Quickstart

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1. Create your workspace

Go to connie.ai and sign up with your work email. You’ll be prompted to:

• Name your workspace
• Invite teammates (optional — you can do this later)
• Pick a starter template (recommended for first-time users)

Every workspace starts on the Free plan with 100 credits. No card required. See Billing for plan details.

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2. Connect a channel

Open Tools in the sidebar and connect at least one channel so Connie can read and send messages: Once connected, head to the Inbox — your recent messages will appear within a minute.

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3. Import your contacts

Open CRM → Contacts and choose how to load people in:

• CSV — drag and drop a contact list
• LinkedIn — sync from connections via the Chrome extension
• Enrichment — give Connie a domain or job title and it builds the list for you

Contacts auto-link to existing conversations, so your inbox and CRM stay in sync.

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4. Run your first workflow

Open Workflows and click New from template. Good starter picks:

• Inbound triage — auto-classify and route new messages by intent
• Outbound sequence — multi-step email + LinkedIn outreach
• Enrich on add — when a contact is created, fetch firmographics and LinkedIn data

Workflows are pause-able and resumable — you can edit live runs without breaking them. See Flows for the builder reference.

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5. Meet the AI copilot

Open any conversation and hit the AI button in the composer. Connie can:

• Draft a reply that matches your tone
• Summarize a long thread or call
• Search your Pages for context — runbooks, SOPs, anything your team has documented
• Run a multi-step research task and report back

The AI has access to every tool you’ve connected, so a single prompt can pull from your CRM, fetch a LinkedIn profile, and post the result into Slack — without leaving the message.

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Next steps

Need a hand? Email support@connie.ai or join the Slack community from your workspace settings.