Documentation

What Kaypo reads, what it keeps, and how to connect it.

Kaypo scores open deals and shows its work. That only holds up if the same is true of the product itself, so what follows is what each integration reads, what is stored, and what is not.

Integrations

Connecting a tool

What each source contributes, the permissions it asks for, and what happens when you disconnect it.

All integrations

Slack

The morning digest

What Kaypo posts, the permissions it asks Slack for, and how to remove it.

Kaypo for Slack

Legal

Terms and privacy

The agreement covering a Kaypo subscription, and what Kaypo does with the data you connect to it.

TermsPrivacy

The product

See it running

The fastest way to understand the scoring model is to watch it read a pipeline. There is no card and no call.

Start a trialPricing

In short

Kaypo reads your pipeline and the activity around it, and turns that into a score out of 100 on every open deal. Every score lists what produced it and what each part was worth. You set the weights, and Kaypo runs Hindsight over your own closed deals so you can see whether they separate your wins from your losses.

Kaypo is read-only on every source except your CRM, and write-back to your CRM is off until you turn it on. It stores the signals it derives, not the conversations they came from. Nothing Kaypo holds is shared with another customer, sold, or used to train a model.