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Documentation Index

Fetch the complete documentation index at: https://docs.hellozelo.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The Clari Copilot connector imports conversation intelligence data into Zelo. Extract customer feedback, objections, and feature requests from your sales calls automatically.

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Synced Data

  • Call transcripts and conversation intelligence
  • Speaker-attributed feedback segments
  • Call metadata and participant details

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Prerequisites

  • A Clari Copilot account with API access
  • Admin permissions to generate API credentials

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Setup

1

Navigate to Integrations

In the Zelo web app, go to Knowledge and find Clari Copilot.
2

Generate API Credentials

In Clari Copilot, generate an API key from your account settings.
3

Enter Credentials

Paste your API key in Zelo and click Connect.
4

Start Sync

Click Save to begin importing call data. New calls will sync automatically.