Updates

Files API

We've made substantial improvements to our Files API. In addition to being able to create folders in the Files App, you can now upload files via API as well. In addition we added webhooks for file.created, link.created, and folder.created events. You can learn more about the updated Files endpoint here and about our webhooks here. Future updates will bring these capabilities to Zapier as well.

Improved Client Details page

We reworked the client details page and improved performance and design. The new page is more snappy overall and makes better use of space.

Improvements & Updates

• [API] Fixed an issue where the client object showed status=active instead of status=invited when a client user is in invited status.
• [API] Added linkUrl property to the File object. This property is relevant when a file is added that links to an external URL.
• [API] Updated the name property on the File object to refer to the folder name. Relevant only when object=folder.
• [API] Fixed a bug on the get /clients/all endpoint which previously returned one page of clients instead of all clients. This mainly caused issues in Zapier workflows where the search step often didn’t find the expected clients.

Continuous Deployments

For the last 2 years, we have aimed to release new features on a weekly cadence. This goal pushed our team to make progress quickly and deliver something valuable every 7 days. During this time we have also invested heavily in our engineering and testing infrastructure. Starting today, we are comfortable doing releases on a continuous basis, which generally means multiple times per day. When a new release is available, you will see a notification above. Simply refresh the page to receive the latest version of our software.

Improvements & Updates

• Improved the real-time behavior for forms so that new form requests show immediately in the client experience without refreshing.
• Streamlined the onboarding experience for new customers on copilot.com by initializing new portals with resource cards that are industry and company size specific.
• Improved the client import flow by adding tooltips and better copy.
• Improved the design and consistency of the search experience across the product.
• Improved the sorting logic on Form pages.
• Fixed an edge cases where invoices showed incorrect due dates on the PDF in rare edge cases.
• Fixed a bug where client import failed if you include internal user assignees that have been deleted.
• Fixed a bug where duplicate company messaging channels were created when a client logs in the first time. This scenario only occurred in rare situations where there was already an existing company channel that was manually created.
• Fixed a bug for where the messaging page had poor layout design on some screen sizes.

Invoice and Subscription Templates

You can now create, edit, and delete invoice and subscription templates. To create a new template go to the invoices or subscriptions page and click on the dropdown. There you can see existing templates or click the + button to create a new one. When you hover over an existing template and click on the ⋯ button, you will see actions that let you edit and delete the template.

Demo Portals

We often get questions about what best practices are for setting up a portal and what Apps we'd recommend. So we've set up a few demo portals that you can explore as a client user. To do that, click on one of the demo portals below, create a new client account, and get some inspiration about what is possible using Automations and Partner Apps (for the examples below we used Notion, Calendly, Airtable, Looker, and others) We'll be sharing demo portals for other industries in the future.

1. "BrandMages" for marketing
2. "Blacklight Tax" for accounting

Live Demos

We're excited to start our weekly Live Demo and Q&A series. You can sign up for an upcoming session here to watch a full product tour, meet our team, and ask questions.

Improvements & Updates

• Improved the search logic on the Clients page. Now when you perform a search on the Clients page, click into the Client Details page, and navigate back, we retain the search from before.
• Improved search performance on the Messaging App.
• Fixed a bug where in some situation invoices were incorrectly rounded up.
• [API] Added inviteUrl to the client API response.

Improved link previews

We redesigned link previews in the Messaging App and made them look more polished and easier to read.

Improvements & Updates

• Improved how deep linking works across the Copilot Dashboard. Now when you open a link to a specific page, even if you have to log in first we try to redirect you to the correct destination after.
• Improved the design of the company dropdown in the client create experience.
• Fixed various bugs to make client import more robust.
• Fixed a bug that occasionally caused connections errors on the Messaging App if you have a large number of active channels.
• Fixed a bug that caused full logos to be stretched out on log in and sign up.

Improvements & Updates

• Improved how search works so that search queries are persistent in some workflows. For example, if you search for something on the Clients page, click on a client, and navigate back, the search query still remains.
• Improved the initial portal loading experience for client users by making it faster.
• Improved the design and spacing of tables everywhere in the product.
• Improved the layout/padding for Partner and Custom Apps in the Copilot Dashboard. The new layout is a more accurate preview of what clients see in your portal.
• Fixed a bug where full logos would sometimes appear blurry on the log in and sign up pages of your portal.
• Fixed a bug that prevented full-screen viewing of images sent in the Messaging App.
• Fixed a bug related to payment fee calculations for customers on pricing plans introduced on January 19th.
• Fixed a bug that prevented back navigation on mobile when you navigated to a specific files or messaging channel.

Notification Attachments

We now include PDF attachments in some of our email notifications to make the experience for your clients more seamless. This eliminates the need for clients to navigate into your portal to access and download files. Initially, we are including PDFs in two email notifications:

• Open invoice notifications. Email notifications to clients about open invoices now include the PDF for the invoice as an attachment.
• Signed contract notifications. Email notifications to clients and internal users that are sent when a document has been signed by all parties now include the PDF for the signed contract as an attachment.

