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Connect BuildBetter with Clari Copilot to import your sales call recordings and analyze them with BuildBetter’s AI to extract product insights, customer feedback, and competitive intelligence.

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Overview

The Clari Copilot integration enables you to:
  • Import call recordings and transcripts from Clari Copilot
  • Filter calls by participants, title, or interaction type
  • Process calls with BuildBetter’s AI analysis
  • Extract signals and insights from sales conversations
  • Maintain automatic sync of new calls
Integration Type: One-way import (Clari Copilot → BuildBetter) Authentication: API Key + API Password (custom headers) Sync Frequency: Automatic polling every 6 hours

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Features

  • Full Call Import: Import complete call recordings with transcripts
  • Smart Filtering: Filter by participant email, call title, or interaction type
  • Advanced Selectors: Use JSONata expressions for custom filtering
  • Automatic Sync: New calls are automatically imported every 6 hours
  • Participant Mapping: Internal users and external participants tracked
  • Media Access: Audio and video recordings with signed URLs
  • Word-Level Transcripts: Complete transcripts with precise timing

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Setup Guide

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Prerequisites

  1. Clari Copilot Requirements:
    • Active Clari Copilot account
    • API access enabled
    • API Key and API Password from workspace settings
  2. BuildBetter Requirements:
    • Active BuildBetter account
    • Admin privileges for integration setup

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Quick Setup

  1. Get Clari Copilot API Credentials
    • Log in to your Clari Copilot workspace
    • Navigate to Workspace Settings > Integrations > API
    • Copy your API Key
    • Copy your API Password
    • Keep these credentials secure
  2. Connect in BuildBetter
    • Go to Settings > Integrations in BuildBetter
    • Select “Clari Copilot” from recording import integrations
    • Enter your Clari Copilot API Key
    • Enter your Clari Copilot API Password
    • Click “Connect”
  3. Configure Import Settings
    • Set date range for initial import
    • Configure filters (optional):
      • Participant emails
      • Title keywords
      • Interaction type
    • Save configuration
  4. Start Import
    • Click “Import” to begin importing calls
    • Monitor import progress in the dashboard
    • BuildBetter will automatically check for new calls every 6 hours

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Import Filters

BuildBetter supports sophisticated filtering for Clari Copilot calls:

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Participant Email Filter

Import only calls where specific email addresses participated. Example: Only import calls where prospect@company.com or customer@enterprise.com participated.

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Title Contains Filter

Import calls whose titles include specific keywords. Example: Import all calls with “Discovery”, “Demo”, or “Onboarding” in the title.

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Interaction Type Filter

Filter by interaction type (currently supports External calls only). Options:
  • External: Calls with external participants (prospects, customers)

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Combining Filters

Filters can be combined using AND/OR logic for complex rules: Example: Import calls that are (External AND have “Demo” in title) OR (include participant vip@customer.com)

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Advanced Filtering

Use JSONata expressions for custom filtering on raw Clari Copilot data: 
$filter(calls, function($call) {
  $call.metrics.call_duration > 1800 and
  $count($call.externalParticipants) > 2
})

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Imported Data

When calls are imported from Clari Copilot, the following data is preserved:

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Call Metadata

  • Call ID: Unique identifier from Clari Copilot
  • Title: From title, deal name, or account name
  • Date/Time: Recording start time
  • Duration: Call duration in seconds
  • Platform URL: Link back to Clari Copilot call review page

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Transcript

  • Complete Text: Full word-level transcript
  • Timestamps: Start and end time for each segment (in seconds)
  • Speaker Attribution: Speaker ID for each segment
  • High Accuracy: Preserves Clari Copilot’s transcript quality

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Participants

  • Internal Users: Name, email, and speaker ID
  • External Participants: Name, email (when available), and speaker ID
  • All Speakers: Tracked individually for attribution

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Media Files

  • Audio URL: Signed URL for audio download (valid 4 hours)
  • Video URL: Signed URL for video download (valid 4 hours)
  • Automatic Access: Signed URLs refreshed as needed

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Additional Context

  • Deal Information: Associated deal names and accounts
  • Interaction Type: Classified as external calls
  • Visibility: Set to public within your workspace

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Call Status Filtering

BuildBetter only imports calls that have been fully processed in Clari Copilot: Imported Statuses:
  • PROCESSED - Call processing complete
  • POST_PROCESSING_DONE - Additional processing complete
Not Imported:
  • Calls still being processed
  • Calls with processing errors
  • Incomplete recordings
This ensures you only get high-quality, fully transcribed calls.

