The AI Copilot for Customer Success

The AI Copilot for Customer Success

The AI Copilot for Customer Success

Proactive Customer Success Made Simple: Automate Reports,
Scale Insights, and Drive Client Value—All in One Platform.

Proactive Customer Success Made Simple: Automate Reports, Scale Insights, and Drive Client Value—All in One Platform.

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Get Started in Seconds

Empowering Success

Launch in Minutes

Build custom dashboards instantly—no engineering. Deliver metrics that align with client goals, boosting transparency, satisfaction, and growth.

10x

Faster Dashboards & Reports

5x

Quicker Churn Risk Detection

3x

More Proactive Interventions

Unlocking Potential

Define the Metrics that Matter

Easily integrate data from your sources, customize dashboards through chat, and share or embed insights directly with clients—all in just minutes.

Unified Data Integrations

Seamlessly unify data from all your sources with Canvas, consolidating diverse systems into a comprehensive view of your clients.

Connect to Content

Add layers or components to infinitely loop on your page.

CSM Chat Interface

Canvas Copilot empowers CSMs to dive into client data, surface proactive insights for enhanced support, automate custom analytics, and schedule follow-ups to keep clients engaged and informed.

Generative Custom Analytics

Create customizable client dashboards with Canvas Copilot, using natural language to deliver personalized, data-driven insights that build trust and drive success.

Embedded Dashboards

Create customizable client dashboards with Canvas Copilot, using natural language to deliver personalized, data-driven insights that build trust and drive success.

Schedule a Demo

Meet Your Copilot Today

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