Driven by your data, Canvas detects risks, uncovers opportunities, and drives client value with Proactive Intelligence. Canvas adapts to your data, delivers real-time insights, automates workflows, and drives proactive decisions. Merge every data source for a real-time single source of truth for your business. No more chaos, no more silos. Stay ahead with autonomous insights: Our copilot detects and prioritizes risks, revenue opportunities, and strategic milestones—keeping you focused on what matters most. Just ask, and Canvas Copilot handles complex tasks that normally require human effort — effortlessly. Your 24/7 partner for customer success. Generate real-time, detailed reports that evolve with your data. Customize and visualize complex insights instantly, building trust with personalized reports that showcase ROI, value, and progress toward your client’s goals.
Features & Capabilities
—Proactive Intelligence: Detects risks, uncovers opportunities, and drives client value.
—Real-time Insights: Delivers real-time insights from various data sources.
—Workflow Automation: Automates workflows and drives proactive decisions.
—Unified Data Integration: Merges data sources for a single source of truth.
—AI-Powered Alerts: Detects and prioritizes risks, opportunities, and milestones.
—Generative Analytics and Reporting: Generates real-time, detailed reports that evolve with your data. Customizes and visualizes complex insights instantly.
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✓Resolve 50%+ of technical issues without human involvement
Intelligent Escalation
Identify when human touch is needed and route appropriately
Example: Detect frustration, refund requests, or technical complexity → escalate to tier 2
✓Humans handle only complex cases, improving job satisfaction and resolution quality
Architecture
Customer support agents combine LLMs with knowledge bases, ticketing systems, and escalation logic to handle customer inquiries autonomously while knowing when to hand off to humans.
LLM Core
Large language model for understanding and generating responsesParse customer intent, generate contextual responses, maintain conversation flow
Knowledge Base Integration
Vector database with company docs, FAQs, product infoRetrieve accurate information to answer customer questions
CRM/Ticketing Integration
Connection to Zendesk, Intercom, or custom ticketing systemLog conversations, escalate to human agents, track resolution
Escalation Logic
Rules engine for when to transfer to human supportHandle complex cases, angry customers, or sensitive issues appropriately
Implementation Guide
Prerequisites
Structured knowledge base (docs, FAQs in searchable format)
API access to CRM/ticketing system
Defined escalation criteria and human-in-loop workflows
Test environment separate from production support
Steps
1Audit most common support tickets (top 20 questions)
2Build knowledge base with answers to common questions
3Set up LLM with RAG over knowledge base
4Integrate with ticketing system API for logging and escalation
