What is on Home?
The cards on Home are where you start:
Find leads is for finding people and companies.
Import data brings in a CSV or XLSX file, HubSpot, or a webhook.
Blank Table gives you an empty table.
HeyReach Import brings in the leads from a HeyReach list.
More has other imports, such as Salesforce and Instagram search.
Below the cards is All Files, with tabs for Active, Recents and Favorites, and a search box.
To see what each card opens, see Every way to start a table from Home.
Where is my wallet?
Your wallet is at the top right. It pays for the paid data and AI steps. Open it to see your balance and a link to manage it.
For prices and top-ups, see Your wallet and keeping spend under control.
What is in the sidebar?
The sidebar is on the left:
Home brings you back to Home.
Under Find leads, People filters the contact database by job title, seniority and more. Companies does the same for companies, by industry, size and country.
Under Orchestration, Loopgents are reusable agents, and Functions lists your functions with their owner, status and cost per run.
New Chat opens a chat, where you describe what you want to build.
Trash keeps deleted workbooks, tables and functions for 30 days.
At the bottom, AI context holds information about your business that you can reuse across tables.
Settings opens from the gear icon at the bottom of the sidebar.
What is in Settings?
Settings lists its sections on the left, including Workspaces, AI context, Members, Connections, Loopster API, Plan & billing and Usage. Connections lists every account this workspace can run on.
For a tour of every section, see A tour of Settings.
Good to know
To learn how a table is laid out, see Loopster basics: workbooks, tables, columns and rows.
To get your first data in, see Find companies and add them to a table or Import a CSV or Excel file.