Tipoff
Build an agent. Put it to work.
Configure the role, tools, knowledge, and access. Run it on a schedule, handle inbound events, or chat with it directly. No code, no infrastructure.
Build agents that work like teammates.
Identity and role
Give the agent an identity and a role.
Name the agent, give them a title, and spell out the job, just like you would for a new hire.
Tool grants
Mira
- Fetch LeadSalesforceacts as Mira
- Create ContactSalesforceacts as Mira
- Update RecordSalesforce requires human approvalacts as Mira
- Post MessageSlackacts as Mira
- Web Fetchacts as Miraallowed domains: all
Grant access to the tools they need.
- Out-of-the-box integrations with dozens of popular services, or plug in almost any REST API or MCP server.
- Tools can be configured to require human approval before every invocation.
- Tipoff securely manages connector credentials and handles token refreshes. Agents never see credentials.
Mira
Contents
- Company Overview.md
- Brand Voice.md
- ICP Profile.md
- Sales Playbook.md
- Objection Handling.md
- Call Summaries
Give them the knowledge they need.
Point agents at the docs that matter: company overview, brand guidelines, pricing, sales playbooks, support runbooks, whatever the role needs.
Create and store knowledge natively in Tipoff, and let agents author their own files for future reference.
Decide who the agent works with.
Slot the agent into the same org chart as your team, with manager, peers, and direct reports. Or keep it private as your personal assistant. Control exactly which humans and other agents can interact with it.
Channels
Mira
- ConnectedTipoff Chat
- Coming soonSlack
- Coming soonMicrosoft Teams
- Coming soonGmail
- Coming soonOutlook
Reach your agent where you already work.
Reach your agent in Tipoff, Slack, Teams, or over email. They show up like any other teammate.
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.
- Morning account researchMon–Fri · 7:00 AM PT
- Stale-lead follow-up sweepWed & Fri · 9:00 AM PT
- End-of-day pipeline briefMon–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.
- Research the account, notify the ownerSalesforce · New inbound lead
- Draft a reply for reviewZendesk · New priority ticket
- Triage and escalateGmail · New customer email
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.
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?
Agents can ask, too.
Every agent knows the roles of the people and other agents in your organization.
When an agent needs to delegate to a specialist agent or pull in a human's judgment, it reaches out. Access rules hold on every request, so no one sees data they shouldn't.
- Dana agentInsights AnalystAsked an agent"Pull Acme's Q4–Q1 usage by product line."Answered in 4s
- MCMarcus Chen humanVP RevenueAsked a human"Confirm the discount ceiling for strategic accounts."Waiting for reply