Workspace surfaces
Screenshot coming soon
Screenshot coming soon: full app shell with numbered callouts (1-10) on the sidebar items — Home, To-dos, Drafts, Interactions, Pipelines, People, Companies, Unibox, Calendar, Notes — matching the table order above
How the surfaces connect
Klipy captures conversations from the channels you connect—email, meetings, LinkedIn, WhatsApp, and related calendar events. Those events land in Interactions and inform People, Companies, and Pipelines. Processing extracts sales intelligence from each conversation — summaries, buying signals, open questions, and concerns — and turns that into work items: suggested follow-ups and messages queue in Drafts; extracted commitments queue in To-dos. Home surfaces the newest activity and what needs your attention first. You review drafts in Drafts (and can work from Unibox or Calendar when you are replying or preparing for a meeting). When you approve a draft, Klipy sends it; CRM-facing updates and pipeline views reflect what you approved. Notes add private context so the next round of drafts matches how you want to position an account.Nothing is sent on your behalf without an explicit approval in the draft flow. Klipy prepares; you decide.
Next steps
Connect your channels
Link email, calendar, and messaging so Klipy can capture conversations and start drafting.
Quickstart
Walk through account setup, OAuth, and your first approved suggestion.