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Overview

Chorus.ai is a conversation intelligence platform that records, transcribes, and analyzes sales and customer success calls. Connecting Reforge Insights with Chorus allows you to leverage your call transcript data for deeper customer insights and analysis within the Reforge platform.

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Requirements

  • You will require a Chorus account with access to API key generation features.
  • You may need admin permissions within your Chorus account to generate an API key.

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Get Started

First, you will need to generate an API key in Chorus.ai.

1

Log in to your Chorus account.

2

Navigate to Settings via the Profile dropdown in the top right corner.

3

Click "Generate API Token" and note the token value. You will need it for the next steps.

Now that you have an API key, you can find the Chorus integration in Reforge Insights at integration settings page. Note that the link will take you to the first workspace you have access to, so you may need to change it using the Workspace selector at the top left of the screen.

1

Go to "Settings" in Reforge Insights.

2

Click "Integrations" in the navigation menu.

3

Click "Chorus AI".

4

Paste the API Key that you generated in Chorus.ai. Note that we encrypt and store this key securely.

5

Click "Save". The system will validate the API key.

6

Once confirmed, you will be returned to Reforge Insights, where you can toggle on call transcript ingestion.

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Data Collected

Once Reforge Insights and Chorus are connected successfully, new call transcripts will be pulled in periodically. The integration fetches data from the Chorus Engagements API, applying the following filters:

  • Type: Only includes engagements where type is meeting.
  • No-Shows: Excludes meetings marked as no_show is false.
  • Duration: Only includes meetings with a duration greater than 0.
  • Processing State: Only includes meetings where the processing_state is marked as done, ensuring the transcript is available.
  • Utterances: Only includes meetings that have associated transcript utterances (recording.utterances.length > 0).

The following data attributes are loaded from Chorus and utilized in Reforge Insights for analysis:

Meeting (Engagement)

  • Engagement ID (engagement_id)
  • Subject (subject)
  • Associated Account (account) - Used to link Account data
  • Associated Participants (participants) - Used to link Contact data
  • Meeting Date/Time (date_time)
  • Filtered fields (Type, No Show, Duration, Processing State) are used for ingestion logic but not directly stored as distinct attributes.

Account

  • Account ID (id)
  • Name (name)
  • Domain (Derived from participant email matching the account name)
  • Raw Data:
    • External ID (ext_id)
    • ZoomInfo Company ID (zi_company_id)

Contact (Participant)

  • Person ID (person_id)
  • Name (name)
  • Email (email)
  • Associated Account ID (if participant’s company matches the meeting’s account)
  • Raw Data:
    • ZoomInfo Person ID (zi_person_id)
    • Title (title)

Transcript Utterance (Snippet)

  • Utterance ID (id)
  • Transcript Text (potential snippet)
  • Timestamp (date_time)
  • Speaker ID (speaker_id) - Used to link to the Contact
  • Context Only Flag (Set to true if speaker_type is not customer)
  • Raw Data:
    • Engaging Flag (engaging)
    • Expired Flag (expired)
    • Snippet Length (snippet_length)
    • Snippet Time (snippet_time)
    • Snippet Word Count (snippet_word_count)
    • Speaker Type (speaker_type)

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Pricing Volume Impact

Entity TypeVolume Impact
Call Transcript10x
View the pricing page for more information on how we calculate volume usage.