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.
7-day free trial · $0 today · cancel anytime
What you can say
Real messages you can send your assistant once Attio is connected:
- “Add Marie from Brightlabs to Attio — marie@brightlabs.io”
- “Add a note to the Brightlabs record: intro call went well”
- “Update Brightlabs' stage in my pipeline”
- “What companies did I add this month?”
- “Who at Acme am I connected with?”
How it works
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1
Start your trial
Create your OwlAgent account and link your WhatsApp number. Takes about 2 minutes.
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2
Connect Attio
Authorize Attio from your dashboard via OAuth — no passwords shared, revoke anytime.
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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.
Works with the rest of your stack
See all integrations →Put Attio on autopilot
Connect it once, then just text. Every plan starts with a 7-day free trial.
Get started freeLast updated: July 17, 2026