Updates

Introducing Forms 2.0

We’re excited to announce a 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.

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 greeted with a more intuitive experience that separates form responses, form requests (i.e. to see who has been assigned a form and has not yet responded), and the form edit experience. We’ve also redesigned the form editor from scratch. For client users, the form submission experience has also been redesigned to be more seamless on desktop and mobile.

A new always-on mode

When you create a form you now have a new Form visibility section. This gives you the flexibility to select the option Clients can only see the form if you send it to them which works just like our old forms. Or you can select the new All clients can see this form option. When this new option is selected, all clients automatically see this form in their client portal. Selecting this option is a great fit if you want to use the form to let clients submit work requests, support tickets, and more.

Support for multiple submission per form

The support for multi submission enables clients to submit the same form multiple times. Again, this option is a great fit if the form will be used for work requests, support tickets, or similar use cases.

A new Forms API

We’ve completely redesigned the API for our Forms Apps and you can see the new documentation here. This new API design is going to make it much easier to utilize form submission data in Copilot or externally. For example, it’s now seamless to set up workflows where form submissions update client custom fields or create tasks in external products like Airtable or ClickUp.

Other Forms Enhancements

• Added title cards to the form builder that let you divide your form into sections.
• Added form previews that let you see what the form submission experience will be like for clients.
• Added optional question descriptions that let you provide additional context for each question.
• You can now add single select questions with just one option.

Two-Factor Authentication (2FA)

Two-Factor Authentication (2FA) is a new security feature we’re rolling out for users who want an additional security step. 2FA is available for both internal users and client users, and can be set up on the Settings > Account page. To set up 2FA, an authenticator application like Authy, Google Authenticator, or 1Password is required.

Improvements & Updates

• Added paginated loading of clients to improve the performance when loading a very large number of clients.
• Improved the custom domain setup process and fixed the connection status so that we don't prematurely notify you that your custom domain is ready.

Copilot Launchpad

Copilot Launchpad is our new early access beta group. As part of Launchpad, you’ll automatically get access to new features as we develop them. Launchpad features will be stable and secure, but early enough so that feedback can meaningfully impact the functionality and product design before general release. You can learn more about the program and request access here.  

Notification Center [Beta Access Needed]

Notification center is a feature for internal users that acts as a unified place to see notifications triggered by clients. By giving notifications a dedicated page you can, (1) see more information about each notification like seeing exactly what folders new files have been uploaded in, (2) see a historical log of client activity, and (3) search/browse notifications. Note that this is our first Copilot Launchpad feature and you need to request access.

Improvements & Updates

• Improved email notification delivery (especially for Outlook email accounts) by improving sender logic.
• Notifications now exclude deleted internal and client users, thereby improving performance.
• Fixed a bug where apps set to ‘Open in new tab’ didn’t open correctly if the https protocol wasn't used.

Files API

We've made substantial improvements to our Files API. In addition to being able to create folders in the Files App, you can now upload files via API as well. In addition we added webhooks for file.created, link.created, and folder.created events. You can learn more about the updated Files endpoint here and about our webhooks here. Future updates will bring these capabilities to Zapier as well.

Improved Client Details page

We reworked the client details page and improved performance and design. The new page is more snappy overall and makes better use of space.

Improvements & Updates

• [API] Fixed an issue where the client object showed status=active instead of status=invited when a client user is in invited status.
• [API] Added linkUrl property to the File object. This property is relevant when a file is added that links to an external URL.
• [API] Updated the name property on the File object to refer to the folder name. Relevant only when object=folder.
• [API] Fixed a bug on the get /clients/all endpoint which previously returned one page of clients instead of all clients. This mainly caused issues in Zapier workflows where the search step often didn’t find the expected clients.

Continuous Deployments

For the last 2 years, we have aimed to release new features on a weekly cadence. This goal pushed our team to make progress quickly and deliver something valuable every 7 days. During this time we have also invested heavily in our engineering and testing infrastructure. Starting today, we are comfortable doing releases on a continuous basis, which generally means multiple times per day. When a new release is available, you will see a notification above. Simply refresh the page to receive the latest version of our software.

