> ## 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.

# Documentation

> Everything you need to know about Klipy — from setup guides and API reference to frequently asked questions.

Klipy is the AI CRO that turns every seller into a 10-person sales team: it reads your emails, meetings, and messages, keeps your deal history current on its own, and drafts your next move so you're never the one who forgot to follow up. Pick where you want to start below.

<CardGroup cols={2}>
  <Card title="Set up in one step" icon="rocket" href="/docs/guides/quickstart">
    Go from signup to your first approved AI draft in under five minutes.
  </Card>

  <Card title="What Klipy does for you" icon="compass" href="/docs/guides/what-is-klipy">
    The connect, delegate, approve model, and the roles Klipy fills for you.
  </Card>

  <Card title="When something's off" icon="life-buoy" href="/docs/faq/contact-support">
    The most common fixes, and how to reach a real person fast.
  </Card>

  <Card title="For developers" icon="square-terminal" href="/docs/api/v2/introduction">
    REST API, webhooks, and connecting Klipy to Claude or ChatGPT over MCP.
  </Card>
</CardGroup>

## Start here

Everything from signup to your first approved suggestion.

* **[Quickstart](/docs/guides/quickstart)** — Create your account, connect email, and approve your first AI draft in under five minutes.
* **[New to CRMs? How do I start?](/docs/faq/getting-started)** — Never used a CRM before? Start here instead.
* **[Activation checklist](/docs/guides/activation-checklist)** — The step-by-step setup checklist Klipy shows new workspaces.
* **[Find your way around Klipy](/docs/guides/platform-overview)** — A map of Home, Drafts, To-dos, Pipelines, and the rest of the workspace.
* **[Your home screen](/docs/guides/home)** — The daily briefing: Hey Klipy, Next up, Needs review, Meeting brief.
* **[How do I get answers from Klipy?](/docs/guides/ask-klipy)** — Ask the in-app Hey Klipy button instead of searching these docs.

## What Klipy does in the background

The roles a 10-person sales team would split between people, running for you alone.

* **[Everything Klipy does on its own](/docs/guides/background/overview)** — The full catalog of background work, and what always waits for your approval.
* **[How Klipy reads your conversations](/docs/guides/background/reading-conversations)** — Every email, meeting, and message, read as it arrives.
* **[Your CRM updates itself](/docs/guides/background/crm-updates-itself)** — People, company, and deal records kept current without manual data entry.
* **[Where suggestions come from](/docs/guides/background/suggestions)** — Why Klipy surfaces a particular next move, and when.
* **[Your daily and pre-meeting briefs](/docs/guides/background/briefs)** — The two briefings Klipy sends you, and how to turn them on.
* **[What always waits for your approval](/docs/guides/background/your-approval)** — Klipy drafts; you decide what goes out.
* **[Plan and execute](/docs/guides/plan-and-execute)** — How Klipy plans a multi-step follow-up and carries it out once you approve.

## Fixes: when something's off

The most common things people ask about, and the fastest way to fix them.

* **[Why did my inbox stop syncing?](/docs/faq/email-reconnect)** — Reconnect Gmail or Outlook in under a minute.
* **[Why didn't Klipy draft a reply?](/docs/faq/why-didnt-klipy-draft-a-reply)** — Background drafting can fail silently — here's the on-demand retry.
* **[Why didn't Klipy join my meeting?](/docs/faq/notetaker-not-joining)** — The two most common notetaker causes and how to fix them.
* **[Why are my actions blocked?](/docs/faq/why-are-actions-blocked)** — What `SUBSCRIPTION_BLOCKED` means and how to clear it.
* **[How do I sign in or accept an invite?](/docs/faq/magic-link)** — Request a new magic link if yours expired.

## Plans and account

Tokens, billing, and managing your workspace.

* **[What is a token?](/docs/guides/billing/what-is-a-token)** — What Klipy charges tokens for, and what it doesn't.
* **[Plans and limits](/docs/guides/billing/plans-and-limits)** — Every tier compared, seat by seat.
* **[Billing overview](/docs/guides/billing/overview)** — Your plan, token balance, and how to upgrade.
* **[Invite a teammate](/docs/faq/invite-teammates)** — Add a teammate and set their role.
* **[Cancel your subscription](/docs/faq/cancel-subscription)** — Cancel or pause your plan.

***

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