Guide
- Intro to apps
- Copilot Messages App
- Copilot Billing App
- Copilot Files App
- Copilot Forms App
- Copilot Helpdesk App
- Airtable Partner App
- Google Docs Partner App
- Google Sheets Partner App
- Calendly Partner App
- Notion Partner App
- ClickUp Partner App
- Typeform Partner App
- Jotform Partner App
- Youtube Partner App
- Other Partner Apps
Guide
Intro to apps
Learn about the types of apps you can set up
Overview
Apps give you the flexibility to use Copilot for exactly what your team and clients need, and let you disable what you don’t need so that you can keep the user experience simple and modern. You can turn on just a single app, like the Billing App, if you just want an easy way to invoice clients. Alternatively, you can enable dozens of apps to provide your team and clients an all-in-one experience.
Best practices
It's quick to enable or disable apps and the impact on the client experience is seamless. This is why we recommend companies start simple with just the apps they need, and add complexity over time as more functionality is needed.
Types of apps
Apps can be client-facing or internal-only and this is represented by the App type. In addition, apps can be created by Copilot, a partner, or custom-made, and this represented by the App creator.
App type
App type | Definition |
|---|---|
Client App | Client Apps are apps which are visible to your team and clients. For example, the Messaging App is a Client App because clients can also view and send messages. |
Internal App | Internal Apps are apps which are not visible to your clients. For example, the QuickBooks App is an Internal App because clients cannot see it. |
App creator
App type | Definition |
|---|---|
Copilot App | A Copilot App, like our Billing App and Messaging App is made by the Copilot team. |
Partner App | A Partner App, like Airtable or Typeform, is made by one of our partners. |
Custom App | A Custom App is an app that is built by you or one of our software partners. |
App setup type
Client Apps can be configured to be available to all clients or to specific clients only. When creating a Client App, you'll select the setup type from the dropdown.
An automatic app is visible to all of your clients and can be set up in a single step. For example, if you want all your clients to be able to schedule a call with you using Calendly, you will probably want to use an automatic app.
A manual app is one that requires manual setup for each client, group of clients, or company. For example, if you are sharing a project status dashboard from Airtable, you will probably want to use a manual app because each client would have their own project status dashboard.
For manual apps, you will not be able to embed the content during the initial setup, you'll need to manually connect the content for each client after creating the app.
View Type
When creating an app, you'll also be required to select the view type.
Connect as embed
Selecting Connect as embed will connect the app directly within the portal. Clients will not need to navigate outside of the portal to use the connected app and they will see the app as an item in their sidebar. Only apps that allow iframe embeds are supported.
Connect as link
Selecting Connect as link will allow clients to see the app as an item in their sidebar, but the app will not open directly within the portal. Instead, when the sidebar item is clicked the app will open in a new browser tab. This option is best for apps that don't support iframe embeds, or apps that require login.