# I'm new to Fyxer

### What you'll learn

In this section:

* **Connect Fyxer** to get up and running
* Find your way around **the Dashboard**
* Discover Fyxer's **key features**

Estimated time to complete: **45 minutes**.

***

### But first...what is Fyxer?

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Fyxer is an email assistant that **organizes your inbox**, **drafts replies**, **takes meeting notes**, and **manages your schedule**. So you can focus on work that moves things forward.

Each feature works on its own. But together, they help you work faster and stay organized.

**Fyxer learns your tone and preferences as you use it**, becoming more accurate with every email and meeting.
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{% embed url="<https://youtu.be/S5mYLX3tzXs>" %}
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***

### Set up Fyxer

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><ol><li><strong>Setup checklist</strong></li></ol></td><td>Connect Fyxer and get up and running. </td><td><a href="checklist">checklist</a></td><td><a href="https://content.gitbook.com/content/zJXfZmKnv60AZ37bghx1/blobs/Crxuu2NTzRld2NZTqDO4/busy-happy-young-latin-business-man-holding-cell-p-2025-02-11-16-08-27-utc.jpg">busy-happy-young-latin-business-man-holding-cell-p-2025-02-11-16-08-27-utc.jpg</a></td></tr><tr><td>2a.  <strong>Fyxer with Gmail</strong></td><td>How Fyxer works in Gmail.</td><td><a href="using-fyxer-with-gmail">using-fyxer-with-gmail</a></td><td data-object-fit="contain"><a href="https://content.gitbook.com/content/zJXfZmKnv60AZ37bghx1/blobs/j5kBvIhGIWowTmSe4fut/256px-Gmail_icon_(2020).svg.png">256px-Gmail_icon_(2020).svg.png</a></td></tr><tr><td>2b.  <strong>Fyxer with Outlook</strong></td><td>How Fyxer works in Outlook.</td><td><a href="using-fyxer-with-outlook">using-fyxer-with-outlook</a></td><td data-object-fit="contain"><a href="https://content.gitbook.com/content/zJXfZmKnv60AZ37bghx1/blobs/wyz7LLqQWGIxrw4wuA9r/256px-Microsoft_Outlook_Icon_(2025%E2%80%93present).svg.png">256px-Microsoft_Outlook_Icon_(2025–present).svg.png</a></td></tr><tr><td><ol start="3"><li><strong>Dashboard tour</strong></li></ol></td><td>Find your way around the Dashboard.</td><td><a href="dashboard-tour">dashboard-tour</a></td><td data-object-fit="cover"><a href="https://content.gitbook.com/content/zJXfZmKnv60AZ37bghx1/blobs/2rTvwfBhn3gIdOI5N0R5/Dashboard%20tour.png">Dashboard tour.png</a></td></tr><tr><td><ol start="4"><li><strong>Key features</strong></li></ol></td><td>Four features that feed context to each other.</td><td><a href="quickstart">quickstart</a></td><td><a href="https://content.gitbook.com/content/zJXfZmKnv60AZ37bghx1/blobs/Hi2U1YU7qu8ULpAbpEvU/Key%20features.png">Key features.png</a></td></tr><tr><td><ol start="5"><li><strong>Getting started videos</strong></li></ol></td><td>Short videos covering key features.</td><td><a href="broken-reference">Broken link</a></td><td><a href="https://content.gitbook.com/content/zJXfZmKnv60AZ37bghx1/blobs/apJqDgnsskBMTT6j2uMb/Screenshot%202026-02-17%20at%2015.04.29.png">Screenshot 2026-02-17 at 15.04.29.png</a></td></tr></tbody></table>

***

### Common setup questions

<details>

<summary><strong>Why aren't my emails moving to folders even though I see Fyxer labels?</strong> </summary>

Go to **Dashboard** → **Categorization** and use the toggles to choose which email categories appear in your inbox and which only go to folders. Select **Update preferences** when done. Changes apply to new emails only.

Learn more: [**See your new organized inbox in action**](https://support.fyxer.com/en/articles/13141171-see-your-new-organized-inbox-in-action).

