Recorded test · September 29, 2026
Know the customer.
Ask what matters next.
TipOff reused a synthetic company profile, owner correction, customer list, public signal and team note. It found one customer worth reviewing, then changed its assessment after the owner answered a specific question. This is an internal preparation demo, not a customer outcome.
Input
“We have a customer opening a new team. Is expansion worth pursuing?”
The stored website inference said “Retail chains.” The owner correction said “We serve hospital operations teams, not retail chains.” A native customer list and a dated signal supplied the account context. The external CRM was not connected.
Exact structured input
{
"charter": {
"objective": "Find one useful expansion conversation with an existing customer",
"exclusions": [],
"horizon_days": 30,
"relationship_types": [
"expansion"
],
"success_definition": "The customer agrees to discuss a concrete next step"
},
"context_source_snapshots": {
"corpus": {
"known": true,
"rows": [
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"section": "company_profile",
"updated_by": "owner@northstar.example",
"doc": {
"name": "Northstar Demo",
"one_line": "Operations software for care teams",
"business_model": "Subscription"
}
},
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"section": "icp",
"updated_by": "onboarding",
"doc": {
"one_line": "Retail chains",
"_provenance": {
"source": "website_inference"
}
}
}
]
},
"accounts": {
"known": true,
"rows": [
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": 1,
"company": "Harbor Health Demo",
"domain": "harbor-health.example",
"crm_status": "customer",
"status": "Active",
"merged_into": null
},
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": 2,
"company": "Excluded Demo",
"domain": "excluded.example",
"crm_status": "customer",
"status": "Active",
"merged_into": null
}
]
},
"scores": {
"known": false,
"rows": [],
"reason": "not_required_for_known_customer"
},
"signals": {
"known": true,
"rows": [
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": 10,
"account_id": 1,
"title": "Opened a new clinical operations team",
"source_url": "https://harbor-health.example/news/operations-team",
"posted_at": "2026-09-28T10:00:00Z"
},
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": 11,
"account_id": 2,
"title": "Opened a new team",
"source_url": "https://excluded.example/news/team",
"posted_at": "2026-09-28T10:00:00Z"
}
]
},
"contactStops": {
"known": true,
"rows": []
},
"connectors": {
"known": true,
"rows": []
},
"memory": {
"known": true,
"rows": [
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": "77777777-7777-4777-8777-777777777777",
"kind": "correction",
"subject": "icp",
"content": "We serve hospital operations teams, not retail chains.",
"confidence": 1,
"status": "active",
"updated_at": "2026-09-29T12:00:00.000Z"
}
]
},
"relationships": {
"known": true,
"rows": []
},
"blacklist": {
"known": true,
"rows": [
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"domain": "excluded.example"
}
]
},
"customerLists": {
"known": true,
"rows": [
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": 7,
"recipe": "manual_customers"
}
]
},
"customerMembers": {
"known": true,
"rows": [
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"list_id": 7,
"ref_id": 1
},
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"list_id": 7,
"ref_id": 2
}
]
},
"playbooks": {
"known": true,
"rows": []
},
"crm": {
"known": false,
"rows": [],
"reason": "external_crm_not_connected"
},
"rules": {
"known": true,
"rows": []
},
"accountNotes": {
"known": true,
"rows": [
{
"workspace_id": "55555555-5555-4555-8555-555555555555",
"id": 8,
"domain": "harbor-health.example",
"note": "Account owner says the new operations team is reviewing its workflow.",
"created_at": "2026-09-28T09:00:00Z"
}
]
},
"crmActivities": {
"known": true,
"rows": []
},
"crmDeals": {
"known": true,
"rows": []
},
"recentCrmActivities": {
"known": true,
"rows": []
},
"recentAccountNotes": {
"known": true,
"rows": []
}
},
"stored_sources": {
"company_profile": "Owner-entered Northstar Demo profile",
"website_icp_inference": "Retail chains",
"shared_correction": "We serve hospital operations teams, not retail chains.",
"customer": "Harbor Health Demo, from a native customer list",
"signal": "Opened a new clinical operations team on September 28",
"team_note": "Account owner says the new operations team is reviewing its workflow.",
"excluded_company": "Excluded Demo, present on the do-not-work list",
"external_crm": "not connected"
},
"owner_answer": {
"question_key": "commercial_basis",
"relationship_type": "expansion",
"account_id": "1",
"answer": "Our account owner says the new team asked whether Northstar can support its workflow. We have not confirmed their buying decision or results.",
"observed_at": "2026-09-28T11:00:00.000Z"
}
}Output
Harbor Health Demo: review a possible expansion
A known customer has recent evidence (2026-09-28): Opened a new clinical operations team. Review this evidence with the account owner for a relevant expansion or referral opportunity; keep the customer excluded from acquisition outreach.
