After Klipy has automatically created contacts and logged your interactions, the Contact History page is where it all comes together.
This is the heart of your AI Rolodex - a single, dynamic screen that serves as the complete, chronological memory of your relationship with any given person
When you select a contact from your Rolodex, you are taken to this comprehensive view. It is organized into two main sections: the Interaction Timeline in the center and the Contact Details Panel on the right.
The Contact Details Panel: The "Who"
The panel on the right side of the screen gives you an at-a-glance summary of the person. It stays visible as you scroll through their history, ensuring you always have key context.
This panel is organized under an "About" tab and contains essential information, including:
Name, Job Title, and Company
Primary Email and other contact details
Social Media Links (LinkedIn, Twitter, etc.)
Internal details like the assigned team member and custom segments (e.g., "Newsletter Subscriber")
Some of this information, like email and LinkedIn profiles, is often captured automatically by Klipy. You can also click into any field to manually add or edit details, ensuring your records are always complete.
The Interaction Timeline: The "What" and "When"
The central part of the page is the Interaction Timeline. It presents every logged touchpoint in reverse chronological order, from your most recent engagement to your very first one.
Distinguishing Between Interaction Types
To help you quickly identify different activities, each entry on the timeline is marked with a unique icon:
📅 (Calendar Icon): A logged meeting from your calendar.
✉️ (Envelope Icon): An email thread.
(LinkedIn Icon): A Direct Message conversation from LinkedIn.
Memo: A manual note or memo you have added.
Exploring an Interaction
By default, each interaction shows a title or subject line to keep the timeline clean and easy to scan. To dive deeper, you have several options:
See more: Click this to expand the entry directly within the timeline and read the AI-generated summary of the conversation or meeting.
View full record: This opens a complete view of the interaction, giving you access to the full email thread, the word-for-word meeting transcript, or the entire DM history.
Watch: For meetings, this button allows you to directly play the full video recording.
Show related events: For threaded conversations like emails, this groups all replies together. You can expand it to see each message in the thread.
Navigating Between Information Views
While the timeline provides the complete history, you can also access more specific views using the tabs at the top of the page.
Browsing the Timeline: The primary way to explore the history is to scroll. The timeline features infinite scroll, automatically loading older interactions as you go.
Switching Views: Above the timeline, you will see several tabs:
Timeline (Default View): This is the main chronological history of all combined interactions, as described above.
Email: Clicking this tab opens a dedicated view that shows all email correspondence between you and this contact.
Follow-ups: This tab displays all the follow-up task reminders that are associated with this person.
Klipy plans to add more tabs here in the future, such as "Notes" and "Files," to further centralize all information related to your contacts.
Manually Adding to the History
At the top of the timeline, you will find options to "Leave your memo" or "+ Add Interaction." This allows you to log offline touchpoints - like a phone call or an in-person coffee - ensuring your relationship history is truly complete.
Next Steps: