Asking TipOff

Open Ask TipOff to work in the main conversation. Conversation users (viewers) see this destination as Chat. You do not need to find a right-side panel or a top-right icon.

Ask about a clear subject

Name the company, person or saved list you mean, or include its TipOff record link. For example, ask what evidence is available for a company or what information is missing. Do not assume that every selection from another screen is automatically part of the conversation.

Check returned sources, record links and stated limits. If the answer or a required service is unavailable, that is a gap to resolve, not a completed task.

Your role still applies

A Conversation user can read permitted workspace information and ask questions. They cannot import, enrich, export, change tracking, refresh CRM lists, administer the workspace or confirm workspace changes.

Members can request permitted working actions. Admins and owners have additional management rights. The specific tool still checks workspace, role, configuration and any required approval. A proposed action or confirmation is not proof of execution; inspect the reported result.

Connect your own AI app

Connect AI shows the supported connection options and their availability for your account. It connects your own access, not an administrator's identity. Using Claude, Codex or another supported AI app does not grant a broader role or access to another workspace.

Conversation-user tools remain read-only through that connection. Never share another person's key to work around an access denial. Ask a workspace admin if your role needs review. See Roles and permissions.