One workflow for the whole sales conversation
Canopy brings your company knowledge, buyer context and the live conversation together. Prepare before the call, get timely guidance during it, and leave with a clear next step you can review and make your own.
Prepare. Perform. Follow through.
Most sales tools help either before or after a meeting. The hard part is the middle: a buyer raises a concern, the conversation moves quickly, and the right answer lives in a playbook you last opened weeks ago. Canopy is designed around that moment, with preparation and follow-through on either side of it.
- 01 / PREPARE
Walk in with the right context
Bring together the meeting objective, what you know about the buyer’s priorities and the parts of your company knowledge that matter for this conversation.
- 02 / PERFORM
Guidance while you are still in the meeting
The desktop overlay surfaces a useful question, response or key item as the conversation unfolds, and Ask Canopy answers when you need something specific.
- 03 / FOLLOW THROUGH
Leave with more than a transcript
Review the recap, clarify owners and next steps, and edit the follow-up draft before you send anything.
Four parts of the product, one conversation
Live guidance
Real-time sales coaching that suggests the next useful question or response while the buyer is talking.
Learn moreCompany Brain
Your products, playbooks, positioning and proof, organized so guidance draws on what your team already knows.
Learn moreAsk Canopy
Ask a focused question about the live conversation and get context on demand.
Learn moreMeeting recaps
Notes, decisions, owners and next steps, with a follow-up draft you review before sending.
Learn moreThe moments that decide a deal
Discovery calls
Get past “we’re doing fine” to the workflow friction, priorities and approval path behind a decision.
Read the guideObjection handling
Find out whether the concern is budget, change, timing or proof before you respond.
Read the guideSales follow-up
Turn interest into an agreed next step with owners, dates and the right people involved.
Read the guideSee how knowledge becomes a next move
Our interactive walkthrough follows a fictional conversation from company knowledge, through Canopy, to guidance on screen and the person in the meeting. It is an illustration of the workflow, not a recording of a real customer call.
Good guidance. Your voice. Your judgment.
You stay in the conversation
Guidance is short and glanceable so attention stays with the buyer, not on a second screen full of text.
Suggestions, not scripts
Canopy suggests a question or response. You decide whether it fits, and you say it in your own words.
Nothing goes out on its own
Recaps and follow-up drafts are there to review and edit. Sending is always your decision.
Frequently asked questions
What does Canopy do during a call?
The desktop overlay surfaces guidance such as a next best question, key items and responses as the conversation unfolds. You can also use Ask Canopy to ask a focused question about the conversation.
Where can I use Canopy?
Canopy has a desktop app for macOS and Windows, with Android and iOS access also listed on the downloads page. Check the downloads page for current availability on your device.
What happens after the meeting?
Canopy prepares a recap and a follow-up draft. You review and edit them, verify owners and commitments, then send or update records through the tools and workflow your team has confirmed.
Is there a way to try it?
Yes. You can request access to try Canopy, or request a demo if you would like a guided conversation with the team first.
Related pages
Live guidance
Canopy live guidance uses the conversation and your company knowledge to suggest a useful question, response and next action during sales calls, while you keep the judgment.
Read moreCompany Brain
Canopy’s Company Brain organizes your products, playbooks, positioning and proof so guidance during sales calls reflects your team’s approved answers and buyer context.
Read moreDiscovery calls
A practical guide to sales discovery calls: uncover workflow friction, priorities, stakeholders and the approval path, with sample questions and a prep, live and after-call checklist.
Read moreSee Canopy with your own conversations in mind
Request access to try Canopy, or ask for a demo with the team.