Skip to main content
The Bizzy dashboard has three areas: the sidebar on the left for navigation, the main content area where you work with messages, contacts, and other data, and the header with the business switcher, search, and account menu.

Home

Your landing page. For new businesses this is also where the Setup checklist card lives — six tasks that auto-complete as you set the business up.

About Business

Describe what your business does, where it operates, and what it sells. Agents, automations, and AI suggestions all draw on this profile — the more specific it is, the more their output sounds like you. See the Business guide for each section.

Inbox

Your unified email inbox across all connected accounts, organized into Inbox, Sent, Snoozed, and Archived views. Click any thread to open the full conversation. See Messages & Threads for how views, threading, actions, and search work.

Contacts

Your contacts: names, email addresses, phone numbers, and notes about the people you communicate with. Click a contact to see their full profile and communication history.

Email Addresses

The email accounts Bizzy sends and receives on behalf of. Connect Google (Gmail) or Microsoft (Outlook / Office 365), or create an address on a verified custom domain. From this page you can view sync status, pause or disconnect an account, and update provider settings.

Email Templates

Write an email once, with {{variable}} placeholders, and reuse it — automations and agents fill in the variables at send time. See Email Templates for creating and using them.

Domains

Register custom email domains or verify ones you already own, manage DNS records, and update WHOIS contacts. Domain management is typically an administrator task — see Business setup.

Automations

Automated workflows that respond to incoming messages. View each automation’s status (active, paused, completed), create new ones, and monitor execution history.

Agents

AI agents that help process and respond to communications. View configured agents, monitor their activity and conversations, and configure their behavior and permissions.

Files

Upload documents and attachments, organize them into folders, and generate shareable links.

Tasks

Track to-do items scored by urgency and importance. Create tasks yourself, or let automations and agents create them as they work — active tasks appear in the priority matrix on Home. See Tasks for details.

Settings

Business settings: invite team members and manage roles, generate API keys (business owners only), and connect integrations such as Stripe. See User Management and API Key Management.

Business switcher

If you belong to multiple businesses, click the business name to switch between them. Each business has its own contacts, email resources, automations, settings, and team members. Find messages by content or sender, contacts by name or email, and files by name.

Account menu

Click your profile icon for profile settings (name, email, timezone), business settings, and sign out.

Mobile

Bizzy is a responsive web application — there’s no separate mobile app. The full platform works from your mobile browser; you can add Bizzy to your home screen and turn on browser notifications. On a narrow screen the sidebar is hidden behind the menu button in the top left. Tap it to slide navigation in, then pick a destination — the panel closes as the page opens. Tap outside it to dismiss it without going anywhere.

Next steps

Core concepts

How businesses, contacts, and messages fit together.

Email guide

Connect email and manage your inbox.
Last modified on September 11, 2026