# Attio and Volty > Volty reads Attio records and lists before it replies, and adds notes and records from web chat, WhatsApp and email with approval. Volty reads the person, company and lists behind a conversation in Attio, and adds notes and records when you allow it. Talk to Volty · Free trial Updated 2 Nov 2026 ## A pilot customer writes in Volty reads the company record and the list it sits on before it answers. NH Nadia Hassan Web chat · Website visitor Hi, we spoke to your team last month about a pilot. Is a November start still possible? Looked up Attio · Kestrel Labs · Q4 pilots · Proposal stage Volty Hi Nadia, yes. Kestrel Labs is on our Q4 pilot list with the proposal sent. I've let Owen know you'd like a November start, and he will confirm the date with you. Waiting for approval Attio note on Kestrel Labs: wants a November pilot start Approve · Edit · Decline Attio company Kestrel Labs Q4 pilots · Proposal Owner Owen Parker Contact Nadia Hassan Team size 40 Last note 14 Oct Read from Attio during the conversation ## What Volty does with Attio Attio is a CRM built around records and lists that a team shapes to its own way of working. Volty connects to Attio with one sign-in. It can find the person and company behind a conversation and read the lists they are on, so a reply starts from where the relationship is. When you allow it, Volty can add a note or create a record. - Knows the relationship · Volty reads the person, company and lists before it replies. - Notes from conversations · A summary of what was asked can be added to the record. - Ask about a list · Staff ask Volty who on a list needs a follow-up. - Writes start Off · Each change can be set to wait for a colleague. Connects with One Attio sign-in Volty reads People, companies, records, lists Volty can change Create records and notes, when turned on Setup A few minutes Category CRM & sales Conversations land on the right record. ### Who has gone quiet A founder asks Volty about a list in the team chat in Volty. Sales team Volty · Team chat O Owen Who on the Q4 pilots list hasn't heard from us in two weeks? Looked up Attio · Q4 pilots · 12 entries · 3 with no note since 17 Oct VoltyAPP Three: Tandem Freight, Bloom Clinics and Harbor Desk. Tandem Freight's last note says they were waiting on a security review. ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Inbound enquiry to record - When · A visitor asks about a pilot · On your web chat - Step 1 · Volty qualifies it · Team size, use and timing - Step 2 · Creates the record · Approved by a colleague - Step 3 · Brings in the owner · In the same conversation Every follow-up starts from what the record says. ## How Volty connects to Attio An admin signs in to Attio from the Sources page and picks the tools Volty may use. - 01 · Sign in to Attio · With the workspace member whose access Volty should have. - 02 · Turn on the reads · People, companies, records and lists. - 03 · Choose the writes · Create record and add note start Off. ### The tools Volty gets Each one is a switch on the Sources page in Volty. - Search people and companies · Reads - Read records · Reads - Read lists · Reads - Create record · Changes - Add note · Changes Reading tools can be turned on straight away. Anything that changes Attio starts Off, and once on it can be set to check with staff, so each change waits for a colleague. ## Common questions ### Can Volty change records in Attio? Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it. ### How much does it cost to connect Attio with Volty? Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger. ## Related integrations - HubSpot CRM & sales - Pipedrive CRM & sales - Notion Docs & knowledge - Gmail Email - Slack Team chat All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [CRM & sales](https://voltade.com/integrations?category=crm) - [HubSpotCRM & sales](https://voltade.com/integrations/hubspot) - [PipedriveCRM & sales](https://voltade.com/integrations/pipedrive) - [NotionDocs & knowledge](https://voltade.com/integrations/notion) - [GmailEmail](https://voltade.com/integrations/gmail) - [SlackTeam chat](https://voltade.com/integrations/slack) - [All integrations](https://voltade.com/integrations)