Align Call Library Overview

 

With the Align Call Library, sellers can share Copilot calls immediately with the entire buying council in Align. Buyers can use Align’s Call Library to catch up stakeholders asynchronously, without repetitive meetings, and with full context of the conversations.

 

This feature enables a seller to do all of the following in one flow: 
 

1. Share a call from Copilot to a new or existing Align plan immediately after the recording is complete
2. Add any call participants directly to the plan within that share flow
3. Enable users to create a plan in Align without needing to create a timeline first. The Align plan can start off as a place to share call recordings and content instead of starting with a Mutual Action Plan.

How to set up the Align Call Library

Integration Prerequisites

1. You must be a customer of the Align and Copilot products to use this feature
2. In order to set up the integration, the user setting up the integration must have:
   1. An admin role in Align
   2. Super-admin access in Copilot

Not a customer of Align or Copilot? Need admin access in either application? Please reach out to your CSM to set these up.

Activating the Integration in Copilot

1. First, reach out to your Clari CSM to enable Align Call Library for you!

2. Once done, admins can go to the Workspace Settings page for integrations in Copilot and click Connect on the Align card. They will be asked to log in to Align and complete the setup.




3. After that, you'll see a Share with Align button in the Share call modal in the Copilot call review screen. It looks like this:




4. Then, you can trim your call! 

 

5. And finally, you're ready to share! 

Share Copilot Calls in Clari to Align

1. Open call recording from the Clari platform. 

 

Find your meeting on the Insights Panel in Opportunities: 

 

Or directly from Copilot by selecting the recording:

 

 

2. Next, select share in the top right corner of the call in Copilot.

 

3. Trim your call like in the instruction above so it's ready to share in Align.

 

4. If the opportunity already has an Align workspace associated with it, then that workspace will be selected for Align. If not, you'll have the option to select an existing workspace from Align that you own or you can select the option to create a new one. 

 

6. If you create a new workspace, you can connect that workspace with the opportunity in Clari by enabling the opportunity connector toggle. 

 

 

7. Select all, individual participants, or no participants from the call to add them to the workspace. You can also choose to send an invite link to grant access to the workspace and call recording.

8. That's it. ✌️ Your call should now be in the Align workspace.