> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I get answers from Klipy?

> 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.

## How to open Hey Klipy

Hey Klipy is designed to be reachable from wherever you are in the app, without navigating away from whatever you're working on.

<Steps>
  <Step title="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.

    <Frame caption="Screenshot coming soon: floating blue Hey Klipy button, bottom-right corner, with a callout arrow">
      <div style={{padding:'2.5rem 1rem',textAlign:'center',border:'1px dashed currentColor',borderRadius:'12px',opacity:0.55}}>Screenshot coming soon</div>
    </Frame>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## What to ask Hey Klipy

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

<Note>
  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.
</Note>

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?](/docs/faq/contact-support) for what happens next.

## What Hey Klipy reads

| Hey Klipy reads                                                                                                                                           | Hey Klipy does NOT read                            |
| --------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------- |
| 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.

## Where Hey Klipy isn't available

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.

<AccordionGroup>
  <Accordion title="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?](/docs/faq/contact-support) for how the two connect.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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 →](/docs/faq/contact-support)
  </Accordion>
</AccordionGroup>