Call Intelligence

Automatically record, transcribe, and store meetings in Attio, and leverage AI-powered insight templates to generate summaries, highlight key details, and streamline follow ups for seamless team collaboration.

What you will learn

  • Effortless call recording and storage
    Learn how Attio’s call recorder automatically joins meetings in Zoom, Google Meet, and Microsoft Teams, transcribes conversations, and stores recordings directly in your CRM for seamless access.

  • AI powered insights and summaries
    Discover how to create and apply custom AI insight templates that generate summaries, highlight key details, and provide actionable next steps tailored to different call types.

  • Managing and using call recordings
    Explore how to access, filter, and organize your call recordings within Attio, leverage live insights, and use playback modes like pinned mode and picture-in-picture for efficient review.

Related articles

Recording calls with Attio
Learn how to use call recording in Attio with AI-powered transcripts and insights.
Create insight templates for call recordings
Customize insight templates for AI-generated takeaways from your call recordings.
View and manage call recordings
Watch calls, understand AI-insights, and manage recordings.