Find training and help
On this page
Learn the basics
Start with the dashboard walkthrough, then follow My day to work through your first items. Use boards, filters and saved views to learn the controls common to sales, invoicing and project work.
Get help while you work
Open Bizzy inside Smart CRM and ask about the task on your screen. For example, ask “How do I record a follow-up on this lead?” or “Where do I change this person's permissions?” Include the screen or record you are working with.
BizAI Academy lessons are available on eligible internal staff accounts. If your account shows Learn, select it to open the course list. Customers can follow the public guide on this site.
Watch a walkthrough
Browse BizAI training videos for workspace setup, email and WhatsApp. Each topic links to the written steps where available.
Contact BizAI
Use Contact support for an issue you cannot resolve, or Ask about paid setup if you want BizAI to configure the workspace for you.