
Announcing Copilot on Make
Nov 08, 20232 min read
Starting today, Copilot is available and fully supported on Make. Now, alongside our existing API and Zapier capabilities, you can harness the power of Make's visual programming to automate workflows between Copilot and the apps you use daily. Check out our Make profile here.
Why we built Copilot on Make
Previously, the only no-code tool available for creating automations we supported was Zapier. In order to give you more flexibility when it comes to automations, we decided to release all ava
Announcements

Copilot 2023 Fall Release
Sep 26, 20232 min read
We’re excited to announce the Copilot Fall Release 2023, a collection of features we’re releasing today or shipped over the last few weeks.
Log in with Google for clients
One of our product principles at Copilot is to remove as much friction as possible for your clients. In line with that, today we rolled out Sign up and Log in with Google and enabled it for clients in all portals. Google authentication works seamlessly for new clients and also for clients that previously set up with an email
Announcements

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 2022 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

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