Follow these steps to connect Chorus by ZoomInfo to Staircase AI for analysis of your customer facing calls.
Step 1
Log into your Chorus and copy the API token (you probably need to be an admin?)
Step 2
Log into Staircase AI (must have admin permissions in Staircase AI to complete this step) and click the cog symbol in the left-hand bar to open up your Integrations panel. Click on the "Chorus" 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 your CRM directly and entered as notes in the meeting activity.
To Disconnect
Login to Staircase AI (must be admin user), navigate to Settings > Integrations > click on the Chorus card, and click 'disconnect'.