Attio
Track contacts, companies and deals across Attio records.
- カテゴリ
- CRM
- セットアップ
- 4ステップ
- 対応業務
- 2AIの役割
What ProhostAI can do with Attio
Once Attio is connected, ProhostAI works with your records, companies and deals in plain language.
- Read
Look up records
Pull the history on a company, person or deal in your own record structure.
“What is the latest on the Riverside owner group?”
- Read
Check what is in progress
See open deals and where each has got to.
- Create & update
Update records
Add notes, log activity and change attributes on the records you already model.
- Create & update
Create and move deals
Add a new opportunity or advance one through your stages.
Attio について
A CRM shaped like your business, updated by asking.
Attio lets you model records the way your business actually works. Connect it and ProhostAI can read and update those records without you switching tools to do it.
続きを読む
Property management fits badly into a CRM designed for software sales. The entities that matter are not just companies and deals — they are buildings, owners, units, agreements, sometimes the letting agent who introduced you.
Attio’s appeal is that you can model exactly that, which makes it popular with operators who found conventional CRMs required them to describe their business in someone else’s vocabulary.
Connecting it keeps that structure current without the upkeep it usually implies. Ask what is happening with a particular owner and get the record; log the conversation you just had; update a deal as part of deciding to. The model you built stays yours, and the AI does the typing that keeps it true — which matters more in a bespoke CRM than a generic one, because a half-maintained custom model is harder to trust than a half-maintained standard one.
対応業務: 営業, サポート
Setup
Attio connects through OAuth, so ProhostAI never sees your password.
Open ProhostAI and go to Settings → Connections.
Search for Attio and select Connect.
Sign in to Attio and approve access to your workspace.
Ask about one of your records to confirm the connection works.
Good to know
Attio stays the system of record. Your object model and attributes are used as they are.
Because Attio workspaces are so individually shaped, being specific about which object you mean gets better results than a generic request.
The AI works within the connected user’s access to the workspace.
Revoking ProhostAI in Attio’s workspace settings ends access immediately.
Attio についてのよくある質問
Does ProhostAI work with my custom Attio objects?
It reads and updates the records in your workspace as you have modelled them. Because Attio setups vary so much, naming the object you mean gives better results than a vague request.
Will it change my object model?
No. Attio stays the system of record and its structure is used as it is — ProhostAI updates records rather than reshaping them.
Can it log activity automatically?
It can add notes and log activity against records on request, so a conversation gets recorded when it happens rather than in a later catch-up.
Is Attio a good fit for property management?
It suits operators who want to model buildings, owners and agreements directly rather than describe them as generic companies and deals.
How do I disconnect Attio?
Open Settings → Connections in ProhostAI and disconnect it, or revoke ProhostAI in your Attio workspace settings.
