How we built it: Reply via email
Sep 19, 202311 min read
Many startups build chat capabilities into their products. For example, most marketplace, community, and social products provide users with a way to communicate with one another. At Copilot, we make client portal software, and an important use case for us is to let service businesses communicate with clients and vice versa using our web-based Messaging App.
In the first iteration of the service, when users sent messages in our web app, we sent out messaging email notifications to inform recipie
Inside Copilot
Working backwards from the customer experience
Sep 18, 20232 min read
Startups are often founded on a small number of product insights that significantly shape their trajectory. In this post I wanted to share what one of those early insights was for us.
TLDR: While most startups prioritize just their immediate customers, we felt that there was an important and under-appreciated opportunity to prioritize our customers’ customers instead.
How we came to this realization
Copilot wasn’t the first company my cofounder Neil and I started. We’ve done so before, and a
Inside Copilot
Introducing Copilot Automations
Jun 13, 20233 min read
We’re excited to launch Copilot Automations, a set of pre-built workflows that help you save time, reduce human error, and overall run a more streamlined business. Jump right in and check out the new automation templates or read on to learn more about our motivation for this release and the rundown of new features. Also, don’t forget to join us for a live webinar where our experts will demo Copilot Automations.
Why we built Copilot Automations
When we first launched Copilot, we set to provide
Announcements
Introducing Forms 2.0
Jun 06, 20232 min read
We’re excited to announce a completely redesigned Forms App that comes with support for always-on mode, multiple submissions per client, and more. Along with the product update, we’ve also redesigned our API for forms so that you can more easily set up workflows that begin with a forms submission.
Watch the product walkthrough
A more powerful & intuitive design
We’ve redesigned the Forms App for both internal and client users. For internal users, when you click into a form you’re now greete
Announcements
Introducing Copilot 1.0 and Announcing our Series A
Jan 19, 20233 min read
We started working on Copilot (previously Portal) more than two years ago to help service companies start, run, and grow their business. Today we're delighted to unveil our latest version, Copilot 1.0. With Copilot 1.0, businesses can set up a client portal that enables clients to send messages, make payments, sign contracts, access custom apps, and more. We’re also thrilled to announce our $10M Series A round (covered by TechCrunch here) which enables us to create the best possible software to
Announcements
Copilot Winter Release
Jan 19, 20232 min read
We're excited to share details of the Copilot Winter Release – the most significant release in our company's history. It includes four major new features and hundreds of design and performance improvements. Read on!
A revamped Copilot Admin
The new Copilot Admin is out and you can access it by logging in on copilot.com. You'll see a refreshed look, faster loading speeds, improved search, and a better overview of everything important to your business. The client experience (i.e. , your portal)
Announcements
How to Hold an Effective International Off-site as a Series A Startup
Sep 03, 20226 min read
Everything we learned about doing an off-site in a far-away place with a team of 15.
Inside Copilot
Why I Joined Copilot to Lead Sales
Aug 22, 20224 min read
Now that I’ve been at Portal for over three months (wow time flies!), I’ve had some time to reflect on the journey that led me here. This is why I joined!
Inside Copilot
Copilot Is Now HIPAA Compliant
Apr 28, 20222 min read
Copilot is now HIPAA-compliant, meaning healthcare startups and consulting firms can now use our client portal software for their business operations.
Announcements
Copilot Is Now SOC 2 Compliant
Apr 25, 20222 min read
Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers.
Announcements
Introducing Helpdesk 2.0
Dec 01, 20212 min read
From 1.0 to 2.0
We released the first version of the Knowledge base module 14 months ago. At the time we believed that service businesses (agencies, law firms, etc.) all had an incredible amount of knowledge that customers were willing to pay for. We've learned a lot since then and couldn't be more excited about Knowledge base 2.0, our most important update yet.
What's new in Knowledge base 2.0
A Powerful New Editor
The Knowledge base now comes with a powerful rich text editor that lets yo
Announcements
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