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                    Test run

                    Take your portal on a test run with a test client before inviting real clients

                    Create a test client copy-icon

                    Before you invite real clients you can familiarize yourself with the client experience. To do that, we recommend you create a test client user. You can use the same email you used for your internal user since clients access the portal on a URL distinct from the Copilot Dashboard.

                    1. Navigate to the Clients page.

                    2. Click on New client > Create one client.

                    3. Enter a name and email. Note that you can use the same email you used for your internal user.

                    4. Copy the invite link and paste it in a browser tab. Or, send an email invite to yourself and log in from the provided link.

                    5. Activate the test client.

                    Doing the test run copy-icon

                    Now that you have your Copilot Dashboard open in one tab and your portal in another, try some workflows so that you get a sense of what working with real clients will be like. For example:

                    • As an internal user, send a message to the test client and then reply as your test client.

                    • As an internal user, assign a form to your test client and then submit the form as your test client.

                    • As an internal user, upload files in the test client’s files channel and then view the files as your test client.