Clari Copilot Conversation Intelligence Extraction

Overview

Treat Copilot as a separate data product rather than an extension of Revenue API exports. Build a metadata-first extraction that minimizes sensitive content, joins stable identifiers, and records the exact window and pagination boundary.

Prerequisites

• Copilot API key/password pair stored in an approved secret manager
• Authorized time window, user population, and data-classification decision
• Destination controls suitable for call and participant data

Instructions

Step 1: Inventory the required resources

Choose only the calls, call details, users, topics, scorecards, and templates necessary for the approved use case.

Step 2: Freeze the extraction window