Install Mobile Copilot (the companion Android app) on your phone and sign in, without typing your password on the phone itself.
Before you start
- Your account must hold the Allow Mobile Access right. Without it, this page isn't reachable β you're redirected back to your Home launchpad.
- An Android phone or tablet.
Steps
Step 1 β Install the app
- From your Home launchpad, open Access Copilot Mobile App (or go to
/copilot). - Point your phone's camera at the Install the app QR code (or use the direct download link shown beneath it).
- Your phone will ask you to allow the install β that's expected.
Step 2 β Sign in
- Open Mobile Copilot on your phone.
- Back on the
/copilotpage on your computer, type your password to reveal a sign-in code β the code stays hidden until you do this, so nobody else at your computer can use it without you. - Scan the revealed QR code with Mobile Copilot on your phone.
- You land in your organization, already signed in β no typing your password on the phone.
What you'll see
Your phone now carries your chats (with the same history), calls and texts (your extension travels with you), support tickets, and your day's leads, tasks, and notifications.
Each sign-in code works once and expires after ten minutes β if it expires before you scan it, re-enter your password to get a new one. You can sign out from your phone at any time from Mobile Copilot's own settings.
Related articles
Other guides that answer questions close to this one.
The Home Launchpad
What it is The Home page (/) is what you land on after signing in β a personal launchpad of large cards, one per module you have access to (Leads, Mail, Docs, Phone, AI Assistant, and so on), each opening straight intoβ¦
Navigation Layout
The menu is yours to rearrange. If you live in Leads and never open Commerce, put Leads first and get Commerce out of the way. What you'll find here How to Customize Your Navigation Layout β reordering, hiding andβ¦
Your Personal Settings
The settings that belong to you rather than to your organization. Changing anything here affects only what you see. What you'll find here Notifications β what you get told about, where, and how to clear what's piled up.β¦