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Attio records, notes and deals, updated by your agent while it talks to callers.

Connect Attio and your agent can look up people and companies during a call, log a note after it ends, and create a new record for a lead it just qualified. Your team sees the call in Attio without anyone typing it in. Works with the Attio objects your team already uses, including people, companies and deals. Sign in to Attio from the AgentCalls dashboard to connect in one click.

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What your agent can do with Attio

  • Find a person or company in Attio by name, email or phone while on a call
  • Create a new person, company or deal from a caller who asks to be followed up
  • Add a note to any record with the call summary and what was agreed
  • List notes on a record so the agent can reference the last conversation
  • Look up the fields your objects use so new records are filled in correctly

Attio exposes 105 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead gets logged as a new deal

  1. Caller

    Hi, I'm Dana Whitfield from Northgate Dental. We're looking at a booking system for two clinics.

  2. Agent

    Thanks, Dana. Let me check whether we already have Northgate Dental on file.

  3. Agent

    We don't have you yet. I'll set up a company record and a deal for the two-clinic setup, then pass your details to our sales lead.

  4. Caller

    Perfect. Please ask them to call me Thursday after 2 pm.

Returning customer asks about their last conversation

  1. Caller

    Hi, it's Marcus Oyelaran from Bright Fleet. Did anyone send the revised quote?

  2. Agent

    Found you, Marcus. Our notes show the revised quote for 40 vehicles was sent on 3 March at 4,200 pounds a month.

  3. Caller

    Great, I'll review it with my partner tonight.

  4. Agent

    I'll add a note that you're reviewing it, so the team knows to follow up Friday.

Follow-up after a missed call

  1. Agent

    Hello, this is the team at Lumen Studio calling about your enquiry from yesterday. Is this Priya?

  2. Caller

    Yes, it is. I was going to ask about the Gulf office rollout.

  3. Agent

    I have that noted. I'll create a deal for the Gulf office and log your call, and our specialist will reply by email this afternoon.

How to connect Attio

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Attio

    From Integrations in the dashboard, choose Attio and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Attio actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All CRM & sales integrations

Questions, answered.

Does the agent use Attio during the call or after it?

Both. Your agent can look up records and create notes or deals while the caller is on the line, and it can log a summary once the call ends.

What do I need to connect Attio?

An Attio account with access to the workspace you want to use. Sign in to Attio from the AgentCalls dashboard and the connection is made with one click.

Which plan includes the Attio integration?

Integrations, including Attio, are included from the Growth plan.

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Put your agent to work with Attio.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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