Platform Overview

Every capability. One customer graph.

Recommendations, offers, ads, and rep-side intelligence all pull from one unified graph - and get sharper the more the network learns.

Platform Architecture

One platform across every channel.

Engage

Web widgetSMSEmailOnsite check-insGoogle AdsMeta AdsSlack (ops)

Decide

Autonomous Billity Bots

Widget · SMS · email agents

Recommendation Engine

4-model ensemble ranker

Offers Engine

Rules-based, fraud-safe

Ad Engine

Google + Meta one-click

Contact Copilot

Staff-facing AI companion

Contact Scoring

Engagement + revenue + intent

Foundation

Unified CDPLead GraphIdentity resolutionCross-network consentCompliance framework

Portable · Standard · Monetized · Guided · Connected

Autonomous Billity Bots

One conversation. Every channel.

RAG-grounded web chat, two-way SMS, and email in a single thread. AI handles the volume - and hands hot leads to a rep with full context, in one click.

Web widgetSMSEmailAgent notesAI → human handoff
  • Dual-track hybrid chat - fast HTTP acknowledgment for perceived speed, with a Scout multi-hop SSE track for higher-quality answers.
  • Inline rec cards - personalized product recommendations rendered inside the conversation with an offer auto-attached.
  • Cold-start SMS - inbound SMS creates a full conversation without a prior web session.
app.billity.ai/w/acme-wellness/conversations
Hi! I saw the premium wellness bundle on your site. Is it available for same-day delivery?
Billity Bot

Yes - and based on your purchase history, I'd recommend adding the recovery kit. Customers like you love the combo -

Billity Rec

Premium Wellness + Recovery Kit

$45 bundle savings applied

91%
High-value lead · Take over
app.billity.ai/w/your-workspace/lead-graph

Lead Graph

Maya Chen · graph intent87 / 100

Lead Graph

One customer, resolved across every identity.

Every contact, session, purchase, offer, campaign, and product is a node. The Lead Graph traverses them - 1 to 4 hops - to score intent, surface next-best actions, and hand AI agents PII-masked context packets on demand.

6,120 nodes5,202 edgesIntent scored 0-100PII-masked context packets

Recommendation Engine

Four AI models. One personalized score.

M01

Collaborative filter

Cross-tenant patterns. New tenants inherit the global model on day one.

M02

Sequential model

Temporal purchase patterns with billing tokens - upgrade intent, churn risk.

M03

LLM reasoning

Rationale and copy generation. Degrades gracefully - recs stay valid without it.

M04

Graph neural net

Cross-network co-purchase signal over the Lead Graph topology.

Ensemble Ranker

Per-tenant learned weights, updated from every interaction - passed through the consent engine before delivery.

Operating Mode

Your AI. Your way.

AI acts. You sign off.

AI agents act autonomously within policy for always-on, 24/7 growth - conversations, recommendations, and campaigns run while you sleep. High-value decisions route to the Approvals Hub for one-click sign-off.

Runs 24/7 · you sign off — app.billity.ai/.../approvals-hub

Contact Intelligence & Copilot

Three scores. Zero guesswork.

Engagement

S01

Retention urgency and churn risk. Who's slipping and needs a touch today.

Revenue

S02

RFM-derived LTV plus Bayesian close likelihood. Where the dollars are.

Graph Intent

S03

0-100 signal from the Lead Graph - edge density, strength, recency, relation diversity.

Refreshed nightly - and on every recommendation, message, and campaign interaction.

Contact Copilot
Metered · Tenant-scoped
Who should we prioritize for the Q3 loyalty campaign?
Maya Chen - engagement 91, revenue 84, graph intent 87. Sequential model flags [UPGRADE] intent and she's eligible for the 15% loyalty offer. Draft outreach is ready below.
Draft SMS · 'Hi Maya - your Premium tier upgrade is ready...' → Review & send
app.billity.ai/analytics

Revenue

$4.15M

+18.3%

Win Rate

34.2%

+5.1pp

Pipeline

$12.8M

+22.7%

Avg CLTV

$2,340

+9.8%

MQL → SQL Funnel

MQL
SAL
SQL
Won

Analytics

Revenue, pipeline, and funnel - in real time.

Every metric pulls from the same customer graph. No stitching dashboards together - sales revenue, win rate, pipeline velocity, CLTV, and MQL→SQL conversion in one view.

  • Real-time KPIs

    Sales revenue, pipeline value, win rate, and CLTV updated on every interaction.

  • MQL→SQL funnel

    Stage-by-stage conversion tracking from first touch to closed sale with drop-off analysis.

  • Cross-location dashboards

    Compare performance across locations and workspaces with drill-down by agent, channel, and campaign.

