This article will guide you through the process of integrating Chorus with Rattle, so that you may extract valuable insights from your Chorus meetings for Rattle AI features and Rattle Wizard
Prerequisites
To integrate Chorus with Rattle, you must have a Chorus Admin account. Only Chorus Admins can generate the API key required for connecting with your Rattle account.
You can check if you’re an admin by opening Settings and then looking into the Users tab.
Integrating Chorus with Rattle
You'll need to create an API on Chorus, and then add the API key to Rattle to create a connection. The steps are:
Sign in to your Chorus account and navigate to the Settings section.
In the Personal Settings page, scroll down to find API Access.
Click on the Generate API token button and follow the steps. You might need to log in again, so have your login credentials ready.
After logging in, you'll be redirected to the API Access section automatically.
Copy the API key you've generated and switch to your Rattle account.
Within your Rattle account, click on the Integrations tab, and then select Integrate next to the Chorus logo.
Paste the API key you copied earlier. That's it! Your integration is now complete.
Once generated, the API token will not be visible to you again. If you need to perform the integration process again, you'll have to deactivate the current key and generate a new one. It's important to note that this action might impact your Rattle Workflows.
Data access for all your teams
To receive Meeting Intelligence Direct Messages (DMs) and notifications, your teams should have access to data within Chorus
You can choose which teams can access call recordings from other teams.
Follow these steps to change data access:
Go to Settings, and then select Teams and Data Access.
If data access hasn't been activated already, click on Activate Data Access.
Scroll down and choose the team whose you would like to change.
On your selected team's page, scroll down to the Data Access section.
Click on Selected Teams, and make the necessary additions/removals.
Save your changes, and you're all set!
You can also manage teams' access to the Manager's data by simply choosing Yes or No at the end Data Access section.
See also: