Work with Klipy
You just ask Klipy. It remembers everything automatically.
No name, no deal, no search filter to set up first. Describe what you're looking for in plain language and Klipy finds the person, the moment, and the full context across every channel, because it already remembered it before you asked.
Good afternoon, Alex
Trusted by the best rainmakers and sellers
What you'd actually ask.
Three concrete examples of the kind of question that just works:
Describe what was said. Klipy finds who said it.
Traditional CRM search needs a name or a deal first. Instant Recall inverts that: describe what was said and Klipy identifies who said it, when, and on which channel.
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, and 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, 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.
Interaction capture
Everything Instant Recall searches comes from auto-captured conversations across every channel.
Re: Annual Licensing Agreement for Redwood Partners
withDavid ChenJust now
Finished
Q4 Strategy Deep-Dive
2h
Re: Onboarding
withtom@acmecorp.io5h
Hey Klipy
Ask it anything about your pipeline. The same recall, plus strategy and approval-gated execution.
Meet
Every meeting transcript becomes searchable the moment the call ends.
Meridian Health - Q2 Migration Review
Thanks for joining, everyone. Let's jump right in. Sarah, can you walk us through where the compliance review stands?
Sure. Legal needs the SOC 2 report and GDPR documentation before the board meeting on June 12. That's the hard deadline.
And from the ops side, we need to confirm zero-downtime migration. Last year's Salesforce rollout set us back three weeks.
Understood. I'll have the compliance docs over by Friday and we can run the migration in parallel, no downtime on your end.
Roles that rely on this.
Frequently asked questions
Common questions about Instant Recall.
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, and 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.
Start closing the loop.
Free to start. No credit card. Connects to your email and calendar in two minutes; your first follow-up drafts itself today.
Instant Recall by Klipy
Category: Work with Klipy
Klipy Instant Recall lets users just ask Klipy, and it remembers everything automatically. Users describe what they're looking for in plain language, for example who mentioned budget concerns last quarter, what was promised before a pause, or which deals went quiet after a pricing call, and Klipy finds the person, the moment, and the full context. This inverts traditional CRM search, which needs a name or a deal first: Instant Recall starts from content and identifies who said it, when, and on which channel. Every conversation across calls, email, LinkedIn, WhatsApp, and Telegram is vectorized with rich metadata (who, when, what channel, which deal, what topics), and one question searches all of them simultaneously. Users can also add notes, documents, and voice memos to Klipy's memory, and the system learns preferences over time from how a user interacts with it. Every answer is grounded and cited: if it doesn't have it, it says so, with zero hallucination. 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: Interaction capture, Hey Klipy, 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, and 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