PerfCopilot
Get started
HomeDocs
Documentation

Everything you need to write a fair review.

From your first connection to a sealed, delivered review. Set up PerfCopilot, connect your tools, and generate your first cited draft.

Connect Aircall

Customer-facing call counts and (with consent) call transcripts for quality scoring.

Prerequisites

  • Aircall workspace admin role
  • A PerfCopilot admin account (the Connect button is only visible to admins)
  • For transcript scoring: audio-ingest consent must be enabled on the Aircall card

1. Generate credentials in Aircall

  1. Sign in to https://dashboard.aircall.io.
  2. Navigate to Settings → Integrations & API → API Keys.

📖 Official guide: Basic Authentication (API keys) — Aircall's own documentation for creating this credential.

  1. Click Generate.
  2. Copy the api_id (left column) and api_token (right column) — both are shown only once.

Copy these values; you'll paste them in the next step:

  • api_id
  • api_token

2. Paste into PerfCopilot

  1. Open Integrations on your PerfCopilot admin.

  2. Find the Aircall card and click Connect (or Manage if already configured).

  3. Paste each value into the matching field:

    | Field in PerfCopilot | Value from step 1 | |---|---| | api_id | <your value> | | api_token | <your value> |

  4. Click Save.

The Aircall credential drawer in PerfCopilot — paste your values, then click Save.
The Aircall credential drawer in PerfCopilot — paste your values, then click Save.

3. Verify

Click Test in the drawer. Expected:

✅ Authenticated as your-workspace.aircall.io

If you see a red error, jump to Common errors.

Common errors

| Message | What it usually means | Fix | |---|---|---| | HTTP 401: Unauthorized | api_id and api_token are swapped, or one was mistyped. | Re-generate in Aircall and re-paste both values, double-checking which column is which. | | HTTP 402: Payment required | The Aircall workspace is suspended. | Resolve billing inside Aircall, then click Test again. | | HTTP 401: <body excerpt> | Credentials rejected. | Re-check that you copied the full token, no leading/trailing whitespace. |

What signals we pull

  • phone — call counts
  • phone_quality — transcript-based call scores (only when audio-ingest consent is enabled)

Need a feature you don't see? Tell us →.

Previous15FiveNext Asana