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 improved the accuracy of the Subscriptions metric, which previously included subscriptions canceled before they started.
• On the homepage analytics dashboard, we now show percentage changes comparing metrics to the previously selected period.
• On the homepage analytics dashboard, we now display a tenth decimal for greater precision.
• In the automation builder, contracts with variable fields now show as disabled with a tooltip. Variable fields must be specified by an internal user at the time of assignment, making them unsuitable for automated contexts.
• In the automation builder, the “Upload Files & Folders” template now supports empty folders. Previously, folders required at least one file.
• In the Contracts App, we now render large PDF files much faster than before.
• In the Forms App, we improved loading performance. Users with dozens of forms and hundreds of responses previously experienced crashes.
• Removed email-open tracking pixels from email notifications to enhance email deliverability.
• Fixed a bug in the Tasks App where in-product notifications were shown to clients when internal users left comments on tasks. Since we currently cannot link clients to specific tasks, we now only send email notifications for new comments.
• Fixed a bug that caused the Files tab on the client details page to fail to load for some users.
• Fixed a bug that prevented navigating into nested folders.
• Fixed a bug that prevented some notifications involving large PDFs from loading in the notification center.
• Fixed a bug that caused user avatars to not appear in the comments section of the Tasks App.

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 it here.

Internal Automations

With Copilot Automations, we designed an automation builder from scratch that lets you quickly and seamlessly set up the most popular workflow automations. At launch time, we are starting with the templates below, and in the upcoming months we’re following up with more templates and a builder that lets you set up automations from scratch.

1. Upload files and folders when a client/company is created
2. Assign a contract when a client logs in for the first time
3. Assign a form when a client logs in for the first time

You can set up automations here. 

New homepage

The new homepage features an analytics section at the top that displays your total clients, active clients, and active subscriptions (if the Billing App is enabled). Below the analytics, you'll find sections showing unread notifications and recently visited pages for easier navigation. You can view the new home page and analytics on the Copilot Dashboard.

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 subscription templates, streamlining subscription management by eliminating repetitive data entry and ensuring consistency across your billing operations.

Improvements & Updates

• Added support for WebP and other image formats on login/signup pages, improving loading speed.
• Added ability to edit product descriptions after creation in the Billing App.
• Added safeguards to prevent duplicate invoice payments by clients.
• Enhanced mass messaging performance in the Messages App when selecting hundreds of clients.
• Increased the maximum dollar value limit for line items in invoices and subscriptions.
• Improved the bank connection user experience.
• Enhanced PDF handling for corrupted files in the Contracts App.
• Updated billing period terminology in the Billing App.
• Improved QuickBooks synchronization for paid invoice status updates.
• Prevented duplicate invoice emails from being sent on failed auto-charge payments.
• Resolved issues where internal users received client signup emails even when those notifications are disabled.
• Fixed table flickering on initial load for the CRM, Forms App, and Files App.

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.

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 full page refresh.
• Improved the products and subscription pages by adding helpful tooltips and asking for confirmation when exiting a page with unsaved changes.
• Improved the loading experience for clients that click on email notification links. Previously we briefly showed the login page before taking you to the final destination.
• Removed extra scroll bars on the notification page for the Files App.
• Fixed a bug where opening a link to the Message App previously took you to the middle of the conversation when using the Safari browser.
• Fixed a bug where Files App email notifications to client users about new link additions were not being set.
• Fixed a bug that caused tags to sometimes be hidden when configuring custom visibility for apps.
• Fixed multiple UI bugs related to adding line items on invoices and subscriptions.
• Fixed various UI bugs that caused tables in the product to flicker on initial load.

API & Automation enhancements

• Added webhooks for internalUser.created and internalUser.deleted
• For Custom Apps that create email notifications, you can now customize the button link name and link destination.

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 clicking on Products on your sidebar under Billing. Note that products/prices can currently only be used in one-off invoices and support for subscriptions is coming soon.

Invoice details & payment retries

If you click on an invoice you’re now taken to the new invoice details page. Here you can see invoice information directly without having to download a PDF. The right sidebar also shows a history of events including payments attempts. For any open invoice you can now manually make charge attempts with the payment method of your choice. No longer do you need to contact your client to retry payments. Note that manually retrying payments also works for invoices created by a subscription.

Business addresses for invoices

You can now search for and add your business address on the Settings > General page. Once you add an address, it will automatically populate on any future invoices under your business name.

A better sidebar for your team

On your sidebar if you have more than 8 apps, you’ll now see an expandable “More” section that shows all additional apps. This new paradigm makes for a lighter clutter-free experience.

API & Automation enhancements

See our API documentation, Zapier profile, and Make profile to explore the new capabilities.

• Added a List Invoices and Get invoice endpoint. Also added an invoice.paid webhook.
• Added an App Installs resource. This endpoint can be used to understand what apps have been installed in a workspace. This is especially useful if you’re building a Custom App or Marketplace App and you benefit from knowing what other apps have been installed.
• Added an App Connections resource with Get and Post endpoints. An App Connection is used in Manual Apps for connecting embeds/links to client/s or companies. For example, if you add a “Project Status” Manual App you can now use the Post App Connection endpoint to add Airtable embeds (or any other embeds) for clients automatically as they are created.
• Added fallbackColor and avatarImageUrl properties to the internalUser resource. These can be used to render internal user avatars.
• Added a portalUrl property to the Workspaces endpoint. This will return the URL of the client portal. It will return the custom domain if one is set up.

