> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizzyco.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Core Concepts

> Understand the fundamental concepts behind Bizzy

Before diving deeper into Bizzy, it helps to understand the key concepts that
shape how the platform works. This section covers the building blocks of Bizzy:
how data is organized, how communication flows, how AI does work for you, and
how it all gets paid for.

## Key Concepts

<CardGroup cols={2}>
  <Card title="Organizations" icon="building" href="/get-started/concepts/organizations">
    Multi-tenancy, members, and access
  </Card>

  <Card title="Contacts & Customers" icon="users" href="/get-started/concepts/contacts">
    People you communicate with and people who buy from you
  </Card>

  <Card title="Businesses" icon="briefcase" href="/get-started/concepts/businesses">
    Multiple businesses inside one organization
  </Card>

  <Card title="Messages & Threads" icon="envelope" href="/get-started/concepts/messages">
    Email, SMS, and other channels in one inbox
  </Card>

  <Card title="Tasks" icon="list-check" href="/get-started/concepts/tasks">
    Work tracking and the Eisenhower priority matrix
  </Card>

  <Card title="Files & Knowledge" icon="folder" href="/get-started/concepts/files">
    File ingestion, RAG indexing, and retrieval
  </Card>

  <Card title="Agents" icon="robot" href="/get-started/concepts/agents">
    Conversational AI workers — and how they differ from automations
  </Card>

  <Card title="Automations" icon="bolt" href="/get-started/concepts/automations">
    Event-triggered AI workflows
  </Card>

  <Card title="Credits & Billing" icon="coins" href="/get-started/concepts/credits">
    Tiers, consumables, overage rates, and credits
  </Card>
</CardGroup>

## How It All Fits Together

Bizzy is built around a simple hierarchy:

```mermaid theme={null}
graph TD
    A[Organization] --> B[Members]
    A --> Bus[Businesses]
    A --> D[Contacts]
    A --> E[Customers]
    A --> G[Automations]
    A --> Ag[Agents]
    A --> Tk[Tasks]
    A --> Fl[Files]
    Bus --> C[Email Addresses<br/>& Phone Numbers]
    D --> H[Messages]
    E --> I[Transactions]

    B[Members<br/><small>users with access</small>]
    Bus[Businesses<br/><small>commercial entities you run</small>]
    C[Email & Phone<br/><small>channels for sending and receiving</small>]
    D[Contacts<br/><small>people you communicate with</small>]
    E[Customers<br/><small>buyers and ongoing relationships</small>]
    G[Automations<br/><small>event-triggered workflows</small>]
    Ag[Agents<br/><small>conversational AI workers</small>]
    Tk[Tasks<br/><small>work to be done</small>]
    Fl[Files<br/><small>indexed documents agents can search</small>]
    H[Messages<br/><small>communications with contacts</small>]
    I[Transactions<br/><small>sales and purchases</small>]
```

**Organizations** are the top-level container. Everything else belongs to an
organization and is isolated from other organizations.

**Members** are users with access to the organization. Each member has a role
that determines their permissions.

**Businesses** are the commercial entities you run *inside* the organization.
Most accounts have one; agencies and holding companies often have several. Each
business has its own profile, offerings, locations, and Stripe connection.

**Email Addresses** and **Phone Numbers** are the connected channels Bizzy uses
to send and receive communications — Google or Microsoft accounts for email,
purchased numbers for SMS and voice.

**Contacts** represent the individuals you communicate with. **Customers** are
contacts you have a commercial relationship with.

**Messages** are the communications themselves, grouped into threads.

**Tasks** are units of work — created by you, by automations, or by agents — and
surface on your home page through the Eisenhower priority matrix.

**Files** are documents you upload. Once indexed, they become a knowledge base
that agents can search via hybrid retrieval (vector + keyword).

**Agents** are conversational AI workers you chat with: configured persona, tool
access, conversation history. **Automations** are event-triggered workflows that
run on their own. Most users mix them up at first — see the
[Agents](/get-started/concepts/agents) page for when to reach for which.

**Credits** are how usage on top of your plan is metered and billed. They don't
appear in the hierarchy because they're not data — they're the meter that runs
over everything.

## Start Learning

If you're new, read these in order:

<CardGroup cols={2}>
  <Card title="Organizations" icon="building" href="/get-started/concepts/organizations">
    Start here — how access and data isolation works
  </Card>

  <Card title="Contacts & Customers" icon="users" href="/get-started/concepts/contacts">
    The people side of the platform
  </Card>

  <Card title="Agents vs. Automations" icon="robot" href="/get-started/concepts/agents">
    The most important distinction in Bizzy
  </Card>

  <Card title="Credits & Billing" icon="coins" href="/get-started/concepts/credits">
    How tiers, consumables, and overages work
  </Card>
</CardGroup>
