Make a request template

To make any changes to your organization or customize a request, always start by navigating to the "Configure" tab in the top right.

Adding your organization’s branding

Once you click on "Configure", you'll start in the "Customization" tab. Start by adding the Public name of your organization. This is a the name that will appear in requests and represent your organization. The customer should be able to recognize it and trust it. If your organization is comprised of multiple groups that take on different names outwardly (ex. a holding company that uses the same helpdesk team for all of its subsidiaries), you'll want to add more environments in the top left and repeat this process for them.

Next, scroll down and add your company's branding. Add a logo (this image should have equal width and height so that it fits in a circular frame, as shown in the preview), and edit the colors at the bottom of the page to better match your brand.

Configuring your request

Next, you'll select which items you'd like to request. Start by selecting the "Request templates" tab on the left. You'll see a list with one template. Click anywhere on it to open the template editor.

From here, it's easy to add "scopes" - pieces of information you'd like Copilot to collect and verify from the user. The only default scope is "legal name". To retrieve this, Copilot will ask the user to scan their ID. Other scopes such as email may involve different processes. If you're curious how they work, it's always good to try sending yourself a request with these scopes before using them in the wild.

It's important to note that adding more scopes doesn't always mean more items will be collected. For example, adding an "Age over 18" scope will simply mean Copilot pulls this same info from the ID document that is already being scanned for legal name, and shares it with you.