Workspace Setup for Admins
Connect your data, configure scoring, and automate your workflows, so your workspace runs exactly the way your team needs it to.
Getting Started with Signals & Integrations
3 minSignals & Integrations are where you connect the data sources that power your Common Room workspace. Use this guide to understand the different signal categories, what each type of integration brings into Common Room, and how those signals help your team identify intent, build segments, and take action.
Common Room Fields
1 minFields allow you to define custom properties to track on member or organization profiles. Fields can be configured from the settings page by Common Room users with Owner permissions.
Create a Count-Based Calculated Field
2 minLearn how to create a count-based calculated field in Common Room. This guide walks through how to choose the record type, select the object to count, and define criteria so your team can turn related activity into a reusable field for segmentation, prioritization, and workflows.
How to Create and Configure Scoring
3 minScores help your team prioritize people and organizations based on the signals that matter most to your GTM motion. In this guide, you’ll learn how to create a score, configure score ranges, and define the fit and behavior criteria that determine how records are scored.
Configuring Segments
5 minLearn how to create contact and organization segments in Common Room. This guide walks through how to build filtered views, choose the right segment type, customize columns, and configure notifications or automations so your team can organize and act on the people and accounts that matter most.
How to Filter
2 minUse filters to narrow lists based on specific criteria. This guide covers basic filtering, advanced filter logic, copying filters, and saving filters for future use. Use this when creating filters, defining tags or workflows, or anywhere else in Common Room that you need a specific list of records.
Customizing Your Layouts
3 minLearn how to control how information is presented across your Common Room workspace — from contact and organization profile pages to table columns, sidebar navigation, and action buttons. Configure layouts globally or tailor them per role so every team member sees exactly what they need.
Managing Your Webhooks
1 minLearn how to create and manage outbound webhooks that send real-time data from Common Room to your external tools and systems.
Connecting to Your Tech Stack with API/CLI Tokens
1 minLearn how to generate and manage API and CLI tokens that allow external tools, scripts, and integrations to securely connect to your Common Room workspace. Use this guide to understand how tokens work, how to create them safely, and how to keep your workspace access controlled and audit-ready.
How to Create and Configure Workflows
2 minWorkflows help your team automate what happens when people or organizations match specific criteria in Common Room. In this guide, you’ll learn how to create a workflow, select a trigger, define logic, add an action, and activate the workflow.
Understanding Your Subscription
1 minLearn how to monitor your workspace plan details, track usage across seats, contacts, enrichment credits, and AI features, and understand how your contact data is growing over time. Use this guide as a quick reference to stay on top of your plan limits and make sure your workspace is set up for scale.
Managing Contact Enrichment
1 minLearn how to configure phone number enrichment for your contact profiles using FullEnrich™. This guide walks you through the difference between automatic and manual enrichment, the difference between standard and premium enrich, and how to monitor your premium credit balance.
Playbooks
Auto-deliver prospect intel to reps with an AI agent
Go from “who” to “what next” instantly in Common Room or Slack.Playbook
Prospect at the perfect time with signal trends
Reach the right buyers at the right moment.Playbook
Enrich and action on prospects directly from SFDC and HubSpot
Go from CRM to pipegen in seconds.Playbook