Always-on AI
Every important conversation captured. Nothing to log.
Email, calls, LinkedIn, WhatsApp - Klipy captures every thread the moment it happens. No BCC forwarding, no browser extensions, no manual entry. Connect once and your entire conversation history builds itself.
2-minute setup, no credit card.
Re: Oakridge Financial — Annual Licensing Agreement
Re: [Apex Solutions] Data Room Access & Security Review
Re: BrightPath — Collaboration on Enterprise Rollout
Good afternoon, Alex
Keep building your relationships with Klipy's help
Touchpoints (last 30d)
Previous period: 68
Avg. touchpoints per day
Previous period: 2.27
Warm contacts
78
Engaged in last 14d
Meetings booked
Previous period: 8
Contacts last interaction
Trusted by the best rainmakers and sellers
Capture every conversation the moment it happens.
Email, calls, LinkedIn, WhatsApp, Telegram - every thread logged automatically across every channel you sell in. Connect once, capture forever.
Get structured summaries, not raw transcripts.
Meetings are transcribed and summarized within minutes. Messaging conversations are summarized after they finish. One clean output per conversation - just like a great assistant would prepare.
Participants
Sarah Chen (Westbridge) · James Hartley (You) · David Chen (You)
Key Signals
Concerns
Choose which messaging conversations Klipy logs.
LinkedIn, WhatsApp, and Telegram are opt-in per conversation. Personal threads stay private. Sales conversations get captured and organized automatically.
Sarah Chen
Following up on the enterprise pilot — can we schedule...
2m
Marcus Rivera
Hot LeadOur CTO loved the demo. Budget approval is on the...
18m
Mom
Don't forget dinner on Sunday! Dad says hi
1h
Alex (College)
Dude are you coming to the reunion this...
3h
Connect in two minutes. No extensions. No forwarding rules.
OAuth for email and calendar. Integration for messaging channels. No IT involvement, no plugins to maintain, no BCC addresses to remember.
Captured data powers every surface in Klipy.
Capture is the foundation. Everything Klipy does - drafts, briefs, deal tracking, contact enrichment - starts with the conversations it captures.
Ask one question. Get the full picture in seconds.
Just came out of a meeting? Ask Klipy what happened while you were away. It scans every channel, cross-references your deals, and gives you a structured catch-up — no tab-switching, no scrolling through inboxes.
Good afternoon, Alex
Follow-up email to James Hartley re: API documentation
Schedule compliance review with Meridian Health
Every person you talk to, enriched with full conversation history.
Pull up any contact. See every email, call, meeting, and message - across every channel and every team member who interacted with them. The full relationship picture, built automatically.
Every touchpoint threaded into the deal it belongs to.
Open any deal and see the complete interaction history - who said what, when, across which channel. Handoffs between reps include full context. Pipeline reviews are grounded in reality, not memory.
Klipy is unique in that they've embraced the unified inbox for team selling and understand that B2B prospect communication can happen in a variety of ways, not just email or phone.
Works with everything else in Klipy.
Meet
Every call recorded, transcribed, and broken into action items. Framework-aligned summary ready before the call window closes.
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.
Follow-up
Every follow-up built from the actual conversation - your tone, their context, every commitment included.
To-do
Every promise becomes a tracked task. Commitments from follow-ups feed directly into your to-do queue.
I need your review
1 item due today
Re: Renewal Discussion — Addressing Concerns
Send revised proposal to Greenfield Inc
Frequently asked questions
Common questions about Capture.
What channels does Klipy capture from?
Email (Gmail and Outlook), calendar meetings (Google Meet, Zoom, Microsoft Teams), LinkedIn messages, WhatsApp conversations, Telegram, and voice memos. Email and calendar connect via OAuth. Messaging channels like LinkedIn, WhatsApp, and Telegram connect via integration — you opt in to mark which conversations Klipy should log, so personal and noisy threads stay private. Every channel feeds into a single unified timeline per contact and per deal.
Do I need to install a browser extension?
No. Klipy connects directly to your email and calendar through OAuth. There are no browser extensions, no BCC forwarding addresses, and no plugins to maintain. Connect once and capture starts immediately.
How does LinkedIn and WhatsApp capture work?
LinkedIn, WhatsApp, and Telegram connect via integration — the same way you connect email. Once connected, you choose which conversations Klipy should log. This opt-in model keeps personal and noisy threads private. When a conversation finishes (30 minutes of no new messages), Klipy summarizes the full exchange — the same way it handles meetings. You get one structured summary per conversation, not a message-by-message log.
Does Klipy capture past conversations or only new ones?
Klipy starts capturing the moment you connect your channels. For email, it imports recent thread history to build context. Going forward, every new email, call, meeting, and message is captured in real time as it happens.