</details>

<details>

<summary><strong>What is conversation view and why does Fyxer need it?</strong></summary>

Conversation view groups emails by thread. This gives Fyxer the full context it needs for accurate drafts.

Learn more: [**Turn on conversation view**](https://support.fyxer.com/en/articles/11562904-turn-on-conversation-view).

</details>

<details>

<summary><strong>Why aren't my draft replies appearing?</strong></summary>

Drafts only generate for emails labeled **To do**. If you're not seeing drafts, check:

1. Your email is connected (Dashboard → Settings → Integrations)
2. Conversation view is turned on in Gmail or Outlook
3. Draft replies toggle is on (Dashboard → Drafts)

</details>

<details>

<summary><strong>I'm on Outlook and getting an "admin approval required" error. What do I do?</strong></summary>

Your organization's IT admin needs to approve Fyxer. You should do this first to avoid using up trial time.&#x20;

Send them details of the error message and a link to this Help Center article: [**Admin setup guide: approving Fyxer in Microsoft 365 (Microsoft Entra ID)**](https://support.fyxer.com/en/articles/12819287-admin-setup-guide-approving-fyxer-in-microsoft-365-microsoft-entra-id).

**Fyxer is a verified Microsoft partner** and can be approved quickly.

</details>

<details>

<summary><strong>My scheduling link isn't working and Notetaker isn't joining my meetings</strong></summary>

Both of these features require your calendar to be connected – this is separate from your email connection. Go to **Dashboard → Settings → Integrations** and check that your calendar shows as connected.

If your calendar is connected and Notetaker still isn't joining, there may be another reason. See: [When Notetaker joins a meeting: rules and expectations](https://support.fyxer.com/en/articles/13106403-when-notetaker-joins-a-meeting-rules-and-expectations).

</details>

<details>

<summary><strong>What do Fyxer's email categories mean?</strong></summary>

When you connect your email, Fyxer organizes your 300 most recent emails and sorts them into categories, automatically labeled and ranked by priority. This happens in seconds.

Each category has a specific meaning. See the full list: [**Fyxer email categorization handbook**](https://support.fyxer.com/en/articles/13107658-fyxer-email-categorization-handbook).

&#x20;Fyxer doesn’t scan your entire inbox history, because that would take hours, but you’ll see the initial sorting happen within seconds.

</details>

<details>

<summary><strong>Which email clients work with Fyxer?</strong> </summary>

**Gmail:**

* Google Workspace
* Personal Gmail accounts

**Outlook (Microsoft 365 / Exchange Online)**:

* New Outlook for Mac
* New Outlook for Windows
* Outlook on the web
* Outlook Desktop (Mac)

**Note:** Fyxer requires cloud-hosted Microsoft accounts. On-premise Exchange and hybrid Outlook deployments are not supported.

Learn more: [**Check if Fyxer supports your setup**](https://support.fyxer.com/en/articles/11661658-check-if-fyxer-supports-your-setup).

</details>

<details>

<summary><strong>How do I set up my email signature in Fyxer drafts?</strong></summary>

Go to **Dashboard** → **Drafts** → **Signatures**. Compose your signature in your email client first (with images and formatting), then copy and paste it here.

Learn more: [**How do I add my signature?**](https://support.fyxer.com/en/articles/10090669-how-do-i-add-my-signature)

</details>

<details>

<summary><strong>I can only see "Sign out" (or "Connect inbox") when I log in. How do I access the Dashboard?</strong></summary>

You're on the onboarding screen. To access the full Dashboard, complete the plan selection step. Not ready to commit? Start a free trial to explore.

If you've already connected your email and Fyxer is labeling emails before you're ready, don't worry – you can pause or remove these once you complete setup.

Still need help? Contact support via the chat icon in your Dashboard or email <support@fyxer.com>.

</details>

***

### Ready for more?

You've learned the basics. Next up: [**I want to get more out of Fyxer**](https://app.gitbook.com/s/4gUOhuNS0g56JK7yaSXk/using-fyxer/i-want-to-get-more-out-of-fyxer).