What to Ask Leina to Do with Clari Copilot
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Read a call’s transcript and summary to organize explicit commitments and unanswered questions.
Read Clari Copilot call [call ID]. Summarize customer needs, explicit commitments, and open questions, citing transcript timestamps and separating the recorded summary from your suggestions.
Read selected calls and scorecards to prepare coaching questions grounded in the recorded conversations.
List Clari Copilot calls for user [user email] from [start time] to [end time], read calls [call IDs], and list scorecards for rep [rep ID] in that period. Compare recorded question and talk-listen metrics with scorecard feedback and propose coaching questions.
Get Started with Clari Copilot
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Connect Your Account
Connect with a Clari Copilot API key and API password.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Clari Copilot Capabilities
Clari Copilot call detail combines transcripts, summaries, conversation metrics, and CRM context. Scorecards add recorded feedback for a focused sales coaching review.
- Find and Read Sales Calls
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Filter calls by user, attendees, topics, state, source, time, or duration and read detailed transcripts and summaries.
- List Calls
- Get Call Details
- Read Topics, Users, and Scorecards
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List workspace users and topics and read scorecards by rep, scorer, and time.
- List Users
- List Topics
View All 5 Actions
- List Users
- List Topics
- List Calls
- Get Call Details
- List Scorecards
Frequently Asked Questions
Can a follow-up brief cite transcript timestamps?
Yes. Transcript turns include text and timing, and call summaries can include timestamped action items.
Can I focus on calls about one topic?
Yes. List topics if needed, then use the topic names to filter calls alongside a date range.
Why might a call lack a transcript or summary?
Call processing states differ. Check the recorded status and report missing content rather than infer what was said.
Your AI employee for Clari Copilot
Tell Leina what you need in your team chat. Include the source, destination, and expected result.