AI agents for sales
AI agents for sales: it remembers everything. You approve everything.
Klipy is the AI CRO, a supervised AI sales agent that captures every conversation, tells you the next move, and drafts it for approval. It never sends on its own.
Trusted by the best rainmakers and sellers
What is an AI sales agent?
An AI sales agent is software that does sales work a human rep would otherwise do by hand: logging conversations, updating records, and figuring out what happens next. The category splits into two models. Autonomous AI SDRs act on their own, sending emails and booking meetings without a human in the loop. Supervised AI sales agents, like Klipy, do the same reasoning work: they read the conversation, check it against a framework, and decide what should happen next. The difference is what happens after that decision. Klipy stops before every action that leaves the system. You see the draft. You approve it. You send it.
Every conversation, captured and indexed by what was said.
Every email, call, meeting, LinkedIn message, WhatsApp thread, and Telegram thread is captured automatically and indexed by what was said, not just who sent it. Ask who mentioned a budget freeze last quarter and Klipy finds the person, the moment, and the channel across your full history. New contacts are created and linked to the right company the moment they show up in a conversation.
Checked against your framework. Drafted in your methodology.
Klipy checks every deal against your qualification framework (BANT, MEDDIC, MEDDPICC, or SPICED) and drafts the follow-up using your chosen sales methodology (Sandler, Challenger, SPIN, Gap Selling, or your own). The playbooks themselves live as Skills, plain-language SOPs you or your team write once, so the next move reflects how your team actually sells, not a generic script.
Scoped to you, your organization, or Klipy's built-in library.
Skills are plain-language SOPs, personal to you, shared across your organization, or drawn from Klipy's built-in library, that tell Klipy how your team actually qualifies and sells, instead of a generic script.
New company, new contact, filled in automatically.
A new company mentioned in a thread gets its industry, size, and public details filled in automatically, and new contacts are linked to the right account the moment they show up. Klipy watches qualified conversations for signs a deal is forming and suggests one. It never creates a deal on its own; you confirm it.
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Grounded in your deal history, not a generic template.
Klipy grounds its recommendations in your own deal history and conversations, not a generic industry template. During onboarding, when qualifying an inbound booking, preparing pre-call briefs, or building a new Skill, it runs Deep Web Research, a live web and Google-grounded research step, on your company and your prospect's, so it starts from real context instead of a blank slate.
AI sales agent vs AI CRM vs autonomous AI SDR
Klipy isn't a system of record with AI features bolted on: it captures and reasons before you open anything. It is also not an autonomous AI SDR: the reasoning stops at a draft. Klipy cannot send. Not on any plan, not in any mode, not by mistake.
AI CRM
A system of record with AI features layered on top: search, summaries, field suggestions.
Without you: Waits for you to open it. Nothing moves on its own.
Autonomous AI SDR
Finds prospects, writes messages, sends them, books meetings.
Without you: Sends and books without a human click.
Klipy (supervised AI sales agent)
Captures every channel automatically, reasons over your frameworks, drafts the next move.
Without you: Nothing sends, nothing gets created as a deal, until you approve it.
Bring your own agent, or use Klipy's.
There are two ways to run an AI sales agent on top of your existing stack. Use Klipy's supervised agent: it captures, enriches, and drafts as described above, and syncs two-way with your CRM (HubSpot, Salesforce, Attio, or Pipedrive, on Growth and up) so nothing has to be re-entered anywhere. Or connect your own agent: Klipy runs an MCP server (38 tools, OAuth-authenticated, across 9 scopes) that ChatGPT, Claude, or any MCP client can connect to, to read and write your Klipy data as one more tool in that agent's toolbox. The connection runs one way, your external agent calls into Klipy, and Klipy does not connect out to or drive other agents. For anything that should run continuously in the background rather than one request at a time, Delegations hand a scoped, long-running responsibility to Klipy in Auto or Suggestion mode, on Growth and up.
I have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, its a AI first platform. And second is that it required very low admin overhead. - So my team can focus on sales and drumming up new business instead of spending hours maintaining data in CRM.
Works with everything else in Klipy.
Instant Recall
The same recall engine, focused on searching and retrieving from your complete conversation history.
Plan & Execute
The same AI agent, but with action capabilities, executing multi-step workflows, not just answering questions.
Capture
Every conversation the agent reasons over comes from auto-captured data across every channel.
