Review and act on suggestions
Review, edit, and accept suggestions in Attio.
Available on enterprise and ultra plans.
Available to all members in workspaces with suggestions enabled.
A suggestion is an action Attio proposes for you to review, such as updating a record, drafting an email reply, or creating a task. You decide whether to accept or discard each suggestion.
Who can see suggestions
Suggestions are personalized to you, and other workspace members can’t see your suggestions. When you accept a suggestion, the resulting action is attributed to you. For example, if you accept a record update, the record shows that you made the update.
Find your suggestions
You can find suggestions in a few places in Attio:
On the Home page, under Suggestions
On a record's Overview tab for suggestions about that record, and the record preview that opens when you click a record in a table or kanban view
On a call recording page, under Summary, for suggestions based on that call
In table and kanban views, as a sparkle icon next to the record name, followed by the number of open suggestions for that record
Select a suggestion from any of these locations to review it.
Review a suggestion
Click a suggestion to review what Attio is proposing and why. What you can review or edit depends on the suggestion type:
Record update suggestions show each attribute's current and proposed value. You can edit a proposed value or deselect attributes you don't want to update.
Email draft suggestions show a proposed reply that you can edit before sending.
Task suggestions let you create tasks.
When you're ready, click the action button, such as Send email, to implement the suggestion, or click Discard to dismiss it.
To discard all open suggestions, click the ⋮ icon next to Suggestions on the Home page, then select Clear all suggestions.
If an object rule requires other attributes before a change can be made, the suggestion shows those attributes so you can fill them in before accepting.
When suggestions are replaced or withdrawn
Suggestions can change as new information becomes available, for example when you receive a new email or a record is updated. Attio may update a suggestion or withdraw it if it’s no longer relevant. When this happens, you’ll see one of these labels on the suggestion:
This suggestion was updated: Attio revised the suggestion. Click See changes to compare it with the previous version.
This suggestion was withdrawn: The suggestion no longer applies, so there’s nothing to do.
Related resources
Learn how suggestions work and how to enable them in Overview of suggestions.
Choose which suggestions you get in Manage settings for suggestions.