Getting started
Find your way around TipOff, understand your workspace role, and start with the records and evidence already available to you.
TipOff brings workspace questions, company and people records, and signal review into one place. Start with what your workspace actually contains. A new account, a connected tool, or a completed guide does not by itself mean signals have been collected or work has run.
Start in your workspace
- Open Ask TipOff. Conversation users see this as Chat.
- Open Today to review the information available to your role.
- Open Lists to browse saved lists, companies and people. Follow a record link to inspect its details and source information.
If something is empty, ask what data or setup is missing. Do not treat an empty view as a completed search with no matches.
Your role sets the boundary
A Conversation user (viewer) can ask questions and read permitted workspace records. Their navigation is Chat, Today, Companies & people, and Connect AI. They cannot import lists, enrich records, refresh from CRM, approve workspace changes or administer the workspace.
Members can use permitted working features. Admins and owners can also manage workspace settings, people, billing and integrations. An admin or owner can review your role in Members & access. Choosing a job role in these onboarding guides does not change your permissions.
Take the next useful step
Members and admins can review Brain to understand the company, buyers and buying clues used by TipOff. Applying changes requires an admin or owner with workspace-settings permission. If you only need to ask questions from another AI app, open Connect AI; it keeps your existing role and workspace boundary.
See Roles and permissions before asking for broader access.