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Agentic ExecutionPHASE 2 · PREVIEW

Klypp agents draft the work.
Your reps approve what ships.

Every action cites the specific conversations it was drawn from. No hallucinated outreach. Every draft is grounded in calls, meetings, and CRM events that already happened.
Actions executed42This week
Awaiting approval3Pending rep review
Auto-applied24Within policy
Time saved12.4hPer rep per week
Pending agent actions3 need attention
URGENT
Draft offer summary email to Sarah & David Chen with comparable sales data for Oakwood Dr
Owner: Jake Morrison
Reasoning: Synthesized from calls #1, #3, #5 + Zoom #2 + Meet #4. Buyer signaled ready to offer on Mar 18, competitor Compass just surfaced, lease expires May 31 so timing is urgent. Pulled 8 comparable Westlake sales from MLS ($638K-$682K median).
Sources:Call #1 · Mar 3Zoom #2 · Mar 5Call #3 · Mar 8Meet #4 · Mar 12Call #5 · Mar 18
Awaiting Jake's approval
HIGH
Schedule in-person showing for Marcus Rivera's lead (the Johnsons). Buyer mentioned Saturday availability on yesterday's call
Owner: Marcus Rivera
Reasoning: Call #47 transcript at 4:22. Buyer said "Saturdays are our only day, we're free after 10." Matched 3 active listings in her criteria with available showing slots 10am-1pm. Calendar invite drafted.
Sources:Call #47 · Apr 20
Approved · calendar invite sent
MEDIUM
Send rate comparison sheet to 6 buyers who mentioned rate concerns this week
Owner: Team lead
Reasoning: Aggregate from 6 separate calls across 4 agents. Fed rate moved 25bps yesterday. Rate comparison sheet v3 updated 2h ago. Template personalized per buyer's loan type and target price.
Sources:Deal #112Deal #118Deal #124Deal #129Deal #134Deal #141
Awaiting team lead approval
LOW
Update CRM stage for 12 deals where verbal commitment was detected but stage wasn't advanced
Owner: System
Reasoning: Auto-detected from BANT extraction across 12 calls. Each deal has a recorded phrase indicating next-stage commitment ("we'll make an offer", "send me the paperwork") but stage in Dotloop still lagging.
Sources:12 deals · Mar 14-Apr 20
Auto-applied · CRM sync rule
MEDIUM
Draft "just checking in" follow-up for 8 leads with no contact in 10+ days
Owner: Various agents
Reasoning: SLA violation detection. 8 pre-qualified leads silent >10 days. Personalized draft references last touch content (property interest, price range, specific concerns) rather than generic template.
Sources:8 leads · SLA breach queue
Awaiting individual agent approval
Policy boundaries
Which actions agents take autonomously vs. require rep approval.
Send follow-up emails to existing leadsAuto
Schedule showings within rep's calendarAuto
Update CRM stage from verbal commitmentAuto
Draft offer summaries > $500KApproval
Send pricing / rate sheets to new contactsApproval
Close or archive dealsRep only
Why this is a natural extension
Phase 1 captures every conversation and extracts structured signal. Phase 2 lets the same intelligence draft the follow-up. The data is already there. Agents just act on it.
AUTONOMOUS TIER
$180 /isa / month
Intelligence tier ($120) + agentic execution