Copilot in Groove Extension

Users of both Groove and Copilot can access Copilot calls and insights within their workflow via Groove's Omnibar, Calendar, and Notes Hub. 

Note: With this new integration, Groove Conversations is sunsetting.

Use Cases

Sellers and Managers

• I need to access my Copilot recordings in my workflow so that I can reference them in my follow-ups. 
• I need to see the latest action items from Copilot in my workflow so I can keep the deal moving forward.
• When updating my opportunities, I need to access the latest Copilot smart summary and revenue critical moments in my workflow so that I can quickly make the relevant updates.
• When reviewing my past meeting notes, I need to be able to reference the recording of the meeting.

Clari or Groove Admin

I need to connect my Copilot API to make my organization’s recordings accessible. 

Admin Set Up Guide

Admins can follow these instructions to set up integration. 

1. Find your Copilot API key 

2. Go to Groove Manage My Org

3. Click Clari Copilot in the left nav and scroll to Clari Copilot Connection
4. Add your API Key and Save:

Once you have the API set up, all recordings from Copilot associated with events and calls will populate in the Omnibar, Calendar, and Meetings Notes list.

Omnibar: Find the recordings in the Activity History of any related record to the activity:

1. Contacts that participated

2. Account where the activity happened

3. Opportunity the activity was associated to:

• Calendar: Find the recording when clicking on a calendar event

• Meeting Notes List: Find the recordings associated to each event

Here's an example in Calendar: 

How Recordings are Associated

1. User schedules a meeting, and the meeting is logged to Salesforce

2. User records meeting via Copilot

3. After Copilot recording is complete, Groove attaches recording to the meeting to be accessed via Omnibar, Calendar or Meeting Notes List.

AND/OR

1. User makes a call via the OmniDialer, and the call is logged to Salesforce

2. User records call via Copilot

3. After Copilot recording is complete, Groove attaches recording to the meeting to be accessed via Omnibar.