crm

Add Attio to your AI agent

Attio is a fully customizable workspace for your team's relationships and workflows.

Things your agent can do in Attio
100

Things your AI can do in Attio

Your FormWise AI can handle any of these in Attio — on its own, without you needing to click a button.

  • Assert Company (Create or Update)

    Popular

    Creates or updates a company record in Attio using a unique attribute to search for existing companies. If a company is found with the same value for the matching attribute, that company will be updated. If no company is found, a new one will be created. Use this when you prefer to update records on conflicts.

  • Assert Person Record

    Popular

    Tool to create or update person records using a unique attribute to search for existing people. Use when you want to ensure a person exists with specific details without creating duplicates.

  • Assert User Record (Create or Update)

    Popular

    Creates or updates a user record in Attio using a unique attribute to search for existing users. If a user is found with the same value for the matching attribute, that user will be updated. If no user is found, a new one will be created. Use this to ensure user records exist without duplicates.

  • Assert Workspace (Create or Update)

    Popular

    Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces. If a workspace is found with the same value for the matching attribute, that workspace will be updated. If no workspace is found, a new one will be created.

  • Create Comment

    Popular

    Tool to create a new comment on a thread, record, or list entry in Attio. Use when you need to add a comment to an existing conversation, a record (like a person, company, or deal), or a list entry.

  • Create Company

    Popular

    Creates a new company record in Attio. This endpoint will throw an error on conflicts of unique attributes like domains. If you prefer to update company records on conflicts, use the Assert company record endpoint instead. Note: The logo_url attribute cannot currently be set via the API.

  • Create Deal Record

    Popular

    Tool to create a new deal record in Attio. Use when you need to track a new sales opportunity or deal. This endpoint will throw an error on conflicts of unique attributes. Minimal requirement is providing at least one attribute value.

  • Create Note

    Popular

    This tool creates a new note on a given record in Attio. The note can be attached to any record type (like person, company, or deal) and includes a title and content. It requires parameters such as parent_object, parent_record_id, title, and content, with an optional created_at timestamp.

  • Create Person

    Popular

    Creates a new person record in Attio. This endpoint will throw an error on conflicts of unique attributes like email_addresses. If you prefer to update person records on conflicts instead, use the Assert person record endpoint. Note: The avatar_url attribute cannot currently be set via the API.

  • Create Record

    Popular

    This tool creates a new record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.). It requires the object type and a values dictionary containing the attributes for the new record. IMPORTANT: Different object types have different attributes. For example: - 'people' object uses: name, email_addresses, phone_numbers, primary_location, job_title, etc. - 'users' object uses: primary_email_address, user_id, person, workspace - 'companies' object uses: name, domains, description, etc. Always verify the correct attribute names for your target object type before creating records. Use the List Attributes API or check your workspace to see available attributes for each object type.

  • Create Task

    Popular

    Tool to create a new task in Attio. Use when you need to add a task with content and optional deadline, assignees, or linked records. Note: Tasks can only be created from plaintext without record reference formatting.

  • Create User Record

    Popular

    Creates a new user record in Attio. User records represent workspace members or users in the system. Requires primary_email_address, user_id, and workspace_id. Optionally link to an existing person record. Note: Required attributes may vary based on workspace configuration - check the List Attributes action if you encounter missing_value errors.

Show 88 more things it can do
  • Create Workspace Record

    Popular

    Creates a new workspace record in Attio. The workspace_id field is required and must be unique. This endpoint will throw an error on conflicts of unique attributes. Use when you need to create a new workspace entry in your Attio workspace.

  • Delete Company

    Popular

    Tool to delete a company record from Attio by its record_id. Use when you need to permanently remove a company record. The deletion is irreversible and cannot be recovered.

  • Delete Deal

    Popular

    Tool to delete a deal record from Attio by its record_id. Use when you need to permanently remove a deal record. The deletion is irreversible and cannot be recovered.

  • Delete Note

    Popular

    This tool allows users to delete a specific note in Attio by its ID. It is implemented via DELETE https://api.attio.com/v2/notes/{note_id} and handles note deletion by validating the provided note_id. It complements ATTIO_CREATE_NOTE functionality, providing complete note management capabilities within the Attio platform.

  • Delete Person

    Popular

    Tool to delete a person record from Attio by its record_id. Use when you need to permanently remove a person record. The deletion is irreversible and cannot be recovered.

  • Delete Record

    Popular

    This tool allows you to delete a record from Attio permanently. The deletion is irreversible, and the data will eventually be removed from the system.

  • Delete User

    Popular

    Tool to delete a user record from Attio by its record_id. Use when you need to permanently remove a user record. The deletion is irreversible and cannot be recovered.

