Connecting the API Key:

Perform the following steps once the API-Key and API-Secret have been generated:

1. Login to Groove Webapp

2. Go to MMO Settings: Profile > Manage my Org

3. Provide the api-key and api-secret retrieved from the previous steps

4. Click Save

    

   

    

   Sending Omnidialer calls to Copilot

   Once the Clari Copilot integration has been enabled, all recorded calls made through Omnidialer will automatically become available in Clari Copilot once the call has ended.

    

   Please note that only recorded calls are sent over to Clari Copilot. If you choose to not record your calls, then those calls will not be available in Copilot.

    

   Due to processing time, it may take a few minutes for the calls to be accessible in Clari Copilot.

    

    

   Gaining Copilot Insights in your Workflow

    

   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.