Quick Start Guide: Getting Started with BuddyBee

BuddyBee helps you manage communication and workflows across your organisation more efficiently. This quick start guide will walk you through the essential steps to get up and running in just a few minutes.

Why this setup is needed

Starting with the right setup ensures smoother workflows, reliable connections, and secure account management. By following this guide, you’ll reduce errors, save time, and set up BuddyBee in a way that supports long-term productivity.

Step-by-Step Instructions

1. Sign in to BuddyBee
   1. Go to the BuddyBee login page.
   2. Enter your credentials or follow your organisation’s login process.
2. Connect your platforms
   1. Navigate to Settings > Platforms.
   2. Connect platforms such as email, calendars, or CRM.
   3. 💡 We recommend using a dedicated BuddyBee account for each platform to improve security and traceability.
   4. See our detailed guide: Adding Platforms.
3. Invite your team
   1. Go to Settings > Team Members.
   2. Send invitations to colleagues who need access.
   3. Assign roles and permissions for proper access control.
4. Test your setup
   1. Open BuddyBee Chat.
   2. Test each connected platform to confirm integrations are working correctly.
   3. Example prompt: Log in to Outlook using saved credentials.

Best Practices

• Use dedicated accounts for BuddyBee integrations rather than personal logins. This improves security, reduces lockouts, and keeps activity traceable.
• Enable multi-factor authentication (MFA) wherever possible to protect accounts.

💡 Tips & Troubleshooting

 If your integrations don’t connect:

• Double-check your login credentials.

• Confirm that your BuddyBee account has the correct permissions.

• If issues persist, disconnect and reconnect the integration.

Need help with templates or anything else?
We are here to support you:

🌐 Knowledge Base: Click Here
📧 Email: support@buddybee.ai