New updates and improvements to Copilot.

May 3, 2024

Custom Visibility for Apps

With custom visibility for apps, you can dynamically control which clients have access to an app. This lets you provide differentiated levels of service to clients. For example, you might only allow clients with custom field plan = premium access to schedule time with you (e.g. access to the Calendly App) and message you (e.g. access to our Messages App). You can also create dynamic onboarding experiences. For example, a new lead may need to sign a contract before they can access other parts of your portal. You can configure custom visibility for an app when setting up a new app or by navigating to the App Setup page and clicking Edit on a particular app. Check out the full blog post on how to make the best use of this new feature.

Improvements & Updates

  • Improved navigation in the Copilot Dashboard and portal experiences. It's now easier to navigate back to the previous page on both desktop on mobile.
  • In the Messages App we added an action to mark message channels unread and an action to bulk mark all messages channels as read.
  • In the Messages App we increased the word limit to 5,000 characters for new messages.
  • In the Messages App, if your welcome message uses rich text we now preview that correctly.
  • Updated the recommended resources and links that are surfaced on the home page.
  • Redesigned the notification counter on the sidebar.
April 1, 2024

We're excited to announce the Copilot App Store (including 4 new apps), a new developer platform, and an Experts Marketplace where you find agencies to build your own custom features. For everything that's new, we recommend reading our full blog post here.

Client Home

With Client Home you can design a dynamic home page that clients see in your portal. You can use it to share announcements, introduce your firm, set expectations about what it’s like to work with you, and more. You can use properties and custom fields from the Copilot CRM to greet clients by name, surface client-specific information, and more. If you enable the tasks widget, the client home will also surface unread client notifications with links to the relevant pages.

Profile manager

With Profile Manager, you can selectively show custom fields to clients and make them client-viewable or client-editable. That means clients can self-serve update their address, phone number, and any other custom fields you set as client-editable. Internal users also see a feed of client-initiated updates, so you know exactly when custom field updates happen and by whom. We hope that this app lets you reimagine how you think about client data collection. For example, instead of sending the same long form to clients every year, you can instead prompt clients to self-serve update only the information that has actually changed.


You want to be highly responsive to your clients, but you can’t be available at all hours. Autoresponder lets you set up auto-responses to clients outside of business hours or when you’re on vacation.


It should be easy to get data into Copilot, but we also want it to be as easy as possible to get data out for backup, legal reasons, and even if you decide to migrate away from us. Exporter lets you export full message histories in CSV or PDF format. In follow-up improvements, we’ll incrementally add other data to export.

Resources for developers

We have a new developer home. In it you can find guides to build Custom Apps (for private use), submit Marketplace Apps (which are listed in our App Store), updated API reference docs, a developer changelog, and a developer-centric forum.

Copilot Experts to help you build Custom Apps

Almost every business on Copilot that grows beyond a certain point eventually wants to build custom experiences — this could be an internal analytics tool, a bespoke Salesforce integration, a multi-step automation, or a fully-fledged app.

Now you can work with qualified Copilot Experts to turn your custom software ideas into reality. To get started, just head on over to the Experts Directory and either contact an agency that fits your requirements directly or select the “Get matched” option.

March 25, 2024

Notifications API

We added a Notifications resource and a notification.created webhook to our API. See our API docs for details about how the notification resource works. The new resource has the following endpoints: List Notifications, Create Notification, Delete Notification, Mark Notification Read/Unread

Note that the notification.created webhook and the List Notifications endpoint can be used in any workspace. At this time the other endpoints can only be used by Custom Apps.

Previous Attributes

Some webhooks will now include a previousAttributes map that allows you to see what has changed about a resource. With this release, the client.updated webhook now includes previousAttributes.

Improvements & Updates

  • [API] Fixed several webhook naming inconsistencies.
March 19, 2024

One-off eSignature requests

The Contracts App we released two months ago came with support for reusable contract templates, but not one-off eSignature requests. You can now create one-off requests that don't clutter up the templates you have by switching off the template toggle when creating a contract.

Improvements & Updates

  • Embeds and Custom Apps now refresh when you click on them in the sidebar. This makes it easier to navigate back to the root URL.
  • If you have companies enabled and you create a client, we improved how we match companies based on email domain.
  • In the Contracts App, you can now add longer multi-line variable inputs.
  • Improved the loading behavior on invoices and subscriptions pages.
  • Improved the default sorting order for the Contracts App submissions and requests page.
  • Various UI improvements on the Settings > API page.
  • Fixed a bug that prevented Helpdesk articles from updating in some rare scenarios.
  • Fixed a bug where for one-off eSignature requests PDFs were not being included in email notifications.
  • Fixed a client import bug where blank custom fields weren't handled correctly.
  • [API] Improved our API rate limiting infrastructure to protect against bad actors.
  • [API] Fixed a bug that prevented the creation of individual file channels.
  • [API] You can now send an uninvited client an email invite with the Update client endpoint.
March 6, 2024

Two weeks ago we announced search for messages and now we're following up with search in the Files App. File search is available for both you and your clients.

