Ask Attio
Chat assistant in Attio that answers questions across a team's CRM records, emails, calls and notes or researches the web, and then acts on the answer: updating and creating records and drafting the follow-up.
Find alternatives to Ask Attio
What it does
- Data analysis
- Knowledge retrieval
Features 5
- Prompt libraryTurns best-practice prompts such as daily brief, meeting prep and deal brief into reusable standards.
- Approve-or-reject suggestionsProposes CRM updates that the user can approve, modify or reject.
- Permission-aware answersFollows existing permissions so everyone sees only what they are meant to see.
- Sourced answersGrounds every answer in actual CRM records and customer knowledge.
- Semantic searchRetrieves information instantly through semantic search even as data scales.
Sources
- Pricing
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Seat credits "for each seat to use personally on Ask Attio": 100 per user a month on Free ($0, up to 3 seats), 500 on Plus ($44 a seat monthly or $35 annually), 1,000 on Pro ($99 or $79), 2,500 on Enterprise (custom quote). Pricing FAQ: "Workspace credits: for anyone in the workspace to use on all AI features, including Ask Attio, and workflows". More workspace credits can be bought from $85 a month.
- Description
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Pricing tooltip: "Search, update, and create with AI chat." Getting-started copy: "Try using Ask Attio to search across data, including calls, notes, emails, and records, or to research information on the web." Product page: "Every question, answered. Every follow-up, sent. Every task, done."
- What it does
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Official documentation · 10 Oct 2026
Platform menu line: "Analyze and create with AI".
- Sold within
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Seat credits tooltip: "Every seat includes monthly credits for Ask Attio." It comes with every Attio plan.
- Name
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Official documentation · 10 Oct 2026
Page title "Ask Attio | Attio"; H1 "Ask Attio."; in Attio's Platform menu under "Agents & automations".
- URL
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Official documentation · 10 Oct 2026
Attio's own page for the assistant.
- Deployment
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Official documentation · 10 Oct 2026
Part of the hosted Attio CRM.
- Modalities
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Official documentation · 12 Oct 2026
Page: 'Use it to search across your data, including calls, notes, emails, and records / Ask Attio can answer questions, summarize information, build workflows, create or update records, create tasks, and draft emails'.
- Intended for
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Free, Plus, Pro and Enterprise team plans.
Also from Attio
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Attio Application
CRM for sales teams with built-in AI: Ask Attio analyses and creates from CRM data, workflows and custom agents run revenue processes, and sequences send personalised outreach at scale.
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Web Agent AI agent
Attio agent that reads the open web to answer a question about each company or person in the CRM and writes a sourced answer, with its confidence and reasoning, back to the record, on one record, a whole column or a workflow trigger.
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Custom Agents Agent platform
Builder in Attio for agents of a team's own design: describe a sales play once as a prompt and the agent runs it on every CRM record continuously, as a step inside Attio workflows.
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Call Intelligence Application
Attio's meeting recorder: it records and transcribes sales calls, summarizes them, flags buying signals and blockers, and logs the conversation to the CRM so follow-up can be triggered from it.
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Universal Context Platform
Attio's context layer underneath its agents: it captures and connects a company's emails, calls and connected tools into one store that Ask Attio, Custom Agents and workflows read from when they reason and act.
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