Company documents and Stella

Canvass keeps your company profile, design guide, competitor analysis, marketing strategy and content strategy together in the marketing workspace. Select a document to open it beside your workspace. The drawer includes its saved revision, review status and source references.

Create or edit a company document

Select your company, open Stella, and describe the document you need. Include the offer, facts and constraints you want it to use. For example: "Draft a marketing strategy for our migration readiness assessment. Keep the service region as an open question and identify the evidence we still need."

Stella reads the current company documents before proposing changes. Review the proposed text and choose whether to save it. Saving creates a draft revision; it does not approve company facts or prepare an audience for sending. When you correct several documents, Stella can show them in one proposal so you can review their consistency together.

Read a proposal in chat

Document proposals show formatted text so you can read the draft before saving. Choose Read full document to open a larger reading drawer. Compare exact changes retains the original and proposed values, including source formatting. A first draft is labeled as a new document.

Chat history sits beside the conversation on desktop and opens from Chat history on smaller screens. Search finds a previous conversation; collapsing history gives the document more room.

Review in the document drawer

Use Edit document to change the text yourself or Edit with Stella to discuss it beside the brief. You can copy the saved body, download Markdown, or expand the reading view. Save or cancel an open manual edit before closing the drawer.

Check the sources and evidence gaps before approving a revision. A captured web page records what was available at capture time. It does not establish permission to use customer proof or validate every claim. Missing and failed captures remain visible.

What approval changes

Approving a company revision lets Canvass use it as company context in future work. Campaign launch, agent permissions and sending have separate approval steps. A newer draft does not replace the last approved version until you review it.

Continue with the campaign workflow after you have reviewed the company context and offer. See external agents for scoped agent access and capability parity for API, MCP and CLI coverage.

When you reopen a document conversation, Stella keeps the company from its document read. You can review the proposal in that conversation before saving its draft versions.