bots4.me

BOTS4.me Access Levels

Secure, gradual onboarding process designed for maximum trust and transparency

Enterprise-Grade Security

🔐 What is “Secure Quick Connect (OAuth)”?

Instead of giving us your password, you log in directly on Google’s, Microsoft’s, or Dropbox’s website. They confirm your identity and give us a special “key” that lets us access only what you approve – nothing more. Your password NEVER leaves their secure servers.

💡 Think of it like valet parking: you give a special key that only starts the car, not one that opens your house.

Works with: Gmail, Outlook, Google Drive, OneDrive, Dropbox, Box, Slack, and 50+ other services

Progressive Access Levels

1
Demo & Evaluation
Email Access
ERP Read
Demo Mode: ON
Risk-Free Demonstration Phase: Experience our AI-powered automation capabilities without providing any system access. Demo Mode is ON by default — no data is written to any external system. Simply forward sample emails to us, and we’ll demonstrate what our system can extract and process. Perfect for understanding our capabilities and building initial confidence.
Process forwarded sample emails
AI-powered data extraction demo
PDF reports delivered to your inbox
10 free emails or 50 products
2
Email Integration
Email Access
ERP Read
Demo Mode: ON
Secure Email Automation: Connect your email using Secure Quick Connect (OAuth) for Gmail, Outlook, Google Workspace, Microsoft 365, and other major providers. Your password stays with your email provider and is never shared with us. For services that don’t support OAuth yet (Yahoo, iCloud, custom servers), we use RSA-2048 encryption – the same technology banks use to protect credentials.
Secure Quick Connect (OAuth) – password never shared
Dedicated processing subfolder
Customizable folder names
Isolated email processing
Real-time automation testing
3
ERP Read Integration
Email Access
ERP Read
Demo Mode: ON
Precision Enhancement Phase: Connect to your ERP using a secure encrypted API key or token (this is how Odoo and most ERPs connect), or Secure Quick Connect (OAuth) for the ERPs that support it. Complete Control Dashboard: All ERP connections managed in /bots – view, pause, or disable anytime. Read-only access dramatically improves accuracy by leveraging your existing customer and product data. No changes are made to your ERP system – only comprehensive analysis and reporting.
Full control in /bots dashboard
Customer data validation
Product catalog matching
Detailed import previews
Accuracy improvements visible
4
Full Autonomous Operation
Email Access
ERP Read
Demo Mode: OFF
Complete Automation with Advanced Controls: Full autonomous operation with intelligent email categorization and automatic ERP imports. YOU’RE IN CONTROL: Turn Demo Mode ON with one click at any moment — the system keeps monitoring but stops making changes. Turning Demo Mode OFF unlocks after your first demo run report, so you always see the evidence before going live. Optional approval step available for all ERP changes. Your team can focus on high-value tasks while routine processing runs automatically under your supervision.
Demo ON anytime — Demo OFF after your first demo report
Pause changes anytime, keep monitoring active
Automatic ERP synchronization (when enabled)
Workforce optimization achieved

⚡ Demo Mode — Complete Control Over ERP Changes

Demo Mode can be toggled ON at any moment from the Control tab on your /bots dashboard. When Demo Mode is ON, the system continues monitoring and analyzing, but won’t write any changes to your ERP or cloud systems. Perfect for testing, audits, or whenever you want extra caution. Switching Demo Mode OFF unlocks after your first demo run report — the first run is always a demo, so you see exactly what would happen before anything is written.

How Our Progressive Access System Works

We understand that trust is earned, not given. Our 4-level access system allows you to gradually experience the power of our automation while maintaining complete control over your data and systems. Each level unlocks new capabilities while providing free testing credits to ensure you’re completely satisfied before moving forward.

Complete Control

You control every level of access from your secure dashboard

Free Testing Credits

Test each level with complimentary credits before upgrading

Gradual ROI

See immediate value at each level of integration

Dedicated Support

Personal onboarding specialist for every client

This is the same progressive access system trusted by IMP Kontakt for their daily operations.

🔒 Secure Quick Connect (OAuth 2.0)

Using the same secure OAuth connection described above, each BOTS4.me product accesses only what it needs. Your password never touches our servers, and you can revoke access at any time.

Learn More About Our Security

Product Access Requirements

Each BOTS4.me product requires specific access levels. Configure access through the Settings tab on BOTS4.me/BOTS.

