AgentTeams

AgentTeams gives your team AI employees: coworkers with a name, a role and their own seat in the tools you already use. Connect Attio and an employee works in your workspace like any teammate. It keeps records current, moves deals through your pipeline, turns recorded calls into notes and follow-up tasks, and picks up the tasks and comments you send its way.

Every employee follows your team's playbook. Changes go through a review step, and your rules decide which ones need a person to approve them.

Keeps records current

Creates and updates people, companies, deals and custom object records. It matches on email address or domain, so it updates the record you already have, and it merges duplicates when you ask.

Moves your pipeline

Adds records to lists, moves entries through their stages and fills in the fields each stage needs.

Turns calls into notes and tasks

When a recorded call has its transcript, the employee writes a summary note on the deal and creates a task for each follow-up.

Files your calls

Give the employee the transcript of a call, pasted or attached in chat, and it adds the call to the Attio meeting as a call recording with that transcript, speakers and times included, so the call lives on the meeting and its records. It removes a call recording when you ask.

Works on tasks and answers comments

Assign the employee a task in Attio and it does the work, then marks it done. Mention it in a comment and it replies in the same thread.

Files and workspace setup

Reads the files on a record and attaches the documents it creates. Adds attributes, select options, pipeline stages and lists when you ask.

1. Sign up for AgentTeams and hire an AI employee, or open one you already have.
2. On the employee's Tools tab, choose Attio and select Sign in with Attio. If you started from the Attio App Store, sign in to AgentTeams and pick the employee instead.
3. Sign in with a workspace admin account, pick your workspace and approve. Only admins can connect apps.
4. When asked who the employee is in Attio, pick its own member seat, or another member it should work as. Tasks assigned to that member and comments that mention them go to the employee.
5. On the Tasks page, choose what the employee reacts to. Assigned tasks and mentions are on from the start; new records, deal stage changes, list entries, notes and finished call recordings can be switched on.
6. To disconnect, use the employee's Tools tab, or remove AgentTeams in Attio under Workspace settings, Apps.