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Sales CRM
Native two-way sync with HubSpot, Salesforce, Attio, or Pipedrive, so nothing has to be re-entered anywhere.
Frequently asked questions
Common questions about AI Sales Agent.
What is an AI sales agent?
Software that captures sales conversations, remembers deal history, and figures out the next action. Klipy is a supervised version: it drafts that next action and waits for your approval before anything happens.
Is an AI sales agent the same as an AI CRM?
No. An AI CRM is a system of record with AI features added on top; it waits for you to open it. Klipy captures every channel automatically and reasons over the conversation before you ever open the app.
Can an AI sales agent send emails for me?
No. Klipy cannot send. Not on any plan, not in any mode, not by mistake. It drafts the message and stages it for your review; the send click is always yours.
What's the difference between a supervised and an autonomous AI sales agent?
An autonomous AI sales agent sends messages and books meetings on its own. Klipy is supervised: it does the same reasoning, capture, and drafting work, but stops before any action leaves the system for your approval.
Can I connect my own AI agent, like ChatGPT or Claude, to Klipy?
Yes, over Klipy's MCP server (38 tools, OAuth, 9 scopes). Your agent reads and writes your Klipy data as a tool call. Klipy does not connect out to other agents; the connection only runs in that one direction.
What's the best AI sales agent for a small team?
One that does the ten jobs a small team can't afford to hire separately, without taking action behind their back. That's the design brief Klipy is built to: free to start, from $39/seat/month, and it never sends without you.
AI agents for sales: it remembers everything. You approve everything.
Connect your channels and see what your AI sales agent finds on day one.
AI Sales Agent by Klipy
Category: Work with Klipy
Klipy is an AI CRO: a supervised AI sales agent for owner-led sales teams. It automatically captures conversations across email, calls and meetings, LinkedIn, WhatsApp, and Telegram; enriches and links contacts and companies; and drafts the next move using qualification frameworks (BANT, MEDDIC, MEDDPICC, SPICED) and sales methodologies (Sandler, Challenger, SPIN, Gap Selling), via plain-language Skills. It runs Deep Web Research, a grounded web-research step, during onboarding, inbound booking qualification, and Skill-building, so recommendations are grounded in real context. Deals are suggested, never auto-created. Klipy cannot send. Not on any plan, not in any mode, not by mistake. Klipy's MCP server (38 tools, OAuth, 9 scopes) lets external agents such as ChatGPT or Claude connect in one direction, reading and writing Klipy data; Klipy does not connect out to other agents. It differs from an AI CRM (which waits for a user to open it) and from an autonomous AI SDR (which sends and books without approval). Plans: Free ($0, 200 tokens/month, 2 inboxes), Starter ($39/seat/month, 400 tokens), Growth ($89/seat/month, 1,500 tokens, adds CRM sync, MCP, and Delegations), Pro ($149/seat/month, 4,000 tokens). Overage is $0.10/token.
Related features: Instant Recall, Plan & Execute, Capture, Sales CRM
What is an AI sales agent?
Software that captures sales conversations, remembers deal history, and figures out the next action. Klipy is a supervised version: it drafts that next action and waits for your approval before anything happens.
Is an AI sales agent the same as an AI CRM?
No. An AI CRM is a system of record with AI features added on top; it waits for you to open it. Klipy captures every channel automatically and reasons over the conversation before you ever open the app.
Can an AI sales agent send emails for me?
No. Klipy cannot send. Not on any plan, not in any mode, not by mistake. It drafts the message and stages it for your review; the send click is always yours.
What's the difference between a supervised and an autonomous AI sales agent?
An autonomous AI sales agent sends messages and books meetings on its own. Klipy is supervised: it does the same reasoning, capture, and drafting work, but stops before any action leaves the system for your approval.
Can I connect my own AI agent, like ChatGPT or Claude, to Klipy?
Yes, over Klipy's MCP server (38 tools, OAuth, 9 scopes). Your agent reads and writes your Klipy data as a tool call. Klipy does not connect out to other agents; the connection only runs in that one direction.
What's the best AI sales agent for a small team?
One that does the ten jobs a small team can't afford to hire separately, without taking action behind their back. That's the design brief Klipy is built to: free to start, from $39/seat/month, and it never sends without you.
Website: https://klipy.ai/product/ai-sales-agent