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Canopyby Copp Oak
Check my market

Canopy / How it works

From request to booked.

An AI assistant asks for a visit. Canopy checks it against your rules, offers a real open time, and books it only after the customer confirms by code.

Check my market Walk through the steps
OUTSIDE YOUR RULES · NOT OFFERED01REQUEST02SERVICEABLE03HOLD04CUSTOMER CODE05BOOKED06RECONCILEDNOTHING BOOKED WITHOUT IT
Six steps · one human confirmationSample flow · not a live channel

01 / Six steps

From an assistant’s request to a booking in your calendar.

Every step has one owner. Only one step needs a person: the customer entering their code.

The sequence

Step 01 of 06Sample flow

Request

A customer asks an AI assistant, or uses your Canopy booking page, to book a visit. The request carries the job, the address and a preferred time.

Who acts
The customer, through an assistant or your booking page.
What you see
Nothing yet.
What stops it
Assistant channels are not live yet. See the status table.

02 / Who does what

You run the jobs. We run Canopy.

Canopy is an operated pilot. Copp Oak sets it up, runs it and answers for it. Your part is the work you already do.

You

Set your area, job types and hours
Keep your calendar current
Do the work
Review your statement

Copp Oak

Connect Canopy to your calendar
Operate and monitor it
Handle the customer’s confirmation step
Send a statement you can check

03 / Connections

Listed by status. Never “works with” early.

Each assistant channel, calendar and job system is shown as live, sandbox or in preparation. A status changes only after we’ve verified it.

01Canopy booking pageSandbox
02AI assistant channelsChatGPTClaudeMeta AIGrokGoogle Business ProfileIn preparation
03Calendars and job systemsListed one by one
See the full status table

Questions

How it works, plainly.

What if the customer never enters the code?

Nothing is booked. The held time goes back to your calendar.

Where do bookings show up?

In the calendar or job system you already use, with the customer’s details and the job.

Does Canopy choose which business gets the job?

No. Canopy does not rank operators. It handles the booking once a customer has chosen you.

Your next step

Is your market ready for Canopy?

Book a 20-minute fit call and mention Canopy. We’ll tell you honestly whether it fits.

Check my market

Want more than bookings? Copp Oak Advisors starts with the same call.