> ## 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.

# Quickstart

> Set up Connie, connect a channel, and send your first message in under 5 minutes.

## 1. Create your workspace

Go to [connie.ai](https://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](/billing/overview) for plan details.

## 2. Connect a channel

Open **Tools** in the sidebar and connect at least one channel so Connie can read and send messages:

<CardGroup cols={2}>
  <Card title="Email" icon="envelope">
    Google or Microsoft mailbox via OAuth. Takes \~10 seconds.
  </Card>

  <Card title="LinkedIn" icon="linkedin">
    Connect via the Connie Chrome extension — your login session is reused securely.
  </Card>

  <Card title="WhatsApp" icon="whatsapp">
    Link your WhatsApp account by scanning a QR code from your phone.
  </Card>

  <Card title="Slack" icon="slack">
    Bring Slack threads into your workspace for huddles, alerts, and routing.
  </Card>
</CardGroup>

Once connected, head to the **Inbox** — your recent messages will appear within a minute.

## 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.

## 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](/flows/overview) for the builder reference.

## 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.

***

## Next steps

<CardGroup cols={2}>
  <Card title="Build with the API" icon="code" href="/inbox/overview">
    The full REST API is documented per module. Start with Inbox.
  </Card>

  <Card title="Save your setup as a template" icon="copy" href="/templates/overview">
    Package your workflows and tables to share with the team — or the world.
  </Card>
</CardGroup>

Need a hand? Email [support@connie.ai](mailto:support@connie.ai) or join the Slack community from your workspace settings.


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