CRM · Integration

Attio + your AI assistant on WhatsApp

A modern CRM, driven by chat.

OwlAgent connects to Attio via OAuth so you can keep your CRM alive from WhatsApp. Capture new people and companies as you meet them, update records, add notes, and query your relationships — without opening Attio.

Connect Attio free

7-day free trial · $0 today · cancel anytime

What you can say

Real messages you can send your assistant once Attio is connected:

How it works

  1. 1

    Start your trial

    Create your OwlAgent account and link your WhatsApp number. Takes about 2 minutes.

  2. 2

    Connect Attio

    Authorize Attio from your dashboard via OAuth — no passwords shared, revoke anytime.

  3. 3

    Just text it

    Message your assistant on WhatsApp like you'd message a person. It does the rest.

What OwlAgent does with Attio

  • Create people and company records by texting
  • Add notes the moment context is fresh
  • Update record attributes and pipeline stages
  • Query your workspace in plain language

Good to know

OwlAgent works within the permissions of the Attio workspace you connect.

Records change when you ask — the assistant never restructures your workspace on its own.

More on how access works on our Security page and in the Privacy Policy.

Frequently asked questions

Can OwlAgent add people to Attio from WhatsApp?

Yes. Send a name, company, and email in a message and OwlAgent creates the record in your Attio workspace and confirms.

Can it keep notes on my relationships?

Yes. Dictate a note right after a call and it lands on the right record while the context is still fresh.

Do I need to install anything?

No. Connect Attio once via OAuth from your OwlAgent dashboard, then manage your CRM by texting.

Put Attio on autopilot

Connect it once, then just text. Every plan starts with a 7-day free trial.

Get started free

Last updated: July 17, 2026