Step 1: create your account and business
1
Sign up
Go to bizzyco.ai/signup. Create an
account using your email, or sign in with Apple, Google, or Microsoft.
2
Name your business
Your first business is created with a name such as
[email protected]'s Business. Open Business in the sidebar,
edit Business Name under Business Details, and click
Save Changes.3
Land on the dashboard
You’re on your business’s dashboard — everything you do in Bizzy
happens within this business. The Setup checklist card lists
the six tasks that get a new business ready; this tutorial
completes two of them (connect your email, create an automation).
Step 2: 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 your email
Click Connect email and select your provider (Google or
Microsoft).
3
Authorize access
You’re redirected to your provider to authorize Bizzy. Review the
permissions and click Allow (Google) or Accept (Microsoft).
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 settings.
4
Watch mail arrive
Mail that arrives after you connect shows up in Bizzy — earlier email
isn’t imported. The address appears on the Email Addresses page
with a sync indicator, and the Connect your email task
auto-completes.
Step 3: allow the agent to create tasks
An automation can only use tools its owning agent sets to Allow, and a new agent starts with writes set to Ask.1
Open your default agent
Click Agents in the sidebar and open your default agent, then
select Tools.
2
Allow task creation
Find Tasks, set Write to Allow, and click Save changes.
Step 4: create the automation
1
Open Automations
Click Automations in the sidebar, then Create Automation.
2
Name it
Enter Name
Support email to task. Leave Use default agent
selected under Owning agent.3
Write the instructions
There is no separate trigger field — the instructions say when the
automation runs and what it does. Paste the following, replacing the
address with the one you connected:
4
Create it
Click Create Automation. The detail page opens and shows
Processing Automation while the automation is checked and
prepared. Creating it also completes the Set up your first
automation task on the home checklist.
Step 5: approve the tools
1
Review the tool list
When the page shows Ready for approval, read what the automation
will do and when it runs, then check Tools this automation can
use. Create Task appears under Tasks.
2
Approve it
Click Approve automation. The status becomes Active. Every run
can use exactly the listed tools, without asking again.
Step 6: test it
1
Send a test email
From your second email account — or a friend’s — send an email to the
address you connected, with “support” in the subject. For example:
Subject: Support request: trouble logging in Hi, I keep getting an “invalid credentials” error when I sign in to my dashboard, even though my password is correct. Can you help?
2
Check Tasks
Within a minute or two, click Tasks in the sidebar. A task titled
Reply to followed by the sender’s address is in the list, due
tomorrow.
3
Check the execution history
Go to Automations and click the automation. Execution History
shows a row for the run with Started At, Completed At, a
Status of Success, and Duration.
If nothing happened: confirm the automation’s status is Active and it
shows the Enabled badge, give the email another minute to finish
syncing, and read the Error column of the run.
Next steps
Refine your automation
Approve tools, regenerate, and delete automations.
Core concepts
How businesses, contacts, messages, and automations fit together.