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This guide walks you through setting up ShingleAI and connecting your first email account. By the end, you’ll have a working inbox ready to manage your business communications.

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Prerequisites

Before you begin, you’ll need:
  • A Google or Microsoft email account to connect
  • A modern web browser (Chrome, Firefox, Safari, or Edge)

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Step 1: Create Your Account

1

Visit ShingleAI

Go to shingleai.com and click Get Started or Sign In.
2

Sign up

Create an account using your email address or sign in with Google/Microsoft.
3

Verify your email

If you signed up with email, check your inbox for a verification link and click it to confirm your account.

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Step 2: Create an Organization

Organizations are how ShingleAI groups users and data. Every account needs at least one organization.
1

Name your organization

After signing in for the first time, you’ll be prompted to create an organization. Enter a name (e.g., your company name or “Personal”).
2

Complete setup

Click Create to finish. You’ll be taken to your new organization’s dashboard.
You can create multiple organizations later if you need to separate work and personal communications, or manage different businesses.

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Step 3: Connect Your Email

Now let’s connect your first email account to start syncing messages.
1

Navigate to Resources

In the sidebar, click Resources to open the resource management page. Resources are your connected email accounts and phone numbers that ShingleAI uses to send and receive messages.
2

Add a new resource

Click Add Resource and select your email provider (Google or Microsoft).
3

Authorize access

You’ll be redirected to Google or Microsoft to authorize ShingleAI. Review the permissions and click Allow or Accept.
4

Wait for sync

ShingleAI will begin syncing your emails. This may take a few minutes depending on your inbox size.
ShingleAI requests read and send permissions to fully manage your email. Your credentials are stored securely and you can revoke access at any time.

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Step 4: Explore Your Inbox

Once your email is connected, your messages will appear in the inbox.
1

Open the Inbox

Click Inbox in the sidebar to view your messages.
2

Browse messages

Messages are organized into threads. Click any thread to view the full conversation.
3

Try different views

Use the tabs to switch between Inbox, Sent, Snoozed, and Archived messages.

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Step 5: Add Your First Contact

Contacts help you organize the people you communicate with.
1

Go to Contacts

Click Contacts in the sidebar.
2

Create a contact

Click Add Contact and fill in the details: name, email, phone number, and any notes.
3

Save

Click Save to create the contact. You’ll now see their communication history linked in one place.

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What’s Next?

You’ve successfully set up ShingleAI! Here are some next steps to explore:

Platform Overview

Learn your way around all the features in the dashboard

Core Concepts

Understand organizations, contacts, customers, and more

Automations

Set up automated workflows for incoming messages

Invite Team Members

Add colleagues to your organization

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First Steps Checklist

Use this checklist to make sure you’ve completed the basics:
  • Created your ShingleAI account
  • Set up your first organization
  • Connected at least one email account
  • Explored the inbox and viewed messages
  • Created your first contact
Need help? Contact us at support@shingleai.com or check the rest of this documentation for detailed guides.