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.
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}}.
- 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
An agent calls it
Agents call prompts the same way they call any other tool, governed by the access rules on the prompt.
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 reviewMon · 7:30 AM PT
- Daily escalations digestMon–Fri · 5:00 PM ET
- Zendesk · ticket escalatedruns 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.
- 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.
Inbound SDR
9 prompts
- Lead enrichment brief
- Follow-up email draft
- Disqualification rationale
Account expansion
6 prompts
- Account risk review
- Expansion signals digest
- QBR talking points
Ticket triage
7 prompts
- Severity classifier
- First-reply draft
- Knowledge-base gap finder
Campaign content
11 prompts
- Landing page draft
- Cold email variants
- Webinar recap
- churnAccount Risk ReviewSales · Account expansion · v4
- churnRenewal Risk MemoSales · Account expansion · v2
- churnEscalation Root-Cause DraftSupport · Ticket triage · v7