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Sales Engagement

Clari Copilot AI Integration

Connect Clari Copilot to BeforeQuery for grounded AI answers and agent actions across Sales Engagement.

Connect Clari Copilot
What is it?

About Clari Copilot

Clari Copilot is one of the Sales Engagement platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Clari Copilot

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Sales Engagement and select Clari Copilot.

  2. Step 02

    Sign in to Clari Copilot with an account that has permissions to grant BeforeQuery the Sales Engagement scopes required.

  3. Step 03

    Confirm the connection. Clari Copilot is now available as a source and action target for every playbook in your workspace.

Explore

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How BeforeQuery uses Clari Copilot

What the agent does with your Clari Copilot connection

  • 01

    Read call recordings, cadence performance, and rep activity from Clari Copilot into the Context Graph.

  • 02

    Draft personalized outreach grounded in Clari Copilot conversation history + prospect research.

  • 03

    Auto-log activities, create tasks, and update sequences from playbooks.

  • 04

    Coach reps: surface talk-track patterns, objection frequency, and win/loss signals grounded in Clari Copilot data.

Use cases

What teams actually do with the Clari Copilot integration

Rep-coaching digest

Weekly, BeforeQuery reviews each rep's Clari Copilot calls, tags moments of strong discovery + moments where the buyer wasn't ready, and drafts a coaching note. Manager reviews and shares. Data-grounded coaching at scale.

Deal-risk detection

Cross-references Clari Copilot activity (calls, emails, meetings) with CRM stage. Deals with declining activity or stalled conversations get flagged for AE + manager review before they slip.

Follow-up drafts from calls

After every Clari Copilot call, BeforeQuery drafts a personalized follow-up email referencing specific moments from the conversation (pain points, action items). Rep reviews, sends. Follow-up latency drops from days to hours.

Answer questions grounded in Clari Copilot

Employees and customers ask Clari Copilot-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Clari Copilot record shown alongside the response. No context switching, no "log into Sales Engagement to check" round-trips.

Clari Copilot — Frequently Asked Questions

Common questions about connecting BeforeQuery to Clari Copilot.

Yes, if scoped. Transcripts feed the Context Graph for coaching + drafting playbooks. Audio itself isn't sent to LLMs — only text. Sensitive calls (comp, legal) can be excluded from ingestion.
Standard OAuth 2.0 where Clari Copilot supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Clari Copilot data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Clari Copilot integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Clari Copilot objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Clari Copilot for real.

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