Notify clients to complete onboarding form in Copilot after first authentication

Notify your clients to complete their onboarding form after their first authentication in Copilot. Engage them promptly through a designated message channel, ensuring faster onboarding and improved client experience.

Notify clients to complete onboarding form in Copilot after first authentication

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Overview

Notify your clients to complete their onboarding form after their first authentication in Copilot. Engage them promptly through a designated message channel, ensuring faster onboarding and improved client experience.

Notify clients to complete onboarding form in Copilot after first authentication