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Overview

The Clari CoPilot integration allows Alysio to retrieve conversation intelligence data and call insights from Clari CoPilot. Once connected, Alysio can access users, conversation topics, scoreboards, and recorded calls. This enables revenue teams to analyze sales conversations and retrieve call insights directly through the Alysio interface using natural language queries. The integration enables organizations to combine conversation intelligence with revenue signals, pipeline activity, and operational workflows across their revenue stack. Unlike many integrations, Clari CoPilot authentication does not use OAuth. Instead, the integration requires an API Key and API Password provided by Clari.

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Supported Data and Capabilities

The Clari CoPilot integration provides access to several key conversation intelligence objects.

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Users

Retrieve all users within the Clari CoPilot environment. User IDs returned from this endpoint can be used when filtering calls, scoreboards, or coaching insights.

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Topics

Retrieve conversation topics detected across recorded calls. Topics can be filtered by modification timestamps.

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Scoreboards

Access scoreboard metrics related to call evaluations and coaching analysis. Scoreboards can be filtered by representative, scorer, or time range and support pagination.

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Calls

List recorded calls with advanced filtering capabilities. Filters include user, attendees, topics, call status, call type, and duration. Optional parameters allow inclusion of audio or video links.

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Call Details

Retrieve detailed information about a specific call using its call ID. Optional signed URLs can be generated for audio and video recordings. These links remain valid for approximately four hours.

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Authentication

The Clari CoPilot integration uses API credentials rather than OAuth authentication. Users must provide both of the following credentials when connecting the integration. API Key
API Password These credentials are entered through the Clari CoPilot integration form in the Alysio workspace.

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Credential Handling

The API Key and API Password are securely stored as part of the integration configuration. Each organization maintains its own credentials, ensuring that API requests remain isolated to that workspace. If the credentials are rotated or changed within Clari, the integration must be updated within Alysio.

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MCP Tools

The Clari CoPilot MCP provides several tools for retrieving conversation intelligence data.

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claricopilot_list_user

Lists all users within the Clari CoPilot environment. Example prompts List Clari CoPilot users
Who are the users in CoPilot

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claricopilot_list_topics

Lists conversation topics detected within recorded calls. Example prompts List CoPilot topics
Show topics updated after last week

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claricopilot_list_scoreboards

Retrieves scoreboards related to call evaluation and coaching. Example prompts List scoreboards for this rep
Show recent scoreboards

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claricopilot_list_calls

Lists recorded calls using filters such as user, topic, or date range. Example prompts List my Zoom calls from last month
Show calls for user X

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claricopilot_get_call_details

Retrieves detailed information about a specific call. Example prompts Get details for call 12345
Show call details with recording link

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App Behavior

Alysio retrieves Clari CoPilot data on demand when users request conversation intelligence insights. There is no background synchronization between systems. API requests are executed in real time when users query call data or coaching insights. This ensures that the data returned reflects the most current information available within Clari CoPilot.

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Example Workflow

User asks Show the last 20 scoreboards for Jane. Alysio routes the request to the Clari CoPilot MCP. The MCP retrieves Jane’s user ID using claricopilot_list_user. The system queries scoreboards using claricopilot_list_scoreboards. The results are returned and displayed within the Alysio interface.

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Troubleshooting

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Clari CoPilot Not Connected

The integration has not been configured. Solution
Navigate to Settings → Integrations and enter both the API Key and API Password.

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Authentication Error

The API credentials may be invalid or expired. Solution
Regenerate the credentials in Clari and update the integration settings in Alysio.

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Missing Call Data

Filtering requires the correct user or call ID. Solution
Use claricopilot_list_user or claricopilot_list_calls to retrieve the required IDs.

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Support

For assistance configuring or troubleshooting the Clari CoPilot integration, contact support@alysio.ai