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.

Trigger client onboarding in Copilot, find client, and request form responses

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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.

Trigger client onboarding in Copilot, find client, and request form responses