TIPP Assistant setup

The TIPP Assistant setup is the administrator page where you switch the TIPP Assistant agent Off, Read only or On, choose which AI services, people and Synergy lists it may use, set its limits, and check its health. The agent is a TIPP PRO feature. The page is shown at the bottom of the TIPP AI Settings page, below the provider settings, and can also open as its own page. Without TIPP PRO the page is shown but read-only. The plain chat (TIPP CORE and TIPP PRO) needs none of these settings.

Before you start

• You must be a TIPP administrator and an internal Synergy user, and TIPP Page Security must allow the TIPP Assistant setup page for you.
• Switching the assistant on needs TIPP PRO. Without it the page shows “Available with TIPP PRO.” and every control is locked.
• At least one AI service needs an API key. Keys are entered on TIPP AI Settings, not here. With no key the health line reads “No AI service has a key yet. Add one in TIPP AI Settings.”
• Every change on this page saves itself. There are no Save or Test buttons.

How to switch the assistant On, Read only or Off

1. Open the TIPP Assistant setup.
2. In the top row click On, Read only or Off.
3. A message confirms it: “TIPP Assistant is on”, “TIPP Assistant is read only” or “TIPP Assistant is off”.

• On: people with access get the agent. It looks things up in Synergy with their own rights and prepares records on confirm cards.
• Read only: the agent only reads. Any create, change or delete is refused with “TIPP Assistant is read only right now. Nothing was created or changed.”
• Off: people get the plain chat. The Ask TIPP Assistant button stays in Synergy’s top menu and still opens the chat.

How to choose the AI services

1. Click the AI services row. It shows the default service, for example the service name followed by “+ 1 more”, or “No key yet”.
2. Tick the services people may use. Only services with a key can be ticked. Services without a key show “No key yet”.
3. Select Default next to the service to use when a person has not chosen another. The default must be one of the ticked services. If you pick a default that is not ticked it is ticked for you. Ticking none gives “Tick at least one AI service.”
4. Click the back arrow with the name TIPP Assistant to return.

The note reads “People can switch between the ticked services in the chat. Keys are added in TIPP AI Settings.” Each chat turn uses one service: the person’s own choice when allowed, otherwise the default. There is no automatic switch to a backup service.

How to choose who can use the agent

1. Click the Who can use it row.
2. Administrators are always listed with Always. Until you pick roles a line reads “Everyone: Until you pick roles”.
3. Under Roles, switch on each Synergy role that may use the agent. Each switch saves at once.
4. Click the back arrow to return. The row then reads Administrators and the selected roles, for example “Administrators and 2 roles”.

People who are not allowed get the plain chat. If no Synergy roles exist the page says “No Synergy roles found.”

How to choose what TIPP may read

1. Click the What TIPP may read row. It shows “Nothing yet”, or for example “3 lists, 1 with totals”.
2. Tick the Synergy lists the agent may read. Lists that return rows are under Checked per person, and each is checked against the person’s own rights.
3. Lists that show totals are under Totals with the note “These lists show totals. Only Synergy administrators get them in the chat; lists about people also go to people who may view every person.” They are labelled Administrators only.
4. A list the agent cannot check against each person’s rights shows “Not used: TIPP Assistant can’t check this data against each person’s rights”.

When nothing is ticked the agent reads no lists and tells people “TIPP Assistant may not read any Synergy lists yet, so I can’t look this up. An administrator can choose them in TIPP Assistant setup, under “What TIPP may read”.” If there are no lists the page says “There are no Synergy lists to choose from yet.” A list that is no longer an active Synergy list shows “Not an active Synergy list” followed by its name.

How to set the switches, limit and history

1. Read company websites: switch on to let the agent read a company website when someone pastes it and asks for a prospect. It reads the homepage and up to 3 contact or about pages from the server. Only the page text goes to the AI service and nothing is kept.
2. Remember what people tell it: switch on to let the agent keep preferences people ask it to remember. When off, the chat says “Memory is switched off by the administrator.”
3. Let people delete records: switch on to let the agent prepare a delete card. Deleting is off by default.
4. Daily limit per person: choose Normal (200,000), High (1,000,000) or No limit. When a person reaches it the chat says “You reached today’s limit. You can go on tomorrow (the day changes at midnight UTC).”
5. Keep history for: choose 30 days, 90 days, 1 year or Always. This is how long the assistant’s activity log is kept.

How to read the health line and fix problems

Under the status row a health line shows “Everything is working” or a count such as “2 things need a look”. With a single problem the text and its action show in the row. With several, they appear as a list. Click Details for more.

• Open TIPP AI Settings: shown for the missing key problem. Add an API key there.
• It works, confirm: shown after a Synergy update. The line reads “Synergy was updated. Check that saving” followed by the kinds, such as accounts, “still works, then confirm.” Try saving that kind through the assistant, then click It works, confirm. Until you confirm, saving that kind through the assistant is paused and people see “Saving account through TIPP Assistant is paused after a Synergy update until an administrator confirms the screen rules (Advanced). Nothing was saved.”
• Copy for support: shown for problems TIPP support has to look at. Click it and send the copied text to TIPP.

