Turn a website question into a booked conversation.

Canopy asks your qualifying questions in live chat and offers a real calendar slot.

Illustration: Turn a website question into a call. Open calendar slots: Your connected calendar; Website conversation: Ask your qualifying questions; Book the chosen time: A conversation to continue.

The problem

Sound familiar?

“Someone asks about our service on the website, then disappears before we call them.”

“Our form collects a number. It does not get the customer to a meeting.”

What it does

From a question to the calendar.

Put Canopy in your website’s live chat. A configured assistant can ask the questions your team uses to qualify a lead, record the answers through permitted tools and offer available appointment times.

The visitor confirms a time before the booking is made. Set the booking action’s controls and a human handover path. The conversation stays with the customer record for your team to pick up.

Qualify in the chat

Ask the questions your team needs.

Offer real times

Read availability from the calendar.

Confirm the booking

Book the slot the visitor chooses.

Setup

How it works in Canopy

4 steps, from setup to the work getting done.

  1. Step 1: Add Live Chat to your website

    Create a widget in Live Chat and embed it where visitors ask about your services. Bind the customer assistant you want answering.

  2. Step 2: Teach the assistant your questions

    Use AI Profiles to set the qualifying questions, business facts and handover rules. Give it access to the lead and scheduling tools it needs.

  3. Step 3: Set up bookable availability

    In Calendar, configure the event type and availability your team will offer. Set the assistant’s booking action to the control you want.

  4. Step 4: Read the conversation before the call

    Open the customer’s conversation and lead record. Review the answers and the booked appointment before your teammate calls.

Sample

Sample conversation, illustrative

A visitor answers a qualifying question and chooses an available meeting time.

Text threadIllustrative
Visitor
Can you help with a service contract for three locations?
Canopy
Which locations need cover, and when would you like to start?
Visitor
All three, from next month.
Canopy
I can offer Tuesday at 10 or Wednesday at 2 with the team. Which works?
Visitor
Tuesday at 10.
Canopy
Your selected appointment is booked. The team can read this conversation before you meet.
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
Try it

Call the demo line, or try the chat.

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