You can connect a custom domain and a custom email domain to Copilot for a full white-label client experience.

Note: You must have a custom domain connected before you can connect a custom email domain. 

How to connect a custom domain:

Custom domains help elevate your brand and make your clients feel secure when they are in your portal. If your website is www.example.com, with a custom domain you can set up portal.example.com. The "portal" subdomain can be replaced with a term of your choice (i.e. app.example.com)

In order to connect a custom domain you will need to subscribe to a Professional or Advanced plan. We recommend that you set up a custom domain before inviting all of your clients, otherwise they will need to log in again. 

I don't own a domain yet

We recommend you use Namecheap to purchase a domain. Domains typically cost <$10/yr.

I already have a domain

1. Navigate to Settings > Domains.
2. Enter your base domain (example.com)
3. Select your registrar from the dropdown.
4. Enter the word you would like to use for your subdomain. Many users choose portal, but it can be any single word of your choosing with no special characters.  Note: You should only enter the subdomain, not the full URL. See the example below.
5. Log into your registrar and add the new records.
6. Wait between 5 minutes and 24 hours for setup to be complete.

Note: If you already have active clients and are connecting a custom domain, you don't need to worry about their transition experience. Once the domain setup is successful, old links will automatically redirect to your custom domain.

How to connect a custom email domain:

Custom email domains help elevate your brand and ensure that email notifications sent to your clients don't end up in the spam folder. If your website is www.example.com, with a custom domain you can set up email notifications to be sent from notifications@example.com The "notifications" part can be replaced with a term of your choice.

Custom email domains are also compatible with our reply to messages via email feature.

A subscription to a Professional, Advanced, or Supersonic plan is required to connect a custom email domain.

Setting up a custom email domain

1. Navigate to Settings > Domains.
2. Enter required information in the custom email domain section. 
3. Log into your registrar and add the new records.
   1. Be sure to enter all records provided by us when entering your information. This includes 3 CNAME records, 2 MX records, and 1 TXT record. You may need to scroll down to see all of them.
   2. For the MX records, the 10 in the value is the priority. Some registrars have a separate column for this, and the value will be the rest of the record (beginning with feedback.smtp...)
   3. Please note that the Name column shown in Copilot may also be called Host, Host Name, or Alias depending on your DNS registrar. Similarly, the Value column is sometimes referred to as Data.
4. Wait between 5 minutes and 72 hours for setup to be complete.

Wix users

If you're using Wix as your hosting provider, unfortunately they do not allow custom email domains for subdomains, meaning that connecting a custom email for a domain hosted by Wix is not possible.

You can find the explanation from Wix and and upvote the feature request in the Wix community here.

Custom web domains will still work with Wix, however!

Multiple custom email domains

If you have another MX record for a custom email domain elsewhere, your custom email domain will not connect. 

Google Workspaces MX records will not interfere with connecting a custom email domain with Copilot as they are tied to your base domain.

If you aren't sure if your records are correct, or if you are running into any issues with this setup please contact support.