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The Topo AI agent is a conversational assistant that understands your workspace — your contacts, campaigns, sequences, and outreach history — and helps you work more effectively. Instead of clicking through multiple screens to piece together context, you can ask the agent directly, and it responds with information drawn from your live data.

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What you can ask the agent

The agent is designed for practical, day-to-day sales tasks. Here are common ways to use it:

Research a contact

“Summarize everything you know about Jane Smith at Acme Corp.” The agent pulls enriched contact data, sequence history, buying signals, and any prior engagement.

Get messaging suggestions

“Suggest a follow-up email for David Lee who opened my last message twice but hasn’t replied.” The agent drafts copy tailored to the contact and your value proposition.

Find leads

“Find me 10 VPs of Engineering at Series B fintech companies in Germany.” The agent kicks off a lead search and surfaces results in the conversation.

Understand engagement trends

“Which of my campaigns has the best reply rate this month?” The agent queries your analytics and explains the results in plain language.

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How to chat with the agent

The agent chat is available in the right-hand sidebar throughout the Topo web app. Click the AI Agent icon to open it on any page.
1

Open the agent sidebar

Click the AI Agent button in the top-right corner of any page, or use the keyboard shortcut Cmd+K to open the command palette and select Ask agent.
2

Type your question or request

Write naturally — the agent understands plain language. You don’t need to use specific commands or keywords.
3

Follow up

The agent maintains context within a conversation session. You can ask follow-up questions (“What about her company’s tech stack?”) without repeating prior context.

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Organizational memory

The agent learns from your organization’s context to give you relevant, on-brand recommendations. This organizational memory includes:
  • ICP definition — your ideal customer profile, including target industries, company sizes, geographies, and personas
  • Value proposition — what your product does and the core problems it solves
  • Competitors — companies you frequently compete against, and how your product differentiates
  • Tone and style — the writing style your team uses in outreach
This context is set up when your organization is onboarded and can be updated in Settings → Organization context. The agent uses it whenever drafting messages, qualifying leads, or answering questions about fit.

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Personal memory

In addition to organization-level context, the agent builds personal memory for each user across sessions. If you tell the agent “I prefer shorter emails” or “always include a case study reference in first touches,” it remembers this preference and applies it automatically in future conversations — without you having to repeat yourself. Personal memories are visible and editable in your Account settings → AI memory section.

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AI variables

AI variables are a special type of personalization token you can embed in sequence templates. Instead of static text like {{first_name}}, an AI variable triggers a fresh AI-generated piece of content for each contact at enrollment time. For example:
Variable nameWhat it generates
{{personalized_opener}}An opening sentence referencing something specific about the contact’s recent activity or company
{{pain_point_hook}}A sentence connecting the contact’s likely pain points to your solution
{{company_relevance}}A line about why your product is relevant given their company’s industry or recent news
You define AI variables in the AI Variables section of a sequence template. For each variable, you provide a prompt that instructs the agent on what to generate. Variables are rendered once at enrollment and stored with the sequence — so the message is consistent even if the contact data changes later.
Start with a single {{personalized_opener}} variable in your first email step. It’s the highest-impact place to add personalization and takes only a few minutes to configure.

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Browser extension integration

The AI agent is also available through the Topo browser extension, which runs in Chrome and Firefox. With the extension installed, you can open the agent chat from any webpage — a LinkedIn profile, a company website, an article — and the agent receives the current page as context. This means you can:
  • Open a prospect’s LinkedIn profile and ask “Does this person fit our ICP? Should I add them to the Fintech VP campaign?”
  • Visit a company’s careers page and ask “What does their hiring pattern tell us about their growth stage?”
  • Read a news article and ask “Should I reach out to anyone at this company based on this funding announcement?”
The agent in the extension can also take actions on your behalf: creating a new lead or adding a contact to a campaign — but only with your explicit confirmation before any changes are made.
The browser extension agent uses a focused set of tools. It can search your contacts and campaigns, create leads, and add people to campaigns. It cannot modify sequences, change campaign settings, or access billing information from the extension.

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What data the agent can access

The agent works exclusively with data inside your Topo workspace. It does not browse the open web, access external systems, or use data from other organizations. Specifically, the agent can access:
  • Your contacts, companies, and their enriched profiles
  • Sequence history and engagement activity (opens, clicks, replies)
  • Campaign and sequence template configurations
  • Buying signals detected for your contacts
  • Your organizational context and your personal memories
  • Analytics and reporting data for your workspace
The agent cannot access your email inbox directly, your CRM records (unless Topo has synced them), or any data belonging to other Topo organizations.