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Copilot 2024 Winter Release

Jan 19, 2024
  • 3 min read
  • We’re excited to announce the Copilot Winter Release 2024. Watch the video to see a full product walkthrough of new features or read about them below. ⬇️ Contracts App There are dozens of eSignature solutions out there, but we wanted to build something better – something that is tightly integrated with the rest of the Copilot Platform. The Contracts App is just that – it’s the 6th addition to our app marketplace and is joining our Messaging App, Billing App, Files App, Forms App, and Helpdesk

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    Announcing Copilot on Make

    Nov 08, 2023
  • 2 min read
  • 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. Why we built Copilot on Make Previously, the only no-code tool available for creating automations we supported was Zapier. In order to give you more flexibility when it comes to automations, we decided to release all ava
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    Copilot 2023 Fall Release

    Sep 26, 2023
  • 2 min read
  • We’re excited to announce the Copilot Fall Release 2023, a collection of features we’re releasing today or shipped over the last few weeks. Log in with Google for clients One of our product principles at Copilot is to remove as much friction as possible for your clients. In line with that, today we rolled out Sign up and Log in with Google and enabled it for clients in all portals. Google authentication works seamlessly for new clients and also for clients that previously set up with an email
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    How we built it: Reply via email

    Sep 19, 2023
  • 11 min read
  • Many startups build chat capabilities into their products. For example, most marketplace, community, and social products provide users with a way to communicate with one another. At Copilot, we make client portal software, and an important use case for us is to let service businesses communicate with clients and vice versa using our web-based Messaging App. In the first iteration of the service, when users sent messages in our web app, we sent out messaging email notifications to inform recipie
    Inside Copilot
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    Working backwards from the customer experience

    Sep 18, 2023
  • 2 min read
  • Startups are often founded on a small number of product insights that significantly shape their trajectory. In this post I wanted to share what one of those early insights was for us. TLDR: While most startups prioritize just their immediate customers, we felt that there was an important and under-appreciated opportunity to prioritize our customers’ customers instead. How we came to this realization Copilot wasn’t the first company my cofounder Neil and I started. We’ve done so before, and a
    Inside Copilot
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    Introducing Copilot Automations

    Jun 13, 2023
  • 3 min read
  • We’re excited to launch Copilot Automations, a set of pre-built workflows that help you save time, reduce human error, and overall run a more streamlined business. Jump right in and check out the new automation templates or read on to learn more about our motivation for this release and the rundown of new features. Also, don’t forget to join us for a live webinar where our experts will demo Copilot Automations. Why we built Copilot Automations When we first launched Copilot, we set to provide
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    Introducing Forms 2.0

    Jun 06, 2023
  • 2 min read
  • We’re excited to announce a completely redesigned Forms App that comes with support for always-on mode, multiple submissions per client, and more. Along with the product update, we’ve also redesigned our API for forms so that you can more easily set up workflows that begin with a forms submission. Watch the product walkthrough A more powerful & intuitive design We’ve redesigned the Forms App for both internal and client users. For internal users, when you click into a form you’re now greete
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    Introducing Copilot 1.0 and Announcing our Series A

    Jan 19, 2023
  • 3 min read
  • We started working on Copilot (previously Portal) more than two years ago to help service companies start, run, and grow their business. Today we're delighted to unveil our latest version, Copilot 1.0. With Copilot 1.0, businesses can set up a client portal that enables clients to send messages, make payments, sign contracts, access custom apps, and more. We’re also thrilled to announce our $10M Series A round (covered by TechCrunch here) which enables us to create the best possible software to
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    Copilot 2022 Winter Release

    Jan 19, 2023
  • 2 min read
  • 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)
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    How to Hold an Effective International Off-site as a Series A Startup

    Sep 03, 2022
  • 6 min read
  • Everything we learned about doing an off-site in a far-away place with a team of 15.
    Inside Copilot
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    Why I Joined Copilot to Lead Sales

    Aug 22, 2022
  • 4 min read
  • Now that I’ve been at Portal for over three months (wow time flies!), I’ve had some time to reflect on the journey that led me here. This is why I joined!
    Inside Copilot
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    Copilot Is Now HIPAA Compliant

    Apr 28, 2022
  • 2 min read
  • Copilot is now HIPAA-compliant, meaning healthcare startups and consulting firms can now use our client portal software for their business operations.
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    Copilot Is Now SOC 2 Compliant

    Apr 25, 2022
  • 2 min read
  • Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers.
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    Introducing Helpdesk 2.0

    Dec 01, 2021
  • 2 min read
  • From 1.0 to 2.0 We released the first version of the Knowledge base module 14 months ago. At the time we believed that service businesses (agencies, law firms, etc.) all had an incredible amount of knowledge that customers were willing to pay for. We've learned a lot since then and couldn't be more excited about Knowledge base 2.0, our most important update yet. What's new in Knowledge base 2.0 A Powerful New Editor The Knowledge base now comes with a powerful rich text editor that lets yo
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