> ## 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.

# Tutorial: Handle Your First Support Email with AI

> Build a working AI-powered support workflow from scratch in Bizzy

In this tutorial, you'll set up Bizzy to automatically handle incoming support
emails using AI. By the end, you'll have a working automation that acknowledges
support requests, extracts key details, and saves the sender as a contact — all
without you lifting a finger.

This is how Bizzy is designed to work: you connect your communications, tell the
AI what to do in plain English, and let it handle the rest.

## What you'll build

You'll create a complete support email workflow that:

1. Detects incoming emails that look like support requests
2. Sends an immediate, personalized acknowledgment to the sender
3. Saves the sender as a contact if they're new

By the end, you'll understand how Bizzy's core features — email, contacts, and
automations — work together.

## Prerequisites

* A Google or Microsoft email account you can use for testing
* A modern web browser (Chrome, Firefox, Safari, or Edge)

## Step 1: Create your account and organization

First, let's get you set up on Bizzy.

<Steps>
  <Step title="Sign up">
    Go to [bizzyco.ai](https://www.bizzyco.ai) and click **Get Started**.
    Create an account using your email or sign in with Google/Microsoft.
  </Step>

  <Step title="Create an organization">
    After signing in, you'll be prompted to create an organization. Enter a
    name — this can be your company name, or something like "My Business" if
    you're just exploring. Click **Create**.
  </Step>

  <Step title="Land on the dashboard">
    You're now on your organization's dashboard. This is your home base —
    everything you do in Bizzy happens within this organization. The **Setup
    checklist** card lists the seven steps that get a new org ready; we'll
    complete two of them (connect your email, create an automation) as part
    of this tutorial.
  </Step>
</Steps>

## Step 2: Connect your email

The **Connect your email** task is the first CTA on the Setup 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 your email">
    Click **Connect email** and select your provider (Google or Microsoft).
  </Step>

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

  <Step title="Wait for sync">
    Bizzy begins syncing your recent emails. This takes a few minutes
    depending on your inbox size. The address appears on the **Email
    Addresses** page with a sync indicator.
  </Step>
</Steps>

<Note>
  Bizzy uses OAuth — it never sees or stores your email password. You can
  revoke access at any time from your provider's settings. Once the email
  address is created, the **Connect your email** setup task auto-completes.
</Note>

Once sync completes, click **Inbox** in the sidebar. You should see your recent
emails. Take a moment to click through a few threads — this is the unified inbox
where all your connected accounts appear together.

## Step 3: Create your first automation

Now for the interesting part. You'll tell Bizzy to watch for incoming emails and
respond to them using AI.

<Steps>
  <Step title="Open Automations">
    Click **Automations** in the sidebar, then click **Create Automation**.
  </Step>

  <Step title="Name it">
    Enter a descriptive name: **Support Email Auto-Acknowledgment**. Good names make it easy to find and manage your automations later.
  </Step>

  <Step title="Set the trigger">
    For the trigger event, enter: **New email received**. This tells Bizzy to run the automation every time an email arrives.
  </Step>

  <Step title="Write your instructions">
    This is where you tell the AI what to do — in plain English. Paste the following into the instructions field:

    ```
    When a new email arrives:

    1. If the email looks like a support request or question about
       our services, send a friendly acknowledgment reply:
       - Thank them for reaching out
       - Confirm we received their message
       - Let them know we'll respond within 24 hours
       - Keep the tone warm and professional
       - Keep the reply under 100 words
       - Sign off with "Best regards" and "The Support Team"

    2. If the email is clearly not a support request (newsletters,
       marketing, automated notifications), do nothing.
    ```
  </Step>

  <Step title="Save and enable">
    Click **Save**. The automation is enabled by default and starts working immediately. Saving also auto-completes the **Set up your first automation** task on the home checklist.
  </Step>
</Steps>

## Step 4: Test it

Let's see your automation in action.

<Steps>
  <Step title="Send a test email">
    From a different email account (or ask a friend), send an email to the address you connected. Write something that looks like a support request, for example:

    > Subject: Help with my account
    >
    > Hi, I'm having trouble logging in to my dashboard. I keep getting an "invalid credentials" error even though I'm sure my password is correct. Can you help?
  </Step>

  <Step title="Watch it work">
    Wait a minute or two, then check the **Inbox** in Bizzy. You should see:

    * The incoming support email in your inbox
    * An outgoing reply that the AI generated and sent automatically
  </Step>

  <Step title="Review the reply">
    Click the thread to see the full conversation. The AI's reply should be a friendly acknowledgment that follows your instructions — thanking the sender, confirming receipt, and setting expectations.
  </Step>
</Steps>

<Note>
  If the automation didn't trigger, check a few things: Is the automation
  enabled? (Look for the toggle on the Automations page.) Did the email finish
  syncing? Give it another minute and check the automation's execution history
  for any errors.
</Note>

## Step 5: Check the results

Let's verify everything worked end-to-end.

<Steps>
  <Step title="Check the automation history">
    Go to **Automations**, click your automation, and look at the execution
    history. You should see a successful execution with details about what
    the AI did.
  </Step>

  <Step title="Check Contacts">
    Click **Contacts** in the sidebar. If the sender was new, Bizzy may have
    automatically created a contact record for them. Click the contact to
    see their profile and the linked message history.
  </Step>
</Steps>

## What you've accomplished

You've built a working AI-powered support workflow. Here's what's happening
behind the scenes every time an email arrives:

1. Bizzy receives the email through your connected account
2. The automation detects a new message and triggers
3. The AI reads the email and evaluates your instructions
4. If it's a support request, the AI composes and sends a reply
5. The sender and message are linked in your contact database

This is the core loop of Bizzy: **connect → automate → let AI handle it**. Every
feature builds on this pattern.

## Next steps

Now that you've seen Bizzy in action, here are some ways to go further:

<CardGroup cols={2}>
  <Card title="Refine your automation" icon="sliders" href="/user-guide/automations/first-automation">
    Learn how to fine-tune triggers, add conditions, and write better AI
    instructions
  </Card>

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

  <Card title="Manage contacts" icon="address-book" href="/user-guide/contacts/managing">
    Organize your contacts with labels, notes, and detailed profiles
  </Card>

  <Card title="Connect AI agents" icon="robot" href="/mcp-server/introduction">
    Give AI assistants like Claude direct access to your Bizzy data
  </Card>
</CardGroup>