Connecting your Clari account is an important step in unlocking the full power of Opine. Call transcripts provide critical context to Opine AI enabling it to better summarize deals, give competitive analysis, and provide actionable next steps.
Connecting Clari
Visit your Opine organization integration settings to configure the Clari integration:
1
Navigate to Clari integrations settings page
Navigate to the Clari integration settings page and scroll down to the "Others" section. Copy the values of "API Key" and "API Secret" in the "Clari Copilot" card.
Clari Copilot's API is only available on Clari's Enterprise tier. If you do not see the "Clari Copilot" card on the Clari integration settings page, you will be unable to configure the Opine Clari integration without upgrading Clari.
2
Navigate to the Clari integration settings in Opine
Click Settings at the bottom of the main navigation
Under Organization click Integrations
Click on the Clari integration
3
Transfer value for API Key and API Secret from Clari
Transfer the copied Clari API Key and API Secret values from Clari into the respective Opine integration configuration fields.
4
Click Connect
Click the "Connect" button to save your configuration.
How it works
Opine will look for calls associated with the deals in your connected CRM every hour. The results of analyzing evaluation activity, combined with data from other integrations and Clari call transcript analysis, is available to Opine AI for generating summaries, recommending tasks, answering questions, and more.
