Prerequisites
Before you begin, you’ll need:- A Google or Microsoft email account to connect
- A modern web browser (Chrome, Firefox, Safari, or Edge)
Step 1: Create Your Account
1
Visit Bizzy
Go to bizzyco.ai and click Get Started or
Sign In.
2
Sign up
Create an account using your email address or sign in with
Google/Microsoft.
3
Verify your email
If you signed up with email, check your inbox for a verification link
and click it to confirm your account.
4
Accept the terms
Review and accept the Terms of Service and Privacy Policy to finish
creating your account. If we make material updates to these documents
later, you may be asked to review and accept them again at your next
sign-in.
Step 2: Create an Organization
Organizations are how Bizzy groups users and data. Every account needs at least one organization.1
Name your organization
After signing in for the first time, you’ll be prompted to create an
organization. Enter a name (e.g., your company name or “Personal”).
2
Complete setup
Click Create to finish. You’ll be taken to your new organization’s
dashboard.
You can create multiple organizations later if you need to separate work and
personal communications, or manage different businesses.
Step 3: Work Through the Setup Checklist
Your new organization’s home page shows a Setup checklist card with the seven steps that turn a blank workspace into a working AI-powered inbox:- Complete your business profile
- Connect your email
- Add a custom domain
- Connect a phone number
- Add your first contact
- Set up your first automation
- Invite your teammates
Step 4: Connect Your Email
The Connect your email task is the first CTA on the checklist.1
Open the email task
On the home page, click Connect email on the Setup checklist. This
takes you to the Email Addresses page.
2
Add a provider
Click Connect email and select your provider (Google or Microsoft).
3
Authorize access
You’ll be redirected to Google or Microsoft to authorize Bizzy. Review
the permissions and click Allow or Accept.
4
Wait for sync
Bizzy begins syncing your recent emails. This takes a few minutes
depending on your inbox size.
Bizzy uses OAuth — your credentials are never seen or stored. You can revoke
access at any time from your provider’s security settings. Once the email
address is created, the Connect your email checklist task
auto-completes.
Step 5: Explore Your Inbox
Once your email is connected, your messages appear in the inbox.1
Open the Inbox
Click Inbox in the sidebar to view your messages.
2
Browse messages
Messages are organized into threads. Click any thread to view the full
conversation.
3
Try different views
Use the tabs to switch between Inbox, Sent, Snoozed, and
Archived messages.
Step 6: Add Your First Contact
Back on the home page, the next expanded task is Add your first contact.1
Open the contact task
Click Add contact on the Setup checklist to jump to the Contacts
page.
2
Create a contact
Click Add Contact and fill in the details: name, email, phone
number, and any notes.
3
Save
Click Save. The Add your first contact task auto-completes, and
the home checklist moves the next incomplete task into the expanded
slot.
What’s Next?
You’ve successfully set up Bizzy! The next step is to see what makes Bizzy different — AI-powered automations.Tutorial: Handle Support Emails with AI
Build a working AI-powered support workflow from scratch — the best way
to see Bizzy in action
Core Concepts
Understand how organizations, contacts, and automations fit together
Platform Overview
Learn your way around all the features in the dashboard
Invite Team Members
Add colleagues to your organization
First Steps Checklist
Use this checklist to make sure you’ve completed the basics:- Created your Bizzy account
- Set up your first organization
- Completed the Connect your email setup task
- Explored the inbox and viewed messages
- Completed the Add your first contact setup task
Need help? Contact us at [email protected] or
check the rest of this documentation for detailed guides.