> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Canvas  -  Setup Guide

> How to access Canvas and create your first document

## Prerequisites

<Note>
  Before using Canvas, ensure you have:

  * A PG:AI account with **Agent access enabled**
  * At least one **company** in your workspace with Intelligence data
</Note>

<Info>
  Canvas uses Intelligence data to generate account-specific documents. Richer Intelligence profiles produce better documents.
</Info>

## Accessing Canvas

<Steps>
  <Step title="Navigate to a company">
    Navigate to any company in your workspace.
  </Step>

  <Step title="Open the Canvas tab">
    Click the **Canvas** tab in the company view.
  </Step>

  <Step title="View existing or create new">
    You'll see existing canvas documents (if any) and a button to create a new one.
  </Step>
</Steps>

## Creating a New Canvas

<Steps>
  <Step title="Start a new canvas">
    Click **New Canvas**.
  </Step>

  <Step title="Choose a template">
    Choose a **template** from the available options, or select **Blank** to start from scratch.
  </Step>

  <Step title="Review AI-generated content">
    If using a template, the agent will generate an account-specific first draft using the Intelligence profile. The canvas editor opens with the generated content ready for review and editing.
  </Step>
</Steps>

### Available Templates

Templates define a document structure. The agent fills each section with account-specific content. Common templates include:

* Executive briefing / account overview
* Strategic engagement plan
* Competitive analysis
* Research report
* Value path document
* Meeting preparation brief

<Tip>
  Your organisation may have custom templates configured. Contact your admin to request new templates.
</Tip>

## Canvas Editor

The canvas editor is a structured document editor. You can:

* **Edit directly**  -  click into any section and type.
* **AI editing**  -  select text and request changes: "make this more concise", "expand this section", "rewrite for a CFO audience."
* **AI Q\&A**  -  ask questions about the document content and get answers.
* **Propose edits**  -  request AI-suggested changes without applying them immediately.