Security

The safest AI for sales is the one that does nothing without you.

Klipy drafts and prepares. Every action waits for your yes. Your data is encrypted, and yours to export or delete anytime.

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Supervised by design

It drafts. You approve. As autonomous as you allow, never more.

It drafts

Klipy turns every conversation into a ready-to-send follow-up, CRM update, or task, written in your voice.

You review

Each one lands as an approve / reject card. Nothing is hidden, and nothing is assumed.

Then it acts

Approve and it sends or updates; reject and it's gone. As autonomous as you allow, never more. You're the last step, by architecture.

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I need your review5 items to review

Draft Critical Sarah Chen Today

Call summary + next steps for Meridian Health

SnoozeReview

Suggestion High Sarah Chen Tomorrow

Send pricing proposal to Sarah Chen

SnoozeReview

Draft High Daniel Reeves Today

Re: Westbridge Platform RFP - Pricing Clarification

SnoozeReview

Suggestion High Lisa Park Tomorrow

Re-engage dormant deal with Apex Solutions

SnoozeReview

Suggestion Medium Nick Pallanck Mar 10

Schedule technical demo with engineering lead

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Your data

Your data, your control.

You decide what Klipy keeps, who can see it, and when it's gone.

Encrypted

In transit and at rest, protected the moment it reaches Klipy.

Yours to export or delete

Stored only as long as it's useful to you. Export anytime; delete on request.

PII masking (Professional)

On the Professional plan, sensitive fields are masked, so only what's needed is ever shown.

You control access

Role-based permissions and audit logs on team plans.

Compliance

Verified where it counts, honest about the rest.

CASA Tier 2 and GDPR are met today. SOC 2 Type II, ISO 27001, and HIPAA are in progress, each shown the day it certifies.

Agent-ready

Your AI agents can use Klipy. Safely.

Klipy exposes a managed MCP, so the agents you already use can work with it, behind a perimeter you control, with every action still approval-gated. No raw keys, no DIY wiring, no agent acting on a prospect on its own.

agent · klipy-mcp

> Prep me for my call with Jane Doe and update the deal.

Klipy MCP· get_recent_context

Getting recent context related to Jane Doe from ACME Corp…

Drafted actions wait for your approval, as autonomous as you allow.

Security FAQ

Security questions, answered.

Is my data encrypted?

Yes, in transit and at rest.

Who can access my data?

Only you and the people you invite, controlled by roles and audit logs on team plans.

Can I export or delete my data?

Yes, export anytime; deletion on request.

Does Klipy send anything to a prospect on its own?

By default, nothing sends without your approval. You can switch on per-channel auto-answer when you're ready, and Klipy never changes that setting itself.

What certifications do you have?

We're CASA Tier 2 compliant and GDPR-aligned, with SOC 2 Type II, ISO 27001, and HIPAA in progress.

What does Klipy keep from my meetings?

The attributed transcript, a framework-aligned summary, action items as to-dos, and a drafted follow-up. Klipy keeps the transcript and summary, not the recording, encrypted and never used to train AI models.

What does Klipy track in LinkedIn, WhatsApp, or Telegram?

Nothing, until you decide it should. Email logs itself once your inbox is connected; a LinkedIn, WhatsApp, or Telegram chat stays private until you mark that specific conversation as worth tracking.

Start free, or talk to us about your security review.

Klipy drafts and prepares; you approve everything. Connect your inbox in two minutes and see supervised AI on your real deals.

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