Joe works in Attio.
Every conversation becomes a clean Attio record: contact created, attributes filled, the thread attached. He answers the customer and does the Attio work in the same breath.
400 credits on us for 7 days to decide if he keeps the job.
One conversation. The Attio work, done live.
Watch the left side: a customer writes in. Watch the right side: Attio fills itself in as Joe answers. That is the whole product.
We need help with our onboarding emails. Prices?
Lifecycle email starts at £900/mo. Want an intro call first?
Yes, Tuesday afternoon if possible.
Tuesday 14:00 booked with the partner. Invite sent, Dan.
Person · AttioNameDan KellerCompanyKeller & CoInterestOnboarding emailsNext stepIntro call, Tue 14:00ThreadLogged on recordWritten by Joe, mid-conversationNot a sync. A colleague.
Integrations usually move data after the fact. Joe uses Attio during the conversation, so the customer gets the answer and the record is already right.
Creates and updates people and companies as they write in
Logs the conversation on the record, not in a silo
Fills the attributes your pipeline reports on
Real conversations, real records.
“We need help with our onboarding emails. Prices?”
Joe answers from your service list, then creates the company and person in Attio with the need, budget signal and thread attached.
“Does your plan include SSO?”
Joe answers the feature question and updates the record attributes, so the pipeline view shows what this prospect actually cares about.
“Can we book an intro call next week?”
Joe books the call and logs it on the Attio record, so the partner walks in knowing the whole history.
Three steps, no code.
Connect Attio
One authorisation in the dashboard. No API keys to paste, no middleware to host, nothing to deploy.
Tell Joe when to use it
In plain language, like briefing a new hire: "log every enquiry", "only book in the afternoon diary". No flow charts.
Joe acts mid-conversation
From then on Joe reads and writes in Attio while the customer is still talking, and the record is done before the goodbye.
Any channel in. Attio updated.
Whichever way the customer arrives, the Attio side is handled the same way, with the same rules.
See every channel →Are you open Sunday? I would like a Clio.
Yes, 9 to 6. A Clio is £78 for the day. Shall I book it?
Need a quote on 3 vans for two weeks in August.
Quote sent. 3 vans, 14 days, with the long term discount.
How much for a deep clean on a 3 bed?
£185, or £155 with a monthly visit. Saturday is free.
Running late, can I move my 3pm?
Moved to 4:30 and confirmed. See you then.
Do you cover Bordeaux for a monthly garden contract?
We do. A monthly contract starts at £89. Want the details?
Is the brunch menu on today?
It is, until 3. Want me to book you a table for two?
I need a refund of £240.
Refunds over £200 go to the team. Passing you over now.
I would like to reschedule my delivery.
Done, moved to Thursday morning. Anything else?
Do you take on agency partnerships?
We do. I can set up a call with the team this week.
Where do I buy this kit?
Link is in the description. Ships in 48 hours.
What is the price for the annual plan?
£1,490 with the yearly discount, from the price list.
Has order 4512 shipped?
Yes, this morning. Tracking sent to the customer.
Do you ship to Ireland?
We do, 2 to 3 days. Want the checkout link?
Channel to Attio, ready to go
Attio questions, answered.
Do I need to build a flow to connect Attio?
No. You connect Attio once and describe in plain language when Joe should use it. He decides in the conversation, the way a colleague would, so there is no canvas of nodes to maintain when things change.
What if Attio is unavailable?
Joe still answers the customer. The action is retried, and if it cannot complete he escalates to your team with the full conversation attached, so nothing is silently lost.
Can I control what Joe is allowed to do in Attio?
Yes. You set the rules: what he may read, what he may write, and what always goes to a person first. You can require approval before any action.
How long does setup take?
Connecting a tool takes a couple of minutes. Most businesses are live, answering and acting, in about twenty minutes total.
Joe's ready. Are you?
Connect Attio this afternoon. The first record writes itself tonight.
400 credits on us for 7 days to decide if he keeps the job.