What Canopy does for your team.
Find the job your team needs done. See the setup, an illustrative conversation and the products that carry it.
For the front desk
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.
For sales
Lead Qualification
The assistant asks your questions, updates the lead and books the callback for the ones worth calling.
Sales Follow-Up
A workflow triggers on the lead, spaces the touches, and sends the email and SMS for you.
Outbound Reminders
A scheduled workflow sends the reminder email and text — appointments, renewals, payments.
Website Visitor to Booked Call
Canopy asks your qualifying questions in live chat and offers a real calendar slot.
Dialer Campaigns
Run a saved lead list with progressive or one-line power dialing, dispositions and voicemail drops.
For managers
Meeting Notes and Follow-Up
Canopy captures notes from your Market Canopy meetings. Assign an action item to turn it into a task.
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.
Portal Work
Ask the browser agent to work a portal. Carrier quoting is a supported example with published playbooks.
For the owner
Morning Brief
Canopy briefs you on new work, untouched leads, waiting conversations and tasks due today.
Ask Canopy
Ask Canopy to find leads, update their stages and draft the next message, with your controls on every action.
Multi-Brand Operations
Switch between the brands you belong to. Each keeps its own numbers, customer conversations and website setup.
