> ## 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.

# Quickstart

> Get up and running with Bizzy in 5 minutes

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.

## 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

<Steps>
  <Step title="Visit Bizzy">
    Go to [bizzyco.ai](https://www.bizzyco.ai) and click **Get Started** or
    **Sign In**.
  </Step>

  <Step title="Sign up">
    Create an account using your email address or sign in with
    Google/Microsoft.
  </Step>

  <Step title="Verify your email">
    If you signed up with email, check your inbox for a verification link
    and click it to confirm your account.
  </Step>

  <Step title="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>
</Steps>

## Step 2: Create an Organization

Organizations are how Bizzy groups users and data. Every account needs at least
one organization.

<Steps>
  <Step title="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").
  </Step>

  <Step title="Complete setup">
    Click **Create** to finish. You'll be taken to your new organization's
    dashboard.
  </Step>
</Steps>

<Note>
  You can create multiple organizations later if you need to separate work and
  personal communications, or manage different businesses.
</Note>

## 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.

## Step 4: Connect Your Email

The **Connect your email** task is the first CTA on the checklist.

<Steps>
  <Step title="Open the email task">
    On the home page, click **Connect email** on the Setup checklist. This
    takes you to the **Email Addresses** page.
  </Step>

  <Step title="Add a provider">
    Click **Connect email** and select your provider (Google or Microsoft).
  </Step>

  <Step title="Authorize access">
    You'll be redirected to Google or Microsoft to authorize Bizzy. Review
    the permissions and click **Allow** or **Accept**.
  </Step>

  <Step title="Wait for sync">
    Bizzy begins syncing your recent emails. This takes a few minutes
    depending on your inbox size.
  </Step>
</Steps>

<Note>
  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.
</Note>

## Step 5: Explore Your Inbox

Once your email is connected, your messages appear in the inbox.

<Steps>
  <Step title="Open the Inbox">
    Click **Inbox** in the sidebar to view your messages.
  </Step>

  <Step title="Browse messages">
    Messages are organized into threads. Click any thread to view the full
    conversation.
  </Step>

  <Step title="Try different views">
    Use the tabs to switch between **Inbox**, **Sent**, **Snoozed**, and
    **Archived** messages.
  </Step>
</Steps>

## Step 6: Add Your First Contact

Back on the home page, the next expanded task is **Add your first contact**.

<Steps>
  <Step title="Open the contact task">
    Click **Add contact** on the Setup checklist to jump to the **Contacts**
    page.
  </Step>

  <Step title="Create a contact">
    Click **Add Contact** and fill in the details: name, email, phone
    number, and any notes.
  </Step>

  <Step title="Save">
    Click **Save**. The **Add your first contact** task auto-completes, and
    the home checklist moves the next incomplete task into the expanded
    slot.
  </Step>
</Steps>

## What's Next?

You've successfully set up Bizzy! The next step is to see what makes Bizzy
different — AI-powered automations.

<CardGroup cols={2}>
  <Card title="Tutorial: Handle Support Emails with AI" icon="graduation-cap" href="/get-started/tutorial">
    Build a working AI-powered support workflow from scratch — the best way
    to see Bizzy in action
  </Card>

  <Card title="Core Concepts" icon="lightbulb" href="/get-started/concepts">
    Understand how organizations, contacts, and automations fit together
  </Card>

  <Card title="Platform Overview" icon="map" href="/get-started/overview">
    Learn your way around all the features in the dashboard
  </Card>

  <Card title="Invite Team Members" icon="users" href="/admin-guide/organization/users">
    Add colleagues to your organization
  </Card>
</CardGroup>

## 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

<Note>
  Need help? Contact us at [support@bizzyco.ai](mailto:support@bizzyco.ai) or
  check the rest of this documentation for detailed guides.
</Note>