Salespeak Inbound AI

Salespeak is an AI sales agent that answers buyers' questions on your website, qualifies them, and captures their contact details. It is trained on your own product, pricing and positioning, so every answer matches how your team sells.

This app connects Salespeak to your Attio workspace. Every conversation with a known email lands in Attio as a person and a company, with a note summarizing what the buyer asked, their intent, and a link to the full conversation. Your team sees who is evaluating you, and why, without leaving Attio.

When a visitor shares their email in a Salespeak conversation, Salespeak creates or updates the person in Attio, matched on email address, and their company, matched on domain. Names and fields your team already edited are never overwritten.

Salespeak adds a note to the person with the conversation summary, the buyer's intent, the page they engaged on, and a link to the full conversation. Later messages in the same conversation update the same note.

Every Salespeak lead is marked with two attributes, Salespeak lead and Salespeak last conversation, so you can filter and build views on them. You can also have leads added to a list you choose, and map answers from the conversation (for example role, use case or timeline) to person or company attributes.

Salespeak reads a returning visitor's Attio record to personalize the conversation, and can alert your team in Slack or email when a visitor matches rules on their Attio attributes.

Before you start, you need a Salespeak account with the AI agent live on your website, and an Attio workspace admin to approve the connection.

Step 1. In Salespeak, open Integrations and select Attio.

Step 2. Connect your workspace. Attio asks you to pick a workspace and approve access.

Step 3. Back in Salespeak, the page shows "Connected to Attio". Salespeak adds two attributes to people in your workspace, Salespeak lead and Salespeak last conversation.

Step 4 (optional). Under "Add leads to list", pick the list that new leads should join.

Step 5 (optional). On the Person and Company tabs, map conversation details to your own attributes. On the Notifications tab, choose which people and companies trigger an alert when they start a conversation.

There is nothing else to install. From then on, every conversation with a known email syncs to Attio. To disconnect, remove the Attio integration in Salespeak. This also revokes Salespeak's access to your workspace.