> ## 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.
# Platform overview
> How Home, To-dos, Drafts, Interactions, Pipelines, People, Companies, Unibox, Calendar, and Notes fit together in the Klipy workspace.
The Klipy workspace is organized into **three kinds of areas**: where you see what happened (Home, Interactions), where you manage outcomes (To-dos, Drafts, Pipelines, People, Companies), and where you work in real time (Unibox, Calendar, Notes). Use this map to learn where to go after you sign up.
## Workspace surfaces
| Surface | What you use it for |
| ---------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| **Home** | Your activity feed: recent AI actions, items waiting for approval, and deal-related updates in one place. |
| **To-dos** | Open commitments Klipy extracted from conversations—prioritized so you know what still needs doing. |
| **Drafts** | The approval queue: follow-up emails, proposals, and outreach Klipy wrote from context. Nothing sends until you approve here. |
| **Interactions** | The full log of email threads, meetings, and messages Klipy has captured, so you can trace any decision back to the source. |
| **Pipelines** | Deal view with stages, scorecards, and stakeholder maps that update as new conversations come in. |
| **People** | Contact records enriched from what was said and written, with relationship strength and history. |
| **Companies** | Company profiles tied to your people and deals, filled in from email and conversation context. |
| **Unibox** | One inbox to read and reply across LinkedIn, WhatsApp, and email, with AI-suggested replies you still control. |
| **Calendar** | Your schedule with the notetaker joining meetings you choose and briefs before calls. |
| **Notes** | Free-form notes you add; Klipy can pull them into context when generating drafts and suggestions. |
## 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
Link email, calendar, and messaging so Klipy can capture conversations and start drafting.
Walk through account setup, OAuth, and your first approved suggestion.