Step 1: create your account
1
Visit Bizzy
Go to bizzyco.ai/signup, or click
Get started from the home page.
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. If the terms
change materially later, you’re asked to review and accept them again
at your next sign-in.
5
Accept the agreement for your business
Review the business agreement, confirm you’re authorized to accept it
for your business, and click Accept and continue.
Step 2: name your business
Your first business is created when you sign up. Its default name uses your email address:[email protected]'s Business.
Open Business in the sidebar, edit Business Name under
Business Details, and click Save Changes. Your business holds your
team’s contacts, messages, and automations.
Step 3: work through the setup checklist
Your new business’s home page shows a Setup checklist card with six tasks that take you from a blank workspace to a working AI-powered inbox:- Complete your business profile
- Connect your email
- Add a custom domain
- Add your first contact
- Set up your first automation
- Invite your teammates
Step 4: connect your email
1
Open the email task
On the home page, expand Connect your email on the Setup checklist
and click Connect email to go to the Email Addresses page.
2
Add a provider
Click Connect email and select Google or Microsoft.
3
Authorize access
You’re redirected to Google or Microsoft to authorize Bizzy. Review the
permissions and click Allow or Accept. You sign in on the
provider’s own page — Bizzy never sees or stores your password, and you
can revoke access at any time from your provider’s security settings.
4
Watch mail arrive
Mail that arrives after you connect shows up in Bizzy — earlier email
isn’t imported. The Connect your email task auto-completes.
Step 5: explore your inbox
1
Open the Inbox
Click Inbox in the sidebar.
2
Browse messages
Messages are grouped into threads. Click a thread to view the full
conversation.
3
Try different views
Use the tabs to switch between Inbox, Sent, Snoozed, and
Archived.
Step 6: add your first contact
1
Open the contact task
On the home page, expand Add your first contact on the Setup
checklist and click Add contact to go 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.
Next steps
Tutorial
Turn support email into tasks — a working automation end to end.
Core concepts
How businesses, contacts, agents, and automations fit together.