Changelog

We shipped Ask Attio to change how you work with your CRM.

This update takes it even further:

• Ask Attio is now powered by Claude Sonnet 4.6 and Gemini 3.1 Pro.

• Live prompt suggestions: Recap what you missed or clarify key points before a call ends.

• Richer responses: Inline data tables and compact record links directly in chat.

• Web source: Hover over the Searched web icon to see which sources informed an answer.

• List queries: Search lists, check list membership, and filter by list attributes in Ask Attio.

• Regenerate on demand: Use the Try again button to get a more detailed response, a more concise one, or give your own instructions.

• Favorite chats: Pin Ask Attio conversations to jump back in instantly.

• Personal Settings: Set Ask Attio's privacy behavior, choose a default model variant, and track your credit usage from Personal Settings.

Find out more.

Keep contracts, decks, and documents where they belong — on the record.

The files tab is now available on all object types, including deals and custom objects.

Venture partners can store signed term sheets and due diligence docs on a deal, while sales teams can attach proposals or NDAs to each opportunity.

Add the files tab via Configure Record Page, or find it included by default on new objects.

We've also refreshed the UI and rebuilt the backend for improved reliability.

Learn more in our Help Center.

Prep smarter, close faster, and keep your CRM in sync with over 25 new App Store arrivals.

Check out:

• Amie: Record meetings and sync AI summaries to your records.

• Snitcher: Identify website visitors and sync them as leads.

• Ringover: Log calls, SMS, and WhatsApp messages in Attio.

• Flowla: Create deal rooms and track buyer engagement.

• SiteSeam: Sync website leads and visitor activity into Attio.

Explore all apps in our App Store.

• Disable automatic company record creation from email addresses in Settings > Workspace.

• Call recordings now auto-pin when you navigate away mid-playback, so you never lose your place.

• Find your favorites faster: right-click any record or chat to add it to a folder directly.

• Easily discover all our new apps with a new search bar in our public App Store.

• Differentiate records faster with new avatar placeholders — including icons for people, companies, deals, and more — in light and dark mode.

• Get a focused view of records created by inbox syncs. Simply filter by Created by > ⚙️ System on any view.

• Explore the power of Ask Attio with our new custom page, complete with sound design and an animated prompt library.

Connect Attio to the AI ecosystem.

Our new MCP server let’s you search, query, and act on your Attio data, from any MCP client. Use it with coding agents, automation tools, or to integrate products.

Learn more about MCP in our developer docs and Help Center.

Precisely manage how access works across your entire workspace.

Our upgraded permissions system gives you team-based access, cascading overrides, and full object controls – reflecting your org chart exactly as you need.

For example, give your Sales team full access to Deals while setting contractors to read-only — preventing accidental edits without removing team access.

Your CRM stays accurate and easy to manage as you scale.

For more information, see our Help Center.

A new way to work with your CRM.

Search, update, and create across your entire CRM by asking.

Surface call insights, draft follow-ups automatically, and get answers fast.

Powered by Universal Context, a unified intelligence layer native to Attio.

Find out more.

We’ve redesigned the iOS app with liquid glass styling and added powerful new record widgets.

Surface key contacts, deal stages, and upcoming meetings right in the app. Plus, enjoy a refreshed UI and improved performance across every screen.

Install now in the App Store.

Emails are now available across all record types — including Deals and Custom Objects — so you can track conversations in any context.

Plus, configure multiple tabs per object to organize communication your way. For example, on a Deal record, one tab can show all company emails, while another focuses on a specific legal contact.

Pull in relevant emails using:

• Linked company domains

• Email addresses of linked people or users

Standard objects come with smart defaults, while Custom Objects guide you through setup. Fully supported on mobile, too.

Find out more in our Help Center.

Meeting context where you need it.

We’ve added a notes section to your meeting cards, so you can see linked notes at a glance, whether you're reviewing an upcoming call or browsing past activity.

You’ll also see a notes indicator in:

• Meeting modals

• ⌘K quick previews

• Activity timelines on record pages

See the Help Center for more on using notes.