Questions answered from your own documents, before an agent is needed
The chat widget’s assistant answers from your training documents and hands off what it cannot.
The problem
Sound familiar?
“The same ten questions fill our inbox every day — hours, shipping, password resets.”
“Our help articles exist, but nobody reads them; they open chat instead.”
What the agent does
The assistant behind your chat widget answers everyday questions from the documents you upload — pricing pages, policies, FAQs — and hands the thread to a person with full history the moment it is unsure.
Setup
How it works in Canopy
- 1. Embed the widget on your site. Create the widget under Live chat → Widgets and drop its embed on the pages where questions happen.
- 2. Upload the answers in AI → Training. The assistant answers only from these documents — policies, FAQs, how-tos.
- 3. Set the handover rules. Decide when the assistant steps aside: a keyword, a stuck thread, or a customer asking for a person.
- 4. Count what it finished. The AI outcomes report shows the conversations the assistant actually resolved.
Sample
Sample conversation, illustrative
Customer
do you ship to alaska
AI assistant
We do — Alaska and Hawaii ship in 3–5 business days, and orders over $75 ship free. Anything else I can check?
Customer
how do i change my address
AI assistant
You can change it under Account → Addresses, or I can have a specialist do it — want me to hand this to one?
Customer
yes please
AI assistant
Handing you over now — you are second in line, and they will see this whole chat.
Which plan
The plans that carry this.
Engage
Recommended
$89 /user/mo
billed monthly
14-day free trial
Automate
$99 /user/mo
billed monthly
