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Changelog: Ask Attio gets to know you.

Ask Attio's personalization update means smarter, context-aware CRM assistance. This innovative AI assistant learns your unique preferences and workflow habits—adapting with every interaction to provide highly personalized help exactly when you need it. The more you use it, the better it understands your specific needs and patterns. Perfect for teams seeking intelligent CRM assistance truly tailored to their unique way of working and communication style. Self-learning personalization engineAdaptive context-aware responsesPersonalized CRM workflows

Brand
Attio
Email type
Update
Language
en
Added
2026-05-29
Access
Free

Brand

Attio
brand

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About this template

Ask Attio's personalization update means smarter, context-aware CRM assistance. This innovative AI assistant learns your unique preferences and workflow habits—adapting with every interaction to provide highly personalized help exactly when you need it. The more you use it, the better it understands your specific needs and patterns. Perfect for teams seeking intelligent CRM assistance truly tailored to their unique way of working and communication style.
  • Self-learning personalization engine
  • Adaptive context-aware responses
  • Personalized CRM workflows

Tags

#update#saas#professional#modular#light#none#learn_more#en#us

Preview

Plus, a record page redesign, self-serve workflow access, and more.  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ 
Attio

Custom context in Ask Attio.

Attio adapts to how you actually work.

Set Custom context to give Ask Attio instructions for your personal conversations: preferred communication style, things to avoid, and the terminology you use day-to-day.

Workspace admins can set context that applies across the whole workspace, so shared team definitions of "pipeline," "qualified," or "key stakeholder" land the same way for everyone.

Responses are also now steerable mid-stream. Send a follow-up or correction and Attio picks it up immediately, instead of waiting for the current response to finish.

 

See the Help Center for more on managing your Ask Attio settings.

 

Check out our latest workshop with Josie from the CS team on What's new in Ask Attio. We cover custom shared prompts, new model choices, and ways to add richer context to your conversations.


Record page redesign.

Your most-used screen, rebuilt for speed.

 
  • Headline and actions are now top-left. Record name, key info, and primary actions in one place, so you can act without hunting.
 
  • The detail panel is now on the left. Attributes sit where your eye lands first.
 
  • Resize sections. Drag to give lists more room or expand activity for deeper review.
 
  • Search all attributes. Open the full attribute list and search by name to jump straight to what you need.
 
  • Open comments in the sidebar. Open comments from the header without leaving the record.
 
  • Choose compact or standard lists. Toggle list cards between compact (more lists visible) and standard (edit in place).
 
  • Activity timeline. Automation events are now collapsed by default to highlight important events and reduce noise.
 

Learn more about record pages in our Help Center.


Request access to workflows directly.

Stop hunting for the admin to grant access.

When a workflow uses a sequence or object type you don't have access to, you can now request access directly from the workflow editor.

Reviewers are notified by email and in the new Requests tab of the Notifications drawer, where they can approve or reject in one click. You'll be notified by email as soon as it's resolved.

 

See the Help Center for more on workflow permissions.


Plain x Attio.

Bring your Attio data into Plain so your support team has full customer context on every conversation. Companies, people, and attributes sync automatically, so customer information in Plain is always up to date.

 

Install the app in our App Store.


Other updates, fixes, and improvements.

  • The Attio Android app has been fully redesigned and released to the Play Store.
 
  • Canceled or failed Ask Attio messages now keep whatever has streamed visible, instead of disappearing.
 
  • Adjust List and Object settings more easily. They now sit together under a single Data item in the Settings sidebar.
 
  • Dropdown menus across the app have been polished. Fly-out menus replace in-place drill-downs, dropdowns are modal so they don't close on accidental outside clicks, and filter dropdowns have clearer hierarchy and reopen at the last selected level.
 
  • Email sync is significantly faster. Average parse time is more than four times faster, and long hangs affecting some mailboxes are gone.
 
  • A Figma template is now available for developers publishing to the App Store, making it easier to ship apps that look at home in Attio.
 
  • Read GTM Atlas, our practitioner-led map for modern go-to-market, featuring chapters from operators building the next generation of GTM teams at Lovable, Vercel, Framer, Fin, and more.

© 2026 Attio Ltd. All rights reserved.
2nd Floor, 42 Saint John's Square, London, EC1M 4EA

2nd Floor, 42 Saint John's Square, London, EC1M 4EA

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