Custom Agents
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.
Find alternatives to Custom Agents
What it does
- Agent orchestration
- Workflow automation
Features 6
- Plain-language agent setupAgents are described in plain language, including the job and the rules they follow.
- Model choiceLets users pick the model, such as Claude, GPT or Gemini, plus the context and tools for the task.
- Structured outputsReturns structured fields the rest of a workflow can score, route or draft from.
- Agent logShows what an agent thought, what it called and what it cost.
- Scoped permissionsAgents run as a named person with exactly their permissions and nothing more.
- Pause, cancel, resume and replayLets users pause, cancel, resume or replay an agent at any time.
Sources
- Pricing
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Pricing FAQ: "Workspace credits: for anyone in the workspace to use on all AI features, including Ask Attio, and workflows". No sentence names Custom Agents' plans or price.
- Description
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Official documentation · 10 Oct 2026
"Put your best prompt to work." "Describe the play once. Custom Agents run it on every record, around the clock." The Workflows page shows a Custom Agent step: "Score the lead and route to the right AE."
- What it does
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Official documentation · 10 Oct 2026
Universal Context powers "Ask Attio, Custom Agents, and every workflow in between".
- Sold within
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Read the Custom Agents page and Attio's pricing page: no sentence names which plans include Custom Agents; the grid's "AI agents" row lost its plan marks in text extraction.
- Name
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Official documentation · 10 Oct 2026
Page title "Custom agents | Attio"; H1 "Custom Agents"; Platform menu entry with the tagline "Agents ready for any task".
- URL
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Official documentation · 10 Oct 2026
Attio's own page for the product.
- 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: 'Plain language in. Structured answers out'.
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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Ask Attio AI agent
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.
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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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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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