Question 1

What is the main difference between Klipy AI and Gemini?

Accepted Answer

Gemini is a strong general-purpose AI assistant, especially inside Google Workspace, and for many users it’s exactly what they need. But as deals get bigger and more complex, most teams start to feel a gap between what Gemini can draft in Gmail or Docs and the automatic, account-level execution required to keep multi‑stakeholder deals moving.

Most teams don’t replace Gemini. They keep it for what it does best inside Google Workspace and add Klipy as a light execution layer over the top.

Klipy doesn’t compete with Gemini; it watches the same conversations and documents, then turns that activity into account tracking, task extraction, and enforced follow-up across your pipeline.

Question 2

Who should choose Gemini?

Accepted Answer

You can add Klipy on top of Gemini when:

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Question 3

Who is Klipy designed for?

Accepted Answer

Klipy is designed for revenue teams and leaders running complex, high-stakes sales motions—where success depends on coordinating many people, channels, and steps across long cycles.

We work best with B2B organizations that sell into multiple stakeholders and rely on strong execution: founders and CROs, sales and account leaders, AEs and AMs, sales ops and RevOps, as well as customer success teams who manage renewals and expansions.

These teams choose Klipy not because they need another inbox tool or system of record, but because they need an execution layer that turns every interaction into structured follow-up, real account coverage, and more reliable forecasts.

Question 4

How does Klipy help reps and teams execute better?

Accepted Answer

Klipy sits on top of your existing sales stack and quietly turns messy, multichannel interactions into clear next steps and shared account truth.

Under the hood, more than 40 specialized AI agents encode industry-tested SOPs from global enterprise sales teams across qualification, sales operations, and sales management. Each agent focuses on a specific step in complex deal execution.

In practice, this means Klipy:
• Auto-captures emails, meetings, and messages into unified account timelines.
• Detects and tracks commitments, risks, and gaps in stakeholder coverage.
• Surfaces prioritized accounts and opportunities to work each day.
• Drafts high-quality follow-ups based on the actual history of the deal.

Reps don't have to remember every promise or manually stitch together context. Klipy ensures the right work happens, on the right accounts, at the right time.

Question 5

How is Klipy different from a CRM, an email assistant, or an all-in-one platform?

Accepted Answer

Klipy serves a different job than CRMs, email assistants, and generic all-in-one tools.

• CRMs (like Salesforce or HubSpot) are systems of record. They store pipeline and account data, but depend on manual updates to stay accurate.
• Email and inbox assistants help individuals process email faster, but leave true account context and execution spread across tools.
• All-in-one sales platforms try to replace everything, often becoming heavy, complex, and underused.

Klipy is a focused execution layer. It doesn't aim to be your CRM, inbox, or note-taking app. Instead, it sits on top of them, applying 40+ specialized AI agents to your existing signals so that deals actually move forward.

Rather than giving you another place to type notes or update fields, Klipy:
• Works across email, calendar, messaging, and CRM to build a living account picture.
• Encodes proven enterprise sales SOPs directly into how work is prioritized.
• Minimizes gaps and blind spots that traditional tools can't see.

The result: your current stack becomes more valuable, and your team executes with far less friction.

Question 6

How much setup is required to use Klipy?

Accepted Answer

Klipy is designed to plug into your existing stack with minimal setup and immediate value.

Getting started typically takes just a few minutes:
1. Create your Klipy account.
2. Connect your core tools (such as email, calendar, and CRM) via secure, read-only integrations.

From there, Klipy automatically begins stitching together emails, meetings, and messages into unified account timelines and surfacing prioritized work. There is no complex configuration, data migration, or long training cycle required.

You can start with a small group of users or a few strategic accounts to see impact quickly before rolling out more broadly.

Question 7

Is my data safe with Klipy?

Accepted Answer

Yes. Data privacy and security are foundational to how Klipy is built. We are architected to provide enterprise-grade protection for every customer.

Your data is processed in a secure, isolated cloud environment and protected with strong encryption in transit and at rest. We are aligned to modern compliance standards, adhere to GDPR principles, and are pursuing certifications such as SOC 2 and ISO 27001 to formally validate our security posture.

Klipy is designed to work safely with the tools and data that already power your revenue engine, without compromising confidentiality or compliance.

Question 8

Does Klipy train its AI models on my company data?

Accepted Answer

No. Your company's data is never used to train any third-party or internal foundation models. This is a strict, non-negotiable policy.

Klipy's 40+ AI agents operate on your data in a secure, single-tenant context for the sole purpose of supporting your team's execution. Your communications, account details, and deal history are not pooled, shared, or used to improve models for anyone else.

In addition, no human at Klipy can access the content of your private communications. Our business model is to sell software that makes your existing stack more effective—not to monetize or reuse your data in any way.


Primary Job	Embedded AI assistant for writing and reasoning in Google Workspace	Execution layer that turns all interactions into account-level action
Where It Lives	Inside Gmail, Docs, Sheets, and Slides when a user invokes it	Sits across email, calendar, meetings, messaging apps, and CRM
What Reps See	Smart suggestions in the current email or document	Unified timelines, extracted tasks, risks, and next steps per account
Main Outcomes	Faster writing and better content inside Workspace	Disciplined follow-up, real coverage, and behavior-backed forecasts


Data capture	Helps you summarize and draft within individual emails and docs	Automatically captures emails, meetings, and messages into shared account timelines and syncs them to CRM
Day-to-day for reps	Reps invoke Gemini when writing or reading, then manage follow-up manually	Reps start with a command center of prioritized accounts, extracted tasks, and ready-to-send follow-ups
Account & stakeholder view	Context lives in separate threads, docs, and chats inside Workspace	Single view of stakeholders, history, open promises, and risks per account and opportunity
Forecast & reviews	Leaders rely on CRM stages plus whatever reps typed in	Behavior-based engagement fields and risk signals feed directly into CRM for inspection and forecasting

Gemini vs. Klipy: Do You Need a New Tool or an Automatic Sales Discipline System?

Teams running complex B2B cycles with Klipy typically see

What Gemini Is Great At - And Where It Hits a Ceiling

When Gemini alone is enough for the Basics

Where teams start to struggle with Just Gemini alone

How Klipy Complements Gemini as an Execution Layer

KPI gains from Stacking Gemini + Klipy

How Klipy makes this work with Gemini and more

Klipy's Core Job on top of Gemini

What This Looks Like in Practice

Forecast Review

Strategic Renewal or Expansion

New Rep Taking Over an Account

Do You Need a New Tool - or a New Execution Layer?

Keep Gemini as your core tool if…

Add Klipy on top of Gemini if…

You don’t need to rip out Gemini. You need an execution layer that sits on top of it.