Clari Copilot
CRM & supportCredentials form
Read Clari Copilot (formerly Wingman) sales calls with transcripts, topics, scorecards and users, upload external call recordings, and sync CRM accounts, contacts and deals.
12 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| clari_copilot_list_callsLists calls with filters for users, attendees, topics, status, type, time, modification time and duration, up to 100 per page (use skip to page) | read | Personal data | |
| clari_copilot_get_callReturns one call with its transcript, summary, participants and deal stage, optionally with signed audio and video URLs valid for 4 hours | read | Personal data | |
| clari_copilot_list_usersLists the users of your Clari Copilot workspace with their ids, emails, names and roles | read | Personal data | |
| clari_copilot_list_topicsLists the topics Copilot tracks in calls, optionally only those modified in a time range | read | General | |
| clari_copilot_list_scorecardsLists call scorecards, optionally for one scored rep or one scorer, within a time range, up to 100 per page | read | Personal data | |
| clari_copilot_create_callUploads an externally recorded call (audio or video URL) so Copilot transcribes and analyzes it | write | Personal data | |
| clari_copilot_create_accountCreates a company account in Copilot from your CRM or source system | write | General | |
| clari_copilot_get_accountReturns a company account by its CRM (source) id | read | General | |
| clari_copilot_create_contactCreates a contact in Copilot from your CRM, linked to an account by its CRM id | write | Personal data | |
| clari_copilot_get_contactReturns a contact by its CRM (source) id | read | Personal data | |
| clari_copilot_create_dealCreates a deal in Copilot from your CRM with its amount, stage, close date and account | write | General | |
| clari_copilot_get_dealReturns a deal by its CRM (source) id | read | General |