Architecture
The platform underneath the workflow
Deterministic model routing, context assembled fresh before every analysis, and the infrastructure underneath — all of it ours to run. Your agency staffs none of it: no AI engineers, no routing layer to maintain, no infrastructure to operate.
Control plane
One gateway. Deterministic routing.
Every model call passes through a single gateway we operate. Which model handles a given task is decided by policy — not by the model, and not by anyone on your team.
One gateway, not many pipelines
Routing is configuration, not a guess
Cost and usage are measured
Entity context
Entity-complete, not prompt-complete
Before any analysis runs, the platform assembles everything it can reach about the entity in question. Nobody on your team configures this step or decides which sources to include.
Full message corpus, threaded.
Active thread
The conversation in front of the user.
Canopy records
Carrier-pulled policy data.
Canopy analysis
Prior AI output over carrier data.
Policy ingest
Data you sent through the API.
Findings
Gaps and risks already identified.
Timeline
What happened to this entity, in order.
Knowledge base
Your SOPs, appetite guides, and procedures.
Calendar
Meetings and scheduling context.
Entity metadata
Customer, account, policy, and carrier records.
Database records
Direct structured lookups.
Unavailable sources
Explicitly reported when a source cannot be reached, rather than silently omitted.
That is 12 source types, assembled the same way every time — whether the request came from Morning Brief, a chat question, or a scheduled analysis — before your team ever sees a result. A source that cannot be reached is reported as unreachable rather than silently dropped from the dossier.
Trust
What it read, what was stale, what it could not reach
Every result the platform hands back tells you the basis it was built on. That is the difference between an answer you have to trust and one you can audit.
Context is assembled, not improvised
Coverage is reported
Staleness and gaps are visible
Deterministic truth, stochastic synthesis
Coverage and freshness: what the analysis read, and what it could not.
Capture pending
Must show the source list with a stale or missing source called out.
Vendor neutrality
You are never exposed to a model vendor decision
The gateway speaks to one internal model interface and one internal tool schema. A provider's API shape never reaches your integration, your contract, or your bill.
Providers sit behind adapters
No separate AI vendor relationship
Infrastructure
Where it runs
Production infrastructure, operated end to end by us. Your agency does not provision it, patch it, or watch it scale.