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TimelinesAI WhatsApp Integration for Attio — setup & usage

Install and use the TimelinesAI WhatsApp integration for Attio: two-way WhatsApp messaging inside your Attio records.

What this integration does

TimelinesAI brings your team's WhatsApp conversations into Attio. Inbound WhatsApp messages are matched to a person by phone number and saved as a note; outbound messages can be sent by adding a person to a list or with the in-record Send WhatsApp action — without leaving Attio.

Before you start

  • A TimelinesAI workspace with at least one connected WhatsApp number, and your team has access.

  • Admin permission in your Attio workspace (needed to install apps).

Install

  1. Open the TimelinesAI: WhatsApp Integration listing in the Attio App Store and click Install.

  2. Approve the connection on the consent screen.

  3. On install, the app automatically:

    • creates the Send WhatsApp list,

    • adds the WhatsApp Phone and WhatsApp Message attributes to the people object,

    • registers a secure webhook.

    There is nothing to wire up by hand.

Send a WhatsApp message

  • From a record: open a person, press Cmd/Ctrl + K, type Send WhatsApp, pick the action, choose your From-number, write the message, and Send.

  • From a list: add a person to the Send WhatsApp list with a phone number and a message. The message is sent from your connected number and recorded as a WhatsApp Out note; the entry is then removed from the list.

How inbound matching works

When someone messages a connected number, the app finds the matching person by phone number (creating one if there is no match) and adds a WhatsApp In note. Duplicate deliveries are ignored, and an existing person is reused — so you never get duplicate people or notes. If two people are merged, the WhatsApp notes are re-parented onto the surviving record.

Disconnect

Open the app's settings page and disconnect. This removes the webhook and the data the app created.

Support

  • Live chat: timelines.ai

  • Hours: every day, 11:00–24:00 (GMT+3) — typically a few minutes to respond.

TimelinesAI is an independent product and is not affiliated with, sponsored, or endorsed by WhatsApp or Meta. "WhatsApp" is a trademark of Meta Platforms, Inc.

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