  • Delete Workspace Record

    Popular

    Tool to delete a workspace record from Attio by its record_id. Use when you need to permanently remove a workspace record. The deletion is irreversible and cannot be recovered.

  • Find Record

    Popular

    This tool allows users to find a record in Attio by either its unique ID or by searching using unique attributes. It provides two methods: one for directly retrieving a record by its ID with the GET /v2/objects/{object}/records/{record_id} endpoint, and another for searching by attributes using the POST /v2/objects/{object}/records/query endpoint.

  • Get Call Recording

    Popular

    Tool to get a single Attio call recording by its meeting and recording IDs, including transcript segments and the raw transcript when available.

  • Get Object

    Popular

    Tool to get a single object by its object_id or slug. Use to retrieve detailed schema information about a specific object type in the Attio workspace. Also use as a prerequisite validation step before calling ATTIO_FIND_RECORD, ATTIO_LIST_RECORDS, or ATTIO_CREATE_RECORD — attribute slugs must exactly match what this tool returns. The returned schema defines required attributes for record creation; omitting them causes invalid_request_error with code missing_value (HTTP 400). Custom attributes (e.g., industry, category) vary by object type — verify their presence and data type here before building filters or record values.

  • List Tasks

    Popular

    Tool to list all tasks in the workspace. Use when you need to retrieve tasks, optionally filtering by assignee, completion status, or linked records. Results are sorted by creation date from oldest to newest by default.

  • List Attributes

    Popular

    Tool to list the attribute schema for an Attio object or list (including slugs, types, select/status config) to enable correct filtering and writes. Use when you need to discover what attributes exist on an object or list, their types, and their configuration (e.g., available options for select/status attributes). Returns attributes in UI sort order.

  • List Companies

    Popular

    Tool to list company records in Attio with optional filtering and sorting. Use when you need to retrieve company records based on criteria like domain, name, or description.

  • List Deal Records

    Popular

    Tool to list deal records in Attio with the option to filter and sort results. Use when you need to retrieve deal records based on filter criteria or sorting requirements.

  • List Lists

    Popular

    This tool retrieves all lists available in the Attio workspace, sorted as they appear in the sidebar. Returns list metadata only (names, IDs, configuration) — not the records/entries within those lists. To fetch actual list entries, use ATTIO_FIND_RECORD with appropriate filters. This tool is a prerequisite for many list-related operations. Requires the list_configuration:read permission scope.

  • List Meetings

    Popular

    Tool to list all meetings in the workspace using a deterministic sort order. Use when you need to retrieve meetings, optionally filtering by participants, linked records, or time ranges. This endpoint is in beta.

  • List Notes

    Popular

    Lists notes in Attio. Can list all notes in the workspace, or filter by parent object type and/or specific record. Notes are returned in reverse chronological order (newest first).

  • List Objects

    Popular

    This tool retrieves a list of all available objects (both system-defined and user-defined) in the Attio workspace via GET /v2/objects, returning key metadata including slugs and IDs for each object. Call this tool first before ATTIO_LIST_RECORDS, ATTIO_FIND_RECORD, or ATTIO_CREATE_RECORD to discover valid object slugs — hardcoded slugs may not exist across workspaces. Concepts like tasks may be modeled as deals or custom objects rather than dedicated types, so confirm the correct object type before proceeding. Attribute values in responses can be arrays of time-bounded entries rather than simple scalars; downstream code must handle nested structures.

  • List Records

    Popular

    This tool lists records from a specific object type in Attio. It provides simple pagination support and returns records in creation order (oldest first). For complex filtering, use the FindRecord action instead. Standard object types include: people, companies, deals, users, workspaces. If you get a 404 error, verify the object type exists using the List Objects action first. Response attribute values are returned as arrays of time-bounded objects under a `values` map (e.g., `values['name']`), not simple scalars — handle arrays, nested objects, and empty arrays accordingly. Select attributes are accessed via `option.title`; currency, stage, and select fields may be null or empty arrays. Access records via `data.data` in the response.

  • List User Records

    Popular

    Tool to list user records in Attio with optional filtering and sorting. Use when you need to retrieve workspace members or user records based on specific criteria.

  • List Workspace Members

    Popular

    Tool to list workspace members (actors) so agents can reliably assign owners and resolve workspace-member IDs even when the optional Users standard object is disabled. Use when writing or assigning actor-reference attributes (e.g., record/list entry owners) that require referenced_actor_type=workspace-member and an actor id.

