Introducing Copilot's App Store and Platform
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App Store

Copilot covers the foundational features every business needs. For everything else, there’s a variety of apps to choose from.

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Recommended

These are the most popular, mostly highly rated apps.

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Forms App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Collect client information seamlessly by creating customizable forms with 6 question types and sharing it with clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Contracts App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Make it easy to get contracts signed with eSignature requests.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Files App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Make it easy to securely share files and folders with clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Billing App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Create branded invoices and subscriptions and make it easy for client to pay, access invoices, and manage their payment credentials.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Messages App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Make client communication secure and seamless, and never miss a message with comprehensive email notifications.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Client Home

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

A homepage for your clients. Personalize their onboarding experience with autofill fields, and aggregate notifications for the tasks they have to complete.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Profile Manager

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Give your clients the ability to view and edit the custom fields on their profile. You'll see an activity log with all of their updates.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Calendly

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Let clients schedule meetings with you by surfacing a Calendly scheduling page

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Airtable

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Let clients access Airtable boards, forms, or other views

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Client-facing

Client-facing apps are visible to your team and your clients.

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Helpdesk App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Create a help desk or knowledge base with text, images, videos, and embeds. Use custom visibility rules to share the right content with the right clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Forms App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Collect client information seamlessly by creating customizable forms with 6 question types and sharing it with clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Contracts App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Make it easy to get contracts signed with eSignature requests.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

app-icon

Files App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Make it easy to securely share files and folders with clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

app-icon

Billing App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Create branded invoices and subscriptions and make it easy for client to pay, access invoices, and manage their payment credentials.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

app-icon

Messages App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Make client communication secure and seamless, and never miss a message with comprehensive email notifications.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

app-icon

Client Home

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

A homepage for your clients. Personalize their onboarding experience with autofill fields, and aggregate notifications for the tasks they have to complete.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Profile Manager

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Give your clients the ability to view and edit the custom fields on their profile. You'll see an activity log with all of their updates.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Calendly

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Let clients schedule meetings with you by surfacing a Calendly scheduling page

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Airtable

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Let clients access Airtable boards, forms, or other views

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Trello

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Trello board and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Looker Studio

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a dashboard from Looker Studio so that clients can access visualizations from a unified place.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Jotform

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Jotform form and let clients fill it out directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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ClickUp

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a ClickUp list, board, calendar, timeline, or one of several other views.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Google Sheets

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a spreadsheet from Google Sheets with view-only or edit permissions for your clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Typeform

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Typeform form and let clients fill it out directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Figma

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Figma design and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Google Calendar

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Google Calendar and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Loom

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Make the client experience more engaging by adding a welcome video, tutorial series, or other video content.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Google Docs

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a document from Google Docs with view-only or edit permissions for your clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Databox

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a dashboard from Databox so that clients can access visualizations from a unified place.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Monday

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Monday board view and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Hubspot Meetings

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Hubspot Meeting to let clients schedule time directly within your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Google Drive

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a file or folder from Google Drive and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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YouTube

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Make the client experience more engaging by adding a welcome video, tutorial series, or other video content.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Notion

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect Notion to create a styled home page in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Cal.com

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Let clients schedule meetings with you by surfacing a Cal.com scheduling page.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

app-icon

Canva

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Canva design and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Google Forms

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Google Form and let clients fill it out directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Google Slides

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Google Slides presentation and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Acuity Scheduling

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect an Acuity Scheduling calendar to let clients book appointments directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Miro

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Miro board and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

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Hubspot Forms

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Hubspot Form and let clients fill it our directly within your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

app-icon

Power BI

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a dashboard from Power BI to your client portal so that clients can access visualizations from a unified place.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Internal

Internal apps are integrations, internal tools, and other apps not visible to clients.

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Autoresponder

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

An autoresponder for the Messages app. You can configure your working hours to send immediate replies to your clients' messages, even when you're on the go!

Internal-facing

Internal-facing apps are only visible to your internal team.

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Exporter

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Export messages that have been sent in the Messages App.

Internal-facing

Internal-facing apps are only visible to your internal team.

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QuickBooks

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Automatically send your Copilot invoice data into QuickBooks.

Internal-facing

Internal-facing apps are only visible to your internal team.

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