The new architecture for agentic revenue is here

Manage settings for suggestions

Choose what Attio suggests for you.

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Available on enterprise and ultra plans.

Available to all members in workspaces with suggestions enabled.

These settings control which suggestions you get and let you add context about how you work.

Choose suggestion types

Choose which types of suggestions Attio creates for you. This only changes your own settings.

All types are enabled by default.

  • Click your workspace name, then Account settings.

  • Open Suggestions under Personal in the sidebar.

  • Under Types, enable or disable the toggle for each suggestion type.

The suggestion types are:

  • Draft email: Suggest email replies and follow-ups for you to review and send.

  • Manage tasks: Suggest creating tasks.

  • Manage records: Suggest updates to records. Enable the toggle for each object you want suggestions for.

To stop getting suggestions entirely, disable the toggle for every type.

Add personal and workspace context

Personal context gives Attio information and instructions about how you work so it can tailor suggestions to you. The same personal context also applies to Ask Attio. For example:

I manage mid-market sales deals. When suggesting next steps, prioritize deals with upcoming close dates, stalled evaluations, or missing follow-ups. Keep deal updates factual and concise, and don’t speculate when information is missing.

For email suggestions, use a direct, conversational tone. Keep follow-ups short and include clear next steps with owners and dates when they’re known.

To add personal context:

  • Click your workspace name, then Account settings.

  • Open the Profile tab.

  • Scroll to Personal context and enter your instructions.

Only you can see your personal context.

Workspace context set by admins also applies to suggestions. To learn more about personal and workspace context, see Manage Ask Attio settings.

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