Is my email and conversation data secure?
Yes. Your data is processed in a private cloud environment with end-to-end encryption in transit and at rest. No human at Klipy can access the content of your conversations, and your data is never used to train AI models. Klipy is CASA certified and GDPR compliant.
Does captured data sync to my existing CRM?
Yes. If you use HubSpot or Salesforce, Klipy syncs captured interactions back to your CRM automatically — call notes, email threads, contact updates, and deal stage changes. Your CRM stays current without you touching it.
How quickly are conversations captured?
Emails appear in your Klipy timeline the moment they arrive. Meetings are processed as soon as the call ends — transcript, action items, and summary ready within minutes. For messaging channels (LinkedIn, WhatsApp, Telegram), Klipy waits for the conversation to finish — 30 minutes of no new messages — then summarizes the full exchange. This mirrors how meetings are handled: complete context first, structured output after.
Can I exclude certain conversations or contacts from capture?
Yes. You can set exclusion rules by domain, contact, or channel. Klipy respects your boundaries — personal emails, internal threads, or specific contacts can be filtered out so only relevant sales conversations are captured.
Nothing to log. Nothing to copy. Nothing to forget.
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.
Capture by Klipy
Category: Always-on AI
Klipy Capture automatically logs every sales conversation across email (Gmail, Outlook), calendar meetings (Google Meet, Zoom, Microsoft Teams), and messaging channels (LinkedIn, WhatsApp, Telegram). Email and calendar connect via OAuth. Messaging channels are opt-in per conversation — personal threads stay invisible to Klipy while sales conversations are captured and organized automatically. Emails are captured in real time. Meetings are transcribed and summarized after the call ends, producing framework-aligned summaries that surface key signals and flag qualification gaps (e.g. missing economic buyer, undiscussed budget). Messaging conversations are summarized after 30 minutes of inactivity. No browser extensions, BCC forwarding, or manual entry required. Captured interactions power unified timelines on every Person Page and Deal Page, with engagement analytics including touchpoint counts, warm contact tracking, and contact recency breakdowns. Users can ask Klipy natural-language questions like 'What happened while I was in my meeting?' and receive structured catch-up summaries across all channels. Klipy is CASA certified, GDPR compliant, and never uses customer data to train AI models.
Related features: Meet, Follow-up, To-do
What channels does Klipy capture from?
Email (Gmail and Outlook), calendar meetings (Google Meet, Zoom, Microsoft Teams), LinkedIn messages, WhatsApp conversations, Telegram, and voice memos. Email and calendar connect via OAuth. Messaging channels like LinkedIn, WhatsApp, and Telegram connect via integration — you opt in to mark which conversations Klipy should log, so personal and noisy threads stay private. Every channel feeds into a single unified timeline per contact and per deal.
Do I need to install a browser extension?
No. Klipy connects directly to your email and calendar through OAuth. There are no browser extensions, no BCC forwarding addresses, and no plugins to maintain. Connect once and capture starts immediately.
How does LinkedIn and WhatsApp capture work?
LinkedIn, WhatsApp, and Telegram connect via integration — the same way you connect email. Once connected, you choose which conversations Klipy should log. This opt-in model keeps personal and noisy threads private. When a conversation finishes (30 minutes of no new messages), Klipy summarizes the full exchange — the same way it handles meetings. You get one structured summary per conversation, not a message-by-message log.
Does Klipy capture past conversations or only new ones?
Klipy starts capturing the moment you connect your channels. For email, it imports recent thread history to build context. Going forward, every new email, call, meeting, and message is captured in real time as it happens.
Is my email and conversation data secure?
Yes. Your data is processed in a private cloud environment with end-to-end encryption in transit and at rest. No human at Klipy can access the content of your conversations, and your data is never used to train AI models. Klipy is CASA certified and GDPR compliant.
Does captured data sync to my existing CRM?
Yes. If you use HubSpot or Salesforce, Klipy syncs captured interactions back to your CRM automatically — call notes, email threads, contact updates, and deal stage changes. Your CRM stays current without you touching it.
How quickly are conversations captured?
Emails appear in your Klipy timeline the moment they arrive. Meetings are processed as soon as the call ends — transcript, action items, and summary ready within minutes. For messaging channels (LinkedIn, WhatsApp, Telegram), Klipy waits for the conversation to finish — 30 minutes of no new messages — then summarizes the full exchange. This mirrors how meetings are handled: complete context first, structured output after.
Can I exclude certain conversations or contacts from capture?
Yes. You can set exclusion rules by domain, contact, or channel. Klipy respects your boundaries — personal emails, internal threads, or specific contacts can be filtered out so only relevant sales conversations are captured.
Website: https://klipy.ai/product/interaction-capture