Clari - Realm Docs

Connect Clari (Copilot) to Realm to make call recordings, transcripts, and insights searchable. Navigate to Settings > Data sources and click Connect on Clari, or click Reconnect if already connected.

Connecting Clari

Connect Clari using an API key. On the data source page, enter:

API key and API secret
Domain (defaults to https://rest-api.copilot.clari.com)

What gets synced

Content	Synced
Call transcripts (with speaker identification)	Yes
Call summaries and action items	Yes
Call metadata (participants, duration, date)	Yes
Call metrics (talk ratio, questions asked, longest monologue)	Yes
Topic insights and annotations	Yes
Deal context (account, opportunity, stage, value)	Yes
Calls without transcripts	No

Permissions

Realm enforces Clari’s native permission model. Users can only see calls they have access to in Clari, including private call restrictions. You can override this by switching to “Everyone in this organization” on the data source settings page, which makes all synced Clari data visible to all Realm users.