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Prompts

Save the prompts your team reaches for.

A prompt in Tipoff is a single-shot, shareable AI task. Run it yourself, let an agent call it, or fire it on a trigger. Every run honors the same governance and lands in the audit log.

Write it once in plain English.

A prompt is a single instruction you can share with the whole org. Drop in fields for the parts that change, pick a model, scope the tools it can call, and ask for structured results when you want them.

Account Risk Review
Summarize risk for a named account using recent tickets and CRM notes.
Prompt plain english, with fields
1  Review the account {{account_name}}. Pull the most recent
2  support tickets and CRM notes. Flag churn risk
3  signals and anything open for more than
4  {{stale_days}} days. Keep the tone {{tone}}.
Structured results each field returned separately
  • executive_summary 2 to 3 sentences
  • key_risks bulleted list
  • recommended_next single action
  • Model and thinking effort default to your org settings, overridable per prompt.
  • Tools honor the same RBAC, approval, and audit rules they do everywhere else.
  • Ask for structured results when you want copy-ready fields instead of a wall of text.

Callable by people, agents, or a schedule.

A saved prompt is a tool. People run it from the library, agents call it the way they call any other tool, and triggers fire it on a schedule or on an event from a connected system.

A person runs it

Fill in the fields, hit run, get a structured response. Results are saved to the run history.

Run Account Risk Review

Acme Corp
14
direct

An agent calls it

Agents call prompts the same way they call any other tool, governed by the access rules on the prompt.

Mira SDR
calls Account Risk Review
Account Risk Review
returns 3 structured fields

A trigger fires it

Pick a schedule or wire up an event from a connected system. Every run lands in the history with who, what, and why.

  • Weekly pipeline risk review
    Mon · 7:30 AM PT
  • Daily escalations digest
    Mon–Fri · 5:00 PM ET
  • Zendesk · ticket escalated
    runs per event

Edit safely. Roll back in one click.

Every save is a new version. The run history records which version produced which result, and rolling back restores the exact template, model, and tool scopes that were in place.

Version history Account Risk Review
  • v4 Apr 21, 2026 current
  • v3 Mar 14, 2026
  • v2 Feb 2, 2026
  • v1 Jan 9, 2026

Group related prompts into playbooks.

A playbook bundles the prompts a role or a project reaches for every week. Tag them, search them, share a playbook with the people who need it.

Sales

Inbound SDR

9 prompts

  • Lead enrichment brief
  • Follow-up email draft
  • Disqualification rationale
Sales

Account expansion

6 prompts

  • Account risk review
  • Expansion signals digest
  • QBR talking points
Support

Ticket triage

7 prompts

  • Severity classifier
  • First-reply draft
  • Knowledge-base gap finder
Marketing

Campaign content

11 prompts

  • Landing page draft
  • Cold email variants
  • Webinar recap
Search prompts and playbooks…
Tags
churn onboarding weekly qbr
  • Account Risk Review
    Sales · Account expansion · v4
    churn
  • Renewal Risk Memo
    Sales · Account expansion · v2
    churn
  • Escalation Root-Cause Draft
    Support · Ticket triage · v7
    churn

Ready to build your agent team?