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Ask Attio is now available in your Slack workspace.
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DM @attio or mention it in any channel to query your CRM without switching context.
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- Ask about your customers, deals, or pipeline — and get answers pulled from records, notes, tasks, emails, and call history.
- Run account research and surface conversation history to prep for meetings or inform decisions.
- Filter, sort, and summarize records for a clear view of pipeline health and where deals stand.
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Get richer, more reliable data across your workspace with our upgraded AI attribute: Web research agent.
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The new Web research agent responds with confidence ratings, detailed reasoning, and full citations. See exactly how Attio found an answer, and stay confident in every result.
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We've also added bulk enrichment, refined colors, improved loading states, and more.
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Attio is now a pre-configured MCP connection in Notion Custom Agents — so agents in Notion can read from and write to your CRM directly.
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Get started with:
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- Customer Insights agent: Analyze product feedback and signals from Attio data to surface actionable insights for EPD teams in Notion.
- Sales Intelligence agent: Pull deal context, contact history, and pipeline activity to create a comprehensive report of sales insights and account health.
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Agents work across Attio and Notion: they can take action in both, and draw context from either.
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Ask Attio keeps getting better. Here's what's new:
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- Share custom prompts with users, teams, or your whole workspace from the Ask Attio settings page.
- See your custom prompts as chat suggestions on Ask Attio-enabled pages, tailored to what you're currently viewing.
- Surface inline meeting links in responses. Hover for details, or jump straight to the recording.
- Highlight any part of a call recording transcript to start an Ask Attio chat from that moment.
- Resize the Ask Attio chat panel to give it as much or as little screen space as you need.
- Ask Attio responses now copy to your clipboard with formatting intact.
- Know which Ask Attio credit costs are final and which are still calculating — our new status indicator shows you in real time.
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Find out more about using Ask Attio in our Help Center. |
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Query, upload, and delete files across your workspace via API.
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The List files endpoint returns internal files, externally connected files, and folders. Filter by object, record, storage provider, or parent folder.
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Use it to sync files to external storage, automate document workflows, or build custom file management into your product.
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Over 10 new apps just landed in the Attio app store. Here are some of our favorites:
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- Obvious: Ask questions about your pipeline, build reports, and update records using AI agents.
- Solvimon: Connect billing to Attio and get instant visibility into subscriptions, usage, and revenue across every customer.
- Bound: Turn your CRM data into FX projections so you can see currency exposure and plan hedging early.
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Plus, find what you need faster in your internal App Store. Apps now surface by order of popularity, and you can request an app directly via the new Request button. |
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Other updates, fixes, and improvements
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- Attio is now available in Raycast — install the MCP server, configure
mcp.attio.com/mcp, and tag @attio to get started.
- Stop outbox emails before they send — cancel a single message or clear the queue entirely, without contacting support.
- Add images to emails across Single Send, Mass Send, Templates, and Signatures — use the toolbar or type
/ in the editor to upload.
- Add descriptions to individual reports, not just dashboards — hover the info icon to preview, or edit inline alongside the title.
- Tap and long-press widgets on mobile record pages to copy, call, message, and more — actions adapt to each field. Plus, tap any link in a mobile text attribute to open it instantly.
- Hide Attio branding in the Call Recorder from
Settings > Workspace — available on Pro and Enterprise plans.
- Download more of your data in one go. Workspace exports now include users, deals, workspaces, and custom objects.
- Never lose your place mid-playback. Call recordings now auto-pin when you navigate away.
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