Hey Klipy v2 Beta - Agentic AI with 27+ Skills
Meet the new Hey Klipy - a completely agentic, self-planning assistant with 27+ skills that can read, search, and think through every record in your CRM.
What's new
Ask Klipy anything in plain English (or any language you prefer), and it will plan and execute across your entire workspace:
- "Plan my day" - Klipy reviews your tasks, meetings, and deal activity to build a prioritized daily plan.
- "Recap last week" - Get a structured summary of everything that happened across your deals and conversations.
- "What should I follow up on?" - Klipy generates new suggestions based on stale deals, overdue tasks, and recent interactions.
- "Who at Meridian should I talk to about the renewal?" - Search across contacts, companies, deals, and interaction history with natural language.
27+ skills
Hey Klipy v2 isn't a simple chatbot. It's a self-planning agent that decomposes complex questions into steps, decides which skills to use, and executes them in sequence. Skills include CRM search, deal analysis, task management, contact lookup, interaction summarization, and more.
How it works
Open Hey Klipy from anywhere in the platform. Type your question or request. Klipy plans the approach, executes across the relevant data sources, and returns a structured answer - all in seconds.
What's next
This is the beta. Over the next two months, we'll be enhancing the experience based on your feedback - adding new skills, improving accuracy, and making the agent faster.