AutoSPAM
Required EMAIL Access
→ via Secure Quick Connect (OAuth) for Gmail/Outlook
→ Encrypted credentials for Yahoo/iCloud/custom
Mail2ERP
Optional EMAIL – Better workflow
→ Secure Quick Connect (OAuth) where supported
Required ERP Access
→ Secure encrypted API key or token (e.g. Odoo)
→ OAuth where your ERP supports it
→ Full control in /bots dashboard
AutoERP
Required ERP Access (with Demo Mode toggle)
→ Secure encrypted API key or token (e.g. Odoo)
→ OAuth where your ERP supports it
→ Demo Mode toggle — pause changes anytime while keeping monitoring active
→ Full control in /bots dashboard
Pay2ERP
Required SOURCE – Bank notification email or bank API
→ Secure Quick Connect (OAuth) for Gmail/Outlook
→ Encrypted credentials for Yahoo/iCloud/custom
Required TARGET – ERP Access
→ Secure encrypted API key or token (e.g. Odoo)
→ OAuth where your ERP supports it
→ Full control in /bots dashboard
Supplier2ERP
Optional EMAIL – Better workflow
→ Secure Quick Connect (OAuth) where supported
Required ERP Access
→ Secure encrypted API key or token (e.g. Odoo)
→ OAuth where your ERP supports it
→ Full control in /bots dashboard
Mail2CLOUD
Required EMAIL Access
→ via Secure Quick Connect (OAuth) for Gmail/Outlook
→ Encrypted credentials for Yahoo/iCloud/custom
AutoCASH
Required ERP Access
→ Secure encrypted API key or token (e.g. Odoo)
→ OAuth where your ERP supports it
→ Full control in /bots dashboard
AutoSTOCK
Required ERP Access
→ Secure encrypted API key or token (e.g. Odoo)
→ OAuth where your ERP supports it
→ Full control in /bots dashboard
AutoPURCHASE
Required ERP Access
→ Secure encrypted API key or token (e.g. Odoo)
→ OAuth where your ERP supports it
→ Full control in /bots dashboard

Need help setting up access?

Our comprehensive guide will walk you through finding and configuring each type of access.

View Integration Guide

Professional Data Protection Commitment

We’ve designed our platform with security as a fundamental requirement. Every technical decision prioritizes the protection of your business data, from encrypted storage to zero-disk processing.

Zero-Disk Decrypted Processing

All processing happens exclusively in memory. Nothing is saved unencrypted to disk – ever. We’ve invested significant engineering effort to ensure your data is protected even in worst-case scenarios.

RSA-2048 Encryption

Sensitive information is encrypted immediately upon entry using RSA-2048 public/private key pairs – the same technology banks use. Encryption keys stored separately from encrypted data for maximum security.

Automatic Data Cleanup

7-day automatic deletion for processing files, 14-day cleanup for operational data. No sensitive information stays on website servers. Only encrypted data required for monthly reports is retained, then deleted after sending.

“We’ve been working with BOTS4.me for over two years. In all that time, we haven’t experienced a single security incident or service interruption. Their commitment to data protection and reliable service has been consistent from day one.”

Long-term Client Testimonial

Enterprise-Grade Security Architecture

Your security is our top priority. We’ve implemented comprehensive encryption and distributed architecture to ensure your data remains protected at all times.

Zero-Disk Decrypted Processing

All processing happens in memory only. Even during active operations, nothing is saved unencrypted to disk.

RSA-2048 Encryption

Public/private key encryption for all sensitive data. Keys stored separately from encrypted data in secure vault.

Separated Architecture

Website and processing servers separated. No sensitive data stored on web servers.

Complete Control

Disable, modify, or remove access instantly from your /bots dashboard.

Learn more about our comprehensive security measures at BOTS4.me/security

💼 Growing Startup, Enterprise Standards

We’re a growing startup committed to professional-grade security practices. While we’re working toward formal certifications (SOC 2, ISO 27001), we’ve already built our platform around the core security practices these frameworks emphasize. Our zero-disk decrypted processing, automatic data deletion, and Secure Quick Connect (OAuth) approach demonstrate our commitment to your data protection from day one.

Ready to Transform Your Business Operations?

Start with Level 1 completely free. No commitments, no risk, just results.

Start Free Demo Schedule Consultation