Questions answered from your own documents, before an agent is needed

The chat widget’s assistant answers from your training documents and hands off what it cannot.

Illustration: Answer from your own knowledge. Your business documents: The knowledge you grant access to; A customer question: Canopy uses the approved context; Team handoff: When help is needed.

The problem

Sound familiar?

“The same ten questions fill our inbox every day — hours, shipping, password resets.”

“Our help articles exist, but nobody reads them; they open chat instead.”

What it does

Answers from your own documents.

The assistant behind your chat widget answers everyday questions from the documents you upload — pricing pages, policies, FAQs — and hands the thread to a person with full history the moment it is unsure.

Everyday questions, answered

From the pricing pages, policies and FAQs you upload.

One embed on your site

Drop the widget where the questions happen.

Hands off when unsure

The thread goes to a person with full history.

Count what it finished

The AI outcomes report shows the resolved conversations.

Setup

How it works in Canopy

4 steps, from setup to the work getting done.

  1. Step 1: Embed the widget on your site

    Create the widget under Live chat → Widgets and drop its embed on the pages where questions happen.

  2. Step 2: Upload the answers in AI → Training

    The assistant answers only from these documents — policies, FAQs, how-tos.

  3. Step 3: Set the handover rules

    Decide when the assistant steps aside: a keyword, a stuck thread, or a customer asking for a person.

  4. Step 4: Count what it finished

    The AI outcomes report shows the conversations the assistant actually resolved.

Sample

Sample conversation, illustrative

A shopper gets the shipping answers from the documents, and the handover keeps the whole chat.

Text threadIllustrative
Customer
do you ship to alaska
AI assistant
We do — Alaska and Hawaii ship in 3–5 business days, and orders over $75 ship free. Anything else I can check?
Customer
how do i change my address
AI assistant
You can change it under Account → Addresses, or I can have a specialist do it — want me to hand this to one?
Customer
yes please
AI assistant
Handing you over now — you are second in line, and they will see this whole chat.
Which plan

The plans that carry this.

Connect
$35 /user/mo
billed monthly
14-day free trial
Engage
Recommended
$89 /user/mo
billed monthly
14-day free trial
Automate
$99 /user/mo
billed monthly
Blog
$9 /user/mo
billed monthly
Marketing
$79 /user/mo
billed monthly
Try it

Call the demo line, or try the chat.

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