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The left sidebar

Above the sidebar items you’ll find the bell (notifications, see Notifications) and Search anything (⌘K on Mac, Ctrl+K on Windows), which finds chats, lists, workflows, agents, Inbox conversations, tools and skills by name. At the bottom of the sidebar is your name and workspace. Click it to open the account menu. Until someone in your workspace connects an AI app (or Slack) to Connie, a Connect my agent card also sits just above it. Every page inside the app has your workspace ID in its address, for example: https://connie.ai/1a2b3c4d-1234-5678-9abc-0123456789ab/records The long code right after connie.ai/ is your workspace ID. In these docs, links are written as https://connie.ai/<workspace-id>/records: replace <workspace-id> with your own, or simply open connie.ai (it opens the workspace you used last) and use the sidebar.
To find your workspace ID, open any page in Connie and copy the code between connie.ai/ and the next / in your browser’s address bar. Support may ask you for it.

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The account menu

Click your name at the bottom of the sidebar:
  • Switch workspace: move between workspaces, or Add new workspace.
  • Members: invite and manage people (Members and roles).
  • Settings: workspace and personal settings.
  • Analytics: dashboards (Analytics).
  • Subscription: your plan and credits (Plans).
  • Connect my agent: use Connie from Claude, ChatGPT, Cursor and more (MCP).
  • Get help: chat with support.
  • Logout.

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Settings

Open Settings from the account menu. Link: https://connie.ai/<workspace-id>/settings. See Workspace settings for every tab in detail.

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Ask Connie

Many pages (Records lists, the workflow builder, Analytics) have an Ask Connie button. It opens a chat panel next to the page so Connie can help with what you’re looking at, for example “add a column with each company’s industry” or “why did this step fail?”. See Chat.