# Klipy.ai

> Documentation for the Klipy.ai Platform and OpenAPI.

## Docs

- [Authenticate API key](https://klipy.ai/docs/api-reference/authentication/authenticate-api-key.md): Validates the provided API key and returns team information.
- [Create a company](https://klipy.ai/docs/api-reference/companies/create-a-company.md): Creates a company. If the domain already exists within the organization, returns 200 with the existing company id (idempotent-style create).
- [Delete a company](https://klipy.ai/docs/api-reference/companies/delete-a-company.md)
- [Get a company by ID](https://klipy.ai/docs/api-reference/companies/get-a-company-by-id.md)
- [Update a company](https://klipy.ai/docs/api-reference/companies/update-a-company.md)
- [Create an interaction](https://klipy.ai/docs/api-reference/interactions/create-an-interaction.md)
- [Get an interaction by ID](https://klipy.ai/docs/api-reference/interactions/get-an-interaction-by-id.md)
- [Query interactions](https://klipy.ai/docs/api-reference/interactions/query-interactions.md)
- [Create a person](https://klipy.ai/docs/api-reference/people/create-a-person.md)
- [Delete a person](https://klipy.ai/docs/api-reference/people/delete-a-person.md)
- [Get a person by ID](https://klipy.ai/docs/api-reference/people/get-a-person-by-id.md)
- [Query people](https://klipy.ai/docs/api-reference/people/query-people.md)
- [Update a person](https://klipy.ai/docs/api-reference/people/update-a-person.md)
- [Upsert a person](https://klipy.ai/docs/api-reference/people/upsert-a-person.md)
- [Introduction](https://klipy.ai/docs/api/introduction.md): Use the Klipy HTTP API to read and write people, companies, and interactions from your own systems.
- [Issuing API keys](https://klipy.ai/docs/api/issuing-api-keys.md): Create, scope, and revoke API keys for the Klipy HTTP API.
- [How AppSumo lifetime deals work with Klipy](https://klipy.ai/docs/faq/appsurmo-ltd.md): Purchased Klipy on AppSumo? Here's how to activate your lifetime deal, what's included, and what to do if your AppSumo email doesn't match your Klipy account.
- [How to cancel your Klipy subscription](https://klipy.ai/docs/faq/cancel-subscription.md): You can cancel your Klipy subscription at any time from Settings → Billing. Here's exactly how, and what happens to your data and access after cancellation.
- [How to migrate from another CRM into Klipy](https://klipy.ai/docs/faq/crm-migration.md): Moving from HubSpot, Salesforce, Pipedrive, or another CRM? Here's the recommended approach for getting your contacts and history into Klipy.
- [How to import contacts from a CSV (and fix common problems)](https://klipy.ai/docs/faq/csv-import.md): Import your existing contact list into Klipy using a CSV file. Here's what fields are supported, how duplicates are handled, and how to fix common import errors.
- [How does Klipy handle your data?](https://klipy.ai/docs/faq/data-privacy.md): Klipy processes your emails and meeting transcripts to generate AI suggestions. Here's what data is read, how AI models are used, and what Klipy does and doesn't do with your information.
- [How to reconnect your email when it disconnects](https://klipy.ai/docs/faq/email-reconnect.md): Email connections can drop when OAuth tokens expire or permissions change. Here's how to reconnect Gmail or Outlook to Klipy in under a minute.
- [How to export contacts](https://klipy.ai/docs/faq/export-contacts.md): You can export your Klipy contacts to a CSV file at any time. Here's how to do it and what's included in the export.
- [Does Klipy offer a free trial?](https://klipy.ai/docs/faq/free-trial.md): Klipy has a free plan — no trial period, no credit card required. Here's what's included and how upgrading works.
- [Getting started as a CRM beginner](https://klipy.ai/docs/faq/getting-started.md): New to CRM software? Here's what Klipy does, how it differs from traditional CRMs, and how to get up and running in a few minutes.
- [What integrations does Klipy support?](https://klipy.ai/docs/faq/integrations.md): Klipy connects natively to Gmail, Outlook, LinkedIn, WhatsApp, Telegram, Zoom, Google Meet, and Microsoft Teams. It also supports Zapier and Make.com for connecting with other tools.
