Added

Changelog Update

Clari Copilot Integration Now Available for All Workspaces

🎯 What is it?

Your agents can now connect directly to Clari Copilot to search and analyze your sales calls. Without leaving Dust, an agent can pull up call transcripts, AI-generated summaries, discussed topics, action items, and competitor mentions. You can also filter calls by attendee email to zero in on specific conversations.

💡 Why is it useful?

Sales call intelligence usually lives in a separate tool, which means manually exporting or copy/pasting transcripts whenever you want to act on them. This integration removes that friction: the insights captured in your calls become directly usable inside your Dust workflows, so nothing gets lost between the conversation and the follow-up.

⚙️ How does it work?

Dust connects to Clari Copilot through a dedicated integration secured with your Clari API credentials. Once connected, your agents can query call data on demand, just like they would search any other connected source.

✨ Concrete Use Cases

Here's how you could use it:

  • Account recaps: Ask an agent to summarize all recent calls with a given account before a renewal conversation or QBR.

  • Sales-to-CS handoffs: Generate a clean handoff brief from the latest sales calls, including action items and key topics, so Customer Success starts fully informed.

  • Meeting follow-ups: Draft follow-up emails based on what was actually said and committed to during a call.

  • Voice of Customer analysis: Surface recurring themes and competitor mentions across calls to feed product and go-to-market decisions.

📈 Benefits for you

Less manual exporting and copy/pasting, faster and more accurate follow-ups, and smoother handoffs between teams. Your call data stops being a static archive and becomes something your agents can act on in real time.

🚀 How to access it?

The integration is now generally available to all workspaces. To set it up, add the Clari Copilot MCP server in your workspace tools and configure it with your Clari X-Api-Key and X-Api-Password. Once connected, you can add the Clari Copilot tools to any agent. Reach out to us if you'd like a hand getting it configured.