Referrals

We are grateful for the increasing number of trials being initiated by our customers and partners. To make it easier for you to spread the word about Copilot, you can now click on 'Referrals' in the sidebar and share a unique invite link with anyone. You can earn up to $500 (in Amazon gift card credits) per referral.

Improvements & Updates

• Improved the experience of copying links (client invite links, invoice payment links, Helpdesk article links, etc.). In the past copying on some mobile browsers didn't work at all and copying a link really quickly after an entity is created also didn't work. The new set of improvements fixes this problem comprehensively.
• Redesigned our invoice templates. The new invoices look more polished with better alignment and spacing. We transitioned to text-based PDF generation (we previously used image-based PDF generation) which means that PDFs now have smaller file sizes and that it's possible to copy text from the PDF.
• Improved how search works in the Helpdesk App.
• Fixed a number of UI bugs that were introduced with the new layout we rolled out last week. You'll notice small changes in alignment, padding, etc. across the product that makes feel just a little more polished.
• Fixed a bug where for Partner Apps and Custom Apps we didn't show the app title in the top.

The Copilot Winter Release

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) is now located on a different URL, which you can access by clicking on Client experience at the bottom of the sidebar.

Workspaces and Workspace Switching

We’ve been surprised by how many businesses set up multiple portals, each with its own brand, to better cater to different audiences. We saw this with accounting firms that set up a separate crypto practice, growth marketing firms that set up unique brands for paid and content marketing, law firms that set up unique brands for serving businesses and individuals, and many others. In addition, we saw many marketing agencies that set up portals for their clients and wanted an easier way to manage them. Given the above, we’ve added full support for managing and easily switching between multiple portals.

More customizations for your portal

On the Customization page you now have access to several new ways of making your portal better match the brand identity of your business.

• Color customization. Instead of specifying just a single color for your portal, you can now set a sidebar color, a sidebar font color, and an accent color.
• Logo and icon customization. In addition to supporting square icons, you can now upload a full logo. This full-size logo is automatically be used on your portal sign-in page as well as on invoices.
• Font customizations. With the new font picker, you can select from dozens of fonts to match your brand.

Easier migrations with Client Import

If you have a list of clients stored in another product like Salesforce, HubSpot, or even just a spreadsheet, we now have a streamlined workflow that lets you import 100s of clients in less than a minute. You can use the importer to import clients, or you can use it to update clients. Updating is especially helpful if you have custom field data stored in another system and you want Copilot to be your source of truth for all client information.

Improvement & Updates

• Redesigned the layout of the Copilot Admin and the client portal. Both now utilize vertical space much better, giving more space to the app surface area. This is especially useful if you're using Partner Apps or Custom Apps.
• Made several improvements to the Copilot Messaging App including beautiful URL previews, smart embeds, and better performance.
• Streamlined the invoice creation process. When you create a new invoice, you can now Open it immediately rather than having to create a draft invoice that you set to Open after.
• Made it easier to share a link with clients where they can sign up directly. You'll now see Copy client sign up link as an option when you click Create client on the Clients page.
• Redesigned the search experience on all pages. The search bar now expands when you click on the search icon and collapses when you're done with a search.
• Released a new version of Copilot University.
  

Improvements & Updates

• Added support for banks in Indonesia.
• Improved the layout of several pages in the Admin experience. We now make better use of horizontal space on small and large screens.
• Improved how validation works across entity types (company names, custom fields, etc.). We now remove all white spaces in the beginning of end of  entity names to reduce the chance that you accidentally create duplicate entities.
• Improved the custom domain setup process. It now works seamlessly if you switch from one custom domain to another.
• Improved the design of the Knowledge base module if no tags have been added. We now hide the table of contents if no tags have been added.
• Improved the experience of adding a Partner App. We now show option "Don’t see your App?" at the end and better guide you through adding an app that is not shown.
• Fixed a bug where in rare situations messaging email notifications were not delivered even if you selected Always in your notification settings.
• [Integrations] Fixed a bug that prevented sync with QuickBooks Online if you don't have a default sales item setup.
• [Zapier] Added support for passing companyId as a parameter to the List Clients action.

Improvements & Updates

• After you create a client, the snackbar that shows now contains a link to the client details page.
• Renamed 'Extensions' to 'Apps' everywhere in the product.
• Fixed a bug where in very rare cases there was a $0.01 inconsistency between invoices in your portal and invoices in QuickBooks due to differences in rounding logic.
• Fixed a bug where the Knowledge base item on the sidebar previously didn't show as selected when you are on the article editor page.
• Fixed a bug that prevented scrolling on the Knowledge base page if you are using Firefox on mobile.
• Improved the animations used to open and close items in the sidebar.