Correction applied: Shared correction (icp): We serve hospital operations teams, not retail chains. The website inference was not used.
Exclusion respected: Excluded Demo, present on the do-not-work list was not returned.
What TipOff asked
- What did this customer buy, which outcomes have they actually achieved, and what unresolved need makes expansion useful now?
- Who owns this relationship and decision, which stakeholders matter, and what contact restrictions, open commitments or exclusions must be respected?
- What result can we credibly help deliver, which evidence may we use, and what capacity, service, pricing or timing constraint could make this proposal fail?
Owner answered: Our account owner says the new team asked whether Northstar can support its workflow. We have not confirmed their buying decision or results.
The answer was saved at operating version 2. 2 material questions remain. Buying context is partial; independent business proof is unknown.
Exact structured output and evidence references
{
"company_fact": "Shared correction (icp): We serve hospital operations teams, not retail chains.",
"website_assumption_used": false,
"candidate": {
"company": "Harbor Health Demo",
"relationship_type": "expansion",
"why_now": "A known customer has recent evidence (2026-09-28): Opened a new clinical operations team",
"next_step": "Review this evidence with the account owner for a relevant expansion or referral opportunity; keep the customer excluded from acquisition outreach.",
"relationship_warmth": "unknown",
"evidence": [
{
"ref": "workspace:55555555-5555-4555-8555-555555555555:account:1",
"kind": "account",
"recordId": "1",
"sourceUrl": null,
"observedAt": null
},
{
"ref": "workspace:55555555-5555-4555-8555-555555555555:signal:10",
"kind": "signal",
"recordId": "10",
"sourceUrl": "https://harbor-health.example/news/operations-team",
"observedAt": "2026-09-28T10:00:00.000Z"
}
]
},
"excluded_company_returned": false,
"questions_before_answer": [
{
"key": "commercial_basis",
"question": "What did this customer buy, which outcomes have they actually achieved, and what unresolved need makes expansion useful now?"
},
{
"key": "decision_context",
"question": "Who owns this relationship and decision, which stakeholders matter, and what contact restrictions, open commitments or exclusions must be respected?"
},
{
"key": "feasibility_and_proof",
"question": "What result can we credibly help deliver, which evidence may we use, and what capacity, service, pricing or timing constraint could make this proposal fail?"
}
],
"answer_saved": {
"account_id": "1",
"question_key": "commercial_basis",
"source_kind": "owner_statement",
"version": 2
},
"questions_after_answer": [
{
"key": "decision_context",
"question": "Who owns this relationship and decision, which stakeholders matter, and what contact restrictions, open commitments or exclusions must be respected?"
},
{
"key": "feasibility_and_proof",
"question": "What result can we credibly help deliver, which evidence may we use, and what capacity, service, pricing or timing constraint could make this proposal fail?"
}
],
"buying_reason_state": "partial",
"proof_state": "unknown",
"decision_scope": "internal_preparation_only"
}How this was tested
The repeatable test runs the employee context and assessment logic, saves the owner answer through the operating-state SQL in a synthetic database, reads it back, and checks the published recording. Reproduce it with npm run demo:record.
Synthetic records. The response shows selected business fields from the tested context and assessment; generated answer IDs are omitted. The signal and owner statement support internal preparation only. No live CRM, mailbox, customer response, delivery proof or outreach authority was tested. No provider was called, no credits were spent and no message was sent. This employee workspace is in a limited pilot.