Leads qualified and callbacks scheduled before you read them
The assistant asks your questions, updates the lead and books the callback for the ones worth calling.
The problem
Sound familiar?
“Every form fill lands in the same pile — the ready-to-buy and the window shoppers.”
“By the time we call back the good ones, they have gone somewhere else.”
What the agent does
The assistant works each new lead: it asks your qualifying questions over chat, email or SMS, writes the answers onto the lead, and schedules a callback with the right teammate for the ones that qualify.
Setup
How it works in Canopy
- 1. Lay out your pipeline in Leads. Stages like “New”, “Qualified” and “Booked” give the assistant somewhere to put its verdict.
- 2. Write the qualifier in AI → Profiles. Set the questions it must ask and the rules for what counts as qualified on the profile’s Rules and Goals tabs.
- 3. Give it the tools. Lead updating, follow-up creation, lookup and scheduling are the tool actions it uses — no custom code.
- 4. Read the verdict where you work. Qualified leads arrive with their answers on the record, a task for the owner, and the callback already on the calendar.
Sample
Sample conversation, illustrative
AI assistant
Thanks for reaching out about commercial quoting! Quick question so we route you right — how many drivers are you covering?
Customer
Six vans, two trucks.
AI assistant
Got it, eight commercial units. And is your current policy up within 30 days?
Customer
It renews on the 15th.
AI assistant
That is a renewal window we can beat. I have Thursday 10 am with Dana, our commercial lead — shall I hold it?
Customer
Yes, that works.
Which plan
The plans that carry this.
Engage
Recommended
$89 /user/mo
billed monthly
14-day free trial
Automate
$99 /user/mo
billed monthly