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Usage

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Viewing Imported Calls

  1. Navigate to the Calls section in BuildBetter
  2. Calls imported from Clari Copilot will show “Clari Copilot” as the source
  3. Filter by source to view only Clari Copilot calls
  4. Access all standard BuildBetter features:
    • Search transcripts
    • Extract signals
    • Generate documents
    • Share with team

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Analysis Features

Once imported, Clari Copilot calls are analyzed by BuildBetter:
  • Signal Extraction: Automatically detect feature requests, objections, competitive mentions, and pain points
  • Search: Search for keywords across all transcripts
  • AI Summaries: Generate concise call summaries
  • Document Generation: Create sales playbooks, competitive analysis, or custom documents
  • Trend Analysis: Identify patterns across multiple calls
  • Collections: Organize calls by deal stage, product, or custom categories

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Automatic Updates

After initial setup, BuildBetter automatically:
  • Checks for new Clari Copilot calls every 6 hours
  • Imports calls matching your filter criteria
  • Processes new calls through the analysis pipeline
  • Updates your library with the latest conversations

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Use Cases

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Sales Intelligence

  • Track objection handling across your sales team
  • Identify winning talk tracks and messaging
  • Analyze competitive mentions and positioning
  • Build coaching materials from real conversations

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Product Insights

  • Extract feature requests from sales calls
  • Understand customer pain points and needs
  • Track product feedback across the sales cycle
  • Inform product roadmap with customer voice

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Revenue Operations

  • Analyze deal progression conversations
  • Identify risk factors in ongoing deals
  • Track messaging consistency
  • Measure sales methodology adoption

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Customer Success

  • Understand customer expectations from sales process
  • Track commitments made during sales cycle
  • Identify onboarding friction early
  • Improve handoff from sales to CS

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Limitations

  • One-Way Import Only: Calls are imported from Clari Copilot to BuildBetter. Changes in BuildBetter do not sync back.
  • External Calls Only: Current filtering only supports external interaction types
  • Signed URL Expiry: Media URLs expire after 4 hours (automatically refreshed when accessed)
  • Polling Interval: New calls sync every 6 hours, not real-time
  • Processed Calls Only: Only imports calls that have completed processing in Clari Copilot
  • No Call Creation: Cannot create calls in Clari Copilot from BuildBetter

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API Rate Limits

Clari Copilot API has the following limits:
  • 10 requests per second
  • 100,000 requests per week
BuildBetter respects these limits through:
  • Pagination (100 calls per request)
  • 6-hour polling intervals
  • Efficient batch processing

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Troubleshooting

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Connection Issues

  • Verify your API Key and API Password are correct
  • Ensure API access is enabled in your Clari Copilot workspace
  • Check that you have admin permissions
  • Confirm credentials haven’t been revoked or expired

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No Calls Being Imported

  • Check your date range settings
  • Verify your filter criteria aren’t too restrictive
  • Ensure calls exist in Clari Copilot for the specified date range
  • Confirm calls have status PROCESSED or POST_PROCESSING_DONE
  • Check that calls match your participant/title filters

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Import Errors

  • Verify sufficient storage space in BuildBetter
  • Check network connectivity
  • Ensure Clari Copilot API is accessible
  • Review API rate limits
  • Contact support if errors persist

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Media Access Issues

  • Signed URLs expire after 4 hours
  • URLs are automatically refreshed when accessed
  • Ensure you have permissions to access recordings in Clari Copilot
  • Check firewall/network settings for media downloads

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Security & Compliance

  • Custom header authentication for secure API access
  • Encrypted credential storage
  • End-to-end encryption for data transfer
  • SOC 2 compliant infrastructure
  • GDPR compliant data handling
  • Secure media access with signed URLs
  • No storage of API passwords beyond encrypted storage

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Support

Need help? Contact us: