> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contactswing.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Attio Agentic AI

Learn how to integrate Attio with ContactSwing's phone capabilities. This guide shows you how to automate CRM-triggered communications.

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## 🎥 Video walkthrough

<div class="card-video">
  <video src="https://storage.googleapis.com/helpsessionvideos/Contactswing/Videos/attio.mp4" autoplay playsinline controls title="Attio to Contactswing Workflow" />
</div>

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## Step-by-step guide

<Steps>
  <Step title="Set up your Attio connection">
    * **Step 1:** Log in to your Attio account at [https://app.attio.com](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**.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/att1.jpg" alt="Workflow" />
  </Step>

  <Step title="Connect Attio to Contactswing">
    * Open the **Contactswing** platform.
    * Click on **Select a connection**.
    * Paste your **Attio Access Token**.
    * Select your **workspace space** if prompted.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/att2.jpg" alt="Workflow" />
  </Step>

  <Step title="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.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/att3.jpg" alt="Workflow" />
  </Step>

  <Step title="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.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/att4.jpg" alt="Workflow" />
  </Step>

  <Step title="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.
  </Step>
</Steps>

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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.

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By integrating **Attio** with **Contactswing**, your team can build intelligent, responsive workflows that ensure every lead or client gets timely, human-like communication. 🤖