sales-attio

# Attio Platform Help Helps the user with Attio CRM questions — from custom data model design and deal pipeline configuration through automations, email sequences, AI features, and API integration. ## Step 1 — Gather context If `references/learnings.md` exists, read it first for accumulated knowledge. Ask the user: 1. **What do you need help with?** - A) Data model — custom objects, attributes, relationships - B) Deal pipelines — stages, views, automation triggers - C) Email sequences — setup, templates, tracking - D) Automations — workflow builder, triggers, actions - E) AI features — Ask Attio, research agents, auto-enrichment - F) API / integrations — REST API, webhooks, Zapier, Make, MCP - G) Reporting — charts, dashboards, funnel analysis - H) Pricing / plan selection — Free vs Plus vs Pro vs Enterprise - I) Something else — describe it 2. **What's your team size?** - A) Solo / 1-3 people (Free tier fits) - B) Small team 4-15 (Plus territory) - C) Growing team 15-50 (Pro territory) - D) 50+ (Enterprise territory) 3. **What CRM are you coming from?** - A) No CRM — first time - B) Spreadsheets / Notion - C) HubSpot - D) Salesforce - E) Folk / Clay / other modern CRM - F) Other — name it **If the user's request already provides most of this context, skip directly to the relevant step.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clar...