Features
Everything you need to run AI-powered operations.
One platform. Every channel. Full business ops — from first message to signed contract.
7+
Channels
20+
Integrations
25
Seats included
100,000
Messages / month
Every module
Twelve categories. One shared record.
A
AI Agent Core
- Knowledge base with hybrid RAG (vector + full-text)
- Brand voice, tone & refusal style
- Answer citations shown to end-users
- Hallucination guardrails & refusal explanations
- End-user feedback loop (thumbs up/down)
- Learning agent — auto-improves from flagged conversations
B
Channels
- Web embed widget (script tag drop-in)
- Hosted branded chat page
- Slack bot
- SMS and WhatsApp (via Twilio)
- Microsoft Teams bot
- Email (via Resend)
- VoIP + AI Receptionist
C
Inbox & Communications
- Unified multi-channel inbox
- Human handoff & escalation routing
- Operator reply to all channels from one place
- Ticket management
- Public ticket tracker for end-users
- Conversation analytics — deflection, CSAT, time-to-resolution
D
CRM & Sales
- Contact management
- Deal Pipeline with stage tracking
- Estimates and proposal builder
- E-Sign capability
- Outreach sequences & message templates
- ROI estimator with PDF export
- Valuations module
E
Content Studio
- Content Calendar and Content Library, shared across every client and venture
- "Generate with AI" — one-click Claude-backed drafting, scoped to the right client, venture, and channel
- Drafts land directly in the editor for review — nothing publishes without an explicit save and approval
- Full draft → review → approve → schedule workflow in one place
F
Agent Orchestration & Automation
- Governed AI operator: drafts campaigns, content, and replies with explicit confirmation before any write action
- Every agent action is scoped to the right workspace, client, and venture, and logged for audit
- Reversible actions — undo what the agent did, not just what a human did
- No-code workflow builder for conversation-, schedule-, and webhook-triggered automation
- AI Secretary for scheduling and tasks, Google Calendar sync and booking pages
- Time tracking
G
DataRadar — cross-platform marketing analytics
- Google Ads, Microsoft Ads, and Search Console performance in one view
- Call, email, and social engagement tracked alongside ad and search data
- Scheduled reporting — no manual pulls
H
Training & Quality
- Training Studio with session-based flows
- Golden Q&A library
- Response library with filtering
- Nightly automated quality evaluations
- Answer quality digest emails (weekly)
- Sentiment index — real-time customer sentiment
I
Knowledge & Files
- Knowledge sync: Notion, Help Scout, sitemaps, external APIs
- Manual upload: PDF, DOCX, MD, TXT
- File Vault with Google Drive & OneDrive/SharePoint sync
- AI Files — RAG-based document Q&A
- File Converter tool
J
Product Planning
- PRD generator
- User story mapper
- RICE scoring
- Roadmap planner
- Playbooks
- Service catalog
K
Enterprise & Security
- SAML 2.0 + OIDC SSO (auto-discovery from metadata URL)
- SCIM 2.0 user provisioning
- Social login: Google, LinkedIn
- RBAC: owner / admin / editor roles
- Audit log with plain-English explanations
- Instant alerts via email, Slack, or Teams
- PII redaction & conversation retention policies
L
Mobile App
- iOS and Android (Expo / React Native)
- Unified Inbox on mobile
- CRM and Deal Pipeline on the go
- Push notifications for escalations
- Links to App Store and Google Play
Channels deep-dive
One agent. Every channel.
Customer starts on Slack and finishes on web? The conversation follows them. Your operators see one thread, not four.
◐Web Widget
◐Hosted Page
◐Slack
◐SMS
◐WhatsApp
◐Teams
◐Email
◐VoIP
Training Studio
Your agent gets smarter every day.
Flag bad answers, correct them inline, and promote fixes to the knowledge base. Nightly evals catch regressions before customers see them.
- Session-based training flows
- Nightly automated quality evals
- Answer quality digest emails
- Response library with filtering
Training Studio — flag, correct, promote
Diagram — one thread across 4 channels
Mobile App
Most Capable & Sophisticated App Available
Canary's iOS & Android apps present a Command Center. Fleet management. Client Service & Support. Portal. Repository.