AI Agents That Answer Calls, Chats and Workflows

Assistants in chat, email and SMS

Canopy AI assistants work the channels you already sell: chat, email and SMS, from one profile.
They draft replies, answer customer questions, qualify leads and run follow-ups, with approvals when you want a human sign-off.

AI phone agents that answer and book

Automate carries one production AI phone agent that answers calls with your knowledge base behind it.
It routes by intent in natural language, transfers to a human with the transcript and caller context, and can book straight into the calendar.

Tools, not just talk

Agents act: schedule appointments, update leads, create follow-ups and look up records through the tool set.
On Automate, up to three production MCP connections give agents governed access to your own systems.

Workflows and the browser agent

Workflow automation and automation rules ship with Engage: triggers, steps and approvals across the platform.
Automate adds the browser agent — an agent that drives a real browser session, with 300 included minutes a month.

After hours, answered

One after-hours policy compiles onto your existing schedules and inbound rules, so the AI branch takes over the moment you close.
Preview the exact routing a caller will get before you publish the policy.

Which plan

AI starts on Engage. Agents land on Automate.

Engage

Recommended

$89 /user/mo

billed monthly

14-day free trial

Automate

$99 /user/mo

billed monthly

Use cases

Put an agent on the job.

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.

Lead Qualification

The assistant asks your questions, updates the lead and books the callback for the ones worth calling.

Missed-Call Text Back

Busy lines offer a callback, the request waits in the queue, and you text back from the same thread.

Support Deflection

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

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.

FAQ

Questions about AI agents.

What is the difference between an assistant and an AI phone agent?

Assistants work chat, email and SMS and come with Engage. An AI phone agent answers calls and comes with Automate — one production agent, with pooled AI voice minutes included.

How do agents know about my business?

You upload training documents — ten on Engage, twenty-five on Automate — and the agents answer from those, citing what they used.

What happens when an agent cannot help?

It hands off to a person with the transcript, the caller’s intent and the lead or customer record already open.

Why does Automate have no trial?

Automate’s AI voice, token and browser minutes are metered cost from the first minute, so there is no free trial period on it.