Follow these steps to connect CoPilot by Clari to Staircase AI for analysis of your customer facing calls. Steps should be taken by a Clari and Staircase AI admin user.
Step 1
Log into your Copilot by Clari account. Click on your profile picture in the top right corner and navigate to the "Workspace Settings" page. Select the "Integrations" section in the left-hand bar.
Step 2
On this page, find the "Clari Copilot" card. Copy both the "API Key" & "API Secret" values to a notepad.
Step 3
Log into Staircase AI and click the cog symbol in the left-hand bar to open up Settings > Integrations > and click the "Clari" card. Fill in the two values from your notepad and click the "Connect" button.
That's it! Any transcript from recorded client calls moving forward will be pulled into Staircase AI and analyzed. Those results can be viewed in the meeting entry in Staircase AI, sent as meeting prep and meeting summary email (enable these in your profile settings), and sent to Slack or your CRM/Gainsight GS directly and entered as notes in the meeting activity.
To Disconnect
Login to Staircase AI and navigate to Settings > Integrations > click on the Clari card, and click 'disconnect'.