Canopy showcase, fictional data · return to /work/canopy
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Assistant

Dave, the in-app assistant

An assistant that reads your actual records before it answers, scoped to exactly what your own sign-in could already see. Letting it change something is a separate decision, made lane by lane: the safe lane acts and lands in the audit log, and the lanes that delete or send anything only ever stage a card and wait for you.

Asking it something

  1. You

    Why is this month behind last month?

  2. Dave

    Cash received is behind, but the pipeline is not. Two invoices that landed in August have not been reissued for September yet, and one is past due. The open pipeline is actually up on last month.

    What it read before answering

    Cash received, this month
    $17,450
    Cash received, last month
    $19,300
    Outstanding
    $22,500
    Overdue
    $6,100, 22 days
    Weighted pipeline
    $44,000, up from $38,500

  3. You

    Add a task to chase the overdue one on Thursday.

  4. Dave

    Done. Task created on Beacon Hill Realty, due Thursday, assigned to you. It is in the audit log under your name.

Its record access is read-only by default and scoped to your own sign-in, so it can only look up what you could already see.

What it may actually do

Answering questions is one thing. Changing records is another, and it is governed by lanes you switch on one at a time.

  • Safe internal actions

    OnRuns immediately

    Create and complete tasks, log notes, edit a contact, move a deal stage, run enrichment, export a filtered CSV.

  • Destructive actions

    OffAlways confirm first

    Deleting records, exporting the whole database.

  • Outbound actions

    OnAlways confirm first

    Sending real email from the connected mailbox.

A staged action, waiting on you

A confirm-first lane never acts. It builds a card from a fresh read of the record and waits. Cards are single-use.

Send email

To
team@beaconhillrealty.example
Subject
Invoice 2026-044, now 22 days past due
Built from
a fresh read of the invoice, taken just now
ConfirmCancelExpires in 15 minutes

The gate every AI call clears

Master switch

On

Features on

5 of 8

Monthly budget

$40

Spent this month

$6.18

Metered calls, 30d

214

The assistant acts only on what you type. Content inside a record, an inbound email, a note, an imported field, can never authorize an action, and the confirm-first lanes hold regardless.