Improvements & Updates

  • Clients can now search messages. Previously message search was only available for internal users.
  • On the Settings > General page, you can now configure if uninvited clients should receive email notifications. You will want to turn this on if you want the client journey to start with a new invoice, contract request, or other email notification that is not "Accept your invite".
  • Dropdowns with clients and/or companies are now sorted by creation date.
  • Dropdowns can now be navigated with up/down arrows.
  • Fixed a bug that previously let you create unanswerable forms with just title sections.
  • Fixed a bug in the Messages App where entering "/" cleared the input.
  • Fixed a UI bug that blocked navigation to the client details page if you previously opened and closed a tags custom field.
  • [API] For Files, Forms, and FormResponses we previously nested some properties inside of a fields object. These properties are now present at the root level of the resource. The fields object is still present for backwards compatibility but will be deprecated in the future.
  • [API] Fixed a bug where previously Update Client didn't let you unset custom fields.
  • [API] Fixed a bug with phone number custom fields where incorrect phone number formats were saved. Now you'll receive a descriptive error if the input is malformed.
February 27, 2024

API enhancements

See our API docs for details about the new endpoints and updates.

  • Added file.updated and file.deleted webhooks.
  • Added a contract.requested webhook.
  • Added a creationMethod property to the client resource. This property is especially useful if you want to set up different workflows depending on how a client was created. creationMethod method can be internalUserclient, & directSignUp:
    • internalUser indicates that the client was created individually in Copilot by an internal user, created via import by an internal user, or created via API, Zapier, or Make connected with an internal user's API key.
    • client indicated that the client was invited by another client. This is only possible if the ability for clients to invite other clients is enabled in Settings > General.
    • directSignUp indicates that the client signed up directly via the direct sign-up link. This is only available if client direct sign-up is enabled in Settings > General.
  • Query params in API calls are now case-insensitive. This improvement was made for all List endpoints.
  • Implemented e164 validation for phone number custom fields. This makes phone number inputs much more flexible than before.
  • We previously used a createdBy property on many resources. We've replaced it with creatorId which represents the unique identifier of the creator of the resource.
  • Removed portalName for the /me endpoint.

Improvements & Updates

  • In the Contracts App settings, you can now disable PDF attachments in email notifications. By default attachments are enabled (they are a nice convenience for clients), but in some industries it is a best practice to disable attachments for improved security.
  • After a form is shared with a client, you can now share that same form with the client again if the client has submitted a response to the first form request.
  • When previewing a pending contract as an internal user, you can now see all the blocks that have been added. Previously we showed the original pdf file.
  • File upload notifications in the notification center also now show a timeline of when files were uploaded.
  • You can now click Escape to exit search experiences.
  • Partner Apps are now called Embeds. On the sidebar, "Partner and Custom Apps" was renamed to 'More' which now holds all embeds and Custom Apps. In the future the 'More' section will be more flexible and you can move any app into or out of this section.
  • The settings pages now saves changes more seamlessly without needing full refreshes.
  • Improved column spacing on various pages so that the most useful information is visible by default.
  • Added a more useful error when trying to initiate a contract request with a PDF that is too long or too large.
  • Fixed a bug where pdf documents of a specific format could not be signed by clients.
  • Fixed a bug that caused issues when scrolling down in the Messages App and Files App on mobile.
  • Fixed a bug where in the Files App the page occasionally refreshed when files were added or updated.
  • Fixed a bug that caused internal user avatars to not be shown on some surfaces like the Files App.
February 8, 2024

You can now search for messages in message channels. To do so click on Search in the top-right or press Command (Mac) or Ctrl (Windows) + F. You can click Escape to exit search.

Improvements & Updates

  • Client invite links are now active for 12 months instead of 3 months.
  • Minor copy improvements to the Copilot Dashboard and email notifications.
February 5, 2024

API enhancements

See our API docs for details about the new endpoints and updates.

  • Added a Get Workspaces endpoint. This endpoint is most useful for building dynamic Custom Apps as the endpoint returns properties including brandName, squareIconUrl, colorSidebarBackground, colorSidebarText, colorAccent, and font.
  • Added a Update Company endpoint.
  • Improved the Get Internal Users endpoint which now includes a isClientAccessLimited and companyAccessList property, making it clear what client access internal users have.
  • Improved the Get Files endpoint which is now paginated.
  • Removed lastActiveDate property on client resources. Updates to this property previously caused the client.updated webhook to fire too frequently. We're going to bring back activity data in the future with a dedicated activities endpoint.

