Answer Deal Status Questions on WhatsApp from Attio

This recipe answers “where is my deal or onboarding?” in chat by reading the deal in Attio, and logs the question on the person record so your team can see it. Part of connecting Attio to WhatsApp and AI chat.

What happens today

A customer messages to ask whether their deal or onboarding has moved. The person who sees the message has to open Attio, find the person record, read the deal and translate the stage name into something the customer understands. When that person is busy, the customer waits, and often asks again on another channel.

The flow that works

AeroChat finds the customer’s person record in Attio by their phone number or email.
It looks up their open deal and reads its stage.
It replies with the message you wrote for that stage, not the internal stage name.
It adds a note to the person record that the customer asked, and what they were told.
If something needs a person, it hands the conversation over with the details.

The recipe

Copy this into AeroChat

When a customer asks about the status of their deal or onboarding, follow these steps.

Find their person record in Attio by the phone number they are messaging from. If there is no match, ask for the email they used and search again.

Look up the open deal linked to that person record. If there is more than one, ask which one they mean, using the deal names.

Read the deal’s stage and reply with the matching message: Proposal sent means “your proposal is with you, reply here with any questions”, Onboarding means “your account manager will confirm your start date this week” (examples).

Add a note to the person record: “Asked for status on chat, told: ” followed by your reply.

If the deal is marked lost, or the customer is unhappy with the answer, hand the conversation to the deal owner in Attio.

Never show internal stage names, amounts or notes. Only use the messages above. Reply in the customer’s language.

Replace the stage names and messages with your own Attio pipeline before you paste it.

What to connect

Attio. Generate an API key with read access to records and write access to notes. Paste it in when AeroChat asks.
Your status messages. Write one customer-facing line for each stage in your pipeline. They go into the recipe.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Attio, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Attio’s public documentation, the checklist asks you to check it once against the current docs.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

What the customer is told at each stage.
How the customer is identified: phone number only, or phone and email.
When AeroChat hands over to the deal owner.

The result to expect

Customers get an answer about their deal or onboarding straight away, on the channel they used. Your team stops retyping stages into chat replies, and every status question is logged on the person record in Attio.

Measure it with your own numbers: status questions answered without a handover, and the time your team spends on them, for a month before and after.

Next: send chat leads to Attio.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Attio connection behind it. See what each channel does on the Attio integration page.

Answer your first status question from Attio

Paste the recipe, add your Attio API key, and ask about a test deal yourself in the chat.

Start your 7-day free trial. No credit card needed.

On Shopify? Install AeroChat from the Shopify App Store.