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.

Start freeTalk to us about security →
Supervised by design

It drafts. You approve. Nothing acts without you.

01

It drafts

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

02

You review

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

03

Then it acts

Approve and it sends or updates; reject and it's gone. There is no autonomous send — you're the last step, by architecture.

Home
I need your review5 items to review
Draft Critical Today

Call summary + next steps for Meridian Health

SnoozeReview
Suggestion High Tomorrow

Send pricing proposal to Sarah Chen

SnoozeReview
Draft High Today

Re: Westbridge Platform RFP — Pricing Clarification

SnoozeReview
Suggestion High Tomorrow

Re-engage dormant deal with Apex Solutions

SnoozeReview
Suggestion Medium Mar 10

Schedule technical demo with engineering lead

SnoozeReview
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

Sensitive fields are masked, so only what's needed is ever shown.

You control access

Role-based permissions, SSO, 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 I, 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 — nothing sends on its own.

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, SSO, 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?

No. Every send waits for your approval.

What certifications do you have?

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

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.

Free to start · no credit card · 2-minute setup.