In addition to the AI chat, Workspace offers a traditional filter panel for building tables using structured criteria. You can use filters on their own or combine them with the AI chat to layer precision on top of your conversational search.
From the Workspace home screen (accessible via Create new in the left nav), you'll see three options below the chat input:
- Filter contacts — Opens a filter panel focused on individual people
- Filter companies — Opens a filter panel focused on organizations
- Import from CRM — [covered in a separate article]
Click either Filter contacts or Filter companies to open the filter panel on the left side of the screen. Results appear instantly in the table on the right.
For Contacts:
| Category | Examples |
|---|---|
| Job title | Exact title, keyword match |
| Seniority | C-Level, VP, Director, Manager, Individual Contributor |
| Department | Sales, Marketing, Engineering, Finance, HR |
| Industry | Technology, Healthcare, Finance, Manufacturing, and more |
| Sub-industry | Software Development, Financial Services, etc. |
| Location | Country, state/region, city |
| Company size | Headcount ranges (e.g., 51–200, 1K–5K) |
| Company revenue | Revenue ranges |
| Technology | Tech stack filters (technographics) |
| Funding stage | Seed, Series A–E, IPO, etc. |
| Funding recency | Funded in the last X months |
| Not in my CRM | Hide contacts already in your connected CRM |
For Companies:
| Category | Examples |
|---|---|
| Industry / Sub-industry | As above |
| Company type | Business type: B2B, B2C, B2G |
| Company size (headcount) | Ranges |
| Revenue | Ranges |
| Location | Country, region, city |
| Technology | Tools and platforms in use |
| Funding | Stage and recency |
| Founded year | Specific year or range |
| Not in my CRM | Hide companies already in your connected CRM |
💡 Note: The Company type filter is found inside the Company Type filter panel. Select one or more business types — B2B, B2C, or B2G — to narrow results to companies that match your target market model.
The Not in my CRM toggle is available in both the Contact and Company filter panels. When enabled, Lusha hides any record that already exists in your connected Salesforce account from the results. This prevents you from wasting credits revealing contacts you already have.
The filter operates independently on each tab — toggling it on for Contacts does not automatically apply it to Companies, and vice versa.
💡 Note: Currently supported for Salesforce only. For more details on how this filter works and how Lusha detects duplicates, see the Not in my CRM filter article.
The filter panel and the AI chat are complementary. You can:
- Start with chat, refine with filters — Type a broad description ("Sales leaders in the US") and then open the filter panel to add more specific criteria (e.g., restrict to companies with 200–1,000 employees)
- Start with filters, refine with chat — Apply a standard filter set, then type a follow-up message in the chat to adjust ("Show only companies with recent funding")
Both approaches produce results in the same table, and you can switch between them freely.
When your filtered table looks right, click "Save first X contacts" (50, 150, 500, or 1,000) to convert the preview into a permanent Workspace table. The table is saved with the name automatically generated from your query, and you can rename it at any time.
The filter panel is also available inside a saved table (not just at the search stage). You can use it in two ways:
Narrow your existing table — Click the Filter button in the saved table toolbar to filter rows already in your table by any column value. This operates on contacts or companies already saved, not the full Lusha database.
Add rows using filters — Click Add rows in the toolbar and select Use filters to apply filter criteria and pull in new matching contacts or companies from Lusha's database. This expands your saved table based on structured filter criteria, alongside the AI Chat and "add similar" options.