  • Patch Record

    Popular

    Tool to update people, companies, and other records by record_id using PATCH method. For multiselect attributes, values supplied will be prepended to existing values. Use PUT endpoint to overwrite or remove multiselect values.

  • List Person Records

    Popular

    Tool to list person records from Attio with optional filtering and sorting. Use when you need to retrieve people based on specific criteria or get a paginated list of all people.

  • List List Entries

    Popular

    Tool to list entries in a given list, with the option to filter and sort results. Use when you need to retrieve records that belong to a specific list with optional filtering and sorting.

  • List Records with Query

    Popular

    Tool to list people, company or other records in Attio with the option to filter and sort results. Use when you need to retrieve records based on complex filter criteria or sorting requirements.

  • Assert Record (Create or Update)

    Popular

    Tool to create or update people, companies and other records in Attio using a matching attribute. Use when you want to avoid duplicate records - if a record with the same value for the matching attribute is found, it will be updated; otherwise a new record is created. If you want to avoid matching and always create new records, use the Create Record endpoint instead.

  • Query Records

    Popular

    Tool to query records for a specific Attio object using server-side filtering operators and sorting. Use when you need to retrieve records based on complex filter criteria (e.g., 'get all agreements where product=X and status in Y') rather than simple listing or ID-based lookup. This avoids downloading large pages and filtering locally, which is slow and costly.

  • Search Records

    Popular

    Tool to fuzzy search for records across multiple objects in Attio. Use when you need to find records by name, domain, email, phone number, or social handle. This endpoint is in beta and returns eventually consistent results. Matching strategy follows the in-product search approach.

  • Update Company

    Popular

    Tool to update a company record in Attio by its record_id. Use when you need to modify company attributes like name, description, domains, or team. For multiselect attributes, values are prepended to existing values. Note: logo_url cannot be updated via API.

  • Update Deal Record

    Popular

    Tool to update an existing deal record in Attio by record ID. Uses PATCH to partially update only the provided fields, leaving other fields unchanged.

  • Update Person

    Popular

    Tool to update a person record in Attio by its record_id. Use when you need to modify person attributes like name, email, job title, or phone numbers. For multiselect attributes, values are prepended to existing values. Note: avatar_url cannot be updated via API.

  • Update Record

    Popular

    This tool updates an existing record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.). It uses PATCH to partially update only the provided fields, leaving other fields unchanged.

  • Update Task

    Popular

    Tool to update an existing task in Attio by its task_id. Use when you need to modify a task's deadline, completion status, linked records, or assignees. Only these four fields can be updated via this endpoint.

  • Update User Record

    Popular

    Tool to update a user record in Attio by its record_id. Use when you need to modify user attributes like user_id, primary_email_address, person, or workspace references. Attributes not included in the request will remain unchanged.

  • Create Attribute

    Tool to create a new attribute on an object or list in Attio. Use when you need to add custom fields to track additional information. For record-reference types, you can establish bidirectional relationships by supplying a relationship object.

  • Create List

    Tool to create a new list in Attio. Use when you need to organize records into custom lists. Once created, add attributes using the Create Attribute API and add records using the Create Entry API. New lists must have either workspace_access set to 'full-access' or one or more workspace_member_access with 'full-access' level.

  • Create Object

    Tool to create a new custom object in your Attio workspace. Use when you need to add a new object type beyond the standard objects (people, companies, deals, users, workspaces). Requires api_slug (snake_case identifier), singular_noun, and plural_noun.

  • Create Select Option

    Tool to add a new select option to a select or multiselect attribute in Attio. Use when you need to add a new choice to an existing select field.

  • Create Status

    Tool to add a new status to a status attribute on either an object or a list. Use when you need to create a new status option for status attributes. Company and person objects do not support status attributes at this time.

  • Create Webhook

    Tool to create a webhook and subscribe to events in Attio. Use when you need to set up a new webhook endpoint to receive real-time event notifications. Returns the webhook configuration including a one-time signing secret for verifying event authenticity.

  • Delete Comment

    Tool to delete a comment by its comment_id. Use when you need to remove a comment from Attio. If the comment is at the head of a thread, all messages in the thread are also deleted. The operation is permanent and cannot be undone.

  • Delete List Entry

    Tool to delete a single list entry by its entry_id in Attio. Use when you need to remove an entry from a specific list. The operation is permanent and cannot be undone.

  • Delete Task

    Tool to delete a task by its task_id. Use when you need to remove a task from Attio. The operation is permanent and cannot be undone.

  • Delete Webhook

    Tool to delete a webhook by its webhook_id. Use when you need to remove a webhook subscription from Attio. The operation is permanent and cannot be undone.

