Connect Clari Copilot to Your AI Agent

Provide a Clari Copilot call ID for a follow-up brief, or select calls and scorecards for coaching. AI can connect commitments and questions to transcript evidence.

5 tools API key

Try a Clari Copilot Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Clari Copilot

Prepare a Sales Call Follow-Up Brief

Read a call’s transcript and summary to organize explicit commitments and unanswered questions.

/oo Clari Copilot: 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.

Compare Conversation Metrics for Coaching

Read selected calls and scorecards to prepare coaching questions grounded in the recorded conversations.

/oo Clari Copilot: 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.

Start Working with Clari Copilot

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Clari Copilot

    Connect with a Clari Copilot API key and API password.

    Connect Clari Copilot →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • The paired API key and API password from your Clari Copilot workspace.
  • Access to the calls and scorecards you may review.

Clari Copilot Tools

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

Filter calls by user, attendees, topics, state, source, time, or duration and read detailed transcripts and summaries.

Read Topics, Users, and Scorecards

List workspace users and topics and read scorecards by rep, scorer, and time.

5 tools

List Users

List current users in the Clari Copilot workspace.

clari_copilot.list_users

List Topics

List Clari Copilot topics, optionally filtered by last modified time.

clari_copilot.list_topics

List Calls

List Clari Copilot calls with supported filters, sorting, and pagination.

clari_copilot.list_calls

Get Call Details

Retrieve one Clari Copilot call with transcript, summary, and optional media URLs.

clari_copilot.get_call_details

List Scorecards

List Clari Copilot scorecards with pagination and scorer filters.

clari_copilot.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.

Connect Clari Copilot

About Clari Copilot ↗