Copilot 2024 Winter Release
Oct 23, 20243 min read
At Copilot, we want to offer service-based businesses a true all-in-one platform. Our Winter 2024 Release introduces three major features that gets us closer to this vision: a task management app, business analytics, and built-in automation tools.
Manage tasks with the Tasks App
With the Tasks App we’re taking our first steps into the world of task and project management. You can now create tasks and assign them to internal users, clients, and companies. Filters at the top and search make it
Announcements
Introducing Copilot's App Store and Platform
Mar 28, 20244 min read
At Copilot, we set out almost 4 years ago to build the best software suite for creative and professional service businesses. In the beginning, we focused on the foundation and must-have features like a flexible CRM, payments, messaging, and contract management.
But every service business is unique and we learned quickly that there was no way to build everything that our customers wanted fast enough. The only way forward was to build a true platform and developer ecosystem.
Today we’re excited
Announcements
Custom Visibility for Apps
May 02, 20243 min read
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. access to the Calendly App) and message you (e.g. access to our Messages App). You can also create dynamic onboarding experiences. For example, a new lead may need to sign a contract before they can access other parts of
Announcements
Copilot 2023 Winter Release
Jan 19, 20243 min read
We’re excited to announce the Copilot Winter Release 2023. 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
Announcements
Announcing Copilot on Make
Nov 08, 20232 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
Announcements
Copilot 2023 Fall Release
Sep 26, 20232 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
Announcements
How we built it: Reply via email
Sep 19, 202311 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
Working backwards from the customer experience
Sep 18, 20232 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
Introducing Copilot Automations
Jun 13, 20233 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
Announcements
Introducing Forms 2.0
Jun 06, 20232 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
Announcements
Introducing Copilot 1.0 and Announcing our Series A
Jan 19, 20233 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
Announcements
Copilot 2022 Winter Release
Jan 19, 20232 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)
Announcements
How to Hold an Effective International Off-site as a Series A Startup
Sep 03, 20226 min read
Everything we learned about doing an off-site in a far-away place with a team of 15.
Inside Copilot
Why I Joined Copilot to Lead Sales
Aug 22, 20224 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
Copilot Is Now HIPAA Compliant
Apr 28, 20222 min read
Copilot is now HIPAA-compliant, meaning healthcare startups and consulting firms can now use our client portal software for their business operations.
Announcements
Copilot Is Now SOC 2 Compliant
Apr 25, 20222 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.
Announcements
Introducing Helpdesk 2.0
Dec 01, 20212 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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