Capability: AI assistants

Assistants that answer from what your company has approved.

Upload your documents and a person approves them section by section. An assistant your team already uses can then answer from that approved knowledge, read-only.

Demo data
Canvas context pack on the fictional demo plant: the documents behind the company context, each extracted into sections and carrying a data label

The context pack

Approved by a person, one section at a time

  1. Upload your documents

    PDF, Word, Excel, text, Markdown, images or a web address.

  2. Canvas sorts them into sections

    The first draft takes minutes.

  3. A person approves each section

    Only approved sections are ever used.

  4. One pack is active

    It feeds dashboards, chatbots and connected assistants.

Connecting an assistant

Your own sign-in, read-only.

An assistant such as Claude connects to Canvas by web address. The user signs in with their own Canvas account. The assistant can read the context pack, list brand assets, read the data model and ask data questions. It cannot change anything.

  • Requires the AI Dashboard permission
  • Removing a user's Canvas account ends their assistant's access
  • Brand assets give documents your real logo and templates
Demo data
Canvas account page on the fictional demo plant listing the AI assistants allowed to use Canvas as that person, with the connector address and a revoke button

What we do and do not claim

Does it work with every assistant product?

We have not verified every product. Ask us about the one you use.

Can some people see only some sections?

Not today. Permissions apply at feature level.

Which files can go in?

PDF, Word, Excel, text, Markdown, images or a web address. PowerPoint is not supported.

Give your assistant a company it can quote.

We will build a small pack from your documents and connect an assistant to it.