Notify clients to complete onboarding form after account creation in Copilot
Notify clients to complete onboarding form after account creation in Copilot
Initiate the onboarding process for new clients by sending a request to complete a form after their account is created in Copilot. This ensures faster onboarding and a smoother experience for your clients.
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Overview
Initiate the onboarding process for new clients by sending a request to complete a form after their account is created in Copilot. This ensures faster onboarding and a smoother experience for your clients.