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Canvas
AI Agents for Customer Success

What is Canvas?

Canvas is an AI-powered customer success platform designed to help businesses proactively manage and maximize their client relationships. Driven by your data, Canvas detects potential risks, identifies growth opportunities, and automates workflows to enhance customer success initiatives.

By unifying all data sources into a single, real-time source of truth, Canvas eliminates data silos and provides a clear overview of the business. It offers AI-powered alerts, a 24/7 Copilot, and generative analytics for creating powerful, customized reports.

Features

  • Unified Data Integration: Merge every data source for a real-time single source of truth for your business.
  • AI-Powered Alerts: Stay ahead with autonomous insights: Our copilot detects and prioritizes risks, revenue opportunities, and strategic milestones—keeping you focused on what matters most.
  • Canvas Copilot: Just ask, and Canvas Copilot handles complex tasks that normally require human effort — effortlessly. Your 24/7 partner for customer success.
  • Generative Analytics. Powerful Reporting.: 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.

Use Cases

  • Detecting customer churn risk early.
  • Identifying opportunities for account expansion.
  • Automating customer success workflows.
  • Generating detailed reports on customer success metrics.

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