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Canopyby Copp Oak

Canopy by Copp Oak · Operated pilot

Asked by AI. Booked by Canopy.

Canopy is an AI agent for local service businesses. When a customer asks an AI assistant to book a tradesperson, Canopy takes the request and books the job directly into the operator’s calendar, once the customer confirms.

Nothing booked until the customer confirmsInvite only · no self-serve signup yet
1Canopy · answers the request2Heartwood · your calendar3Roots · your rules4Trunk · operated by Copp Oak
01 / Connect · Book · ProveSCROLL TO GO DEEPER

Channel status
No assistant channel is live yet
Last reviewed [DATE]

Booking pageSandbox
Google Business ProfileIn preparation
ChatGPTIn preparation
ClaudeIn preparation
Meta AIIn preparation
GrokIn preparation

02 / The problem

AI can name your business. Then the handoff loses people.

A customer asks for help and gets a list of names. To actually book, they’re sent somewhere else to start over.

01

Named, not booked

The assistant can recommend you but has no way to put a job on your calendar.

02

Out of hours

Requests arrive when the office is closed. A phone number at 9 pm is a dead end.

03

Start over

Every handoff asks the customer to repeat themselves somewhere new.

Read our research on what assistants do today

03 / How it works

Connect. Book. Prove.

Copp Oak sets it up and runs it. You decide what Canopy may offer, and every booking leaves a record.

A SAMPLE BOOKING, START TO FINISH ↙

02 / Book

From “can someone come?” to booked.

Sample request

Canopy checks the request is in your area and offers an open time. It holds the slot and emails the customer a code. When they enter it, the job lands in your calendar.

canopy workspaceSandbox · sample content

“Can someone look at my furnace Thursday afternoon?”

Request received from an assistant
In your service area, job type allowed
Open slot offered · Thu 2–4 pm
Slot held, code emailed to the customer
Customer entered the code
BOOKED IN YOUR CALENDAR

Thursday · 2:00–4:00 pm

Confirmed by codeIn your service areaOpen time only
INTERACTIVE DEMO · SAMPLE CONTENT · NOT A LIVE CHANNEL

04 / Same principles, built in

Built to the rules Copp Oak already works by.

One difference, stated plainly: Canopy is operated by Copp Oak. Unlike the systems we build for clients, it is not client-owned software.

01An emailed code, entered by the customer. Human approval for material external actions.

05 / Two ways to be stewarded

Steward keeps it running. Canopy is the off-the-shelf form.

Explore the Steward Agent Solution
Steward Agent Solution
Canopy
Shape
Custom. Your process, your agent team.
Off the shelf. One shared problem, built once for many businesses.
Ownership
Client-owned.
Operated by Copp Oak.
Before you start
Follows a Copp Oak Build.
No Build needed.
Price shape
From $2,500/month.
$100 per attended appointment, capped.

06 / The operated pilot

Invite-only for now. We run it with you.

There’s no self-serve signup yet. Each pilot starts with a conversation, and Copp Oak sets up and operates Canopy for the businesses that fit.

01

Fit call

Twenty minutes on your trade, area and calendar.

02

Market check

We look at your area and tell you honestly whether it’s worth it.

03

Setup by invite

We connect your calendar and set the booking rules with you. Terms in writing.

04

Run and review

Copp Oak operates it. You review every booking on your statement.

07 / Pricing

Pay for appointments that happen.

See all five cases

Attended

THE ANCHOR

The customer confirmed and the visit took place.

$100

per attended appointment

Didn’t happen

Never confirmed, cancelled or rescheduled, or a customer no-show.

$0

nothing to pay

Small job

CONFIRMED IN WRITING

Attended, with a small invoice. You pay the lower of $100 or the agreed percentage.

Capped

[X]% of the invoice

Canopy pricing stands apart from Copp Oak’s consulting offers and credits.

Questions

Straight answers about Canopy.

How is this different from the Steward Agent Solution?

The Steward Agent Solution is built around your process and owned by you, after a Copp Oak Build. Canopy is one product, built once and operated by Copp Oak for many businesses. No Build is needed.

Can I sign up today?

Not yet. Canopy runs as an invite-only, operated pilot. Start with a fit call. If your market fits, we set it up and run it with you.

Which AI assistants does it work with?

None is live today. The status strip shows each channel as live, sandbox or in preparation, and only changes once we’ve verified it.

What does it cost?

$100 per attended appointment, with a percentage cap confirmed in writing. Bookings that don’t happen aren’t charged. The pricing page shows every case.

Does Canopy decide who gets recommended?

No. Canopy does not rank operators or influence which business an assistant names. 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.