Get More Done with Zenzap’s Attio AI Agent

Zenzap’s Attio AI agent works across your workflows and alongside your team, all through a familiar chat interface.

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How Zenzap AI Agents Work

Connected

Attio

Attio agent

Talk to Attio Like You Talk to Your Team

Tell your agent what you need in a message or voice note. It can work in Attio for you, finding information, taking action, and keeping track of tasks.

Dana Reyes

Works for me. Let’s lock that in.

You

Hey @Attio agent, follow up on our discussion and make the updates.

Attio agent

Done. It’s all in Attio.

Automate Workflows with Attio

Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Attio.

Your agent, your control

Choose what your agent can access and how it can act in Attio. Require approval before actions, keep access read-only, or allow approved work to run automatically.

What Can Zenzap’s Attio AI Agent Do?

Find customer records

Search Attio for supported contacts, companies, opportunities, and recent customer activity.

Create CRM records from chat

Create supported contacts, opportunities, notes, and follow-up tasks in Attio from a conversation.

Update accounts and opportunities

Change supported stages, owners, values, and record fields in Attio as decisions are made.

Keep follow-ups moving

Check Attio for stalled opportunities and create or update the next follow-up.

Summarize account activity

Bring recent interactions, open items, and customer context from Attio back into the chat.

Report on the pipeline

Analyze supported pipeline data in Attio and flag risks, gaps, or changes that need attention.

Security & Compliance

Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.