Dialpad Partner
Move your conversation intelligence off Clari Copilot (formerly Wingman) and onto Dialpad, AI that's native to every call, in real time, in one converged platform for calling, meetings and contact center. Keep your historical recordings; drop the separate vendor.
Yes, you can migrate from Clari Copilot / Wingman to Dialpad. Codimite, a Dialpad partner, switches your conversation-intelligence layer to Dialpad Ai, which is native to every call in real time, and exports your historical Clari transcripts and recordings where the source allows. Instead of a bolt-on recorder sitting on top of your calling tool, you get live transcription, coaching and summaries built into the same converged platform as your calls.
Why migrate
Clari Copilot records and analyses calls after the fact through a connected dialer or recorder. Dialpad Ai is native to every call, transcription, sentiment and coaching happen live, on the call itself.
Drop a standalone Clari Copilot conversation-intelligence subscription, calling, meetings, contact center and call AI all come in one Dialpad platform under one license.
Agents and reps get live assist and prompts during the call, not just a scorecard afterwards.
No separate AI vendor to provision, secure and reconcile, one admin console, one identity provider, one security policy.
Because the AI is native, there is no recorder to deploy per user or per integration, every Dialpad call is analysed by default.
What we migrate
| Clari Copilot / Wingman object | Moves to Dialpad | Notes |
|---|---|---|
| Conversation intelligence layer | Dialpad Ai (native call AI) | Switch, not a data lift, AI is native to every Dialpad call |
| Historical call recordings | Exported & retained | Where Clari export/API exposes them |
| Historical transcripts | Exported & retained | Available depth depends on your Clari plan |
| Users / reps | Dialpad users | Mapped to your IdP / SSO |
| Trackers / keyword topics | Dialpad Ai custom moments & trackers | Re-authored to Dialpad equivalents |
| Coaching scorecards | Dialpad Ai coaching | Rebuilt; real-time assist added |
| CRM integration (e.g. Salesforce) | Dialpad CRM integration | Re-connected and re-mapped |
Historical export depth depends on Clari's plan-level export and API access, confirmed during assessment.
Our process
We audit your Clari Copilot usage, recording volume, trackers, scorecards, CRM links, and confirm what history is portable.
We export the historical recordings and transcripts Clari exposes and retain them alongside Dialpad.
We stand up Dialpad Ai, re-author trackers and coaching, and reconnect your CRM.
A pilot team validates live transcription, coaching and summary fidelity on real calls.
The wider team switches to Dialpad, every call captured natively from day one.
Adoption support and 24/7 cover through the switch window.
Why Codimite
Dialpad deployments and migrations are a core practice, delivered as a Dialpad partner: we move teams off bolt-on recorders onto native call AI cleanly, preserving the historical data your source plan allows.
Get a QuoteDialpad partner. Dialpad deployments and migrations are a core practice, not a side service.
Conversation-intelligence switch expertise. We move teams off bolt-on recorders onto native call AI cleanly.
Historical data preserved. We export and reconcile what your source plan allows, so nothing of value is lost.
24/7 support & clear reporting. Visibility through assessment, export and cutover.
FAQs
Yes, we switch your conversation-intelligence layer to Dialpad Ai, which is native to every call, and export your historical Clari recordings and transcripts where the source allows.
No. We export the recordings, transcripts and call data Clari exposes via export/API and retain them. Available depth depends on your Clari plan, confirmed up front.
Clari Copilot is a bolt-on that analyses calls after the fact. Dialpad Ai is native to every call in real time, live transcription, coaching and summaries, in the same converged platform as your calling.
One to three weeks for most teams; the cutover is fast because the AI is native and there is no recorder to deploy. Historical recording volume is the main driver.
Pricing is scoped to user count, historical export volume and integrations. Start with a free assessment for a fixed quote.
Want the bigger picture? Explore Codimite's Dialpad services hub to see how calling, meetings, contact center and native call AI come together in one converged platform.
Codimite switches your conversation intelligence from Clari Copilot / Wingman to Dialpad Ai, exports your historical recordings and transcripts where allowed, and turns on real-time transcription, coaching and summaries, native, no separate recorder.
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