  • Get Attribute Details

    Tool to get information about a single attribute on either an object or a list. Use when you need detailed information about a specific attribute's configuration, type, or metadata.

  • Get Comment

    Tool to get a single comment by its comment_id in Attio. Use when you need to retrieve detailed information about a specific comment, including its content, author, thread, and resolution status.

  • Get Company

    Tool to get a single company record by its record_id in Attio. Use when you need to retrieve detailed information about a specific company. Returns all attribute values for the company with temporal and audit metadata.

  • Get Deal Record

    Tool to get a single deal record by its record_id in Attio. Use when you need to retrieve detailed information about a specific deal. Returns all attribute values for the deal with temporal and audit metadata.

  • Get List

    Tool to retrieve details of a single list in your Attio workspace. Use when you need to get information about a specific list by its UUID or slug.

  • Get List Entry

    Tool to get a single list entry by its entry_id. Use when you need to retrieve detailed information about a specific entry in an Attio list.

  • Get Note

    Tool to get a single note by its note_id in Attio. Use when you need to retrieve detailed information about a specific note, including its title, content (plaintext and markdown), tags, and creator information.

  • List Record Entries

    Tool to list all entries, across all lists, for which a record is the parent. Use when you need to find which lists a specific record belongs to. Returns list IDs, slugs, entry IDs, and creation timestamps.

  • Get Current Token Info

    Tool to identify the current access token, the workspace it is linked to, and any permissions it has. Use when you need to verify token validity or retrieve workspace information associated with the current authentication.

  • Get Task

    Tool to get a single task by its task_id in Attio. Use when you need to retrieve detailed information about a specific task, including its content, deadline, assignees, and linked records.

  • Get Webhook

    Tool to get a single webhook by its webhook_id in Attio. Use when you need to retrieve detailed information about a specific webhook configuration. Returns the webhook's target URL, event subscriptions, status, and metadata.

  • Get Workspace Member

    Tool to get a single workspace member by their workspace_member_id. Use when you need details about a specific workspace member, including their name, email, access level, and avatar.

  • Get Workspace Record

    Tool to get a single workspace record by its record_id. Use when you need to retrieve detailed information about a specific workspace. Returns all attribute values for the workspace record with temporal and audit metadata.

  • List Attribute Options

    Tool to list all select options for a particular attribute on either an object or a list. Use when you need to discover available options for select or status type attributes.

  • List Attribute Statuses

    Tool to list all statuses for a particular status attribute on either an object or a list. Use when you need to discover available statuses for a status attribute, including their IDs, titles, and configuration.

  • List Call Recordings

    Tool to list all call recordings for a meeting in Attio. Use when you need to retrieve call recordings associated with a specific meeting. This endpoint is in beta.

  • List Company Attribute Values

    Tool to get all values for a given attribute on a company record. Historic values can be queried using the show_historic query param. Historic values cannot be queried on COMINT or enriched attributes. Some attributes are subject to billing status and may return an empty array.

  • List Company Record Entries

    Tool to list all entries across all lists for which a company record is the parent in Attio. Use when you need to see which lists a particular company record belongs to. Returns list information and entry IDs for each list the company appears in.

  • List Deal Entries

    Tool to list all entries across all lists for which a deal record is the parent in Attio. Use when you need to see which lists a particular deal record belongs to. Returns list information and entry IDs for each list the deal appears in.

  • List Deal Record Attribute Values

    Tool to retrieve all values for a specified attribute on a deal record in Attio. Use when you need to see current or historic values for a specific deal attribute. Historic values can be queried using show_historic param but cannot be queried on COMINT or enriched attributes.

  • List List Entry Attribute Values

    Tool to retrieve all values for a specified attribute on a list entry in Attio. Use when you need to see the history of values for a specific attribute on a list entry. Can return only active values or include all historical values sorted chronologically.

  • List People Attribute Values

    Tool to get all values for a given attribute on a person record. Use when you need to retrieve current or historic values for a specific person attribute. Historic values can be queried using the show_historic param but cannot be queried on COMINT or enriched attributes (returns 400 error).

  • List People Record Entries

    Tool to list all entries across all lists for which a person record is the parent in Attio. Use when you need to see which lists a particular person record belongs to. Returns list information and entry IDs for each list the person appears in.

  • List Record Attribute Values

    Tool to retrieve all values for a specified attribute on a record in Attio. Use when you need to see the history of values for a specific attribute. Can return only active values or include historical values. Historic values cannot be queried on COMINT or enriched attributes.

  • List Threads

    Tool to list threads of comments on a record or list entry in Attio. Use when you need to view all comment threads associated with a specific record or list entry. Threads contain one or more comments sorted chronologically.

