How do I connect CallRail to Querri?
Three fields in a secure form: your CallRail API key, your account ID and a start date for the earliest records. Start by asking the Connector Agent for CallRail; it never sees the key. Once the form is saved, choose how often the data refreshes.
What CallRail data does Querri read?
Calls with direction, duration, answered flag, first-call flag, source, medium, campaign, keywords, UTM fields, click IDs, landing page, lead status, value, tags and the agent who took it. Also text conversations, companies and users.
How often does CallRail data update?
CallRail data reloads in full each time it syncs, daily, weekly or monthly on your schedule, or whenever you start a sync by hand. Answers reflect the latest sync, so a call from this morning appears after the next refresh.
Does Querri analyze call recordings or transcripts?
No. Querri reads the call records CallRail returns, such as source, duration, lead status and keywords spotted, and answers questions from those fields. It does not listen to or transcribe recordings.
Does Querri change anything in CallRail?
No. Querri only reads from CallRail. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Is my CallRail data secure in Querri?
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.