Hey Klipy v2 is now in beta: a self-planning agent with 27+ skills that reads, searches, and reasons across every record in your CRM. Ask it anything in plain English, in any language you work in, and it plans the steps and runs them for you.
What changed
Hey Klipy is no longer a simple chatbot. It's a self-planning agent that breaks a complex question into steps, decides which of its 27+ skills to use, and runs them in sequence. Those skills include CRM search, deal analysis, task management, contact lookup, and interaction summarization, among others. A few things you can ask:
- "Plan my day" and Klipy reviews your tasks, meetings, and deal activity to build a prioritized plan.
- "Recap last week" and you get a structured summary across your deals and conversations.
- "What should I follow up on?" and Klipy surfaces suggestions from stale deals, overdue tasks, and recent interactions.
- "Who at Meridian should I talk to about the renewal?" and Klipy searches contacts, companies, deals, and interaction history in natural language.
Who it's for
Owner-sellers who are the bottleneck in their own pipeline. One agent takes on the planning, recapping, searching, and follow-up triage you'd otherwise do by hand, so you can spend the day selling. See the jobs it covers on the product overview.
How to use it
Open Hey Klipy from anywhere in Klipy, type your question or request, and the agent plans the approach, runs across the relevant data, and returns a structured answer in seconds. This is the beta: over the next two months we're adding skills, improving accuracy, and making it faster based on what you tell us.
