Kleio

Kleio integrates deeply with CRM and ERP systems using live CRM and catalog data and natively integrates with AI search platforms like ChatGPT, Google AI, Claude, and Gemini via standardized MCP and UCP per kleio.ai.

Sourcekleio.ai/productsread 2026-10-01

Thousands of collaborating AI agents compose, route, and collaborate to run complex sales workflows autonomously end to end, and teams can deploy, version, and route those agent fleets per kleio.ai.

Sourcekleio.ai/productsread 2026-10-01

The Knowledge Engine is the product's whole premise and it is a maintained structure over the customer's own catalog.

Kleio's argument is that enterprise agent deployments fail on the data rather than the model, so it ingests messy enterprise catalogs with missing fields, duplicate records and unstructured descriptions and distributes them across purpose-built stores, on the stated reasoning that different retrieval problems require different data structures, letting agents reason over a complex catalog without hallucination.

Vertical ontologies ship pre-built for travel, automotive, real estate, wholesale and building materials and are extended to the client's own data model, and agents run against live CRM and catalog data. That persists, is curated and is queried at run time rather than assembled per prompt.

Sourcekleio.ai/products and kleio.airead 2026-09-01

Customer controlled constraints on what the agents may do, with no person in the loop before an action. Kleio publishes per operation role based access control and versioned, auditable agent configurations and context routing defined per business unit, and grounds agents on approved data only. That is scoping, and no review or approval step before an agent acts is documented.

Sourcekleio.ai/productsread 2026-10-01

The homepage says Kleio is tenant isolated and SOC 2 compliant and meets SOC 2 and CCPA standards, but the security policy names SOC 2 and ISO certifications only for the hosts (Google Cloud, Redis Cloud, CockroachDB), so Kleio's own SOC 2 claim is asserted and unconfirmed.

Controls are real: encryption and pseudonymization of sensitive fields in flow before any external model call, AES-256 at rest across storage, databases and backups, TLS 1.2 or greater, and MFA, least privilege and regular access reviews for Kleio's own staff.

No SSO, SAML or user role model a buyer operates is documented; the per operation role based access control governs what each agent can access, not the customer's own people.

Sourcekleio.ai and kleio.ai/security-policyread 2026-10-01

The agent's behavior is on the record: every memory and query change is recorded in a live audit log so advisors and teams can see why a product was surfaced, agent configurations are versioned and auditable, and the AI Cockpit monitors each agent's conversations and outcomes in real time. Export and retention are not described.

Sourcekleio.ai/productsread 2026-10-01

A named memory with a scope and a lifecycle: each shopper has a live probabilistic profile whose beliefs are created, changed and erased with confidence scores, seeded from the customer's CRM, and every memory change is recorded in the audit log, so the agent writes it, the buyer can trace it and entries can be erased.

Sourcekleio.ai/productsread 2026-10-01

Cloud only, with nothing the customer selects. The security policy names the hosting outright, Google Cloud Platform with Redis Cloud and CockroachDB, and no region choice, VPC, private tenancy in the customer's own account, self-hosted or on-premises option appears anywhere. Tenant isolation is how the vendor separates customers inside its own cloud, not a deployment the buyer chooses.

Sourcekleio.ai/security-policy and kleio.airead 2026-09-01

A named set of prebuilt assets on two levels. Kleio ships pre-built knowledge structures per vertical, with its own line that travel is not automotive and real estate is not wholesale, covering travel, automotive, real estate, wholesale and building materials, extended to the client's catalog in weeks.

On top of them sits what the vendor calls a modular ecosystem of AI agents for every use case, with named agents for intent capture and profile building, sales enablement covering proposal generation and recommendations, and real-time product recommendation with comparisons and upsells. A customer adopts the vertical ontology and the agent set rather than authoring them.

Sourcekleio.ai/products and kleio.airead 2026-09-01

Kleio uncovers customer intent across multiple channels 24/7, keeps interactions consistent across devices and channels, and natively captures high intent prospects inside AI search engines per kleio.ai.

Sourcekleio.ai/productsread 2026-10-01

No customer choice and no provider named. Kleio describes agents trained on the client's real business context and powered by proprietary knowledge graphs, and nothing documents which foundation models sit underneath, whether more than one provider is used, or any way for a customer or admin to select, route or pin a model.

Sourcekleio.ai/products and kleio.ai/article/what-are-ai-agentsread 2026-09-01

A read-side MCP surface. Kleio documents native integration with AI search platforms including ChatGPT, Google AI, Claude and Gemini over standardized MCP and UCP, and describes an agent-to-agent layer connecting a client's product knowledge to those assistants so the catalog is discoverable.

What travels is Kleio exposing structured product data outward for assistants to read; nothing documents an external agent triggering a Kleio action, creating a record or transacting through that surface, the fully autonomous transaction services the company describes are framed as where it is positioning itself rather than as shipped, and no API reference, endpoint, authentication scheme or SDK appears anywhere on the site. JSON-defined agent configurations are a config format rather than a developer interface.

Sourcekleio.ai/products, kleio.ai and kleio.ai/article/what-are-ai-agentsread 2026-09-01

A change-and-observe loop, without a gate or a scored comparison. Agent configurations are versioned per business unit, so a change is deliberate and reversible, and the AI Cockpit reports conversation quality alongside performance and conversion, which is a measure of the agent's own output rather than only a business metric. Together those let a team alter an agent and watch the effect. No evaluation harness, scored test set, quality gate in a release path or controlled comparison is documented, and nothing lets a team test a configuration before it reaches buyers.

Sourcekleio.ai/products and kleio.ai/companyread 2026-09-01

Kleio generates its own immersive conversational UI rather than driving a browser or external GUI; no computer use capability is documented.

Sourcekleio.ai/productsread 2026-10-01