Improvements and Updates

  • Improved email deliverability by adhering to Google's new email guidelines.
  • Drop downs across the products now clearly disambiguate clients and companies with dedicated headers and different styling (clients are represented by circles and companies are represented by squares).
  • When you delete a notification the next one below is now shown immediately after.
  • Improved the search experience in the notification center. You can now search by client and company names.
  • Improved rendering of the notification center on small screens.
  • Improved how PDFs load in the notification center for invoices and contracts. They now load faster and have a minimum size so that they're still clearly visible on small screens.
  • Fixed a bug where internal users and clients who create their accounts with Google did not get their profile picture set automatically.
  • Fixed an issue caused by a Stripe API change that prevented some scheduled subscriptions from starting in early February. If you were impacted we've reached out to you to fix any issues resulting from this.
  • Fixed the Latest submission column from being cut off on the contracts page.
  • Fixed a bug that prevented the contracts page from loading fast if you had a very large number of contract submissions.
  • Fixed a bug that blocked contract creation for incorrectly named pdf files.
  • Fixed a bug where file uploads in the Files App would occasionally fail if you've had a very long active session in your browser.
  • Fixed a bug that caused the Latest submission date on form responses to be set incorrectly.
  • Fixed a bug that caused scrolling issues on mobile for the notification center, Files App, and Messages App.
  • Fixed a bug that caused Safari users to not see any file channels.
January 19, 2024

The Winter 2024 Release is out and you can read a detailed blog post here and watch a full product walkthrough here.

Contracts App

With our new Contracts App you can create reusable contract templates, assign them to clients, and track submissions and requests in a consolidated view.

  • Ability to create reusable contract templates. You can create a template once and reuse it for clients as needed.
  • Consolidated view of submissions and outstanding requests. This makes it easy to quickly know who you’re still waiting for.
  • Comprehensive API coverage for contracts. Specifically you can Retrieve, Send, and List Contract Templates and you can utilize a contract.completed webhook. You’ll be able to set up automations with our API, Zapier, or Make.
  • Autofill fields. These are fields that automatically get set when a contract is shared with a client. For example, if you have an “address” custom field set to “123 Main Street” for John Doe, if you use the {{client.address}} autofill block, when you share the contract with John Doe, the {{client.address}} will resolve to “123 Main Street”.
  • Variable fields. After you create a contract template you can assign it to clients. Variable fields are set at the time of contract sharing, not at the time of contract template creation. This is helpful, for example, if you have a standard sales agreement with a “Total cost” field where you want to set a different value every time you share the contract.
  • Dozens of improvements to design and performance, including better block sizes and resize behavior, crisper PDF generation, and more streamlined mobile signing.
  • With this update, we’re deprecating our old eSignature request feature that was part of the Files App. Client users now have a dedicated Contracts tab in the sidebar where they can see all of their requests. If you’d still like signed contracts to show in a Files Channel, you can move them there manually or set up an automation on Zapier or Make.

Notification Center

The Notification Center is the new home for internal user notifications.

  • New consolidated notification experience that you can access by clicking on Notifications on your sidebar. The notification center now houses notifications about new file uploads, contract submissions, form submissions, and invoice payments. All notifications except for Messaging App notifications are now in the notification center.
  • Notification details. Depending on the type of notification you view, we now surface relevant information and actions that we think will be most helpful. For example, if you view a ‘files uploaded’ notification we show you exactly where the client uploaded files.
  • Mark read and delete actions. You can mark notifications as read by clicking on them, or you can go a step further and delete them permanently.

Client Access

  • We’re deprecating “Leads and assignees” with a new client access paradigm called Client Access.
  • Now, if you’re an admin you can give a team member “Limited access” on the Settings > Team page and then specify the clients or companies they should have access to. If a team member doesn’t have access to a particular client, they won’t see the client or their data across any of the apps you have enabled.


  • 30% faster loading speeds in workspaces with 10 internal users and 1,000 clients
  • Support for large Copilot deployments (up to 10,000 clients and 50 internal users).
January 18, 2024

Improvements and Updates

  • In the Messages App settings, you can now disable automatic welcome messages. This makes it possible to set up customized welcome messages via API/Zapier/Make. For example, if you set up a custom sign up page with additional fields (industry, company size, etc.) you can send different welcome messages to clients depending on their profile.
  • In the Messages App, as an internal user you can now remove URL previews of messages by clicking on the x in the top-right of the URL preview area.
  • To make the distinction between clients and companies clear and consistent, clients are now represented by circular avatars and companies are represented by square icons everywhere.
  • Previously we used 'm' to refer to both minutes and months in the Messages App and other surfaces. We now use 'mo' to refer to months to make the distinction clear.

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