Email Integration
Log customer email conversations in Klime by CC'ing your unique email address.
Log customer email conversations in Klime by CC'ing your unique email address. Emails appear in customer timelines alongside product usage data.
Getting started
- Find your Klime email address in Settings (or click "Add Email" on a customer page)
- CC this address when emailing customers, or forward existing threads to it
- Klime matches the email to the right customer and adds it to their detail page
How matching works
Klime automatically matches emails to customers by:
- Email domain — customer@acme.com matches to Acme Inc
- Reply chains — follows existing conversation threads
If Klime can't match an email, it's saved as "unmatched". You can currently not manually match emails, but let us know if you suspect a message is stuck and we'll help you out.
What gets captured
For each email, Klime stores:
- Subject line and timestamp
- AI-generated summary
- Direction (incoming or outgoing)
- Participants
- Original HTML version
Auto-replies, bounces, and spam are automatically filtered out.
Managing emails
On any customer's timeline, click the menu (⋯) on an email to:
- View the original HTML version
- Hide it from the timeline
Privacy
Attachments are not stored. Only your team members can see logged emails.
Tip: Use an email alias
Instead of CC'ing your Klime address, set up an alias on your domain (like feedback@yourcompany.com) that automatically forwards to Klime. Then just CC that alias — it's easier to remember and matches your brand perfectly.
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