Onboard a new client
Tell Copilot about the business. It reads their site, searches the web and proposes a full profile for you to review. Prefer a form? Use the quick form.
Copilot reads the client's profile, resources and runs, their website and the web (Claude + web search). It proposes changes; nothing is saved until you click Apply.
Paste the new client's website (and anything you know: services, cities, goals). Copilot researches the business and proposes a full profile.