What is Workspace?
Workspace is an AI-powered command center designed to eliminate the friction between finding prospects and getting them into your CRM. It replaces traditional, manual filtering with a conversational interface that understands your ICP (Ideal Customer Profile).
Think of Workspace as a "living spreadsheet" where you can build lists using natural language, enrich them with real-time web signals (like recent funding or hiring trends), and sync them directly to your sales stack- all without leaving the page.
Overview
Workspace turns a single sentence into a spreadsheet of verified contacts and companies with live web data included.
Describe who you need, refine through AI conversation, add enrichment columns, and export to your CRM. Everything stays in one place.
Use Cases
Build lists in seconds: Type "VPs of Sales at Series B SaaS companies in Boston" and get results instantly. No more clicking through endless filter menus.
Enrich with live signals: Add columns showing recent company news, hiring activity, executive changes, and funding alerts. Know exactly when to reach out.
Work with your CRM data: Import records from Salesforce, enrich them with verified contacts and web data, and push them back. Close the loop on your data hygiene.
Save and reuse: Build once, refine anytime. Your lists stay in your workspace, refreshed and ready for outreach.
Get recommended leads: Workspace surfaces contacts and companies similar to your successful reveals—updated daily based on your prospecting patterns.
How to Build Lists
Option 1: Build from Chat
You can access the chat from two places on your Homepage:
Homepage Chat Input: Located at the top - simply tell us what list you want to build.
The "+" Button: Found in the Recents section of your homepage.
Next,
1. Describe your target
Type your audience in plain language:
"Data Engineers at FinTech companies using Snowflake in the US"
"Marketing VPs at SaaS companies with 50-200 employees"
"Sales directors who changed jobs in the last 6 months"
2. Refine through conversation
Keep the dialogue going using the left chat box to adjust your list:
"Show only companies with recent funding"
"Add a column for company headcount"
"Sort by most recent job changes"
Our AI will automatically update your preview or provide step-by-step guidance on how to apply complex changes.
3. Save your list
Click "Save first X contacts" (Choose from 50, 150, 500, or 1000).
Option 2: Build from Filters
1. Click Contacts or Companies: Below the chat input on the homepage, select your starting point.
2. Choose Filters: The spreadsheet opens with a filter panel on the left. Apply granular filters like Industry, Revenue, Job Title, or Department.
3. Real-time Results: The list updates as you toggle filters.
4. Save your list: Click "Save first X contacts" (Choose from 50, 150, 500, or 1000).
Import from CRM
Import records from Salesforce to enrich them with Lusha's verified contacts and live web data.
Entry Points: Click the + button in Recents → Select "Import from CRM" (Available for Salesforce; HubSpot coming soon).
Choose your Import method:
Salesforce Report: Select a saved report from your Salesforce account.
Objects & Fields: Build a custom query by selecting Contact, Lead, or Account objects and their fields.
Add filters (optional)
Narrow results with up to 5 filters for reports, or 25 filters for objects and fields.Preview & Insert: Review up to 25 sample rows to ensure a match, then click "Insert to Spreadsheet" to import up to 10,000 rows.
Along the way, we will add more CRMs to use with Lusha's Workspace.
Get AI-Recommended Leads
Workspace finds leads for you in two ways:
Homepage Recommendations: Look for "Recommended leads tailored just for you." These are auto-generated daily based on your activity.
Click any recommendation by pressing “View all”
Opens a temporary spreadsheet with 75 contacts or companies.Explore and refine - Add Lusha data columns, sort, filter, review details. Web data enrichment unlocks after you save.
Save when ready - Click "Save first X contacts" or select how many contacts you would like to save: 25, 50 or 75. Your list converts to a permanent spreadsheet with the name "[Recommendation Name] - [Date]"
Add Similar Contacts: Inside an existing list, click "Add contacts" at the bottom left and select "Add similar contacts."
Workspace will analyze your list every day and suggest 5 new prospects that match your current profile.
Don't see a good fit? Click "Regenerate" to get 5 new recommendations.
Customizing Data: Add Columns
Tailor your spreadsheet by adding Lusha data, Web Enrichment, or CRM fields.
Lusha Data: Company name, location, industry, size, revenue, founding year, contact name, title, seniority, department, and more.
