Ask a question in the meeting. Get context on demand.
Live guidance comes to you when Canopy notices a moment. Ask Canopy is the other direction: when you need something specific, you ask, and Canopy answers using the conversation and your company knowledge.
Surfaced guidance and asking on demand
Live guidance
Canopy notices a moment, such as a concern or a vague next step, and suggests a question or response. You did not have to ask.
About live guidanceAsk Canopy
You have a specific need, such as “what did they say about timing?”, and you ask. Useful when you want to check something before you respond.
Checking what is still open
- Seller asks Canopy
- “What’s still open before we can start?”
- Canopy
- “Security approval. Confirm the review owner and evidence they need.”
- Seller
- “Before we plan dates, who owns the security review on your side, and what will they need from us?”
Illustrative, fictional example. Not a customer quotation.
Useful questions to ask
- “What decisions are still open?”A quick read on what has and has not been agreed so far.
- “Who else did they mention?”Surfaces stakeholders named in passing, useful before you propose a next step.
- “What did they say about timing?”Pulls together timing comments so you do not rely on memory.
- “How does our pilot playbook suggest we scope this?”Brings your team’s approach into the conversation.
- “What should I confirm before we wrap up?”A short list to close the call with clear owners.
Treat answers as context, not a verdict
Check before you state it
If an answer is about a fact, such as a commitment or a policy, confirm it with the buyer or your team rather than presenting it as settled.
Turn answers into questions
“Security approval is still open” is most useful as “who owns the security review?”, not as an assumption.
Keep it brief
Ask short, specific questions so answers are quick to read while you stay present.
Frequently asked questions
When should I use Ask Canopy instead of waiting for guidance?
Use it when you have a specific question, such as what was said about timing or what is still open. Live guidance is for moments Canopy notices on its own.
Can the buyer see what I ask?
Ask Canopy is part of the overlay on your side of the call. Whether anything appears in a shared screen or recording depends on your operating system and how you share, so test your exact setup before presenting.
What does Ask Canopy know?
It draws on the live conversation, the meeting context and your Company Brain.
Should I read answers aloud?
Use them to inform what you say. Rephrase in your own words and confirm facts when they matter.
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 moreMeeting recaps
Canopy prepares a meeting recap with notes, decisions, owners and next steps, plus a follow-up draft you review and edit before sending. Nothing is sent automatically.
Read moreSee Canopy with your own conversations in mind
Request access to try Canopy, or ask for a demo with the team.