Ad Engine

Hyper-personalized ads, straight to Google and Meta.

Ranked audience segments become live campaigns - AI-written copy per variant, auto-checked by a policy scrubber, hashed audience sync. Consent revocation removes a profile from every live audience within 24 hours.

01

Segment

Auto-generated, ranked by predicted value.

02

Generate

AI headlines and descriptions per variant label, policy-scrubbed.

03

Publish

One-click push to Google Customer Match and Meta Custom Audiences.

04

Govern

Audience health checks, source disclosure, 24-hour consent removal.

3.5 - 5.5 hrs15–25 minfrom CRM to live campaign - minutes, not days.

Inside Billity · Recommendation

Rec94% match

Premium Care Plan · upgrade

Predicted to lift retention by 11 months

Why this · Signals

  • → High RFM (5·5·4) with 14-month tenure
  • → Sequential model flagged [UPGRADE] intent
  • → Cross-network co-purchase signal (GNN)
Offer auto-attachedELIGIBLE

15% off first year

Auto-attached on every rec where the contact qualifies.

Offers Engine

The right offer, attached automatically.

A decisioning engine evaluates loyalty tier, history, segment, and channel - then attaches the highest-converting offer to every recommendation. No manual curation.

  • Rules-based eligibility

    Loyalty tier, purchase history, segment, and channel constraints evaluated per contact.

  • Fraud-safe redemption

    Redis locking, velocity caps, and burst detection prevent abuse. Stripe coupons power subscription upgrades.

  • Rec-linked delivery

    Offers surface inside every recommendation - rewards, discounts, tier upgrades - with no manual curation.

Team Workspace

One inbox, with an AI copilot for every contact.

Conversations

  • AI + human handoff, take over in one click
  • Internal @mention notes, never seen by customers
  • Editable templates with merge-tag chips
  • Daily + weekly team digests, timezone-aware

Contact Copilot

  • Natural-language answers on any contact
  • Grounded in activity, notes, scoring, RFM & commerce
  • Cross-network signals, consent-gated
  • Metered by plan tier with credit-pack top-ups

Notifications Center

Unified feed with six aggregated sources - check-ins, unread chats, handoffs, @mentions, integration syncs, billing events. Cursor pagination, server-side read/dismiss, SSE auto-refresh.

Approvals Hub

High-value decisions route here for one-click sign-off. Filter bar, SSE live updates, card menu, and channel mirroring.

Messaging Surfaces

Slack-first with Google Chat support. Interactive Block Kit approvals, per-user preferences, snooze APIs, digest rendering, and slash commands.

Downtown HQ

3 agents · 8 seats · 2,140 contacts

ACTIVE

Eastside Branch

2 agents · 5 seats · 1,380 contacts

ACTIVE

Waterfront Store

2 agents · 4 seats · 960 contacts

SETUP
+ Add location

Network Module

Multiple locations. One unified view.

Manage up to 10 active locations (Business) or unlimited (Premium+). Each location gets its own agents, settings, and team - with cross-location dashboards that roll everything up.

  • Location-scoped agents

    Each location deploys its own AI agents with location-specific catalog, persona, and compliance settings.

  • Shared inboxes & assignments

    Team collaboration across locations with shared inboxes, @mentions, and assignment routing.

  • Cross-location dashboards

    Compare revenue, pipeline, and agent performance across every location from one unified dashboard.

Integrations Ecosystem

Connect your stack. Unify your data.

Commerce, CRM, billing, data warehouse, automotive DMS, and ad platforms - plus a developer portal with live API keys and HMAC-signed webhooks.

Shopify
Stripe
GHL CRM
HubSpot
Salesforce
Google Calendar
Outlook
PostgreSQL / Neon
CDK DMS
Google Ads
Meta Ads
Slack
GA4
Developer Portal

Live API keys, HMAC-signed webhooks, and comprehensive documentation. OpenTable partner integration in flight.

End-to-End

From signup to closed sale.

Live in under 30 minutes. The AI handles volume autonomously - high-value signals surface to your team with every piece of context already loaded.

01

Sign up

Connect billing, CRM, Shopify, SMS.

02

Profiles built

Identity, LTV, persona, consent - resolved automatically.

03

Deploy bot

Persona, catalog, recs. Live in under 30 minutes.

04

Recognized

Under 3 sec via email, loyalty, or token.

05

Recs delivered

History, LTV, mobility scored.

06

Sale closed

Closes and upsells - no human required.

07

Handoff

High-value → rep with full context.

08

Updated

Every interaction writes back to the graph.

Ready when you are

Do more with AI.

14-day free trial. No credit card. Live in under 30 minutes.