> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Find your way around Connie

> The sidebar, page links, your workspace ID, search, the account menu, Settings, and the Ask Connie button.

## The left sidebar

| Sidebar item | What's there | Link |
| - | - | - |
| **Chat** | Talk to Connie, recent and pinned chats | `https://connie.ai/<workspace-id>/chat` |
| **Records** | People, Companies, Deals, Tasks, your custom objects and lists | `https://connie.ai/<workspace-id>/records` |
| **Automations** | Workflows and scheduled tasks | `https://connie.ai/<workspace-id>/automations` |
| **Inbox** | Conversations, **Calls** and **Meetings** | `https://connie.ai/<workspace-id>/inbox` |
| **Tools** | Built-in tools, apps you connect, MCP | `https://connie.ai/<workspace-id>/tools` |
| **Skills** | Reusable playbooks for Connie | `https://connie.ai/<workspace-id>/skills` |

Above the sidebar items you'll find the **bell** (notifications, see [Notifications](/notifications/overview)) 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.

## Links and your workspace ID

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](https://connie.ai) (it opens the workspace you used last) and use the sidebar.

<Tip>
  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.
</Tip>

## 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](/workspace/members-and-roles)).
* **Settings**: workspace and personal settings.
* **Analytics**: dashboards ([Analytics](/analytics/overview)).
* **Subscription**: your plan and credits ([Plans](/billing/plans)).
* **Connect my agent**: use Connie from Claude, ChatGPT, Cursor and more ([MCP](/mcp/overview)).
* **Get help**: chat with support.
* **Logout**.

## Settings

Open **Settings** from the account menu. Link: `https://connie.ai/<workspace-id>/settings`.

| Group | Tab | What it's for |
| - | - | - |
| Account | **Profile** | Your name and photo |
| Account | **Notifications** | Which notifications and emails you get ([Notifications](/notifications/overview)) |
| Workspace | **General** | Workspace name, picture, delete workspace |
| Workspace | **Members** | Invite people, roles, access requests |
| Workspace | **Billing** | Plan, credits, top-ups, trial (owners and admins) |
| Workspace | **Logs** | Credit usage log (owners and admins) |
| Workspace | **Objects** | Duplicate rules for People and Companies |
| Workspace | **Calls** | Meeting recording settings |
| Workspace | **AI & memory** | What Connie remembers about you, and the workspace memory switch ([Memory](/chat/memory)) |
| Developers | **API keys** | Keys for MCP clients and scripts |
| Developers | **Environment** | Secret values for your workflows |
| Developers | **Integrations** | Opens the MCP view on the Tools page |

See [Workspace settings](/workspace/settings) for every tab in detail.

## 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](/chat/overview).

## Related

* [Welcome to Connie](/introduction)
* [Glossary](/glossary)
* [Workspace settings](/workspace/settings)


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