Connect Attio

In Attio, open Workspace settings, then Developers, then create a new access token. Give it read and write access to People, Companies, Lists, Notes, Tasks, and Files.

Paste the token into Redialler under Setup. The token is stored encrypted. You can replace it at any time.

• People: name, phone numbers, email, and company.
• Companies: name and basic context shown on the call screen.
• Lists and saved views: used as sources for Power and Parallel queues.
• Open tasks on a person, shown during the call.

When you dial a number by hand, Redialler looks it up by phone number and shows the matching person. List sources are refreshed from Attio each time a session starts.

• A note on the person with the outcome, your notes, the number used, and the transcript.
• The recording, attached as a file on the record.
• A follow-up task, if you set one.
• A new person record, if the number you dialled was not in Attio.

Redialler never deletes Attio data. It never changes list membership.

Writes are queued and retried in the background. A short Attio outage will not lose a note. If a write keeps failing, the call shows a sync error in the Call log and in Ops.

Open the call and choose Retry. Fix the cause first if it is obvious, for example an expired API key or a missing permission on the token.