Learn how to get started with Copilot.
Learn about Copilot’s most essential features.
Get familiar with key terms and concepts
Customize your setup to get the most out of Copilot
Learn about the types of apps you can set up
Import many clients in one step
White-label your portal with a custom domain and send out branded client email notifications with a custom email domain
What you need to know about automations
Learn how to configure the most popular apps.
The Messages App lets you and your clients securely and seamlessly communicate.
Copilot Billing App
Prepare, sign, send, and manage all your eSignature contracts in one place.
Connect the Airtable Embed
Connect the Calendly Embed
Connect the Google Sheets Embed