Overview
The Clari Copilot connector imports conversation intelligence data into Zelo. Extract customer feedback, objections, and feature requests from your sales calls automatically.Synced Data
- Call transcripts and conversation intelligence
- Speaker-attributed feedback segments
- Call metadata and participant details
Prerequisites
- A Clari Copilot account with API access
- Admin permissions to generate API credentials
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.