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Implementation Guide · Module 2 of 9 · ~5 minutes

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Why this matters

Call recordings and transcripts are one of Endgame’s most valuable data sources. They capture what’s actually happening in deals: the objections raised, the competitors mentioned, the commitments made. When connected, Endgame can reference specific conversations when answering questions about accounts and opportunities, giving your team insight that goes far beyond what lives in CRM fields. An admin on your team usually connects your call recording platform during initial deployment, with help from your Endgame rep. This module is about verifying that connection and understanding what data flows in.

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What you’ll do

  • Confirm your call recording integration is active
  • Understand what data Endgame ingests and how often
  • Know the permission requirements in case you need to reconnect

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Walkthrough

1

Check integration status

Go to Settings > Organization > Integrations and choose Connected to show only the integrations your organization has connected. Your transcript source (Gong, Zoom, Chorus, or Clari Copilot) should be in the list with a check mark on its logo.
  • Not in the list? It isn’t connected yet. Follow the platform-specific steps below.
  • Shows Needs attention? Its connection stopped working. See Fix a connection that needs attention. Only Chorus is flagged this way. If transcripts stop arriving from Gong, Zoom or Clari Copilot, click Manage, then Update credentials to sign in again (Gong, Zoom) or enter new API credentials (Clari Copilot).
To see who connected it and when, click Manage and scroll to the Connection section at the bottom of its page. See Connect and manage integrations for more.
2

Understand ingestion timing

Once connected, Endgame processes transcripts on a recurring basis. Initial ingestion can take a day or two depending on your volume of historical calls. After that, new transcripts are processed regularly and available in Endgame responses.
Endgame only processes transcripts for accounts your integration user has access to in Salesforce. If a rep’s calls with an account aren’t showing up, it’s likely a Salesforce access issue, not a call recording issue.

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Platform-specific details

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Gong

The connecting user must be a Gong Technical Admin. Click Connect next to Gong on the Integrations page and sign in to Gong. Endgame uses Gong purely for transcripts and only processes accounts you’ve granted access to in Salesforce.

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Zoom

The connecting user must be a Zoom Administrator. Click Connect next to Zoom on the Integrations page and sign in to Zoom. Endgame accesses meetings, participants, and recordings to build a picture of your team’s interactions with customers.

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Chorus

Requires a Chorus Administrator to generate an API key. In Chorus, go to Settings > API Access and click Generate API token. Then click Connect next to Chorus on the Integrations page and enter the key. Endgame can only ingest data the API token creator has access to.

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Clari Copilot

The connecting user must be a Clari Copilot Administrator, and your organization must have an Enterprise plan. You’ll need your API key and API password, which you can find in Clari under Workspace Settings > Integrations > Clari Copilot API. In Settings > Organization > Integrations, click Connect next to Clari Copilot, enter your credentials, and click Connect.
You must have Salesforce connected to Clari Copilot to provide account ID associations for call transcripts. Without this, Endgame cannot correctly link call data to Salesforce accounts.

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Endgame Notetaker

The Endgame Notetaker is a built-in option that joins your customer meetings and generates transcripts directly. An Endgame staff member must activate the Notetaker for your organization — coordinate with your Sales Representative to enable it. Once enabled, the Notetaker automatically joins upcoming meetings that have a meeting link, are linked to an account in Salesforce, and include someone from your team who uses Endgame. It sources meeting data from email correspondence synced to Salesforce and from the Google Calendar or Outlook Calendar connections people add in Settings > You > Connections. Transcripts are typically available in Endgame chat within an hour of meeting completion.
The Notetaker is a good fit if your team doesn’t use a dedicated call recording platform like Gong, Zoom, or Chorus. It provides transcript coverage without requiring a separate tool.

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Checkpoint

You’ve completed this module when at least one transcript source shows under Connected on the Integrations page. If it wasn’t connected, you’ve either completed the connection yourself or identified who on your team needs to do it.

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