Copilot Guide
Learn how to get started with Copilot.
Most popular
Learn about Copilot’s most essential features.
Key concepts
Get familiar with key terms and concepts
Customization and setup
Customize your setup to get the most out of Copilot
Intro to apps
Learn about the types of apps you can set up
Client import
Import many clients in one step
Custom domains
White-label your portal with a custom domain and send out branded client email notifications with a custom email domain
Recommended workflows
Most popular automations
App guides
Learn how to configure the most popular apps.
Messages App
The Messages App lets you and your clients securely and seamlessly communicate.
Billing App
Copilot Billing App
Contracts App
Prepare, sign, send, and manage all your eSignature contracts in one place.
Airtable Embed
Connect the Airtable Embed
Calendly Embed
Connect the Calendly Embed
Google Sheets Embed
Connect the Google Sheets Embed