What it takes off your desk.
Asking01 / 05
The answer is in four systems and none of them talk
Ask it in a sentence, and get one answer assembled from everything underneath.
Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.
Acting02 / 05
Knowing what to do still leaves somebody to go and do it
It stages the real order, names what is wrong with it, and waits for you to say yes.
Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.
Drafting03 / 05
You still have to write it up afterward
The deliverable, not just the answer. Written from the same data, ready to send.
Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.
Projecting04 / 05
Somebody still has to turn the numbers into a view of the quarter
It projects the scenarios off your own pipeline and draws them, rather than describing them.
Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.
Specialists05 / 05
One assistant answering everything answers none of it well
A main assistant that routes the question to the specialist who knows the subject, or you pick one yourself.
Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.
How Assistant fits in our
AI-Native Infrastructure
Every answer has a foundation.See what Assistant shares with the applications around it.
Explore a connection
Hover an app to see what connects it to Assistant. Click an app to explore its connections.
Every answer has a foundation.
How Assistant fits in our AI-Native Infrastructure
Ask about the day
One box to ask about the day, on the screen the day is already on.
Tap an app name to explore its connections.
One box to ask about the day, on the screen the day is already on.
Go to WorkspaceWhen enabled, it stages the order from your records and waits for your yes.
Go to PipelineAsk a product or compliance question and get the answer with its source sheet.
Go to CatalogAsk for lead time or stock by site and get it from the warehouse record.
Go to InventoryAsk about a counterparty's screening or credit from the page you are on.
Go to TradePassAsk about your organization from the Canopy page you are on.
Go to Canopy
What the transcript does not show.
The screens above show the Assistant answering, acting, drafting and projecting. These are the parts of it that do not fit in a single exchange.
A new person is productive on their first day, because the interface is a question. And nobody has to learn where anything lives to get an answer out of it.





