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Records is where Connie keeps your data: the people you sell to, their companies, your deals and your tasks. Everything you find with the Lead Finder, import from a CSV or sync from your CRM (HubSpot, Attio, folk…) lands here, and your workflows, agents and Chat read from and write to it. Where: left sidebar → Records · https://connie.ai/<workspace-id>/records New to workspace links? See Navigating Connie.

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The three building blocks

Think of Records like a set of shared spreadsheets that all know about each other. A record is one row — one person, one company, one deal or one task. A field (also called a property or column) is one piece of information about it, such as Email. Connie comes with four built-in objects: People, Companies, Deals and Tasks. You can also create your own custom objects. See Objects and fields.
Lists don’t copy records. If the same person is in three lists, it’s still one record — edit it anywhere and every list shows the change. Removing someone from a list doesn’t delete them.

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The Records page

The Records page lists every list and folder you can see.
  • Header: Records with the number of lists, plus the Templates and New buttons.
  • Lead Finder cards: Find people (“Find your ideal customers from over 600m available contacts”), Find companies (“Find your ideal accounts from over 600m available companies”) and Find jobs (“Build a live TAM from hiring intent, millions of job postings”). See Lead Finder.
  • Object tabs: All, People, Companies, Deals, Tasks, then any custom objects. Pick one to see only that object’s lists.
  • Search lists… finds lists by name. It doesn’t search inside lists — open a list and use its search to find a person.
  • Filters narrows the directory by Name, Record count, Last updated, Created at, Created by, Shared with or Object.
  • Table columns: List, Records (how many records it holds), Shared with, Created by and Last updated.
Folders appear first, then the four default lists (People, Companies, Deals, Tasks — marked Default in Created by), then starred lists, then everything else, newest activity first. The left sidebar also shows an Objects section with a shortcut to every shared object. Clicking one opens all records of that object, at https://connie.ai/<workspace-id>/records/objects/<object-id>.
Shortcuts for the built-in objects: https://connie.ai/<workspace-id>/records/people, /records/companies, /records/deals and /records/tasks each open that object’s default list.
If your workspace has no lists yet, the page shows What do you want to build? with an Ask anything… box and a Create records button. Typing there opens Chat, where Connie can build the list for you.

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Open a list

1

Go to Records

Click Records in the left sidebar.
2

Click a list name

The list opens as a spreadsheet-style grid at https://connie.ai/<workspace-id>/records/<list-id>. The breadcrumb at the top shows Records › folder (if any) › list name and the record count.
3

Work in the grid

Use Actions to add records, import, export, find leads or add columns. Use the toolbar to search, filter, sort and switch views. See Lists and views.
At the top right of every list you’ll find Ask Connie (opens Connie beside the list so you can ask questions or make changes in plain English), Share and Actions.

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Open a record (side panel)

1

Click a row

The record opens in a side panel. The address bar gains ?row=<record-id>, so you can copy the URL to send a teammate straight to that record.
2

Use the tabs

  • Record — all fields, related records (for example a person’s company and deals), and cards for tasks, deals and calls.
  • Activity — the activity feed for this record.
  • Notes — a rich-text notes editor.
3

Use the record menu (⋯)

Options include Copy link, Add to workflow (People and Companies), Send message (opens the Inbox for this contact), Create a task, and Delete (Deals and Tasks only).
Custom-object records open a simpler panel listing every field, with a Search record values box.

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Sample records

New workspaces start with sample people, companies, deals and tasks so you can explore. Their names end in (Sample). The first time you open People, Companies or Deals you’ll see a Sample people (or companies/deals) dialog with Keep samples and Remove samples. “Removing samples won’t delete your own records.” Changed your mind later? Open the list → Actions → Remove sample records.

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Good to know

  • Who sees which lists: workspace owners and admins see every list. Other members see lists they created, lists shared with the whole workspace, and lists shared with them. See Lists and views.
  • Credits: browsing, filtering and editing records is free. Lead Finder imports beyond the free allowance, enrichment and AI columns use credits. See Credits.
  • Per-record spend: owners and admins see a badge in the side panel, “This row has cost N credits”.
  • Calls are kept in the Inbox, not in Records.
  • The old “CRM” area is now Records. Old …/crm/people, …/crm/companies, …/crm/deals and …/crm/tasks links redirect automatically.

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Troubleshooting

Why: the search box on the Records page (Search lists…) only matches list names. Fix: open the list (for example People) and use the search icon in the list toolbar.
Why: the page timed out. Fix: click Try again or reload the page.
Why: Connie is still adding the sample records. Fix: wait a few seconds.
More fixes: Records troubleshooting.