Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
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Attio

Work with Attio Directly from Your Chat

Talk to Zenzap's Attio AI agent like one of your team. Connect your account, then ask it to get things done, so work happens where the conversation does.

How Zenzap AI Agents Work

Connected
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Attio Attio

AI agents and connected tools,
right in the chat

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.

Brooklyn (You)

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

Brooklyn (You)

Done. It's all in Attio.

Turn chat decisions into Attio updates

Your agent connects the conversation to Attio, so what your team decides in the chat doesn't fall through the cracks.

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?

Attio

Find customer records

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

Attio

Create CRM records from chat

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

Attio

Update accounts and opportunities

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

Attio

Keep follow-ups moving

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

Attio

Summarize account activity

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

Attio

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.

Visit Trust Center
Attio

About
Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

AI Agents Have
Entered the Chat

Your conversations, team, AI agents, tasks, and tools in one place.

Start for free
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