Introducing Ask Attio

Everything creates signal. A call here, an email there, a thread buried from three months ago. Your CRM dutifully stores it all. But when you need that one critical detail before a call, you're clicking through tabs and reconstructing context from fragments.

• Sales reps spend hours each week hunting for context.

• Customer Success teams rebuild account history from scratch during handoffs.

• Leaders make decisions on incomplete pictures because painting the complete picture feels impossible.

Today, that changes. We are launching Ask Attio, a new way to work with your entire CRM.

Every record, call, email, web search, and connected data source is now available through conversation with AI.

Need to prep for a call? Just ask. Want to update your pipeline? Describe what happened. Looking for patterns across customer feedback? Ask Attio surfaces insights in seconds.

Ask Attio deeply understands your entire business context, and gives you what you need the moment you ask.

The power of Universal Context

Every customer relationship tells a story. A new CFO joins. A VP raises budget concerns in a call. Product usage shifts two weeks later. An email thread goes quiet.

Each signal matters. But the real insight is in how they connect.

Understanding those connections—seeing that the budget concern, the usage drop, and the leadership change are all part of the same story—is what separates good GTM teams from great ones. It's also what takes the most time.

Ask Attio makes that understanding instant.

This works because of Universal Context, a unified intelligence layer we've built that semantically indexes everything in your CRM as one interconnected whole. Records, emails, calls, notes, product data, warehouse syncs, connected tools, web search. Not as separate sources, but as one genuine understanding of each customer relationship, where the connections between signals are preserved and meaningful.

Now you can access that understanding through conversation.

Ask Ask Attio to prep you for a call, and it surfaces the complete picture. That the VP you're meeting raised budget concerns last month. That their product usage dropped two weeks ago. That a new CFO joined last quarter. These connected signals tell you exactly where this relationship stands and what to do next.

Ask which customers would benefit from a new feature you're launching, and Ask Attio doesn't just search for keywords in notes. It understands who mentioned similar pain points in calls or who showed interest through usage patterns, then gives you a list with context on fit or even a personalized email draft ready for you to hit send.

Ask Attio in action

Before every meeting I use "Prep for next meeting"and Ask Attio centralizes, summarises and surfaces everything I need to know to give a great first impression, or close the deal.

— Ian Ahuja, Head of Sales & Partnerships, Lightdash

Sales teams cut meeting prep to 30 seconds. AEs get comprehensive briefs—full account research, conversation history, recent touchpoints, suggested talking points—without hunting through emails or notes. After calls, Ask Attio handles the rest: pipeline updates, task creation, and personalized follow-up drafts.

Customer Success teams are ready to support customer growth from day one. Ask Attio creates transition briefs from prior conversations, sales context, and product usage. CSMs arrive with immediate visibility into account health and critical trends, plus early signs of expansion or risk.

Founders can see their market with clarity others miss. In founder-led sales, every conversation shapes both the deal and the product. Ask Attio connects every customer signal—what prospects say in calls, how they use your product, which competitors they mention, where they get stuck—revealing not just what customers want, but why.

The customer results

We're excited to see how leading teams are already using Ask Attio to unlock incredible ways of working:

• Wispr Flow responds faster, with confidence, when customer notes and action items are surfaced together.

• Lightdash preps for meetings 10x faster without digging into product usage, customer history, and browser tabs separately.

• Marketer drafts contextual emails with Ask Attio instead of bouncing between call recordings, Claude for writing, and email clients.

• Listen Labs turns customer calls into messaging insights by connecting what resonates across features, accounts, and deal stages.

• Plain stays agile with an evolving GTM motion by answering important questions, fast, about key areas like win rates, pipeline health, and overall state of play.

• Wordsmith accelerates strategic decision making for their leadership team by getting immediate answers to questions on competitive deals or pipeline.

A fundamental shift with Ask Attio

The best moments in GTM happen when you're in flow. When you're connecting with customers, spotting patterns, or making decisions that move deals forward.

Ask Attio keeps you in flow, but it also does so much more. It creates new possibilities.

Understanding what’s happening across all of your customers at once, spotting patterns across hundreds of deals, asking "what should I know today?" and actually getting the answer.

This is a fundamental shift in how CRM works.

Ask Attio is available today on Plus, Pro, and Enterprise plans, with Free plan access coming later this month.

Try Ask Attio for free or schedule a demo to see it in action.