Software consultancy founder on a couch in a studio office with a laptop on his knees
Attio through your AI manager

An AI Receptionist That Writes to Attio

Your UIRIX agent takes the call. Your ChatGPT or Claude, connected to Attio, adds the person and the company, opens the deal and leaves the note.

Updated

UIRIX works with Attio through your own ChatGPT or Claude. Connect Attio's MCP server and the UIRIX connector to the same chat app, and tell it once what to do after each call. After every call and chat, your chat assistant receives what the customer asked for and records it in Attio: a person and company record, a deal in your pipeline, a note with the call summary and a task for the follow-up. UIRIX itself never connects to Attio or stores its password.

Example: a software consultancy that runs its pipeline in Attio

  • A founder calls about rebuilding an app before a funding round. The agent asks about the timeline and the budget range your standing orders allow it to ask.
  • After the call, the chat assistant creates the person and the company, opens a deal and adds a task for the partner who handles discovery calls.
  • The founder gets an e-mail with a link to book the discovery call.

Connecting Attio to ChatGPT or Claude

Attio publishes an official MCP server, signed in with your Attio account.

Add it from your chat app's connector directory if Attio is listed there, or as a custom connector with the server address from Attio's documentation. Add the UIRIX connector in the same app.

Add UIRIX to Claude or ChatGPT →

What your AI manager does in Attio

People and companies

Callers and their companies are added or matched to existing records.

Deals from calls

Each qualified call opens a deal in the stage you choose.

Notes and tasks

The summary becomes a note, and the next step becomes a task.

Call a list

Ask your chat assistant to call the people of an Attio list with a UIRIX campaign.

Set it up in four steps

  1. 1

    Connect Attio to your chat app

    Sign in to Attio from ChatGPT or Claude.

  2. 2

    Add the UIRIX connector

    One URL and a sign-in to your UIRIX account.

  3. 3

    Tell it what to do after each call

    "After every new business call, create the person and the company in Attio, open a deal in the Inbound stage, and add a note and a task for discovery."

  4. 4

    Make a test call

    Call your agent, then check the record in Attio.

Attio questions

No. Your chat assistant signs in to Attio with Attio's own MCP server; UIRIX only sees what the chat assistant asks it for.
The record is written right after the call. During a call the agent can ask your chat assistant a question, for example to look something up in Attio, and reads back the answer within about 10 seconds.
Yes. The e-mail summary of every call stays as it is, so nothing depends on your chat assistant being online. Appointments are booked by the agent itself in Google Calendar, Microsoft 365, Calendly or Cal.com.
The agent remembers the people it talks to: on each call it knows what earlier calls and chats with that number were about, what was agreed and what is still open. A caller who says "forget me" is not recognized from the next call on, and the request waits for you to erase their data.

Put every call into Attio

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