Signal filtering
Before anything is stored, each incoming email passes an intelligence filter. Only messages that look like real sales signals move forward. Noise is dropped so your workspace stays focused on deal-relevant context.What typically passes the filter
What is usually discarded
Classification and extraction run in the language you configured during onboarding — summaries and labels read naturally in that language.
What Klipy remembers from each email
For messages that pass the filter, Klipy stores structured sales intelligence, not the full email text. Think of it as a concise memory of the conversation:
That structured memory — not raw email bodies — is what feeds drafts, follow-ups, tasks, and instant recall.
Meetings and calls
For meetings, Klipy uses the notetaker to join calls you connect, capture audio for processing, and produce structured outputs: transcript with speaker labels, summary, action items, framework alignment, and an optional follow-up draft. Long-term retention of raw recordings is not the product model — the value is in the extracted summary and follow-on artifacts, not an archive of full recordings. For setup and behavior details, see Meeting notetaker.Messaging channels
For LinkedIn, WhatsApp, and Telegram, messages are captured as interaction records and surface in Unibox in real time when new activity arrives. When you first connect a channel, Klipy pulls recent history so you are not starting from zero: LinkedIn about the last 30 days, WhatsApp about the last 14 days. Telegram messages are also stored as interaction records in Unibox with the same real-time surfacing model.What Klipy does not capture
- Full email bodies — only the extracted intelligence described above.
- Attachment contents — filenames, types, and presence may be noted; Klipy does not ingest and store the full text of files inside your attachments.
- Private or blocked calendar events — nothing outside what you allow.
- Channels you didn’t connect — no data from sources you have not linked.
- Routine internal team mail — unless it is forwarded or clearly tied to external deal context.
Related guides
Connecting channels
Link email, calendar, meetings, and messaging so Klipy can process the right conversations.
Follow-ups & drafts
How extracted intelligence turns into draft replies you review and send.