Claritalk Customer Success
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Getting started
Set up Claritalk Connect
≈ 4 min read
This article helps you set up Claritalk Connect to automatically detect calls, remind you of calendar items, and start transcriptions. Learn which settings to enable or disable based on your work style.
claritalk connect instellingen gespreksdetectie automatische opname agenda-integratie Read moreClaritalk Use Cases
≈ 3 min read
This article outlines six practical use cases for Claritalk: in-person meetings (with table microphone or soundbar), online meetings (Teams/Zoom), hybrid meetings, offline meetings without internet, phone calls via Teams, and automatic capture of Teams meetings.
claritalk meetings transcriptie hybride remote Read moreUsage
Usage: overview
≈ 2 min read
Overzicht van alle artikels in de sectie Gebruik, met een korte samenvatting en link per artikel.
overzicht gebruik Read moreDelete a conversation
≈ 3 min read
Learn how to permanently delete conversations from Claritalk via the web app, including transcripts and reports. Note that deletion is permanent and cannot be undone, and forwarded data remains in external systems.
conversatie verwijderen delete conversation privacy audiobestanden bewaartermijn Read moreShare a conversation with a customer
≈ 3 min read
Learn how to send a conversation report directly to your customer via email. Choose the report type and which sections (summary, Q&A, action items) to include, and set the link expiration date.
rapport delen e-mail versturen klant gespreksrapport samenvatting Read moreCustomize your reports with your own prompt in Clara
≈ 4 min read
With Clara in Claritalk, you can create custom prompts to tailor your meeting reports exactly as you need them – shorter, differently structured, or focused on your industry. This article walks you through how to build your own prompt and apply it automatically.
clara prompt aanpassen verslag personalisatie Read moreAccess to files in Claritalk
≈ 8 min read
This article explains how file access works in Claritalk and who has permission to view them. It covers how to grant and revoke access, what roles exist, and how synchronization with your practice software affects permissions.
dossiers toegang rollen eigenaar lid Read moreIntegrations
Integrations: overview
≈ 2 min read
Overzicht van alle artikels in de sectie Koppelingen, met een korte samenvatting en link per artikel.
overzicht koppelingen Read moreConnect Claritalk to Wally
≈ 1 min read
Learn how to connect Claritalk to Wally so your meeting transcripts automatically appear in Wally. Wally can then better answer questions, look up agreements, and draft follow-up emails based on your conversations.
claritalk wally integratie koppeling vergaderingen Read moreHow do I set up a connection with FID-Manager?
≈ 2 min read
Learn how to connect Claritalk with FID-Manager so meeting PDFs are automatically added to the correct contact. This guide walks you through the setup steps in both systems.
fid-manager koppeling integratie api automatisch Read moreIntegration overview
≈ 9 min read
This article explains how to connect and configure Claritalk's nine integrations (AdminPulse, Silverfin, FID-Manager, Brokercloud, Odoo, Zoho CRM, Outlook Calendar, Outlook Mail, and OneNote). It shows which data you select per integration, how reports and to-dos are written back, and what to do if a connection stops working.
integratie koppeling adminpulse silverfin fid-manager Read moreLink Outlook with a different account
≈ 2 min read
This article helps if you accidentally connected Outlook to the wrong account (e.g., personal instead of work) in Claritalk. It explains why simply reconnecting doesn't work and provides three steps to successfully switch accounts.
outlook koppeling account microsoft 365 werkaccount Read moreWhat can you do with the Odoo integration?
≈ 4 min read
The Odoo integration automatically sends action items as tasks and meeting reports as PDFs to your Odoo calendar. You have full control over which actions to enable and which meeting types to apply them to.
odoo integratie koppeling taken verslag Read moreAI connectors (MCP)
AI connectors (MCP): overview
≈ 1 min read
Overzicht van alle artikels in de sectie AI-connectors (MCP), met een korte samenvatting en link per artikel.
overzicht ai-connectors (mcp) Read moreConnect Claritalk to Claude (AI connector)
≈ 4 min read
Handleiding · claude.ai en Claude Code · september 2026 Claritalk koppelen aan Claude Met de Claritalk-connector kan Claude je meetings, samenvattingen, transcripties, dossiers en taken raadplegen. De...
mcp ai-connector claude Read moreAdd Claritalk to ChatGPT (AI-connector)
≈ 4 min read
Learn how to add Claritalk as a custom MCP server to ChatGPT using OAuth authentication, enabling you to ask ChatGPT questions about your conversations and files.
mcp ai-connector chatgpt Read moreClaritalk connector in Copilot Studio
≈ 4 min read
Learn how to integrate Claritalk with Microsoft Copilot Studio using the Model Context Protocol (MCP), allowing your agent to access meetings, summaries, transcripts, and tasks with read-only permissions.
copilot studio claritalk mcp model context protocol oauth 2.0 Read moreFor system administrators
How do I distribute Claritalk Connect to different users with Microsoft Intune?
