Client Apps are visible to client users. For example, you can connect an Airtable project status board or a Calendly booker if you want to give clients access to these products.

Internal Apps are not visible to client users and generally help you streamline internal operations. For example, you can connect QuickBooks if you want to automatically sending billing data to your QuickBooks account.

Custom Apps are web applications that you can embed into your portal and that receive authentication information about the currently logged in client or internal users. A Custom App may be client-facing or internal-facing.

With manual setup, you are manually specifying what content is shown for a client, group of clients, or company. For example, if you are sharing project status dashboards from Airtable, you will likely want to use the manual setup method since every client has a different dashboard.

With automatic setup, you can show content to all clients or all clients that meet certain criteria. For example, if you want to show all clients a Calendly scheduling page, you will likely want to use the automatic setup method so that you don't have to repeat the setup process for each client.

You most likely can. Since a Client App is just an embedded web application, most modern products are supported. In the Copilot Dashboard, just select the option "Don't see your App?" and we'll guide your through setup.

Custom Apps can be built by anyone. If you need external help with a Custom App, we can introduce your to a partner agency that is familiar with our API. Please get in touch with our team to discuss.

There are some products which don't support embedding. In this case, when setting up your Client App, select the option "Connected as link" instead of "Connected as embed (recommended)". With this option, when your client clicks on the Client App in your portal sidebar, a new tab will open with the provided URL. While this option is less integrated, it works with every product.