Attio Integration

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Prerequisites

1. An active Attio account.
2. An OpenMic account with at least one agent created.
3. Access to the OpenMic Dashboard.

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Step 1: Connect Your Attio Account

1. Go to Integrations in your OpenMic Dashboard.
2. Locate the Attio card.
3. Click Connect Attio.
4. Log in and approve access.

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Step 2: Add Attio Tools to an Agent

1. Navigate to Dashboard → Simple Agents.
2. Select or create an agent.
3. Open the Custom Functions tab.
4. Click Add Function and choose from:
   • Attio Create Person — Create a new person record
   • Attio Get Person — Retrieve a person record
5. For Create Person, you can optionally configure:
   • Test Phone Number — For web call testing
   • Default Country Code — Used to normalize phone numbers

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Step 3: Configure Your System Prompt

You are an assistant for [Your Company Name]. You manage contacts in Attio.

Today's date and time is {{now.est}}.

Your Approach:
When a caller reaches out, use `attio_getPerson` to check if they exist. If not, create them with `attio_createPerson`. Collect their name, email, and phone number.

Key Rules:
- Always look up people before creating new records
- Collect name and email from every new caller

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Available Tools

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Attio Create Person

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Attio Get Person