Cluen Integration

Your Cluen / Encore system can integrate directly with the Quil AI Notetaker. There are special components within the Encore application to maximize the value of your Quil-generated data and build it into your team's workflow. Contact your Cluen rep for the latest updates. Please follow the steps below to get your system configured and activate the integration. Once configured, AI summaries of your recorded calls in Quil can be brought into Encore as Activities and associated with Candidates and Searches.

Prerequisites:
1.           You’ll need an active Quil account to use the integration.
2.           Your Encore database must have the Quil integration activated. To do so, please reach out to Support@Cluen.com and request that your Encore has the integration activated.
3.           A Quil Activity must be added into your Encore system via the Activities menu in Settings > Lingo by your organization’s Encore Admin.
4.           The Quil settings must be configured within Encore Max under Settings > Admin > Quil (see instructions below). 

Once your Encore Admin has created the Quil Activity (Prerequisite 3) you can configure the Quil options in Settings (white gear icon in the top right-hand corner) > Admin section > Quil.

(1)    Select the Quil Activity (see Prerequisite 3) from the drop-down in the ‘Activity Type’ field.
(2)    Select the People Label that you’d like to use when associating Quil Activities with Person records.
(3)    Select the Search Label that you’d like to use when Auto-filling the Search/BD association
**Please note that you’ll have to check the Auto-fill Search/BD box below to configure this drop-down
(4)    Check this box if you’d like a Search/BD to be automatically associated with the Quil Activities. There must be only one search or BD active against the associated Person Record in order for this to link properly.

 Once all of the above prerequisites and configuration above are completed, you can follow the steps below to Activate the integration.

Activation

Activation is performed from the Quil dashboard within Encore Max.
To navigate to the Quil Dashboard, click the Dashboard button in the top left-hand corner, then choose ‘Quil AI Notetaker’.

Once you’ve navigated to the Quil AI Notetaker Dashboard, confirm your work email is showing to the left of the ‘Activate’ button, then click ‘Activate’. You should see the message below:

Clicking OK on the above menu will open the Quil.ai homepage in a new tab. Click the ‘Sign in’ button at the top right-hand corner of the screen on the Quil homepage.
 
Once signed into Quil, click the Settings Gear in the top left-hand corner (see image below):

Then choose the ‘Integrations’ tab.

Find Cluen from the systems listed on the integrations page and click Connect. Input the email address associated with your Encore account in the field that appears and click Connect. You should receive a message that the integration has successfully connected.

Once the integration is connected successfully you can associate your calls and meetings in Quil with Person Records in Encore using the ‘Select Connected Record’ field on the left side of your Quil meetings in the Summary section.

Once the integration is connected successfully you can associate your calls and meetings in Quil with Person Records in Encore using the ‘Select Connected Record’ field on the left side of your Quil meetings in the Summary section.

You can also navigate back to the Quil Dashboard to see the Activities that have been brought in through the Quil integration. You can use the drop-down to filter between ‘All Active’ (all your organization’s Quil Activities) and ‘My Active’ (Quil Activities associated with your Encore user account). You can also use the pencil to view/edit the Quil Activities directly from the Dashboard.

Where the notes go

After notes are submitted, they will appear in the Activities section on the Person record you selected.

Quil's Cluen integration only allows linking records with People.

Activity Types Supported

Activity types are supported through Quil’s integration with Cluen.

However, Cluen does not provide a predefined list of activity types.

• Users can enter any activity type name they wish

• There is no dropdown menu — the input is fully customizable

Database Fields

Quil can update select Cluen person fields automatically or manually.
Supported fields include standard person information fields.

Custom Fields

❌ Custom fields are not supported in Quil’s Cluen integration.

Follow-Up Material

❌ Follow-up material (documents or attachments) cannot be uploaded to Cluen via Quil.

Supported Features

Need Help?

For additional help with setting up or managing the Cluen integration, please contact your Quil representative or reach out to support@quil.ai.