> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openmic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Attio Integration

> Connect your OpenMic assistant to Attio CRM for contact management during live calls.

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](https://app.openmic.ai).
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

```text theme={null}
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
```

<Warning>
  **Always include today's date in your system prompt** when your agent handles time-sensitive information.
  See [Dynamic Variables](/dynamic-variables) for all timezone options.
</Warning>

***

## 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.