Attio with Call0New callers land in Attio as a person.
The agent asks for the contact details and creates the caller in your Attio workspace.
Start without an account.
What your agent does during the call
Create a person
Attio receives a person record with first name, last name, email, phone and company name, as much as the caller is willing to share.
How it sounds on the phone
- CallerHi, I’m a freelance designer and I’m looking for someone to take over my bookkeeping.
- Call0That sounds like a case for an initial meeting. Could you tell me your name?
- CallerMira Castell.
- Call0Thank you, Ms Castell. Which email address and number are best for reaching you?
- Callermira at studio dash castell dot de, and the number you can see.
- Call0I’ve saved your details. You will receive a proposed date for the initial meeting.
Person created in Attio
How to connect it
- In the agent, go to “Integrations”, type Attio and select it.
- Start the connection and authorise the workspace in which the people should be created.
- Discuss with Agent0 when the agent asks for the company and when the name is enough.
At the end of setup you choose which actions your agent may use.
What the integration does not do
- The agent does not fill lists, deals or custom objects in Attio.
- No note about the call is written to Attio. Summary and transcript are in Call0.
- Companies are stored as text on the person, not as a company record of their own. The agent does not look up existing people.
Questions about Attio
Does Attio link the person to the company?
Attio matches people to companies by itself, based on the email domain. That is a feature of Attio, not of Call0.
Can the agent add people to a list?
Not with the standard action. The person appears in your workspace, and you sort it there.
Who is this combination a good fit for?
For small teams that use Attio as a lightweight CRM and do not want to type in every first contact by hand.
Listen to your agent.
Enter your website and let it call you.