Problem texts you may see:

• “A TIPP Assistant file on the server is not the one that was installed. Reinstall the kit, or contact TIPP support.”
• “Some activity could not be written to the log. Copy for support and send it to TIPP.”
• “The one-time TIPP Assistant update did not finish. Copy for support and send it to TIPP.”
• “The Synergy app pool runs more than one worker process. Set Maximum worker processes to 1 in IIS.”
• “The TIPP Assistant database cannot be reached.” While this lasts the PRO agent is paused for everyone.
• “The activity log could not be checked. Open Details and press Verify log.”
• “TIPP Assistant cannot start on this server. Copy for support and send it to TIPP.”
• “A file in the kit is not the one TIPP shipped. Download the kit again.”

When the assistant uses the old shared connection, the Details view explains why and the agent’s Synergy lists are off. A note such as “Not available on this Synergy build” followed by a feature name means that one feature is off on this Synergy version. It is a note and not a problem.

How to copy the support information

1. Click Details, then Copy for support. You can also click Copy for support on a problem line.
2. A message says Copied. The text is on the clipboard.
3. Paste it into your message to TIPP support.

The block contains no keys or passwords. Its lines are: TIPP Assistant support info, Version, Files (as installed, or the changed files), Health, Log write failures, Settings update for this version, Worker, Notes, Legacy, Lists, AI service, Status and Checked with the time.

How to verify the activity log

1. Click Details.
2. Click Verify log. The page shows “Checking…” and then “The log is unchanged.” or “The log does not match its seals.”
3. If it does not match, click Copy for support and send the text to TIPP.

Below the buttons the Details view shows the version line, “Log write failures: N. Settings update for this version: done.” (or not finished or unknown) and the activity log. Choose an event type (all events, tool calls, model calls, commits, user messages, cancels, undo, memory writes, memory extraction, automations, instructions, settings, errors), optionally a session id, show 50, 200 or 1000 entries, and click Show. The columns are When, User, Event, Tool, Model, Status, Rows, Text units, ms and Details. A line “No entries.” means nothing matches.

How to see usage

1. At the bottom of the page click the usage line, for example “This month: 120 questions from 8 people”.
2. The Usage view shows the number of questions this month, a bar for each day, a By person list and the Automation runs.
3. Click the back arrow to return.

It counts only the TIPP Assistant chat and its automations. Months follow UTC.

Screen guide

• Status row: On, Read only, Off.
• Health line with Details, and problem actions Open TIPP AI Settings, It works, confirm and Copy for support.
• AI services: the services people may use and the Default.
• Who can use it: Administrators (Always) and the chosen roles.
• What TIPP may read: Synergy lists, Checked per person or Totals.
• Read company websites, Remember what people tell it, Let people delete records: on or off switches.
• Daily limit per person: Normal, High or No limit.
• Keep history for: 30 days, 90 days, 1 year or Always.
• Usage line at the bottom.

Messages and what to do

• “Available with TIPP PRO.” You have no PRO licence. You can look at the page but not change it. The plain chat works as usual.
• “Tick at least one AI service.” Tick a service that has a key.
• “The default AI service must be one of the ticked services.” Tick the default service or choose another default.
• “No AI service has a key yet. Add one in TIPP AI Settings.” Enter an API key on TIPP AI Settings.
• A red message after clicking a switch means it could not be saved. The switch goes back and the message says why. Try again, or send the support information to TIPP.

What you cannot do here

• Enter or change API keys or models. Do that on TIPP AI Settings.
• Use the page without being an administrator, or change anything without TIPP PRO.
• Change what a single person remembers or their checks. People manage that on Your profile.
• Turn on writes for the plain chat. The plain chat never changes data.

Related pages

• TIPP AI Settings: API keys, models, context limits, and the checkbox for AI buttons on cards. This page appears at its bottom.
• TIPP AI Chat (Ask TIPP Assistant): the chat these settings control.
• Your profile: the memory and checks page of each person.
• TIPP Page Security: controls who can open the setup.

Common questions

What do On, Read only and Off mean?

On gives people the full agent, Read only lets the agent look things up but refuses every create or change, and Off gives people the plain chat only.

Why is everything on the page locked?

You do not have a TIPP PRO licence, so the page shows “Available with TIPP PRO.” and is read-only.

Do I need to click Save?

No. Every switch, choice and tick saves itself. A message such as Saved confirms it, and a failed save flips the control back with a message.

Where do I add the AI key?

On TIPP AI Settings. This page only chooses which services with a key people may use and the default.

Who can use the agent?

Administrators always, and the Synergy roles you switch on under Who can use it. Until you pick roles everyone can. People who are not allowed get the plain chat.

Why can the agent not read any lists?

No list is ticked under What TIPP may read. Tick the lists you want it to read. Lists that show totals are given only to Synergy administrators.

What does It works, confirm do?

After a Synergy update, saving certain kinds through the assistant is paused. Check that saving works, then click It works, confirm to turn it back on for that kind.

What do I send to TIPP support?

Click Details, then Copy for support, and paste the text into your message. It holds the version, file check, health, status and other facts, and no keys.

How do I check that the log was not changed?

Click Details, then Verify log. “The log is unchanged.” means the activity log matches its seals.

How long is history kept?

As long as you choose under Keep history for: 30 days, 90 days, 1 year or Always. Ninety days is the usual default.

What happens when the TIPP database cannot be reached?

The PRO agent pauses for everyone and people see “TIPP Assistant is paused: its TIPP database cannot be reached. Ask your administrator.” The health line says the database cannot be reached.