Migrating from Clari Copilot
This guide outlines the essential steps and considerations for a smooth migration.
Obtaining credentials
To start, get a set of API credentials (key and password) from Clari. These credentials give access to the conversations you want to migrate:
- Request the necessary API credentials from Clari, ensuring you receive both the key and password.
- Verify the end date of your Clari access so the migration can be completed in time.
- Make sure you have an Outdoo AI API key available. You can create one at Company Settings > Ecosystem > API & MCP with Create API Key.
Determine scope
To make your migration as efficient as possible, Outdoo AI offers options to limit which conversations are transferred from Clari. Our team can work with you to narrow down the scope based on your preferences, such as:
Date range: Transfer only conversations within a specific time frame.
Duration: Focus on conversations that meet a minimum length.
Host email: Migrate conversations from specific users only.
These filters make sure only the most relevant conversations are migrated.
Migration process
Once everything is in place, Outdoo AI handles the migration to the designated environment. During the migration, you can choose how users are assigned to calls and whether to skip certain conversations. Our team guides you through this.
Limitations
When migrating from Clari to Outdoo AI, note these limitations:
Conversation types: Only meetings and calls are migrated; other types of engagement like emails are not included.
Language: Conversations are imported with a default language setting of English, as Clari does not specify language.
Data: Only Account and Opportunity data (with stages) from Clari are brought in.
Conversation analysis: Outdoo AI performs transcription and topic analysis, but advanced analysis such as summaries or questions is not part of the migrated data.
Meeting status: Only processed meetings are included; canceled meetings are not transferred.
Hope this article was helpful. For any queries, please write to support@outdoo.ai