Record pages

Clicking a row in a table opens the record in place rather than sending you somewhere else. The back arrow returns you to the table with your filters and search intact, and j and k (or the down and up arrow keys) step to the next and previous record without going back at all. The keys are ignored while you are typing in a text field, and the chevrons at the top right of the header do the same thing.

What is on a record page

The header

The record's title and subtitle, an Open in CRM link, quick-action pills, a Run agent menu, and the chevrons for stepping between records. Reaching the end of the loaded rows fetches more and then advances.

The cards

The record's own card, plus a card for each kind of record around it: the organization, the related people, the related deals. Long lists collapse behind +N more and expand again with Show less. Every card is drawn from a saved layout for that object type, which you can change.

The chat

A message box at the bottom of the record pane, already loaded with the record, its notes, its related people and its activity.

The activity panel

A tabbed panel beside the cards, with Tasks, Meetings, Emails and Notes. Each tab carries a count once it is known, and the arrow keys move between tabs.

It does not only show things attached directly to the record. It resolves everything around it, so a deal shows meetings and emails from its organization, its related people and its sibling deals too.

• Tasks lists the record's task cards.
• Meetings and Emails load eight at a time behind a Show more button.
• Notes shows the most recent notes gathered from the record and its surroundings, each tagged with where it came from, up to twenty.

The panel follows the height of the card stack and scrolls inside itself rather than lengthening the page, so the cards stay put while you read down a list.

Ask about this record

The chat on a record page is scoped to that record, so you never have to re-explain who you are talking about. Ask a question, ask for a summary, or ask for a CRM write. Cmd+Enter sends, and you can attach files per record.

Two other things run from the header and stream their results into the same chat:

• Quick actions. The pills in the header fire a saved one-click prompt at the open record. They are set up in Settings > Quick Actions.
• Run agent. Runs one of your on-demand background agents against the record. While a run is in flight the header reads {agent} running…, and a second run on the same record is blocked until the first finishes.

Customize what a card shows

Cards are per object type, not per record. Change the Deal card and every deal in the workspace uses the new layout.

1. 1

   Open Card Customization

   Go to Settings > Card Customization. You can also get there in context from a record page with the Card setup button.

2. 2

   Read the line under the title

   It tells you which layout you are editing. As an admin you are setting the workspace default for everyone. As a member you are editing a personal layout that overrides the default only for you.

3. 3

   Pick a card and rearrange it

   Choose the Person, Organization, Deal, Task or custom-object card. Drag a field to reorder it, or drop one into the card header to make it the title or subtitle. The add-field control adds a synced CRM field, an AI Summary, or a call, email or copy button.

4. 4

   Preview it against a real record

   Click the magnifier, search for a record and select it to see the card with real data. Preview cards and Edit cards flip the whole page between the two modes.

5. 5

   Save

   A bar appears at the bottom naming which cards are unsaved. Click Save changes, or Discard. As a member, Use workspace default removes your personal layout and puts you back on the workspace card.

Limits

• One AI Summary is allowed per card, and one per table.
• Prompt columns belong to the table they were created on. They are never offered on cards.
• There are two levels of card layout and no more: the workspace default set by an admin, and a personal override each member can save for themselves. There is no per-team layout.
• Records cannot be deleted from a record page. Deletions reach Spiich through the CRM sync.
• A field can only appear on a card if your CRM syncs it and it is switched on in Settings > Object Types.
• Only one background agent can run on a record at a time.

If something goes wrong

A card reads "Nothing on this card yet" or "No fields configured". No layout has been saved for that object type. Click the setup prompt on the card, or go to Settings > Card Customization and either drag fields in yourself or use Let Spiich set up all cards.

A field you expect is missing from a card. Go to Settings > Object Types, confirm the object is Visible, expand it and confirm the field's Visible switch is on. If the panel says no attributes have synced for that object type yet, its first import has not finished.

An action button is greyed out and reads "Unsupported link". The template resolves to something other than a tel:, sms:, mailto: or https: link, or the field it points at is empty on that record. Edit the action and check its template against the preview.

A quick action or agent run does nothing visible. The result streams into the record's chat, not into a separate panel. Scroll the chat at the bottom of the record pane.