Attio Agentic AI

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🎥 Video walkthrough

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Step-by-step guide

1

Set up your Attio connection

• Step 1: Log in to your Attio account at https://app.attio.com.
• Step 2: From the dropdown beside your workspace name, click Workspace settings.
• Step 3: Navigate to the Developers tab.
• Step 4: Click on New Access Token.
• Step 5: Set the appropriate Scopes for the integration.
• Step 6: Copy the generated Access Token.

2

Connect Attio to Contactswing

• Open the Contactswing platform.
• Click on Select a connection.
• Paste your Attio Access Token.
• Select your workspace space if prompted.

3

Choose your Attio Object

• Choose the object that will trigger the workflow:
  • Person
  • Company
• These objects represent the entities whose creation or update will initiate a phone call through Contactswing.
• Note: Ensure the selected object contains phone number information for Contactswing to make calls.

4

Configure the Contactswing Call Action

• In Contactswing, choose CALL as the response type.
• Enter your Workspace API Key.
• Add the Webhook URL provided by Contactswing.
• The system will now automatically place a call whenever the selected Attio object is created or updated.

5

Activate your Agentic AI Flow

• Review all trigger and action settings.
• Click Publish to activate the flow.
• Once published, your system will automatically trigger a phone call when a new person or company is added in Attio.

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Example Scenario

• A new Person is added in Attio CRM.
• The trigger activates the Agentic AI workflow.
• Contactswing places a personalized phone call to that person using your preconfigured settings.

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Benefits

• Hands-free outreach: No more manual dialing.
• Faster engagement: Reach customers instantly as they enter your CRM.
• Flexible workflows: Customize messages and logic using Agentic AI.