Updates

New updates and improvements to Copilot.

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.

Performance

  • 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.
January 9, 2024

Improvements and Updates

  • On the Messaging App settings you can now select the sender of the welcome message.
  • Improved the workflow for adding new apps on the App Setup page.
  • Improved the rankings of results on the Command Bar. We now surface actions that you're more likely to use at the top.
  • Improved the behavior of the client details sidebar on mobile.
  • Improved the layout of various settings pages.
  • Fixed a bug where if you delete a files channel no other channel gets selected.
  • [API] Updated the name of profile picture property on client objects to avatarImageUrl.
December 15, 2023

Hide message previews in emails

By default when clients receive Messaging App email notifications, those emails include the contents of your message. In some security-conscious industries, this is not something you want so we've added the ability to hide message previews in the Messaging App settings.

Improvements & Updates

  • On pages that support search, we've replaced the default browser search with our own search. This means you can now activate our custom search with Command/Control + F
  • If you have more than 99 notifications we now show 99+ beside the app icon vs the precise number.
  • [API] After creating a new API key you previously couldn't use it for a few minutes. API keys are now functional immediately.
  • [API] Added a attachementUrls property to the Form Responses resource. This makes it possible to use file attachments in a form response as part of an automation. For example, you can move file attachments to the Files App or back it up in an external service.
  • [API] Added a downloadURL property to the Files resource. Similar to the above enhancement this makes it easier to use file uploads as part of an automation.
November 13, 2023

Channel redesign

Some of the pages in Copilot make use of what we internally refer to as the "channels paradigm", including the Messaging App, Files App, and Partner/Custom Apps. Channels are used to distinguish data that belongs to different clients and companies.

With our new updates we redesigned channels from scratch so that they load faster, scroll smoother, look cleaner, and can more easily be navigated on mobile. In addition, we now use circular avatars to depict individual clients and square icons to depict companies.

Improvements & Updates

  • Improved real-time notification behavior for new invoices.
  • Fixes a bug where color customizations didn't consistently apply to the invoice checkout page.
November 8, 2023

Automation on Make

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 and our full announcement here.

Improvements & Updates

  • [API] Added API endpoints for internal users. You can now get and list internal users. This is particularly helpful for building some Custom Apps. Details are in our API docs.
  • Improved the custom domain and custom email domain setup experience.
  • Fixed a bug in the Forms App where you previously you could mark title sections as required.
  • Fixed multiple UI issues that prevented quick and seamless edits of custom fields when on the clients page.
October 24, 2023

Improvements & Updates

  • Updated the email copy for all client-facing email notifications.
  • On the clients page and other tabular pages we now show pointers when you are on clickable rows.
  • Improved the client details page on mobile. By default the right sidebar is now hidden. You can also right swipe to quickly navigate back from client details to the main clients page.
  • Improved the design of URL previews on mobile.
  • Fixed a rare blank screen bug after client users direct sign up with Google.
  • Fixed a bug that caused some columns to be missed when exporting subscriptions.
  • Fixed a bug that prevented the social share image from showing in URL previews.
  • Fixed a bug that caused client names to not be updated on old invoices and subscriptions.
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