Co-Pilot In-App Guidance delivers targeted, timely, and contextual instructions directly within your employees’ workflow, ensuring they have clear direction exactly when and where they need it, not buried in outdated manuals or forgotten emails.

By standardizing process steps and best practices across teams, Co-Pilot reduces errors, shortens learning curves, and removes the guesswork that stalls adoption. Its embedded guidance keeps everyone aligned, even when processes shift or new systems roll out with short notice.

For change managers, this means stronger compliance, faster ramp-up times, and measurable increases in user proficiency — without the drain of endless retraining sessions. Communication gaps shrink. Productivity climbs. Resistance fades because employees know what’s expected and how to do it correctly the first time.

When change is constant, Co-Pilot makes it manageable — and keeps your organization moving forward with fewer mistakes, lower risk, and higher ROI on every initiative.

Why Co-Pilot Is Non-Negotiable for Change Management Leaders

Change never ends at go-live — that’s when it gets real. No matter how well you plan, people miss steps, bugs surface, confusion spreads. Co-Pilot In-App Guidance is built for this exact reality: it gives change management leaders and deployment teams the power to adapt live, without waiting for the next training cycle or newsletter nobody reads.

Real-Time Communication, Right Where Work Happens

With Co-Pilot’s Home Page Announcements, you control the message at the front door: urgent updates, workarounds for known issues, last-minute instructions — visible the moment users log in. No more scattered emails or buried Slack threads. Push time-sensitive info to the entire org or a targeted group — by Profile, Role, or Permission Set — so your messages reach only who they should.

Standardize Best Practices — Even in Chaos

Top performers develop ways to get things right. Co-Pilot makes those best practices visible and actionable for everyone, across every record type or process you care about. Use workflow rules to target exactly when and where that guidance appears — so no matter what breaks post-launch, your people aren’t guessing. They see the fix the instant they touch the record.

Guidance Where It’s Needed, When It’s Needed

Co-Pilot doesn’t just drop generic tips. It injects clear, contextual instructions inside the actual workflow — right on the record, at the moment it matters. Users don’t have to dig through job aids or PDFs; they’re shown what to do, step by step, whether it’s a process change, compliance requirement, or quick workaround for a bug you found yesterday.

Flexible, Practical Content

People learn in different ways. Co-Pilot lets you drop in text, videos, how-to guides — whatever works. Whether it’s a new product launch, updated sales script, or a fix for a system quirk, your training team can deliver clear, up-to-date materials instantly.

Better Than Rigid Validation Rules

Validation rules can be a blunt instrument — block the save, frustrate the user, and they just force junk data in to get around it. Co-Pilot gives you a better option: show users exactly what’s missing and how to fix it before they mess it up. Less rework. Cleaner data. Happier sales teams.

Onboarding That Evolves with the User

New users need different guidance than seasoned pros. With Co-Pilot, you can deliver training that automatically evolves — guides can shift based on hire date, time in role, or progression milestones. You’re not stuck pushing the same static content to everyone forever.

Measure, Learn, Improve

Co-Pilot doesn’t just push content — it tracks who sees it, who uses it, and where people get stuck. You get hard data on adoption, bottlenecks, and whether your shiny new process is actually sticking. This means you can adjust fast — not six months too late.

Bottom line: Co-Pilot turns your change management strategy into a living system — standardizing best practices, keeping your people informed, and giving you the power to pivot when reality doesn’t go to plan. Bugs, human error, sudden pivots — they’re inevitable. Co-Pilot makes sure they’re manageable.