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Create a folder and add a resource link in Copilot for new clients

Create a folder and add a resource link in Copilot for new clients

Create dedicated folders and add resource links for new clients upon their first authentication in Copilot. This setup accelerates onboarding and ensures clients have immediate access to essential materials.

Create a folder and add a resource link in Copilot for new clients

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Overview

Create dedicated folders and add resource links for new clients upon their first authentication in Copilot. This setup accelerates onboarding and ensures clients have immediate access to essential materials.

Create a folder and add a resource link in Copilot for new clients