Tipoff

Accountable AI agents

Accountable
AI Agents.

Build an agent team in an afternoon. No code. Fully managed. Fine-grained controls keep IT, security, and governance happy.

tipoff.io

Mira
AI Agent · Sales Development Rep
Active

Recent activity

  1. Pulled 14 new inbound leads from Salesforce

    6:04 AM

  2. Added company size, industry, and recent funding

    6:06 AM

  3. Ranked by fit, flagged 3 as top matches

    6:09 AM

  4. Drafted intro emails for the top matches

    6:13 AM

  5. Awaiting approval

    6:14 AM
01 · Accountable AI 01 / 07
Tipoff

Agents

Build agents that work like teammates.

Configure the role, tools, knowledge, and access. Run on a schedule, react to events, or chat with them directly. No code, no infrastructure.

Identity and role

Name
Mira
Title
SDR
Role description
Enrich inbound B2B leads. Gather firmographics and tech stack, summarize each with a fit score and proposed owner, and draft outreach for the rep to send.
Reports to
PS
Priya S.
Head of Revenue
01
Identity and role
Name, title, job description.
02
Tools and connectors
Out-of-the-box or any MCP.
03
Knowledge
Docs, playbooks, runbooks.
04
Access control
Who can interact, peers and reports.
05
Channels
Tipoff, Slack, Teams, or email.
06
Triggers
Schedules, events, or chat.
02 · Agents 02 / 07
Tipoff

Triggers

Run on a schedule or an event.

Your agent can run in the background on a cadence you set, or fire the moment something happens in a connected system.

Scheduled

Pick a cadence and the agent runs on time. A morning sweep, a midweek follow-up, an end-of-day brief.

Schedules
  • Morning account research
    Mon–Fri · 7:00 AM PT
  • Stale-lead follow-up sweep
    Wed & Fri · 9:00 AM PT
  • End-of-day pipeline brief
    Mon–Fri · 6:00 PM ET

Connector events

The agent picks up work the moment something changes in a connected system. A new lead, a priority ticket, a customer email.

Events
  • Research the account, notify the owner
    Salesforce · New inbound lead
  • Draft a reply for review
    Zendesk · New priority ticket
  • Triage and escalate
    Gmail · New customer email
03 · Triggers 03 / 07
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Ask

Or just ask.

Chat with the agent and tell it what you need.

The agent can only perform work it has permission to do. Every message, tool call, and result lands in the same trace as any triggered run.

Jules
RevOps Analyst
Can you brief me on my upcoming QBR with Acme Corp?
Read from Salesforce · Acme Corp account

Here's a quick brief for your Acme Corp QBR:

  • • $240K ARR, 3-year relationship, renewal Q1 '27.
  • • Usage +32% last quarter, 2 new teams onboarded.
  • • $60K tier upgrade opp open for Q3. Champion is R. Patel.
  • • Watch-out: 2 support tickets last week on the onboarding flow.

Want me to pull the slide deck template too?

Message Jules…
04 · Ask 04 / 07
Tipoff

Workflows

Orchestrate teams of agents.

Build repeatable workflows for complex, multi-step tasks. Full visibility and guardrails at every step. Trusted and accurate, every time.

Inbound Lead Enrichment
Run complete
Salesforce
Lead record
lead/00Q5e0…
KB Read
ICP definition
/sales/icp/v4
Agent
Reese
Company Researcher
Firmographic enrichment
Agent
Priya
Lead Qualifier
Fit score & tier
Salesforce
Update Lead
Tier · score · owner
Slack
DM the rep
Hot lead handoff
05 · Workflows 05 / 07
Tipoff

Platform

Built for production from day one.

What you need to ship agents that touch real customers. Observability, governance, and the connectors to your stack.

Observability and reporting

Every run is a trace. See what your agents are doing, what they're accessing, and why. Every token attributed to the action that generated it, with rollups by agent, workflow, or prompt.

  • Step timing on every tool call and approval wait
  • Run lineage across delegations and workflows
  • Per-agent dashboard for health at a glance

Security and governance

One RBAC model for people and agents. Brokered credentials, never raw tokens. Human approval on sensitive actions.

  • SSO with your identity provider
  • Layered RBAC
  • Fine-grained controls over who can interact with each agent

Works with your stack

Out-of-the-box integrations with the tools you already use. Plug in any custom or internal system via MCP.

06 · Platform 06 / 07
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For every team

One platform. Every team.

Sales

Research accounts, draft outreach, and keep pipeline clean so reps stay focused on closing.

Marketing

Draft campaigns in your brand voice, triage inbound leads, and brief the team before every account call.

Support

Triage every ticket and draft replies grounded in your docs, clearing the queue faster without losing your tone.

Product

Synthesize scattered feedback into one signal and route every request to the squad that owns it.

RevOps

Keep pipeline clean, route every new opp, and surface renewal risk weeks before the renewal.

Ready to build your agent team?

Get started at tipoff.io

07 · For every team 07 / 07