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Attio 推出新 CRM 架构,让 AI 智能体直接操作客户数据

精选理由

CRM 工具 Attio 新架构很实用,智能体直接跑 SQL 查客户数据,还能接 Metabase 和 Looker,单对象支持 1 亿条记录。

Attio 推出新 CRM 架构,允许 AI 智能体与销售团队在同一份客户数据上协作。智能体提问可返回基于 SQL 的答案,SQL 引擎支持在 Attio 内部执行 joins 和计算,一条查询即可得出加权预测或季度赢单率。Attio 还上线了连接器,Metabase、Looker 等 BI 工具可通过 Postgres 兼容链路读取实时 CRM 数据。该架构支持每个对象最多 1 亿条记录,可让数千个智能体同时处理同一账户。

原文 · TestingCatalog

Attio has introduced a new CRM architecture that lets AI agents work alongside revenue teams on the same customer data.

Teams can ask their agents questions about the data they are working on and get an SQL-backed answer.

> The SQL engine can run joins and calculations inside Attio, so one query can return a weighted forecast or quarterly win rate.

> Attio launched connectors so that BI tools like Metabase or Looker can read live CRM data through a Postgres-compatible link.

> Agent scale allows up to 100 million records per object, letting thousands of agents work through the same account at once.