Copilot for Admins: The Definitive Guide

Let’s look at the ins and outs of being a Clari Copilot Admin. Click on a section below to jump to it: 

1. Create your Copilot Account
2. Select Your Role
3. SSO Provisioning

4. Integrate Calendar and Slack

5. Copilot Desktop App
6. Copilot Mobile App
7. Connect Your CRM
8. Manage Email and Slack Notifications

9. Real-time Coaching
10. Recording and Consent ​​​​​​​
11. Compliance ​​​​​​​
12. Manage Users ​​​​​​​
13. Autocorrect ​​​​​​​
14. Manage Topics ​​​​​​​
15. Scorecard Settings ​​​​​​​
16. Manually add Copilot to a Meeting

Create Your Copilot Account

Admins are the first to log into their org's Copilot accounts.

Here’s how:

1. Log into Clari Copilot

2. Enter your email > set a password > click Sign Up.

3. Click the link in the email you receive from Copilot to verify your email.

Select Your Role

Unless recording calls is necessary, admins usually opt to be an ‘Observer-non recording.’ You can change this anytime. 

Note: We do recommend all admins record users so they can experience the full functionality of Copilot, like:
 

• Recording, transcription, and analysis of calls
• Live Bookmarks and Battle Cards
• And Actionable alerts

SSO and SSO Provisioning

SSO

Single Sign On (SSO) is a central authentication service that enables users within an org to log into Copilot with one credential through an SSO provider like Okta or Rippling.

This means users won't have to remember separate credentials for Copilot. Enable SSO here with one click.

Note: SSO is available for Enterprise plans only.
 

SSO Provisioning

SSO Provisioning is a directory sync service. Copilot admins with access to their org's SSO directory can manage Copilot users using their SSO provider's platform (Okta, VMware, Rippling).

Admins can invite users, change roles, and even revoke access when users leave the org, all from one platform. Enable SSO Provisioning here. 

Note: SSO Provisioning is available for Enterprise plans only.

Integrations

Integrate your calendar 

Integrating your calendar ensures your meetings are synced and able to be recorded by Copilot, should you choose to be a recording user. 

1. From your icon in the top right click Preferences > Integrations
2. Click connect on whichever app you use (Google, etc.) to add your cal 

Integrate Slack

Does your org use Slack? If yes, Copilot works with Slack to send you real-time actionable alerts that improve your team's efficiency:

• Update Deal
• Pre/post-call alerts
• Smart Summaries

Learn to connect Copilot and Slack.

Note: Once you integrate Slack for your team, ask them to activate Actions in Slack. Learn about Actions.

Download the Copilot Desktop App (Optional)

Reps primarily use the Copilot desktop app to bookmark important points and bring up Battle Cards during conversations in real time. But, if you choose to be a recording observer, downloading the desktop app can help you get familiar with how live Bookmarks and Live Battle Cards work. 

Download the desktop app.

Download the Copilot Mobile App (Optional)

Download and sign into the Copilot mobile app. Inside the app, reps and managers can:

1. Read transcripts to review calls.
2. Request and share coaching feedback via comments.
3. View upcoming meetings (and stakeholders).
4. Toggle recording on/off for an upcoming call.
5. Share the voice of your customer with marketing and product.

Download the mobile app.

Note: Copilot doesn’t ask for permission to view any data on your phone.

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Connect Your CRM

This step is important.

Connecting your CRM to Copilot ensures the following data is synced and kept up to date between the two systems:

1. Call recording link
2. Conversations across dialers and email
3. Opportunity, deal, and account info

To sync your CRM:

1. Go to Workspace Settings
2. Click Integrations
3. Click the Connect button against the CRM system that your org uses

You can find and connect your CRM here.

Now Copilot will automatically begin syncing data.

Note: Set up CRM fields to sync in Copilot here. You need to be a Copilot admin to sync CRM.

Manage Notifications

As a Copilot admin, you can set up the type of notifications your org receives.

Email Notifications

1. Comment Notifications: Notify users when a comment is added to a call they attended
2. User Onboarding Reminders: Reminder recording users to complete their integrations
3. Manager Onboarding Status Emails: Brief managers on the onboarding status of their reps
4. Call Scored: Notify reps when their calls are scored

Slack Notifications

1. Comments made: Notify users when a comment is added to a call they attended
2. Call Scored: Reps are notified when their call(s) is scored

Real-time Coaching

Activating real-time coaching in Copilot notifies reps when their monologues cross a threshold, which you can customize.

Edit threshold

Recording and Consent

Copilot automatically joins scheduled meetings as "Copilot Notetaker" to record video conferences with external participants. Admins can customize the bot's name (Accelerator plan onwards) and specify which meetings Copilot can join and record. Learn to edit recorder settings — or, edit them now.

Further, Copilot's recording consent page helps ensure that your call recordings are compliant. It's displayed to all participants before they join a meeting. Learn how Copilot’s consent page works.

Compliance

Copilot is committed to complying with your local rules and regulations regarding recording compliance. It’s important to understand how recording compliance works and the best practices around it.

Read about recording compliance with Copilot.

Manage Users

Managing users is an essential bit for admins. You can invite users, assign/change their roles and toggle recording access on/off for anyone in your org. You can manage users here.

Or, learn how to manage users.

Autocorrect

You probably know this already, but current transcription technology cannot achieve 100% transcription accuracy. More on that here. Copilot’s autocorrect feature allows you to replace common incorrectly transcribed words with a correct word of your choice in all subsequent recordings. Set up Autocorrect here.

Manage Topics

Topics are a cluster of keywords that your sales/customer-facing teams might want to track. From competitor names and prices to features and negative words, Copilot topics can help you track conversations based on keywords.

Setting up keywords right from the start ensures Copilot begins tracking them immediately, and reps and managers can search for them without missing any instances. Learn to set up topics.

Or set up topics now.
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Scorecard Settings

Call Scorecards in Copilot enable managers to score calls with context while listening to recordings. Over time, managers can view trends to identify and adopt winning sales tactics among reps. Learn about Call Scorecards in Copilot.

Manually Add Copilot to a Meeting

Check out this quick guide to get all the details on how to add Copilot to your meetings manually. 

The steps are: 

1. Go to the Copilot Web app
2. Click Join My Meeting
3. Enter the meeting details and join