Hey Klipy is a floating button that opens a panel, reads the record you’re viewing, and answers product and how-to questions from Klipy’s docs.
Hey Klipy is Klipy’s in-app help assistant: a floating button in the bottom-right corner of the screen. Click it to open a panel that auto-detects the contact, company, or deal you’re viewing, then answers product and how-to questions by reading Klipy’s documentation. It’s unavailable on a few routes, including booking pages, OAuth connection flows, and embedded views.
Hey Klipy is designed to be reachable from wherever you are in the app, without navigating away from whatever you’re working on.
1
Find the floating button
Hey Klipy shows up as a round blue button fixed to the bottom-right corner of the screen on most pages inside the Klipy app. It stays in the same spot as you move between contacts, deals, and other pages.
Screenshot coming soon
Screenshot coming soon: floating blue Hey Klipy button, bottom-right corner, with a callout arrow
2
Click it to open the panel
Clicking the Hey Klipy button opens a panel: on desktop it slides in from the right side of the screen, on mobile it takes the full width. The panel opens directly into Hey Klipy’s chat, ready for a question.
3
Expand it if you need more room
Hey Klipy’s panel can expand to fill the screen if a conversation gets long or you want more reading space, using the expand control in the panel itself. Toggle it back to the side panel at any point.
4
Ask your question
Type a question in plain language and Hey Klipy responds using Klipy’s documentation. If Hey Klipy is already open, click the floating button again to close the panel.
Hey Klipy is built to answer product and how-to questions about Klipy itself — not to search your CRM data or draft messages on its own. Because it auto-detects the record you’re currently viewing (a contact, company, or deal), you can ask in context without restating what page you’re on.Ask Hey Klipy things like:
How a specific feature works
Where a setting lives
What a status or label means (for example, “what does this deal’s health score mean?”)
How to fix something that isn’t behaving the way you expect
Hey Klipy isn’t a general CRM search tool. To find something you or a contact said in a past email, meeting, or message, use Klipy’s search across your indexed conversations and records instead — that’s a different capability from Hey Klipy’s documentation-reading mode.
If Hey Klipy can’t answer a question from Klipy’s documentation, it says so rather than guessing, and offers a direct way to reach the team. See How do I contact Klipy support? for what happens next.
The page context you’re on — it detects the record type and ID from the URL on contact, company, interaction, pipeline, deal, meeting, or recording pages
Your email inbox
Klipy’s own published documentation — the same articles published in this help center
Meeting transcripts
Messages, or your workspace’s conversation history
That separation matters for what you should expect back. If your question depends on your own workspace history — a fact only found in a past email or meeting — Hey Klipy won’t have that in front of it while answering a documentation question. It’s scoped to explaining Klipy the product: what a feature does, where to find it, and how to configure it, grounded in what’s actually written in the docs rather than in your private conversation data.
Hey Klipy is disabled on a small number of routes where it would either be redundant or get in the way — the floating button doesn’t appear at all on these:
Booking pages — the scheduling links you send to contacts
OAuth connection flows — where you’re authorizing Gmail, Outlook, LinkedIn, or similar
Embedded views — Klipy content embedded inside another page or app
Everywhere else inside the authenticated Klipy app, the Hey Klipy button is available. If you don’t see it on a page where you’d expect it, refresh the page first; if it’s still missing, it’s likely one of the routes above.
Is Hey Klipy the same as the Get help option in the sidebar?
No. Hey Klipy is Klipy’s in-app help assistant: it reads Klipy’s documentation and answers product and how-to questions directly, without leaving the app. The Get help item in the sidebar opens a live chat with the Klipy team instead. See How do I contact Klipy support? for how the two connect.
Does Hey Klipy know what page I'm on?
Yes. When you open Hey Klipy from a contact, company, interaction, pipeline, deal, meeting, or recording page, it detects that record from the page’s URL and can factor it into how it answers your question.
What happens if Hey Klipy doesn't know the answer?
Hey Klipy tells you the docs don’t cover it yet rather than guessing, and shows a card offering to put you in direct chat with the Klipy team. Read more about contacting support →
