> ## 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.

# Platform Overview

> Navigate the Bizzy dashboard and discover key features

This guide introduces you to the Bizzy platform interface, helping you find your
way around and understand where to access different features.

## Dashboard Layout

The Bizzy dashboard is organized into three main areas:

1. **Sidebar** - Navigation menu on the left for accessing different sections
2. **Main Content** - The central area where you work with messages, contacts,
   and other data
3. **Header** - Top bar with organization switcher, search, and account settings

## Sidebar Navigation

The sidebar provides quick access to all major features. Here's what each
section does:

### Home

Your dashboard landing page. For new organizations this is also where the
**Setup checklist** card lives — a seven-step walkthrough (business profile,
email, domain, phone, contact, automation, team invite) that auto-completes as
you create each entity and silently disappears once every task is done or
dismissed.

### Inbox

Your unified email inbox. This is where you'll spend most of your time managing
communications.

| View         | Description                                           |
| ------------ | ----------------------------------------------------- |
| **Inbox**    | Unread and active messages requiring attention        |
| **Sent**     | Messages you've sent                                  |
| **Snoozed**  | Messages you've temporarily hidden to deal with later |
| **Archived** | Messages you've filed away for reference              |

<Note>
  Click any message thread to open the full conversation. The thread view
  shows all related messages in chronological order.
</Note>

### Contacts

Manage your contact database. Store names, email addresses, phone numbers, and
notes about the people you communicate with.

* View all contacts in a searchable list
* Click a contact to see their full profile and communication history
* Create, edit, and delete contacts

### Email Addresses

Manage the email accounts Bizzy sends and receives on behalf of. Connect Google
(Gmail) or Microsoft (Outlook / Office 365) via OAuth, 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.

### Phone Numbers

Buy and manage phone numbers for SMS and voice. The page shows connected
numbers, their messaging capabilities, and recording and routing settings.

### Domains

Manage custom email domains for your organization. This section handles:

* Domain registration and verification
* DNS configuration
* WHOIS contact management

<Note>
  Domain management is typically handled by administrators. See the
  [Organization Setup](/admin-guide/organization/setup) guide for details.
</Note>

### Automations

Create and manage automated workflows that respond to incoming messages.

* View all automations and their status (active, paused, completed)
* Create new automations with triggers, conditions, and actions
* Monitor automation execution history

### Agents

AI agents that can help process and respond to communications.

* View configured agents
* Monitor agent activity and conversations
* Configure agent behavior and permissions

### Files

Upload, store, and manage files within Bizzy.

* Upload documents and attachments
* Generate shareable links
* Organize files into folders

## Header Bar

The header bar at the top of the screen provides:

### Organization Switcher

If you belong to multiple organizations, click the organization name in the
header to switch between them. Each organization has its own:

* Contacts and customers
* Email resources
* Automations and settings
* Team members

### Search

Use the search bar to quickly find:

* Messages by content or sender
* Contacts by name or email
* Files by name

### Account Menu

Click your profile icon to access:

* Profile settings (name, email, timezone)
* Organization settings
* Sign out

## Working with Messages

### Thread View

When you click a message in the inbox, it opens in thread view:

* All messages in the conversation are shown chronologically
* You can reply directly from the thread
* Related contacts are linked automatically

### Message Actions

From any message, you can:

* **Reply** - Send a response
* **Archive** - Move to archived messages
* **Snooze** - Hide temporarily and resurface later
* **Delete** - Remove permanently

## Mobile Access

Bizzy is a responsive web application that works on tablets and mobile devices.
While there's no dedicated mobile app, you can:

* Access the full platform from your mobile browser
* Add Bizzy to your home screen for app-like experience
* Receive notifications if enabled in your browser

<Note>
  For the best experience on mobile, use a modern browser like Chrome or
  Safari.
</Note>

## Next Steps

<CardGroup cols={2}>
  <Card title="Core Concepts" icon="lightbulb" href="/get-started/concepts">
    Learn about organizations, contacts, and messages
  </Card>

  <Card title="Email Guide" icon="envelope" href="/user-guide/email/connect">
    Connect email and manage your inbox
  </Card>
</CardGroup>
