# Bill & Ben docs > Bill & Ben is a pair of AI colleagues for your team: Bill turns ideas into clear plans, Ben does the engineering, in Microsoft Teams and a live canvas. ## Start - [Home](https://docs.bb.desap.net/index.md): Guides to set up, use and manage Bill and Ben, two AI colleagues that answer in Microsoft Teams, join meetings and work on a shared board. - [Getting started](https://docs.bb.desap.net/getting-started/index.md): The shortest path from nothing to your first answer from Bill or Ben: what to set up, who does it, and how to ask your first question. - [What Bill & Ben does](https://docs.bb.desap.net/what-it-does/index.md): A plain description of what Bill & Ben does: two AI colleagues that answer in Teams, join meetings and work with you on a shared board. - [Glossary](https://docs.bb.desap.net/glossary/index.md): The words used in the Bill & Ben docs, explained in plain language: agents, tenants, roles, permissions, Helmora and more. ## Use it - [Teams chat](https://docs.bb.desap.net/flows/teams-chat/index.md): How to talk to Bill or Ben in a Microsoft Teams chat, and what happens to your message from the moment you send it. - [Meetings](https://docs.bb.desap.net/flows/meeting/index.md): How to bring Bill or Ben into a Microsoft Teams meeting, talk to them there, and what they can and cannot do during the call. - [Meeting tasks](https://docs.bb.desap.net/flows/meeting-task/index.md): How a spoken request in a meeting, such as asking Ben to go and fix something, becomes a background task with a result you can read. - [Off the record](https://docs.bb.desap.net/flows/off-record/index.md): How to tell Bill or Ben to stop keeping notes for part of a meeting, and what stays off the record when you do. - [After the meeting](https://docs.bb.desap.net/flows/meeting-end/index.md): What happens after a meeting with Bill or Ben: the summary, the proposed work items, and the copy saved to the knowledge base. - [Pull request review](https://docs.bb.desap.net/flows/ado-pr/index.md): How Azure DevOps pull request events reach Ben, and how Ben reviews the change or answers questions inside the pull request. - [Live voice](https://docs.bb.desap.net/flows/live-voice/index.md): How to talk to Bill or Ben by voice outside a meeting, through the Hermes Desktop app, and what happens to what you say. - [Home in the console](https://docs.bb.desap.net/user/home/index.md): Home is the personal start page every signed-in person gets in the Bill & Ben console: what is on it and how to use it each day. - [What Bill and Ben remember](https://docs.bb.desap.net/user/memory/index.md): How Bill and Ben keep notes so they can help you better, who can see those notes, and how you can look at or delete them. ## Helmora - [The Helmora board](https://docs.bb.desap.net/canvas/index.md): Helmora is the shared page where you, your colleagues and the agents Bill and Ben draw, chat, talk and plan together on one board. ## Connect your AI - [Overview](https://docs.bb.desap.net/connect-your-ai/index.md): How to use the AI app you already have, such as ChatGPT, Claude or Microsoft Copilot, as a remote control for Bill & Ben. - [ChatGPT](https://docs.bb.desap.net/connect-your-ai/chatgpt/index.md): Step by step: add Bill & Ben to ChatGPT on the web so you can steer your AI colleagues from the assistant you already use. - [Claude](https://docs.bb.desap.net/connect-your-ai/claude/index.md): Step by step: add Bill & Ben as a custom connector in Claude on the web, Desktop and mobile to work with your AI colleagues. - [Claude Code](https://docs.bb.desap.net/connect-your-ai/claude-code/index.md): Step by step: add Bill & Ben to Claude Code, the terminal app, so you can reach your AI colleagues from your command line. - [Microsoft Copilot](https://docs.bb.desap.net/connect-your-ai/microsoft-copilot/index.md): How to use Bill & Ben from Microsoft 365 Copilot, so you can reach your AI colleagues from the assistant inside your Microsoft tools. - [GitHub Copilot](https://docs.bb.desap.net/connect-your-ai/github-copilot/index.md): Step by step: add Bill & Ben to GitHub Copilot Chat in Visual Studio Code so you can reach your AI colleagues from the editor. - [Other apps](https://docs.bb.desap.net/connect-your-ai/other-apps/index.md): Short steps to add Bill & Ben to Cursor, Codex, Gemini and any other app that speaks MCP, the open standard for connecting tools. - [Device runner](https://docs.bb.desap.net/device-runner/index.md): How Ben runs a task on your own laptop or a server through a small runner program that you install and approve yourself. ## Admin - [Admin guide](https://docs.bb.desap.net/admin/index.md): The map of everything a company admin does with Bill & Ben: setup, people, plans, connections and where to find each guide. - [Setup checklist](https://docs.bb.desap.net/admin-checklist/index.md): What your Microsoft 365 admin sets up so people can use Bill and Ben in Teams chat and meetings: accounts, settings and the app upload. - [Admin console](https://docs.bb.desap.net/admin/console/index.md): What each area of the Bill & Ben admin console is for, which Admin page does what, and how to invite people and give comp access. - [Permissions and roles](https://docs.bb.desap.net/platform/permissions/index.md): The permission keys, the seeded roles and the rules that narrow a permission in Bill & Ben, by plan, billing state and sign-in strength. - [Access check](https://docs.bb.desap.net/flows/access/index.md): The path every request takes to be allowed or refused in Bill & Ben, and what each kind of refusal looks like to the person asking. - [How it fits together](https://docs.bb.desap.net/platform/overview/index.md): How a customer organisation, called a tenant, its people and their rights fit together in the Bill & Ben platform. ## Plans - [Plans and billing](https://docs.bb.desap.net/platform/billing/index.md): How a company gets a Bill & Ben plan, pays, is metered, and what happens to the account when a payment fails. - [Plans FAQ](https://docs.bb.desap.net/plans-faq/index.md): Short answers about Bill & Ben plans, free trials and billing: trials, plans, usage and what happens when a payment fails. ## Trust - [Privacy and security](https://docs.bb.desap.net/security/index.md): How Bill & Ben treats your people, your data and your control: permission checks, who sees what, and what stays under your say. ## Help - [Troubleshooting](https://docs.bb.desap.net/troubleshooting/index.md): The common problems when using or setting up Bill & Ben in Teams, meetings and the console, and the fix for each. - [Roadmap](https://docs.bb.desap.net/roadmap/index.md): What is not open yet in Bill & Ben and what we plan to add, kept honest so you know what you can rely on today. ## Optional - [Privacy notice](https://docs.bb.desap.net/legal/privacy-notice/index.md): Draft privacy notice for Bill & Ben: what personal data is processed, in which role, and why. It needs lawyer review before publishing. - [AI transparency](https://docs.bb.desap.net/legal/ai-transparency/index.md): Draft AI transparency notice for Bill & Ben: what people are told about talking to AI, where and when, under EU AI Act Article 50. - [Meetings DPIA](https://docs.bb.desap.net/legal/dpia-meetings/index.md): Draft data protection impact assessment worksheet for meeting recording and transcription with Bill & Ben. It needs counsel review. - [DPA template](https://docs.bb.desap.net/legal/dpa-template/index.md): Draft data processing agreement template for Bill & Ben customers, following UK and EU GDPR Article 28. It needs lawyer review before use. - [Sub-processors](https://docs.bb.desap.net/legal/sub-processors/index.md): Draft list of the sub-processors Bill & Ben uses for customer content, what each does and where, with 30 days notice of any change.