- [How to invite and manage teammates](https://klipy.ai/docs/faq/invite-teammates.md): Add your team to Klipy as Admin or Member. Here's how to send invitations, manage roles, and remove team members.
- [How to log in when your magic link expires](https://klipy.ai/docs/faq/magic-link.md): Klipy uses magic links for passwordless login. If your link has expired, you can request a new one instantly. Here's how.
- [What counts as a connected channel?](https://klipy.ai/docs/faq/managed-inbox.md): A connected channel is any email account, social inbox, or messaging app you've linked to Klipy. Each one counts toward your plan's channel limit.
- [How to automatically add Klipy to all meetings](https://klipy.ai/docs/faq/notetaker-auto-join.md): Klipy's notetaker joins meetings automatically by default. Here's how to configure which meetings it attends and when to exclude specific calls.
- [Why didn't Klipy join my meeting?](https://klipy.ai/docs/faq/notetaker-not-joining.md): If Klipy's notetaker didn't appear in your meeting, it's usually because it wasn't admitted from the waiting room or auto-join was turned off. Here's how to fix it.
- [My meeting transcript is stuck processing](https://klipy.ai/docs/faq/notetaker-transcript-stuck.md): If your meeting transcript hasn't appeared 15 minutes after the meeting ended, the processing may have stalled. Here's what to check and when to contact support.
- [Refund policy](https://klipy.ai/docs/faq/refund.md): Klipy's terms of service do not include a standard refund provision. Here's what you should know before purchasing, and what to do if you have a billing concern.
- [Which email providers does Klipy support?](https://klipy.ai/docs/faq/supported-email-providers.md): Klipy connects to Gmail and Outlook via OAuth. Other providers, including Zoho Mail, are not currently supported.
- [Always-on AI](https://klipy.ai/docs/guides/always-on-ai.md): Four background agents that run automatically across every connected channel — capturing intelligence, taking notes, drafting follow-ups, and tracking commitments.
- [What Klipy captures](https://klipy.ai/docs/guides/capture.md): How Klipy filters sales signals from email, extracts structured intelligence (not raw inbox copies), and handles meetings and messaging — with clear boundaries on what is never stored.
- [Connect email and calendar](https://klipy.ai/docs/guides/connecting-email-calendar.md): Connect Gmail or Outlook to Klipy with OAuth—no password required. Includes Google Calendar and Outlook Calendar automatically. Step-by-step setup for email and calendar in your CRM.
- [Connect LinkedIn](https://klipy.ai/docs/guides/connecting-linkedin.md): Connect LinkedIn to Klipy via OAuth. Direct messages appear in Unibox so you can track prospect conversations and generate follow-ups from your LinkedIn DMs without switching apps.
- [Connect meeting notetaker](https://klipy.ai/docs/guides/connecting-notetaker.md): Set up Klipy Notetaker to join Google Meet, Zoom, and Microsoft Teams calls. Get AI meeting summaries, transcripts, action items, and follow-up drafts automatically after every sales call.
- [Connect Telegram](https://klipy.ai/docs/guides/connecting-telegram.md): Connect Telegram to Klipy via phone number authentication. Customer messages appear in Unibox so you can track and reply to sales conversations without leaving your CRM.
- [Connect WhatsApp](https://klipy.ai/docs/guides/connecting-whatsapp.md): Link your WhatsApp account to Klipy via QR code. Sales messages appear in Unibox alongside email, so you never miss a customer thread across channels.
- [Follow-ups and drafts](https://klipy.ai/docs/guides/follow-ups.md): How Klipy prepares follow-up emails from your conversations, where they appear, and how you review and approve every outbound message.
- [Importing data](https://klipy.ai/docs/guides/importing-data.md): Seed People and Companies from your connected email or a CSV upload.
- [Instant recall](https://klipy.ai/docs/guides/instant-recall.md): Search everything Klipy has captured with natural language—emails, meetings, messages, and CRM context—in one place.
- [Klipy API](https://klipy.ai/docs/guides/klipy-api.md): Get started with the Klipy REST API—authenticate requests, verify your key, understand rate limits, and follow integration practices. Official reference for the Klipy CRM API at api.klipy.ai.
