Security and data
Your data stays with you
The agents work in your tools, under the rules you set. Here is what they read, what they do, and what stays yours.
Your data stays in your tools
- The agents read your CRM, ATS, mailboxes and calendars where they are, with the access your team gives them.
- They put their work back there: a draft, an updated record, a note. The CRM is only updated with your approval.
- Your manager connects the CRM once, and can try it in Test mode before any update.
- You can disconnect at any time.
Rules approved once
- Your manager sets the rules the agents follow once, for the whole team.
- A sequence is approved once; it pauses as soon as the person replies to you.
- If you prefer, the agents' messages stay as drafts until you review them.
Every action logged
- Every action an agent takes is logged, and every CRM update is reversible.
- Every email from an agent carries a link to pause or stop it.
- Your manager follows the team's activity person by person, with no score or ranking.
Nothing without your approval
- Billy prepares your drafts; you are the one who sends them.
- The agents only send the sequences you have approved.
- The CRM is never updated without your approval.
Each person sees what is theirs
- Your mailbox stays yours: nobody else on your team sees it.
- Your CRM's rates, margins and notes stay within the team.
- The team export never includes a member's mailbox or calendar.
Hosted in Europe
- Your data, your files and their backups are hosted in the European Union; each backup is deleted after 30 days.
- The AI model and a few providers process data in the United States, under the European Commission's standard contractual clauses.
- Our GDPR-compliant data processing agreement (DPA) is online; the list of our sub-processors is sent to you if you ask for it.
Never used to train AI
- Your conversations never train an AI model.
- Our AI provider does not use them to train its models, and deletes them within 30 days, unless the law requires otherwise.
- Our team may review a conversation to improve the service; every reading is logged, and you can turn it off in your profile.
- Billy and the agents help find and present profiles; they make no decision about anyone.
Export everything, anytime
- Every user downloads all their data in one click, Billy conversations included.
- The manager exports or deletes the whole team's workspace.
- A deleted account is permanently erased within 30 days.
A question about your data? Write to us: email us
Put your agents to work.
The consulting business is already being rewritten: the agents do the work, your teams decide.