Your professional network is your most valuable asset.
But the tools we use to manage it - static address books and manual-entry CRMs - are fundamentally broken. They are data graveyards, requiring constant upkeep and rarely providing the context you need when you need it most.
They can't tell you what you discussed in your last email, what was promised in your last meeting, or what a VIP mentioned in a quick chat message.
The AI Rolodex changes that forever.
What is the AI Rolodex?
The AI Rolodex is not a static list of contacts. It is a living, breathing memory of every professional relationship you have, built and maintained automatically by your AI Executive Secretary.
It understands who you know, how you know them, and the complete history of your interactions across all your communication channels.
It synthesizes this information into rich, contextual profiles for every person and company in your network, ending the need for manual data entry and frantic, pre-meeting searches.
How Your Automatic Memory is Built
The power of the AI Rolodex comes from its ability to automatically and securely connect the dots across your digital life. The process happens in two distinct stages:
Contact Creation (The "Who"): Your Executive Secretary first identifies the people and companies in your network by analyzing your communications. It intelligently creates a unified profile for each contact, ensuring you have a single source of truth.
Interaction Logging (The "What"): Once a contact exists, the system automatically captures and logs the history of your touchpoints with them. Every email, meeting, and message is added to their profile's timeline.
This dual process runs continuously in the background across your connected channels:
Emails & Calendar Events: (Google Workspace & Microsoft 365)
Virtual Meetings: (Google Meet, Microsoft Teams, Zoom)
Direct Messages: (LinkedIn, WhatsApp, Telegram)
Offline Conversations: (Logged via Voice Notes)
The Anatomy of a Klipy Contact Profile
When you view a contact in your AI Rolodex, you get more than just a name and email. You get a complete intelligence briefing:
Contact & Company Details: The person's title, company, and links to their social profiles, plus a summary of what their company does.
Full Interaction History: A chronological timeline of every touchpoint. See a summary of your last email, review the key points from your last meeting, and see notes from your DM conversations, all in one place.
Open Tasks & Follow-ups: Any AI-suggested or manually created tasks related to that person, ensuring you never drop the ball.
Associated Team Members: See who else on your team has a relationship with this contact, providing valuable internal context.
This transforms your address book from a simple list into a strategic tool for building and maintaining strong professional relationships.
Master Your AI Rolodex: A Deeper Dive
The AI Rolodex is powerful out of the box, but you can master its features to perfectly suit your workflow. Use these guides to learn everything it can do, from initial setup to advanced management.
How Your Rolodex is Built (The "Who")
[R1.2] Understanding Automatic Contact Creation: Learn the logic Klipy uses to create new contacts from your ongoing emails and meetings.
[R1.3] How to Import Contacts from Your Email History: A step-by-step guide to performing a one-time import of contacts from your past emails.
[R1.4] How Klipy Creates Contacts from LinkedIn: Learn how to selectively create and merge contacts from your LinkedIn messages and connections.
How Interactions are Logged (The "What")
[R1.5] How Klipy Logs and Summarizes Email Interactions: Understand how email threads are captured and added to a contact's history.
[R1.6] How Klipy Logs and Summarizes Virtual Meetings: Learn how meeting transcripts, notes, and summaries are automatically logged.
[R1.7] How Klipy Logs Direct Message Interactions: A guide to how your conversations on LinkedIn, WhatsApp, and Telegram are recorded.
[R1.8] How to Log Offline Meetings and Calls with Voice Notes: Discover how to capture face-to-face conversations or unscheduled calls in seconds.
How to Manage Your Rolodex
[R1.9] How to Search Your Rolodex: Learn powerful search commands to find exactly who you're looking for.
[R1.10] How to View a Contact's Full Interaction History: Explore the timeline view to find any past conversation or meeting.
[R1.11] How to Merge Duplicate Contacts: A simple guide to cleaning up your Rolodex by combining multiple entries.
[R1.12] How to Manually Add, Edit, or Remove a Contact: Take full manual control over your contact list when you need to.
[R1.13] Understanding and Managing Company Profiles: See how Klipy groups contacts by organization and provides company-level insights.