Managing Connections

Learn how to manage, update, and secure your connected integrations.

Viewing Your Connections

Connection Status

Disconnecting a Service

Reconnecting Services

If a connection breaks:

1. Go to Settings → Integrations
2. Click "Reconnect" or "Fix Connection"
3. Complete the authentication process
4. Test with a simple command

Managing Permissions

Checking Permissions

Each connected service shows what Billix can do:

• Read access (view data)
• Write access (create/modify)
• Delete access (remove items)

Updating Permissions

To change what Billix can access:

1. Disconnect the service
2. Reconnect
3. Choose different permissions during authorization

Multiple Accounts

Connecting Additional Accounts

For services that support multiple accounts:

1. Go to Settings → Integrations
2. Find the already-connected service
3. Click "Add Another Account"
4. Complete authorization with a different account

Switching Between Accounts

Specify which account in your requests:

"Check my work Gmail for unread messages"
"Use my personal calendar to find availability"

Or set a default account in Settings.

Security Best Practices

Regular Review

• Monthly: Review connected services
• Remove any you no longer use
• Check for suspicious connections

Minimum Necessary Access

• Only connect services you actively use
• Grant minimum required permissions
• Disconnect services when projects end

Secure Your Accounts

• Use strong passwords on connected accounts
• Enable 2FA where available
• Monitor for unauthorized access

Agent Access

Controlling Agent Permissions

When creating agents, you choose which integrations they can use:

• Only enable necessary integrations
• Review before activating
• Audit agent access periodically

Per-Agent Control

Each agent has its own integration settings:

• Agent A: Gmail only
• Agent B: Slack and GitHub
• Agent C: All integrations

Troubleshooting Connections

Connection Keeps Failing

1. Clear browser cookies
2. Try incognito mode
3. Check if the service is down
4. Contact support

"Access Revoked" Error

Your access may have been revoked:

1. Disconnect in Billix
2. Check the service's authorized apps
3. Reconnect from scratch

Permissions Missing

If you're getting permission errors:

1. Disconnect the service
2. Reconnect with all required permissions
3. Ensure you approved everything

Data & Privacy

What Data We Store

• Authentication tokens (encrypted)
• Connection status
• Last sync time

What We Don't Store

• Your passwords
• Your actual data (emails, documents, etc.)
• Sensitive credentials

Deleting Your Data

When you disconnect:

• Tokens are deleted immediately
• No data from the service is retained
• You can verify by reconnecting (no data persists)

Common Questions

Next Steps

• Connect your first service
• Set up data privacy
• Create agents with integrations