Can Voicent match a caller to a company, not just a person?

Yes. It uses both list_people and list_companies, so a call from a known account resolves even when the specific individual is new.

Does the agent see past history?

It does. list_notes pulls recent notes so the agent can pick up where the last interaction left off rather than re-interrogating the caller.

Is the note written during the call or after?

During. create_note is a realtime action, so the record is updated before the call ends and the team sees it immediately.

CRM · Integration

Attio + Voicent AI

Voice workflows that actually work — not just call transfers.

Voicent runs your Attio CRM by voice. The agent finds the person or company, reads their record for context, and logs the call as a note — keeping a modern, relationship-first CRM current in real time.

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CRM5 actionsapi_key auth4 realtime

Overview

Attio is the CRM for teams that model their business as people and companies, and Voicent speaks that model natively. list_people and list_companies resolve the caller against either object, get_record pulls the full profile so the agent has real context, and list_notes surfaces the recent history that makes a call feel personal. create_note then writes the outcome straight back to Attio — five real-time actions, four of them realtime, so everything happens while the caller is still on the line rather than in a batch job afterward.

What your agent can do with Attio

list_people
list_companies
get_record
list_notes
create_note

How it works

The agent matches the caller with list_people or list_companies, then get_record to load the full profile.
list_notes surfaces recent history so the agent references the last conversation instead of starting cold.
create_note writes the call outcome back to the Attio record before the next step or handoff.

What the agent actually says

I've pulled up your account and added a note from our call — the team will see it right away.

Put it in a workflow

Combine Attio with triggers, branches, and other connectors in a Voicent workflow.

Browse workflow templates →

In practice

A relationship CRM that stays current without manual note-taking.

A startup sales team runs on Attio. Inbound calls hit Voicent, which matches the caller to a person or company, reads recent notes for context, and writes a fresh note before handing warm calls to an AE.

Attio + Voicent AI

See Attio + Voicent on a real call.