Improvements & Updates

• Added the ability to separately control if you want to absorb payment processing fees for ACH and credit cards payments. Previously you could only set this globally for all payment methods.
• Improved payment errors. The new errors provide specific decline reasons like “Insufficient funds” or “CVC code incorrect”.
• Improved invoice email previews which now show a more accurate preview of the email clients will get.
• Improved typography and spacing for messages in the Messages App.
• Improved how email notifications are sent for Custom Apps. If a custom email domain is connected to a workspace it is now used to send Custom App email notifications.
• Improved CSV exports for several table views.
• Improved the search experience in the Files App. Searching for files/folders/links now uses a fuzzy search algorithm that makes it more likely that you’ll find the item you are looking for.
• Polished the audit trail page that is automatically generated for signed contracts in the Contracts App.
• Fixed a bug where reordered apps would revert to their previous state.
• Fixed a bug where apps weren’t rendering when the client did not have a custom field.
• Fixed a bug that prevented the Messages app from loading for new clients in existing portals.
• Fixed a bug where a contract sender’s profile picture was not appearing.
• Fixed a bug that caused formatting issues in invoice page exports.
• Fixed a bug that sometimes resulted in an incorrect number of browser notifications to show before refresh.
• Fixed a bug that caused tag custom fields to not sort correctly on the CRM page.
• Fixed a bug in the Contracts App that caused the app to crash after contract submission if there were a very large number of fields.
• Fixed a bug where custom visibility app settings got deleted after an app is disabled.
• Fixed a bug that caused article reordering in the Helpdesk App to not work if any filters are applied.

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. 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 your portal. You can configure custom visibility for an app when setting up a new app or by navigating to the App Setup page and clicking Edit on a particular app. Check out the full blog post on how to make the best use of this new feature.

Improvements & Updates

• Improved navigation in the Copilot Dashboard and portal experiences. It's now easier to navigate back to the previous page on both desktop on mobile.
• In the Messages App we added an action to mark message channels unread and an action to bulk mark all messages channels as read.
• In the Messages App we increased the word limit to 5,000 characters for new messages.
• In the Messages App, if your welcome message uses rich text we now preview that correctly.
• Updated the recommended resources and links that are surfaced on the home page.
• Redesigned the notification counter on the sidebar.

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 Home you can design a dynamic home page that clients see in your portal. You can use it to share announcements, introduce your firm, set expectations about what it’s like to work with you, and more. You can use properties and custom fields from the Copilot CRM to greet clients by name, surface client-specific information, and more. If you enable the tasks widget, the client home will also surface unread client notifications with links to the relevant pages.

Profile manager

With Profile Manager, you can selectively show custom fields to clients and make them client-viewable or client-editable. That means clients can self-serve update their address, phone number, and any other custom fields you set as client-editable. Internal users also see a feed of client-initiated updates, so you know exactly when custom field updates happen and by whom. We hope that this app lets you reimagine how you think about client data collection. For example, instead of sending the same long form to clients every year, you can instead prompt clients to self-serve update only the information that has actually changed.

Autoresponder

You want to be highly responsive to your clients, but you can’t be available at all hours. Autoresponder lets you set up auto-responses to clients outside of business hours or when you’re on vacation.

Exporter

It should be easy to get data into Copilot, but we also want it to be as easy as possible to get data out for backup, legal reasons, and even if you decide to migrate away from us. Exporter lets you export full message histories in CSV or PDF format. In follow-up improvements, we’ll incrementally add other data to export.

Resources for developers

We have a new developer home. In it you can find guides to build Custom Apps (for private use), submit Marketplace Apps (which are listed in our App Store), updated API reference docs, a developer changelog, and a developer-centric forum.

Copilot Experts to help you build Custom Apps

Almost every business on Copilot that grows beyond a certain point eventually wants to build custom experiences — this could be an internal analytics tool, a bespoke Salesforce integration, a multi-step automation, or a fully-fledged app.

Now you can work with qualified Copilot Experts to turn your custom software ideas into reality. To get started, just head on over to the Experts Directory and either contact an agency that fits your requirements directly or select the “Get matched” option.

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 and the List Notifications endpoint can be used in any workspace. At this time the other endpoints can only be used by Custom Apps.

Previous Attributes

Some webhooks will now include a previousAttributes map that allows you to see what has changed about a resource. With this release, the client.updated webhook now includes previousAttributes.

Improvements & Updates

• [API] Fixed several webhook naming inconsistencies.

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 & Updates

• Embeds and Custom Apps now refresh when you click on them in the sidebar. This makes it easier to navigate back to the root URL.
• If you have companies enabled and you create a client, we improved how we match companies based on email domain.
• In the Contracts App, you can now add longer multi-line variable inputs.
• Improved the loading behavior on invoices and subscriptions pages.
• Improved the default sorting order for the Contracts App submissions and requests page.
• Various UI improvements on the Settings > API page.
• Fixed a bug that prevented Helpdesk articles from updating in some rare scenarios.
• Fixed a bug where for one-off eSignature requests PDFs were not being included in email notifications.
• Fixed a client import bug where blank custom fields weren't handled correctly.
• [API] Improved our API rate limiting infrastructure to protect against bad actors.
• [API] Fixed a bug that prevented the creation of individual file channels.
• [API] You can now send an uninvited client an email invite with the Update client endpoint.