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Aimdoc + Attio

An AI sales agent for the Attio-native GTM team.

Aimdoc qualifies your website visitors and writes clean people records, conversation notes, and custom attributes into Attio — meeting your team where it already lives.

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Modern CRM deserves modern qualification.

Teams pick Attio because it doesn't force a schema. Aimdoc respects that — it qualifies in conversation and lets you choose exactly how that qualification lands inside your Attio workspace.

You modeled Attio your way

Aimdoc maps into the people attributes — standard or custom — that your operations team already set up.

Notes are the unit of context in Attio

Aimdoc adds a conversation note to the synced person so your team can read the full back-and-forth without leaving Attio.

Lists and views just work

Map qualification answers into the same attributes your existing lists and views are built on, and reporting comes for free.

What lands in Attio

A people record, a note, and exactly the attributes you've configured.

People sync that respects Attio shapes

Aimdoc creates or updates Attio person records using your existing attribute structure. Name and email are auto-mapped; everything else is yours to configure.

Conversation notes on the person

Aimdoc attaches the full transcript as a note on the synced Attio person, so reps treat Attio as the running record of the conversation.

Map to custom attributes

Map Aimdoc Data Capture answers, system fields like source URL and referrer, and qualification context into the Attio attributes — including custom ones — your team already uses.

Defaults so records always land clean

Send default values along with mapped fields so every synced person record fits the structure your operations team built Attio around.

From visitor to enriched Attio person

Aimdoc owns the conversation. Attio stays the workspace your team lives in.

1

Visitor lands on the site

Aimdoc engages with page-aware prompts and runs a real conversation, not a form.

2

Aimdoc qualifies in conversation

Use case, fit, and intent get captured in the Aimdoc Data Capture flow you configured.

3

Attio person is created or updated

Aimdoc maps fields to Attio attributes, attaches a conversation note, and links the record.

4

Reps work in Attio with full context

Lists, views, and the person record itself reflect the qualification — no manual entry.

Built for teams that already run on Attio

Three motions where Aimdoc + Attio stops the manual updates.

Inbound list automation

Aimdoc qualification populates the attributes that drive your inbound list filters automatically.

Founder-led GTM

Founder-led teams using Attio as their shared workspace get hand-prepared people records without spending nights on data entry.

Custom motion, custom attributes

Map answers from any custom Aimdoc field into custom Attio attributes so your motion stays exactly the way you designed it.

Attio integration FAQ

Common questions from Attio-native revenue teams.

Why Attio specifically?

Attio gives modern revenue teams a CRM that is flexible enough to model any motion. Aimdoc was built to hand off conversations into the way your team has actually structured Attio — not into a rigid schema.

What gets created on the Attio side?

Aimdoc creates or updates a person record, attaches a conversation note, and writes mapped attributes — including custom ones — based on what you configure on the agent.

Can I send qualification answers to custom attributes?

Yes. The most common setup is mapping qualification answers and Aimdoc Data Capture answers directly into custom Attio attributes so your views, lists, and reports just work.

Where do I see the synced Attio record inside Aimdoc?

Aimdoc shows the linked Attio person on the contact sheet and the contact full view, with a direct link back to Attio for one-click context switching.

How long does setup take?

A few minutes. Connect Attio via OAuth in Aimdoc's Integrations tab and configure the field mapping on the agent's Actions tab. Detailed steps live in the docs.

Make Attio the workspace your reps actually want to live in.

Connect Aimdoc to Attio and start enriching every person record with conversation-grade context.

Prefer the technical walkthrough? Read the Attio integration setup docs.