Skip to main content
The Attio integration lets your OpenMic agents create and retrieve person records in Attio CRM directly from live calls.

​
Prerequisites

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

​
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.

​
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

​
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
Always include today’s date in your system prompt when your agent handles time-sensitive information. See Dynamic Variables for all timezone options.

​
Available Tools

​
Attio Create Person

Create a new person record in Attio. Collected from caller: Name, email, phone number.

​
Attio Get Person

Retrieve a person record from Attio by phone, email, or other identifiers.