ai/privacy Data Retention We retain personal data only for as long as necessary to fulfill the purposes for which it was collected, as outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Specifically: • Account Information: If you request the deletion of your account, we will delete your personal data associated with your account. Additionally, accounts that remain inactive for a period of three (3) months may be subject to deletion. • Customer Content: Any files, documents, or other content you provide will be retained as long as your account is active or as needed to provide you with our services. • Payment Information: Payment details are processed by our third-party payment providers and are not stored on our systems. Please note that we may retain certain information as necessary to comply with legal obligations, resolve disputes, and enforce our agreements. After the applicable retention period, we will either delete or anonymize your personal data.

Data archiving and removal policy

https://www.clarify.ai/privacy Modifying or Deleting Your Personal Data If you have any questions about reviewing, modifying, or deleting your personal data, you can contact us directly at support@getclarify.ai. We may not be able to modify or delete your personal data in all circumstances.

Data storage policy

https://www.clarify.ai/privacy Our data is stored encrypted at rest on AWS, located in the us-west region.

Data center location(s)

United States

Data hosting company

AWS

App/service has sub-processors

yes

Guidelines for sub-processors

https://www.clarify.ai/terms

App/service uses large language models (LLM)

yes

LLM model(s) used

Claude Sonnet 4-6

LLM retention settings

Anthropic's API does not use inputs or outputs for model training. Per Anthropic's API terms, data may be retained up to 30 days for trust and safety, then automatically deleted. Clarify does not persist raw prompts or completions.

LLM data tenancy policy

Clarify uses the Anthropic API (Claude) to process user messages. Each workspace's data is logically isolated — no customer data is shared across tenants. Clarify does not fine-tune or train models on customer data.

LLM data residency policy

LLM requests are processed by Anthropic's API infrastructure in the United States. Slack message content and CRM context are not stored or replicated to other regions.

Certifications & compliance

Security