≈ 1 min read
Learn how to deploy Claritalk Connect as a line-of-business app via Microsoft Intune to user groups in your organization, from downloading the .msi to selecting target groups.
intune claritalk connect deployment line-of-business app msi Read moreApprove permissions for the Claritalk app in Microsoft Entra
≈ 3 min read
This article guides system administrators through approving the required Microsoft Graph API permissions for Claritalk in Microsoft Entra, ensuring all features like calendars and meetings work properly.
claritalk microsoft entra azure ad machtigingen permissions Read moreTroubleshooting
Troubleshooting: overview
≈ 2 min read
Overzicht van alle artikels in de sectie Probleemoplossing, met een korte samenvatting en link per artikel.
overzicht probleemoplossing Read moreRestart Claritalk Connect
≈ 3 min read
This article helps when Claritalk Connect isn't working properly: conversation detection fails, notifications hang, or audio settings aren't recognized. A full restart (via Shutdown in the profile) typically resolves this.
claritalk connect herstart restart niet reageren gespreksdetectie Read moreNo sound when using a Jabra headset
≈ 4 min read
This article helps if your Jabra headset isn't capturing or playing audio in Claritalk. It explains how to select the correct USB or Bluetooth connection, update firmware, and verify audio settings.
jabra headset geluid microfoon windows audio Read moreUpdate audio drivers
≈ 3 min read
Outdated audio drivers frequently cause unexpected recording issues in Claritalk, particularly with Realtek sound cards. This article guides you through updating drivers via Windows Update and your device manufacturer's support page.
geluidsdrivers audiodriver opname microfoon realtek Read moreApproval from your administrator
≈ 10 min read
This article helps if you see the 'Need admin approval' error when connecting your Outlook calendar to Claritalk. It explains what you can do yourself and what your IT administrator can set up in two minutes.
goedkeuring beheerder admin approval microsoft 365 agenda outlook calendar entra id Read moreAllow microphone access (on your own PC or via Microsoft Intune)
≈ 2 min read
This article helps you grant Claritalk access to your microphone, which is required for meeting transcription. For individual PCs, change this in Windows Settings under Privacy & Security; for enterprise networks, system administrators manage this centrally via Microsoft Intune.
microfoon toestemming claritalk windows intune Read moreWhat does "hallucination detected" mean?
≈ 3 min read
This article explains the "hallucination detected" label: untruths generated by AI. Claritalk warns you that the result may be unreliable and shows how to avoid hallucinations by checking microphone settings and limiting background noise.
hallucination detected ai limitations transcriptie kwaliteit microfoon instellingen achtergrondgeluid Read morePolicy & privacy
Policy & Privacy: Overview
≈ 1 min read
Overzicht van alle artikels in de sectie Beleid & privacy, met een korte samenvatting en link per artikel.
overzicht beleid & privacy Read moreHow long does Claritalk retain your data?
≈ 3 min read
This article explains how you control how long Claritalk retains your recordings and conversations (1-24 months, default 12 months), and that deleted data is permanently irreversible. Learn that your data is used only within your organization and never for external model training.
dataretentie privacy bewaartermijn gdpr dataveiligheid Read moreData Processing Agreement (DPA)
≈ 13 min read
This article outlines how Claritalk processes personal data in compliance with GDPR regulations, including recordings, transcripts, and AI analysis of business conversations. It covers Claritalk's obligations as a processor, use of subprocessors, security measures, breach notification, and data subject rights.
dpa gdpr avg persoonsgegevens verwerking Read moreWhat does Claritalk (not) do with your data?
≈ 3 min read
Claritalk transcribes conversations and analyzes them within your company, without using your data for external training or sharing with third parties. Your business data stays within your organization and Microsoft Azure, with full control over retention periods.
privacy data security gdpr iso 27001 microsoft azure Read more© 2026 Claritalk · support@claritalk.com · staff