  • List User Record Entries

    Tool to list all entries across all lists for which a user record is the parent in Attio. Use when you need to see which lists a particular user record belongs to. Returns list information and entry IDs for each list the user appears in.

  • List Webhooks

    Tool to get all webhooks in your Attio workspace. Use when you need to retrieve a list of configured webhooks, their subscriptions, and statuses. Supports pagination via limit and offset parameters.

  • List Workspace Record Attribute Values

    Tool to retrieve all values for a specified attribute on a workspace record in Attio. Use when you need to see the history of values for a specific attribute on a workspace record. Can return only active values or include all historical values sorted chronologically.

  • List Workspace Record Entries

    Tool to list all entries across all lists for which a workspace record is the parent in Attio. Use when you need to see which lists a particular workspace record belongs to. Returns list information and entry IDs for each list the workspace appears in.

  • List Workspace Records

    Tool to list workspace records with filtering and sorting options. Use when you need to retrieve workspace-level records from Attio. Records are returned based on the filters and sorts provided. Requires record_permission:read and object_configuration:read scopes.

  • Update List Entry by Entry ID

    Tool to update list entries by entry_id in Attio. Use when you need to modify attribute values on existing list entries. For multiselect attributes, the values supplied will be created and prepended to existing values. Use the PUT endpoint to overwrite or remove multiselect attribute values.

  • Get Person

    Tool to get a single person record by its record_id in Attio. Use when you need to retrieve detailed information about a specific person. Returns all attribute values for the person with temporal and audit metadata.

  • Create List Entry

    Tool to add a record to a list as a new list entry in Attio. Use when you need to organize records into specific lists. This endpoint will throw on conflicts of unique attributes. Multiple list entries are allowed for the same parent record.

  • Assert List Entry by Parent

    Tool to create or update a list entry for a given parent record in Attio. If an entry with the specified parent record is found, that entry will be updated. If no such entry is found, a new entry will be created instead. For multiselect attributes, all values will be either created or deleted as necessary to match the list of values supplied in the request.

  • Update List Entry by Entry ID (PUT)

    Tool to update list entries by entry_id in Attio using PUT method. Use when you need to completely replace attribute values on existing list entries. For multiselect attributes, the values supplied will overwrite/remove the list of values that already exist (if any). Use the PATCH endpoint to add multiselect attribute values without removing those that already exist.

  • Put Record (Overwrite)

    Tool to update people, companies, and other records by record_id using PUT method. For multiselect attributes, values supplied will overwrite/remove existing values. Use PATCH endpoint to append without removing.

  • Update Attribute

    Tool to update an existing attribute by its attribute_id or slug. Use when you need to modify attribute properties such as title, description, validation rules, or configuration settings.

  • Update List

    Tool to update an existing list in Attio. Use when you need to modify list properties like name, api_slug, or permissions. Lists must have either workspace_access set to 'full-access' or one or more workspace_member_access with 'full-access' level. Changing the parent object of a list is not possible through the API.

  • Update Object

    Tool to update a single object's configuration in Attio. Use when you need to modify an object's API slug, singular noun, or plural noun. Standard objects (people, companies, deals, users, workspaces) and custom objects can be updated.

  • Update Select Option

    Tool to update an existing select option for a select or multiselect attribute in Attio. Use when you need to rename an option or archive it. Archived options are hidden from selection but preserve historical data for records that used them.

  • Update Status

    Tool to update a status on a status attribute on either an object or a list in Attio. Use when you need to modify status properties like title, celebration settings, target time, or archive status. Company and person objects do not support status attributes at this time.

  • Update Webhook

    Tool to update a webhook's target URL and/or event subscriptions. Use when you need to modify an existing webhook configuration in Attio.

  • Update Workspace Record

    Tool to update a workspace record by ID using PATCH method. Only the attributes provided in the request will be updated; other attributes remain unchanged.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Attio is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Attio, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Attio for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Attio work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Attio to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Attio in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Attio.

  3. 3

    Hit "Connect"

    Click "Connect Attio" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Attio

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Attio actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Attio for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Attio workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Attio users had before signing up

Do I need to know how to code?

Not even a little. If you can use Attio today, you can set this up. You'll connect Attio, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Attio login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Attio or delete everything any time.

What happens when Attio updates their app?

We handle it. When Attio adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Attio takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Attio — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Attio on FormWise

Attio is a fully customizable workspace for your team's relationships and workflows.

Connect Attio once and your FormWise AI gets 100 things it can do inside it. That means your AI can handle the Attio work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Attio? Take a look at attio.com.

Stop doing the Attio work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.