Copilot Updates

November 20: Improvements & Updates

Improvements & Updates * In the Tasks App, we now support attachments. Simply drag & drop a file or type “/” and select the Upload option. * In the Tasks App, email notifications to clients now link directly to specific tasks instead of the Task App homepage. * On the homepage analytics dashboard, we

October 24: Tasks App, Automations, and Analytics

Today we're rolling out the 2024 Winter Release. Check out the full blog post for everything that's new! Tasks App With the new Tasks App you can create tasks and assign them to internal users, clients, and companies. Check out an interactive demo here and install

October 21: New billing features

International currency subscriptions We now support non-USD subscriptions. You can create subscriptions in all currencies that were already available for invoicing. Reusable products and prices for subscriptions The Billing App now supports recurring products and prices alongside existing one-time options. You can use these recurring items when creating subscriptions and

August 29: Invoice receipts

Invoice receipts After an invoice is paid, you can now download an invoice receipt PDF that shows the payment date, payment method, and total amount paid. Invoice receipts are also automatically included in invoice paid email notification that are sent to you and clients.

August 25: Improvements & Updates

Improvements & Updates * Improved the experience and speed of uploading large PDFs in the Contracts App. * When adding a new app, the app now immediately shows on the sidebar. * Improved the loading experience when navigating to apps. Previously clicking on a notification in the notification center sometimes resulted in a

July 29: Billing & API enhancements

Reusable products and prices for invoicing In the Billing App, you can now create products and prices, and then easily use them in invoices and invoice templates. This streamlines your invoicing process by eliminating repetitive data entry, ensuring consistency, and saving you time. You can create and manage products by

May 3: Custom Visibility for Apps

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.

April 1: Our new App Store and Experts Marketplace

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

March 25: Notifications API

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

March 19: One-off eSignature requests

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

March 6: File search

File search 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.

February 27: API enhancements

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

February 8: Message search

Message search 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

February 5: API enhancements

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

January 19: Contracts App, Notification Center & Client Access

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

January 18: Improvements and Updates

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

January 9: Improvements and Updates

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

December 15: Improvements & Updates

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 &

November 13: Redesigned channels

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

November 7: Make.com

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

October 24: Improvements & Updates

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

September 26: Google auth for clients, PWA, and Copilot Guide

Log in and Sign up 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.

September 14: Messages API

Messages API We're excited to launch our Messages API, a new way to set up powerful workflows and automations that involve messages and message channels. You can now programmatically send messages to clients, take actions when messages are sent, list messages to back them up, and more. On

September 11: Improvements & Updates

Improvements and Updates * Added the ability to delete invoices that have status void. Deleted invoices are permanently hidden to internal users and clients. * Added the ability to delete subscriptions that have status cancelled. Deleted subscriptions are permanently hidden to internal users and clients. * Improved the performance of our authentication flows

September 2: Google login, new customizations & multiple API keys

Google login for internal users Internal users can now log in with Google on copilot.com to access the Copilot Dashboard. If you previously created your account with an email and password, you can also log in with Google as long as the email is the same. Stay tuned in