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This guide walks you through setting up Bizzy and connecting your first email account. By the end, you’ll have a working inbox ready to manage your business communications.

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Prerequisites

Before you begin, you’ll need:
  • A Google or Microsoft email account to connect
  • A modern web browser (Chrome, Firefox, Safari, or Edge)

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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.

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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.

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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:
  1. Complete your business profile
  2. Connect your email
  3. Add a custom domain
  4. Connect a phone number
  5. Add your first contact
  6. Set up your first automation
  7. Invite your teammates
Each task auto-completes when you do the thing it asks for (for example, connecting an email provider completes “Connect your email”). When every task is complete or dismissed, the card silently disappears from the home page. You don’t have to complete all seven today — this quickstart walks through the two that unlock the rest of the platform: connecting email and adding a contact. Everything else can wait until you need it.

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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.

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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.

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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.

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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

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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 support@bizzyco.ai or check the rest of this documentation for detailed guides.
Last modified on May 30, 2026