Improvements & Updates

• Improved the real-time behavior for forms so that new form requests show immediately in the client experience without refreshing.
• Streamlined the onboarding experience for new customers on copilot.com by initializing new portals with resource cards that are industry and company size specific.
• Improved the client import flow by adding tooltips and better copy.
• Improved the design and consistency of the search experience across the product.
• Improved the sorting logic on Form pages.
• Fixed an edge cases where invoices showed incorrect due dates on the PDF in rare edge cases.
• Fixed a bug where client import failed if you include internal user assignees that have been deleted.
• Fixed a bug where duplicate company messaging channels were created when a client logs in the first time. This scenario only occurred in rare situations where there was already an existing company channel that was manually created.
• Fixed a bug for where the messaging page had poor layout design on some screen sizes.

Invoice and Subscription Templates

You can now create, edit, and delete invoice and subscription templates. To create a new template go to the invoices or subscriptions page and click on the dropdown. There you can see existing templates or click the + button to create a new one. When you hover over an existing template and click on the ⋯ button, you will see actions that let you edit and delete the template.

Demo Portals

We often get questions about what best practices are for setting up a portal and what Apps we'd recommend. So we've set up a few demo portals that you can explore as a client user. To do that, click on one of the demo portals below, create a new client account, and get some inspiration about what is possible using Automations and Partner Apps (for the examples below we used Notion, Calendly, Airtable, Looker, and others) We'll be sharing demo portals for other industries in the future.

1. "BrandMages" for marketing
2. "Blacklight Tax" for accounting

Live Demos

We're excited to start our weekly Live Demo and Q&A series. You can sign up for an upcoming session here to watch a full product tour, meet our team, and ask questions.

Improvements & Updates

• Improved the search logic on the Clients page. Now when you perform a search on the Clients page, click into the Client Details page, and navigate back, we retain the search from before.
• Improved search performance on the Messaging App.
• Fixed a bug where in some situation invoices were incorrectly rounded up.
• [API] Added inviteUrl to the client API response.

Improved link previews

We redesigned link previews in the Messaging App and made them look more polished and easier to read.

Improvements & Updates

• Improved how deep linking works across the Copilot Dashboard. Now when you open a link to a specific page, even if you have to log in first we try to redirect you to the correct destination after.
• Improved the design of the company dropdown in the client create experience.
• Fixed various bugs to make client import more robust.
• Fixed a bug that occasionally caused connections errors on the Messaging App if you have a large number of active channels.
• Fixed a bug that caused full logos to be stretched out on log in and sign up.

Improvements & Updates

• Improved how search works so that search queries are persistent in some workflows. For example, if you search for something on the Clients page, click on a client, and navigate back, the search query still remains.
• Improved the initial portal loading experience for client users by making it faster.
• Improved the design and spacing of tables everywhere in the product.
• Improved the layout/padding for Partner and Custom Apps in the Copilot Dashboard. The new layout is a more accurate preview of what clients see in your portal.
• Fixed a bug where full logos would sometimes appear blurry on the log in and sign up pages of your portal.
• Fixed a bug that prevented full-screen viewing of images sent in the Messaging App.
• Fixed a bug related to payment fee calculations for customers on pricing plans introduced on January 19th.
• Fixed a bug that prevented back navigation on mobile when you navigated to a specific files or messaging channel.

Notification Attachments

We now include PDF attachments in some of our email notifications to make the experience for your clients more seamless. This eliminates the need for clients to navigate into your portal to access and download files. Initially, we are including PDFs in two email notifications:

• Open invoice notifications. Email notifications to clients about open invoices now include the PDF for the invoice as an attachment.
• Signed contract notifications. Email notifications to clients and internal users that are sent when a document has been signed by all parties now include the PDF for the signed contract as an attachment.

Referrals

We are grateful for the increasing number of trials being initiated by our customers and partners. To make it easier for you to spread the word about Copilot, you can now click on 'Referrals' in the sidebar and share a unique invite link with anyone. You can earn up to $500 (in Amazon gift card credits) per referral.

Improvements & Updates

• Improved the experience of copying links (client invite links, invoice payment links, Helpdesk article links, etc.). In the past copying on some mobile browsers didn't work at all and copying a link really quickly after an entity is created also didn't work. The new set of improvements fixes this problem comprehensively.
• Redesigned our invoice templates. The new invoices look more polished with better alignment and spacing. We transitioned to text-based PDF generation (we previously used image-based PDF generation) which means that PDFs now have smaller file sizes and that it's possible to copy text from the PDF.
• Improved how search works in the Helpdesk App.
• Fixed a number of UI bugs that were introduced with the new layout we rolled out last week. You'll notice small changes in alignment, padding, etc. across the product that makes feel just a little more polished.
• Fixed a bug where for Partner Apps and Custom Apps we didn't show the app title in the top.