You need admin rights in Minoa to connect, and Minoa connects one recorder at a time. Disconnect any current recorder first.
Connect Clari Copilot
1
Generate your Clari Copilot credentials
A Copilot admin creates the API key and password under Settings → Integrations → Clari Copilot API in Clari. See the Clari Copilot API docs for details.
2
Paste them into Minoa
In Minoa, go to Settings → Integrations, click Clari Copilot, and enter the API key and password.
3
Confirm the sync
Save to start the sync. Your recent calls show up in the context panel of your accounts and deals within a few minutes.
Frequently asked questions
Why do I need both an API key and a password?
Why do I need both an API key and a password?
Clari Copilot issues two credentials for API access, a key and a password, and Minoa needs both. A Copilot admin generates them under Settings → Integrations → Clari Copilot API.
My credentials aren't working
My credentials aren't working
Confirm a Copilot admin generated both the key and the password, that you copied each in full, and that they’re still active in Clari. Then enter them in Minoa again.