- [Meeting notetaker](https://klipy.ai/docs/guides/meeting-notetaker.md): How Klipy Notetaker joins video calls, what it produces after each meeting, and how to control auto-join per meeting or globally.
- [Pipelines and deal tracking](https://klipy.ai/docs/guides/pipelines.md): How Klipy's Pipelines view tracks deals, creates opportunities from conversations, and keeps CRM data current without manual entry.
- [Plan & Execute](https://klipy.ai/docs/guides/plan-and-execute.md): Give Klipy a goal in plain language, review a structured action plan, then run it step by step—with your approval before each move.
- [Platform overview](https://klipy.ai/docs/guides/platform-overview.md): How Home, To-dos, Drafts, Interactions, Pipelines, People, Companies, Unibox, Calendar, and Notes fit together in the Klipy workspace.
- [Quickstart](https://klipy.ai/docs/guides/quickstart.md): Connect your email and get your first AI-drafted suggestion in minutes.
- [Sales frameworks](https://klipy.ai/docs/guides/sales-frameworks.md): Configure a sales methodology in Klipy so meeting summaries, follow-up drafts, deal scorecards, and coaching signals align with how your team sells.
- [Scheduler (booking links)](https://klipy.ai/docs/guides/scheduler.md): Create shareable booking links, let prospects pick a time, and get an auto-generated pre-meeting brief for every booked call.
- [To-dos](https://klipy.ai/docs/guides/todos.md): How Klipy turns commitments and open items from your sales conversations into a tracked list — separate from drafts, built for follow-through.
- [Plans and tokens](https://klipy.ai/docs/guides/tokens-and-plans.md): Klipy is free to start. Tokens are only consumed when you accept Klipy's work — not when it generates a draft.
- [Unibox](https://klipy.ai/docs/guides/unibox.md): Read and reply to LinkedIn, WhatsApp, Telegram, and email in one place—without switching between four different apps to check every thread.
- [What is Klipy?](https://klipy.ai/docs/guides/what-is-klipy.md): Klipy turns your sales conversations into follow-ups, CRM updates, and pipeline actions — drafted and ready for your approval in minutes.
- [Work with Klipy](https://klipy.ai/docs/guides/work-with-klipy.md): Search across every captured conversation, build and run multi-step deal plans, and apply sales frameworks to your actual pipeline context — on demand.
- [Your connections](https://klipy.ai/docs/guides/your-connections.md): Connect Gmail, Outlook, WhatsApp, LinkedIn, Telegram, and your meeting calendar to Klipy in minutes. No passwords — OAuth only.
- [Documentation](https://klipy.ai/docs/introduction.md): Everything you need to know about Klipy — from setup guides and API reference to frequently asked questions.
- [contact.job_changed](https://klipy.ai/docs/webhooks/contact-job-changed.md): Outbound webhook when a contact job title or company changes.
- [deal.closed](https://klipy.ai/docs/webhooks/deal-closed.md): Outbound webhook when a deal is closed as won or lost.
- [deal.contact_added](https://klipy.ai/docs/webhooks/deal-contact-added.md): Outbound webhook when a contact is added to a deal.
- [deal.created](https://klipy.ai/docs/webhooks/deal-created.md): Outbound webhook when a new deal is created.
- [deal.moved](https://klipy.ai/docs/webhooks/deal-moved.md): Outbound webhook when a deal changes stage.
- [Webhook event types](https://klipy.ai/docs/webhooks/event-types.md): Outbound webhook events and per-event documentation.
- [interaction.captured](https://klipy.ai/docs/webhooks/interaction-captured.md): Outbound webhook when a new interaction is created.
- [Webhooks](https://klipy.ai/docs/webhooks/introduction.md): Learn how to subscribe to outbound Klipy events and keep downstream systems in sync.
- [lead.captured](https://klipy.ai/docs/webhooks/lead-captured.md): Outbound webhook when a new lead/contact is created.
- [meeting.completed](https://klipy.ai/docs/webhooks/meeting-completed.md): Outbound webhook when a meeting recording has completed and transcript is available.

## OpenAPI Specs

- [openapi](https://klipy.ai/docs/api/openapi.json)

## Optional

- [Back to website](https://klipy.ai)