Trigger client onboarding in Copilot, find client, and request form responses
Trigger client onboarding in Copilot, find client, and request form responses
Initiate your client onboarding process by triggering a form request when a client first authenticates in Copilot. This ensures faster onboarding and a smoother experience for your clients.
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Overview
Initiate your client onboarding process by triggering a form request when a client first authenticates in Copilot. This ensures faster onboarding and a smoother experience for your clients.