Notify clients to complete onboarding form in Copilot after first authentication
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.
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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.