Welcome to Copera University
Copera is the all-in-one workspace where your team communicates, collaborates, and gets work done — without switching between apps. Nine tools replace 70+ apps: Chat, Boards, Pages, Video, E-Signatures, Drive, Whiteboards, Email/Inbox, and AI — all wrapped inside a Virtual Office experience so your team feels together from anywhere.
This documentation covers every feature in Copera so you can set up your workspace, onboard your team, and work more efficiently from day one.
Getting Started
New to Copera? Start here to set up your workspace and bring your team on board.
- Create a Workspace — Set up your organization's workspace in minutes
- Navigating Copera — The four areas: Channels, Work, Drive and AI Chat
- Invite Members — Add your team and assign roles
- Account Settings — Profile, security, 2FA, notifications, and appearance
- Workspace Settings — Billing, roles, teams, and integrations
Channels
Everything your team needs to stay connected — messaging, voice, video, and email — all built into Copera.
| Feature | Description | Link |
|---|---|---|
| Text Channels | Organized conversations by topic, project, or team | Explore → |
| Direct Messages | Private 1-on-1 and group conversations | Explore → |
| Meeting Channels | Video calls with screen sharing, whiteboard, and transcription | Explore → |
| Classroom Channels | Host webinars, trainings, and large presentations | Explore → |
| Inbox | Send and receive emails directly inside Copera | Explore → |
| Command Palette | Navigate anywhere instantly with keyboard shortcuts | Explore → |
Scheduling with Copera Tempo
Copera Tempo is Copera's AI-first scheduling layer. Create personal, workspace, and shared calendars, set your availability, find a time that works for everyone, and publish public booking pages — then sync two-way with Google Calendar. The built-in AI scheduler lets any Copera AI agent create, reschedule, and book meetings on your behalf from a plain-language request.
Work
Tools to plan, create, and deliver work together — from project management to pages and whiteboards.
Boards
Powerful project management with 32 field types, 8 view types, formulas, automations, and granular permissions.
| Feature | Description | Link |
|---|---|---|
| Board Basics | Create boards, add rows, organize with tables | Explore → |
| Field Types | 32 column types: text, status, people, formulas, and more | Explore → |
| Views | Grid, Kanban, Gantt, Timeline, Calendar, To Do, Form, and Workload | Explore → |
| Formulas | 100+ functions for calculated fields | Explore → |
| Automations | Automate repetitive work with triggers and actions | Explore → |
Pages
Real-time collaborative pages with a rich text editor, slash commands, mentions, and embeds. Pages were previously called Docs.
| Feature | Description | Link |
|---|---|---|
| Page Basics | Create, organize, and navigate pages | Explore → |
| Editor | Rich text formatting, slash commands, and media embeds | Explore → |
| Sharing & Permissions | Control access and publish public pages | Explore → |
More Collaboration Tools
| Feature | Description | Link |
|---|---|---|
| Whiteboards | Visual brainstorming and diagramming | Explore → |
Drive
Create, store, and work on files together. Drive is an area of its own, next to Channels, Work and AI Chat.
| Feature | Description | Link |
|---|---|---|
| Drive Overview | My Disk, Workspace Disk, folders, and the New menu | Explore → |
| Drive Home | Create files with AI Chat and pick up suggested files | Explore → |
| Copera Office | Edit documents, spreadsheets, and presentations together | Explore → |
| Markdown Files | Write and preview .md files | Explore → |
| Artifacts | Apps and dashboards built with AI Chat or uploaded by you | Explore → |
| DocSign | Send and sign documents electronically | Explore → |
AI Features
Copera has AI built into chat, boards, pages, and files to help you write faster, find answers, and automate tasks.
- AI Chat — Ask questions, get summaries, and brainstorm with a conversational AI assistant
- AI in Boards — Create rows with voice input, auto-fill fields, and generate formulas
- AI in Pages — Write, rewrite, summarize, and ask questions about your content
- AI in Office Files — Let AI edit documents, spreadsheets, and presentations, and revert any AI change later (learn more)
- Agents — Create AI teammates that work in their own channel for everyone you add, keep secrets in a vault and ask before anything important
Transcription & Meeting Notes
Copera automatically transcribes your meetings with speaker identification, so you never miss a detail.
- Start transcription with one click during any meeting
- AI identifies who said what with speaker diarization
- Get AI-generated summaries and action items after the meeting
Comparisons
See how Copera replaces multiple tools your team is already paying for:
- Copera vs Slack
- Copera vs Microsoft Teams
- Copera vs ClickUp
- Copera vs Monday.com
- Copera vs Notion
- Copera vs Zoom
- Copera vs Google Workspace
Use Cases
Learn how teams use Copera to streamline their workflows:
- Remote Teams — Stay connected and productive from anywhere
- Project Management — Plan, track, and deliver projects on time
- Client Communication — Manage external relationships in one place
- Team Meetings — Run effective meetings with built-in tools
- Knowledge Management — Capture and share organizational knowledge
- Onboarding New Employees — Get new hires up to speed fast
Use the Command Palette (Ctrl+K / Cmd+K) inside Copera to jump to any channel, page, file, or feature instantly. Learn more →