Clari Copilot
Export and analyze your call transcripts with ease.
Clari Copilot
Export and analyze your call transcripts with ease.
Overview
The Clari Connector enables you to integrate Clari’s conversation intelligence and revenue operations data with your data warehouse.
This connector extracts data from Clari’s Copilot API, bringing detailed call analytics, participant insights, CRM mapping, and conversational metrics into your warehouse for downstream analysis.
The connector supports incremental syncs for call-level data and full syncs for detailed call data.
Authentication
The Clari connector uses API Key-based authentication.
You’ll need the following credentials from your Clari account:
| Parameter | Description |
|---|---|
| Client ID (API Key) | The public key used to authenticate API requests |
| Client Secret (API Password) | The secret used with the API key for secure access |
These should be provided during connector setup in the Daton Portal.
Navigation Path (for API Key Generation)
- Log in to Clari Copilot.
- Click the gear icon or workspace name → open Admin Settings.
- Select Integrations → then API Access.
- Click Generate API Key.
- Copy both Client ID and Client Secret — these go into your Saras Daton connector configuration.
Data Synchronization
| Table | Load Type | Primary Key | Incremental Field |
|---|---|---|---|
| Calls | Incremental | id |
last_modified_time |
| Call_Details | Full Load | id |
N/A |
The connector uses offset-based pagination for efficient API traversal and supports automatic detection of new columns.
Entities and Schema
1. Calls
Contains metadata and summary information for all recorded calls in Clari Copilot.
Endpoint: https://rest-api.copilot.clari.com/calls
Method: GET
Load Type: Incremental
Primary Key: id
Columns
| Field | Type | Mode | Description |
|---|---|---|---|
id |
STRING | NULLABLE | Unique identifier for the call |
source_id |
STRING | NULLABLE | Identifier for the data source |
title |
STRING | NULLABLE | Title or subject of the call |
users |
RECORD (REPEATED) | Internal participants in the call | |
├── userId
|
STRING | Unique user identifier | |
├── userEmail
|
STRING | Participant email | |
├── isOrganizer
|
BOOLEAN | Indicates if the participant organized the meeting | |
└── personId
|
NUMERIC | Linked CRM person ID | |
externalParticipants |
RECORD (REPEATED) | External participants in the call | |
├── name
|
STRING | Name of participant | |
├── email
|
STRING | Email of external participant | |
└── personId
|
NUMERIC | Linked CRM person ID | |
status |
STRING | NULLABLE | Status of the call (e.g., completed, scheduled) |
type |
STRING | NULLABLE | Type of call |
time |
TIMESTAMP | NULLABLE | Time when the call occurred |
icaluid |
STRING | NULLABLE | iCal unique identifier |
calendar_id |
STRING | NULLABLE | Calendar associated with the call |
last_modified_time |
TIMESTAMP | NULLABLE | Last update timestamp |
disposition |
STRING | NULLABLE | Outcome or classification of the call |
deal_name |
STRING | NULLABLE | Associated deal name |
deal_close_date |
TIMESTAMP | NULLABLE | Deal close date (if applicable) |
deal_stage_before_call |
STRING | NULLABLE | Stage of deal before call |
account_name |
STRING | NULLABLE | Linked account name |
contact_names |
STRING | NULLABLE | Contacts involved in the call |
metrics |
RECORD (REPEATED) | Call performance metrics | |
├── talk_listen_ratio
|
BIGNUMERIC | Ratio of speaking vs listening | |
├── num_questions_asked
|
NUMERIC | Total questions asked | |
├── num_questions_asked_by_reps
|
NUMERIC | Questions asked by reps | |
├── call_duration
|
NUMERIC | Duration of call (seconds) | |
├── total_speak_duration
|
NUMERIC | Total speaking duration | |
├── longest_monologue_duration
|
NUMERIC | Longest uninterrupted monologue | |
├── longest_monologue_start_time
|
BIGNUMERIC | Timestamp when longest monologue started | |
└── engaging_questions
|
NUMERIC | Number of engaging questions | |
crm_info |
RECORD (REPEATED) | CRM-level metadata | |
├── source_crm
|
STRING | Source CRM name | |
├── deal_id
|
STRING | CRM deal ID | |
├── account_id
|
STRING | CRM account ID | |
└── contact_ids
|
STRING | CRM contact IDs | |
bookmark_timestamps |
STRING | NULLABLE | Timestamp markers bookmarked in call |
call_review_page_url |
STRING | NULLABLE | URL to review call recording in Clari |
2. Call_Details
Provides a full, enriched dataset for each call, including summaries, topics, and action items.
Endpoint: https://rest-api.copilot.clari.com/call-details
Method: GET
Load Type: Full
Primary Key: id
Columns
All fields from Calls, plus additional enriched fields:
| Field | Type | Mode | Description |
|---|---|---|---|
deal_stage_live |
STRING | NULLABLE | Deal stage during the call |
summary |
RECORD (REPEATED) | Detailed AI-generated summaries | |
├── full_summary
|
STRING | Full transcript-based summary | |
├── key_takeaways
|
STRING | Key discussion points | |
├── topics_discussed
|
RECORD (REPEATED) | Topics and timing | |
│ ├── name
|
STRING | Topic name | |
│ ├── start_timestamp
|
TIME | Start time of topic | |
│ ├── end_timestamp
|
TIME | End time of topic | |
│ └── summary
|
STRING | Topic summary | |
└── key_action_items
|
RECORD (REPEATED) | Key actions from the call | |
├── action_item
|
STRING | Action to be taken | |
├── speaker_name
|
STRING | Speaker of the action item | |
├── owner_name
|
STRING | Owner responsible | |
├── start_timestamp
|
TIME | Action start time | |
├── end_timestamp
|
TIME | Action end time | |
├── reasoning
|
STRING | AI-extracted reasoning behind the action | |
└── timeline
|
STRING | Expected timeline for action |
Data Freshness
Incremental syncs: Supported for Calls (based on last_modified_time)
Full syncs: Used for Call_Details
Sync frequency: Configurable; recommended: every 6 hours
Error Handling and Retries
HTTP 429 (Rate Limit): Retries after 2 minutes
HTTP 500–504 (Server Errors): Retries with exponential backoff
HTTP 401 (Unauthorized): Verify credentials
HTTP 404: Logged and skipped
Sample Use Cases
Analyze rep engagement metrics and talk-listen ratios
Track deal progression with conversation insights
Extract key action items and AI summaries from Clari calls
Build call performance dashboards by rep, team, or account
Setup Steps
Log in to your Saras Analytics Portal
Go to Connectors → Add Connector → Clari
Enter your Client ID and Client Secret
Test connection and authorize access
Select your destination warehouse
Choose sync frequency and save configuration
Support
For help or troubleshooting, reach out to support@sarasanalytics.com or refer to the Help Center.