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.

Notify clients to complete onboarding form after account creation in Copilot

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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.

Notify clients to complete onboarding form after account creation in Copilot