Search by what was said. Not who said it.
Forgot the name but remember the conversation? Describe what someone said - Klipy finds the person, the moment, and the full context. Every call, email, LinkedIn thread, and WhatsApp message you've ever had, searchable in natural language.
KlipyGood afternoon, Alex
Trusted by the best rainmakers and sellers
Describe what someone said. Klipy finds who said it.
Traditional CRM search requires a name or deal. Instant Recall inverts that - describe a conversation, a detail, or a topic, and Klipy identifies the person, the moment, and the channel it came from.
Find everyone who matches a context. Not just one person.
'List everyone I met at Web Summit last year.' 'Which prospects mentioned budget freezes this quarter?' Search across your entire conversation history and get grouped results - like a filter that works on what was said, not CRM fields.
Calls, emails, LinkedIn, WhatsApp - one search covers them all.
Every conversation across every channel is vectorized with rich metadata: who, when, what channel, which deal, what topics. Ask one question and Klipy searches everything simultaneously.
Teach Klipy what matters. It remembers everything you tell it.
Add notes, documents, and voice memos - ask Klipy to remember them. Klipy also picks up your preferences from how you interact. The more you talk to Klipy, the better it knows your style, your priorities, and your deals.
Every answer traced to a real conversation.
Klipy only surfaces information from your actual interactions, notes, and documents. Every response cites the source - the exact call, email, or message. If Klipy doesn't have it, it says so.
I have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, it's an 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.
Sunil GulatiSr Director - Sales, TekPioneers
Part of one product
Works with everything else in Klipy.
Capture
Everything Instant Recall searches comes from auto-captured conversations across every channel.
Plan & Execute
The same AI agent, but with action capabilities - executing multi-step workflows, not just answering questions.
Meet
Every meeting transcript becomes searchable the moment the call ends.
Frequently Asked Questions
Common questions about Instant Recall.
Instant Recall by Klipy
Category: On-demand Agents
Klipy Instant Recall is a RAG-powered conversational search feature that lets users ask questions in natural language and get sourced answers from their complete conversation history across email, meetings, LinkedIn, WhatsApp, and Telegram. The core differentiator is content-first search: users describe what was said and Klipy identifies who said it, inverting the traditional CRM search that requires knowing a contact name first. It also supports mass contextual search - finding groups of people who match a context, like everyone met at a specific conference. Every interaction is vectorized with rich metadata including people, dates, channels, deals, and topics. Klipy uses vector scoring to return the most relevant moments with zero hallucination - only facts from real conversations. Users can also add notes, documents, and voice memos to Klipy's memory. The system learns user preferences over time from interactions. Instant Recall is accessible from any page in Klipy via the Hey Klipy input. Security: CASA certified, GDPR compliant, data never used to train models.
Related features: Capture, Plan & Execute, Meet
What can I search with Instant Recall?
Anything from your conversation history - calls, emails, LinkedIn messages, WhatsApp threads, meeting transcripts, notes, and documents you've shared with Klipy. Search by topic, by what someone said, by a detail you half-remember, or by context like 'everyone I met at a conference.'
Does Klipy search across all channels at once?
Yes. One question searches every channel simultaneously - email, meetings, LinkedIn, WhatsApp, Telegram, notes, and voice memos. You don't need to specify where to look. Klipy finds the most relevant moments across all of them.
How accurate are the search results?
Every answer is sourced from your actual conversations. Klipy uses vector scoring with rich metadata - who, when, what channel, which deal - to rank relevance. Every response cites the specific call, email, or message it came from so you can verify.
Can Klipy hallucinate or make up information?
No. Instant Recall is grounded in your real data. Klipy only surfaces information from conversations, notes, and documents that actually exist in your account. If the information isn't there, Klipy tells you it doesn't have it rather than guessing.
How fast are search results?
Seconds. Klipy returns sourced answers in real time - no loading screens, no waiting for batch processing. The search runs across your entire conversation history instantly.
Can I teach Klipy to remember custom information?
Yes. Add notes, upload documents, and record voice memos - Klipy indexes them all and includes them in search results. Klipy also learns your preferences from how you interact, getting better at understanding your priorities over time.
Does Instant Recall work with past conversations?
Yes. Everything captured from the moment you connect your channels is indexed and searchable. For email, Klipy can also process historical threads. The longer you use Klipy, the deeper your searchable history becomes.
Is my conversation data used to train AI models?
Never. Your data is processed in a private cloud environment and is never used to train AI models. No human at Klipy can access the content of your conversations. Klipy is CASA certified and GDPR compliant.
Website: https://klipy.ai/product/instant-recall
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