> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I find my way around Klipy?

> How Home, To-dos, Drafts, Interactions, Pipelines, People, Companies, Unibox, Calendar, and Notes fit together in the Klipy workspace.

The Klipy workspace is organized into **three kinds of areas**: where you see what happened (Home, Interactions), where you manage outcomes (To-dos, Drafts, Pipelines, People, Companies), and where you work in real time (Unibox, Calendar, Notes). Use this map to learn where to go after you sign up.

## Workspace surfaces

| Surface | What you use it for |
| - | - |
| **Home** | Your activity feed: recent AI actions, items waiting for approval, and deal-related updates in one place. |
| **To-dos** | Open commitments Klipy extracted from conversations—prioritized so you know what still needs doing. |
| **Drafts** | The approval queue: follow-up emails, proposals, and outreach Klipy wrote from context. Nothing sends until you approve here. |
| **Interactions** | The full log of email threads, meetings, and messages Klipy has captured, so you can trace any decision back to the source. |
| **Pipelines** | Deal view with stages, scorecards, and stakeholder maps that update as new conversations come in. |
| **People** | Contact records enriched from what was said and written, with relationship strength and history. |
| **Companies** | Company profiles tied to your people and deals, filled in from email and conversation context. |
| **Unibox** | One inbox to read and reply across LinkedIn, WhatsApp, and email, with AI-suggested replies you still control. |
| **Calendar** | Your schedule with the notetaker joining meetings you choose and briefs before calls. |
| **Notes** | Free-form notes you add; Klipy can pull them into context when generating drafts and suggestions. |

Screenshot coming soon

Screenshot coming soon: full app shell with numbered callouts (1-10) on the sidebar items — Home, To-dos, Drafts, Interactions, Pipelines, People, Companies, Unibox, Calendar, Notes — matching the table order above

## How the surfaces connect

Klipy captures conversations from the channels you connect—email, meetings, LinkedIn, WhatsApp, and related calendar events. Those events land in **Interactions** and inform **People**, **Companies**, and **Pipelines**.

Processing extracts sales intelligence from each conversation — summaries, buying signals, open questions, and concerns — and turns that into work items: suggested follow-ups and messages queue in **Drafts**; extracted commitments queue in **To-dos**. **Home** surfaces the newest activity and what needs your attention first.

You review drafts in **Drafts** (and can work from **Unibox** or **Calendar** when you are replying or preparing for a meeting). When you approve a draft, Klipy sends it; CRM-facing updates and pipeline views reflect what you approved. **Notes** add private context so the next round of drafts matches how you want to position an account.

> [!NOTE]
>
> Nothing is sent on your behalf without an explicit approval in the draft flow. Klipy prepares; you decide.

## Next steps

> [card] [Connect your channels](https://klipy.ai/docs/guides/your-connections.md)
>
> Link email, calendar, and messaging so Klipy can capture conversations and start drafting.

> [card] [Quickstart](https://klipy.ai/docs/guides/quickstart.md)
>
> Walk through account setup, OAuth, and your first approved suggestion.


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