Web Data Enrichment:
Company News Summary: Recent news, product launches, partnerships (last 3 months)
Target ICP: Who the company typically sells to
Company Competitors: Direct competitors from review sites
B2B or B2C: Business model classification
Product and Industry Insights: Product names, pricing, industries served
SaaS or non-SaaS: Product type classification
Open Jobs Summary: Current openings, hiring trends, and departments hiring
Recent Executive Changes: C-suite and leadership changes (last 3 months)
Recent Product Launches: New products, features, integrations (last 6 months)
Customer Reviews Sentiment: Ratings, top positives and complaints
CRM Columns: Add fields from Contact, Lead, or Account objects. Run the column to fill it with live CRM data. CRM columns are free.
How to add a column
1. Click the + button
Look for the "Add column" button in your spreadsheet toolbar (or click the + icon next to any column header).
2. Choose your column type
The column library opens with three tabs:
Lusha Data: Company and contact details from Lusha's database
Web Data Enrichment: Live signals from the web
CRM: Fields from your connected Salesforce account
3. Select the column you want
Click any column name to add it to your spreadsheet.
4. Run the column (if needed)
Web data and CRM columns appear empty at first. Click "Run column" to fill them with data.
Sort and Filter
Sort
Click any column header to sort. Click once for ascending, twice for descending.
Sort by headcount, revenue, founding year, job change date, or any column in your spreadsheet.
Filter
Click the filter icon
Look for the filter icon in your spreadsheet toolbar.
Choose filters
The filter panel opens on the left. Apply filters to any column.Results update in real time
Your spreadsheet shows only rows that match your filters.Clear filters anytime
Click "Clear all" in the filter panel, or remove individual filters one at a time.
Exporting Your List
CSV: Export exactly what you see on screen, including your custom column order, applied filters and including all Lusha data and enriched data, if you selected to show their data.
You can choose to export:
Selected rows only
Current page
All rows (including filtered)
Shown or Unshown (wished) contacts (optional)
💡 Note: Every export costs 1 credit per 25 rows.
CRM: Sync selected contacts directly to your integrated CRM. To export the selected contact to your CRM, click the CRM button.
Sequence: Select contacts and click the Sequence button to push them into an active outreach campaign.
A sidebar will open, and you’ll need to select the sequence you’d like to add the contacts to.
Credits and Costs
Action | Credit Cost |
Chat Prompts | 1 credit per 5 prompts |
Web Data Enrichment | 1 credit per cell |
CSV Export | 1 credit per 25 rows |
Contact Details | Based on your current Lusha plan |
Find Your Lists
Recents (Homepage):
All saved spreadsheets appear in the "Recents" section on your homepage.
Lists (Left Navigation):
Click "Lists" in the left navigation to see all saved lists—created from chat, filters, or CRM imports.
Edit Spreadsheets Lists in Chat
Every saved spreadsheet has an "Edit in AI chat" button. Click it to refine your list using natural language—no need to rebuild from scratch.
Ask for changes like:
"Add 10 more contacts from similar companies."
"Remove contacts from companies under 50 employees."
"Show only people who started in the last year."
Your list updates based on what you ask.
Along the way, we will add the option to edit every list in the AI Spreadsheet, even if it was not created with AI.
🛠️ FAQs:
Q: Can I combine chat and filters?
A: Yes! Start with chat and refine with filters when building. You can use both of them combined.
Q: How does the AI know which leads to recommend to me?
A: Workspace analyzes your past successful "reveals" and saved lists to identify patterns in industry, seniority, and company size. It then scans our database to find "lookalike" prospects that match your winning prospecting DNA.
Q: Can I import from other CRMs besides Salesforce?
A: Not yet. Salesforce (production and sandbox) is supported now. More CRM integrations are coming soon.
Q: Will I be charged credits just for chatting with the AI?
A: We offer a generous threshold for exploration. You only consume 1 credit for every 5 chat prompts used. This allows you to refine your search terms and experiment with different audiences before committing to a list.
Q: Is the "Web Data" live or cached?
A: The web data enrichment (such as news summaries and executive changes) is pulled in real-time. When you "Run" an enrichment column, our AI performs a fresh crawl of the web to ensure the insights you’re seeing are current.
Q: What's the difference between Workspace and Lusha's prospecting platform?
A: Workspace is for building and enriching deep, strategic lists. The standard prospecting platform is designed for quick, one-off searches and reveals on the fly..
Q: Do CRM columns cost credits?
A: No. CRM columns are free to add and run.
Q: Can I automate list building in Workspace?
A: Yes. Once you save your Workspace spreadsheet as a List, you can enable automations directly from that list to keep it updated with new leads automatically.
Would you like me to generate a summary of the credit costs as a standalone visual table for your team?