A phone system with an AI that answers.
Canopy answers calls, takes messages and books appointments through the AI phone agent. Your team keeps the caller context, with numbers, extensions and routing beside it.

Canopy answers, routes and books

- On Automate, a production AI phone agent answers calls, takes messages, books appointments and transfers to a human with the transcript in hand.
- After-hours AI routing compiles from one policy onto your existing schedules and inbound rules, so nights and weekends answer themselves.
A cloud PBX on every plan

- Order local numbers, give each user an extension, and connect desk phones, the desktop app and mobile apps over SIP.
- Every licensed user adds one concurrent channel each way to the organization pool, and call forwarding is included.
- Domestic and toll-free calling ride with the seat, and inbound calls to a user’s number are not metered per minute.
Voicemail, IVR and call rules
- Every user gets their own voicemail, and menus build an auto-attendant that can nest levels deep.
- Inbound and outbound rules route calls by schedule, caller and destination — the same rules engine across the board.
- Recorded announcements play custom greetings on any path a rule can build.
Know who is calling before you answer
- The caller ID screen-pop pulls up the caller’s CRM record for every agent the call rings.
- CNAM caller-name lookups are covered on licensed users’ calls, with a 500-lookup pool each billing period for the rest.
Recording and reporting
- Every plan carries the dashboard and activity reporting; Engage and above add call and queue reporting, where call recordings are played back.
- Turn on auto-record in VoIP settings and calls are captured with playback links on their call records.
Every plan carries the phone system.
Jobs for your phone team.
AI Receptionist
One agent answers your main number, routes calls by intent and takes messages when nobody is free.
After-Hours Answering
An after-hours policy routes nights and weekends to the AI agent, with an escalation destination.
Appointment Booking
Callers and chatters book real slots — the agent reads live availability from your calendar.
Missed-Call Text Back
Busy lines offer a callback, the request waits in the queue, and you text back from the same thread.
Call Center Callbacks
Offer a callback instead of a wait. Your team works the requests as queued calls with an outcome.
Live Call Coaching
Supervisors can listen, whisper to the agent or join a live queue call.
Dialer Campaigns
Run a saved lead list with progressive or one-line power dialing, dispositions and voicemail drops.
Questions about the phone system.
Each licensed user includes a local number, one concurrent channel each way, voicemail, and a share of the organization’s 2,000 pooled outbound minutes per user at or below your included-call rate.
No. The desktop and mobile apps are full softphones over SIP, and supported desk phones connect the same way if you prefer hardware.
Connect and Engage include a 14-day free trial — card required, $0 today. Automate has no trial because its AI voice and browser minutes are metered cost from day one.
AI phone agents and after-hours AI routing are part of Automate. Connect and Engage carry the full PBX with human answering.
