Real-time sales coaching, in the moment it matters
Canopy’s live guidance works during the conversation, suggesting a useful question, response or next action while the buyer is still talking.
From what was said to what to ask next
Live guidance combines three kinds of context: what is being said in the conversation, what you know about this buyer, and your company’s knowledge about products, positioning and proof. When those line up around a moment, such as a new concern or a vague commitment, Canopy suggests something useful to do with it.
- LISTEN
Notice the moment
A buyer mentions an approval step, questions timing or asks for “something to share.” Those are moments where the next question matters.
- CONNECT
Match it to what you know
Canopy relates the moment to the meeting objective, the buyer’s priorities and your team’s approved approach.
- SUGGEST
Offer one clear move
A short next best question, response or key item appears on the overlay. It is a suggestion, not a script.
Glanceable by design
Guidance appears in a compact desktop overlay alongside your meeting, so you are not switching tabs or reading paragraphs while someone is talking. A typical card has a label, one suggested line and a short reason, which is enough to decide in a second whether it fits.
The overlay also keeps key items from the conversation, such as an open question or a stakeholder who was mentioned, and gives you access to Ask Canopy when you need something specific.
Next best question
A single question that moves the conversation forward, such as mapping who is involved in a decision.
Response guidance
A short reminder of how your team approaches a concern, drawn from your Company Brain.
Key items
Moments worth remembering, like an approval owner or a date, so they make it into the recap.
When the buyer says everything is fine
- Buyer
- “Our current process works well enough.”
- Canopy · next best question
- “Where does the handoff slow down when volume increases?”
- Seller
- “That makes sense. When things get busy, where does a handoff tend to slow down?”
- Buyer
- “Honestly, when requests move from intake to review. Things sit there.”
Illustrative, fictional example. Not a customer quotation.
The suggestion does not argue with the buyer. It invites a specific example, which is often where the real priority appears. The seller rephrases it in their own words.
When pushback arrives mid-call
- Buyer
- “We’re not adding another tool.”
- Canopy · next best question
- “Is the bigger concern budget, change, or proving the value?”
- Seller
- “Fair. Is that mostly about budget, the change for the team, or seeing proof it’s worth it?”
- Buyer
- “The change. We rolled something out last year and adoption was rough.”
Illustrative, fictional example. Not a customer quotation.
Clarifying first means the seller answers the real concern. Here, the useful next step is a conversation about rollout, not a price discussion. See the objection handling guide for more.
The seller keeps the judgment
Ignore what doesn’t fit
If a suggestion is wrong for the moment, let it pass. The conversation is yours.
Use your own words
Suggestions are phrased to be adapted, not read aloud verbatim.
Stay present
Short cards are meant to be glanced at, so eye contact and listening come first.
Frequently asked questions
Is this the same as call recording and scoring after the meeting?
No. Post-call review is useful, but live guidance is aimed at the moment itself, suggesting a question or response while you can still use it.
Does Canopy speak or type into the meeting?
The experience described here surfaces guidance in your desktop overlay. You decide what to say.
What does guidance draw on?
The live conversation, the context you have about the buyer and meeting, and the company knowledge your team has put into the Company Brain.
What if a suggestion is wrong?
Treat every suggestion as optional. Your judgment about the buyer and the moment always comes first.
Related pages
Ask Canopy
Ask Canopy lets sellers ask focused questions about the live conversation and open decisions during a meeting, with practical prompts and guidance on using answers responsibly.
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 moreObjection handling
A practical guide to sales objection handling. Separate budget, change, timing and proof concerns with concrete buyer statements, clarifying questions and how Canopy helps.
Read moreSee Canopy with your own conversations in mind
Request access to try Canopy, or ask for a demo with the team.