Answer from your knowledge. Help on your domain.

Publish a help center on your domain and let Canopy answer chat questions from the knowledge you grant it.

Illustration: Your knowledge. A useful answer. Published help articles: The information you maintain; Canopy answers in chat: Uses knowledge you grant access to; Your help center: On your domain.

The problem

Sound familiar?

“The answer is in our documents, but customers still have to ask someone to find it.”

“Our help articles and our chat answers say different things.”

What it does

Your answers, ready for the customer.

Publish help articles in a helpdesk and serve its help center on a verified subdomain. Give the chat assistant access to the training libraries and published articles it may use.

Canopy searches that knowledge for relevant excerpts and can link a visitor to the published article. A widget bound to a helpdesk narrows article retrieval to that helpdesk. Configure human handover for questions your team needs to answer.

Published help articles

Give customers a place to find answers.

Answers from your knowledge

Grant the assistant the sources it may search.

Your help domain

Serve the help center on a verified subdomain.

Setup

How it works in Canopy

4 steps, from setup to the work getting done.

  1. Step 1: Publish the help articles

    In Knowledge Base, write and publish your articles into the collections the helpdesk will serve.

  2. Step 2: Grant the training knowledge

    In Training libraries, upload your documents. Grant the assistant the libraries it may retrieve and the published help articles it should use.

  3. Step 3: Set up the helpdesk domain

    In Helpdesks, configure the help center. Set a subdomain, add the returned DNS records and wait for verification and certificate activation.

  4. Step 4: Bind the chat to the helpdesk

    Use Live Chat to bind the widget to the helpdesk and assistant. Test a document question, an article link and the handover to your team.

Sample

Sample conversation, illustrative

A customer asks a how-to question and receives a link to a published help article.

Text threadIllustrative
Customer
How do I reschedule my service visit?
Canopy
Your help article explains how to use the reschedule link in your booking confirmation. Here is the article.
Customer
I cannot find the confirmation.
Canopy
I can hand this conversation to your service team.
Customer
Please do.
Which plan

The plans that carry this.

Engage
Recommended
$89 /user/mo
billed monthly
14-day free trial
Automate
$99 /user/mo
billed monthly
Try it

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