# 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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***

### 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="/pages/7FvWQMF0kTK7HGhlQfmo">/pages/7FvWQMF0kTK7HGhlQfmo</a></td><td><a href="/files/7FliZRtvk2IVsmIanKqR">/files/7FliZRtvk2IVsmIanKqR</a></td></tr><tr><td>2a.  <strong>Fyxer with Gmail</strong></td><td>How Fyxer works in Gmail.</td><td><a href="/pages/bqYQ5bcwE5B1yrWenZ1u">/pages/bqYQ5bcwE5B1yrWenZ1u</a></td><td data-object-fit="contain"><a href="/files/mbeCINW7lwPOiwmado42">/files/mbeCINW7lwPOiwmado42</a></td></tr><tr><td>2b.  <strong>Fyxer with Outlook</strong></td><td>How Fyxer works in Outlook.</td><td><a href="/pages/G26LDavRj79bnnEoDxgH">/pages/G26LDavRj79bnnEoDxgH</a></td><td data-object-fit="contain"><a href="/files/nUHxZadTllHpkVMAoNQd">/files/nUHxZadTllHpkVMAoNQd</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="/pages/QPzbTvC6XsT5gERiU43E">/pages/QPzbTvC6XsT5gERiU43E</a></td><td data-object-fit="cover"><a href="/files/g89ZgURvq298HxuNUVRE">/files/g89ZgURvq298HxuNUVRE</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="/pages/GTBaUvgZMT2IhprnNJkc">/pages/GTBaUvgZMT2IhprnNJkc</a></td><td><a href="/files/OTPmHt4gg2kToIhEgUbR">/files/OTPmHt4gg2kToIhEgUbR</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="/spaces/xYipBslaQZCZyaUHPW9Q/pages/i73g4LZQanoLj7XtSO18">/spaces/xYipBslaQZCZyaUHPW9Q/pages/i73g4LZQanoLj7XtSO18</a></td><td><a href="/files/QGBbZ4jwHcBbkgPdcYi0">/files/QGBbZ4jwHcBbkgPdcYi0</a></td></tr></tbody></table>

***

### On-demand webinar

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### From sign-up to saving time

A **30-minute masterclass** to get Fyxer working for you from day one. Everything you need to know to get set up, make drafts sound more like you, and get the most out of every feature.

[**For Gmail users**](https://zoom.us/rec/share/bFph0dYKdvTMXwzojF4nKCCsgeQrQGz6jT8SXguPb2Bstx7djzSQE5bArh6KQnOn.ewAzswJ6YtHFIGPv) | [**For Outlook users**](https://zoom.us/rec/share/3v2adR6OYYsMmRMR68N0iW2celltXqqe89cujz7ER8muUQP9WyyCL0o8Rv6JzlKo.44R109SbOR_cVT4W)
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***

### 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>

<details>

<summary><strong>Is there a desktop app?</strong></summary>

Fyxer is browser-based. You can access it at [app.fyxer.com](https://app.fyxer.com) from any modern browser, with no download or installation needed.

</details>

***

### Ready for more?

You've learned the basics. Next up: [**I want to get more out of Fyxer**](/using-fyxer/i-want-to-get-more-out-of-fyxer.md).


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