Understanding Chaturji Canvas

What Is Chaturji Canvas?

Canvas is Chaturji's built-in document editor for creating professional, polished content. Instead of just getting AI responses in a chat window, Canvas gives you an editable workspace where you can build real documents, proposals, reports, presentations, emails, and collaborate with your team in real time.

What makes Canvas powerful:

  • AI-generated content appears in an editable panel alongside your conversation
  • Edit text directly without re-prompting the AI for every change
  • Multiple teammates can work on the same document simultaneously
  • Export finished work as PDF, Markdown, or plain text

When Should You Use Canvas?

Use Canvas whenever you're creating something your team will actually use or share.

Best use cases for Canvas:

  • Client proposals and business presentations
  • Marketing content, blog posts, and social media copy
  • Reports, SOPs, and internal documentation
  • Email drafts and professional correspondence
  • Job descriptions and policy documents
  • Project plans and meeting agendas
  • Any deliverable that needs structure and polish

Signs you should open Canvas:

  • You're creating something with multiple sections or formatting needs
  • The output will be shared outside your team (clients, stakeholders, partners)
  • Multiple people need to contribute to the same document
  • You need to export the final version professionally

How Do You Use Canvas Step-by-Step?

Getting started with Canvas is simple; the AI does most of the heavy lifting.

Step-by-step Canvas workflow:

Step 1: Start in any Chaturji Room and ask the AI to create something

  • Example: "Draft a client proposal for our marketing services."

Step 2: Once the AI generates the content, click ‘move to Canvas mode’ to convert the answer into the Canvas panel

  • Canvas appears on the right side of your screen alongside the chat

Step 3: Review the AI-generated content

  • Read through the structure, sections, and initial draft

Step 4: Edit directly in Canvas

  • Click into the text and make changes just like a regular document editor
  • Rewrite sentences, add details, or reorganize sections
  • Format with headers, lists, and emphasis

Step 5: Use magic-write to refine specific sections

  • Example: select a section, choose magic-write, and ask "Make the pricing section more detailed and add a comparison table."
  • The AI updates the Canvas content based on your request

Step 6: Collaborate with teammates in real time

  • In Shared Rooms, multiple people can edit the same Canvas simultaneously
  • Tag your teammate in the specific section where you need their help
  • Everyone sees changes as they happen

Step 7: Export when finished

  • Click Export and choose PDF, Markdown, or plain text
  • Share the polished final document

What Can You Create with Canvas?

Canvas is designed for professional business documents across all departments.

Marketing & Content:

  • Blog posts and articles
  • Social media content calendars
  • Email campaigns and newsletters
  • Brand messaging and positioning documents

Sales & Business Development:

  • Client proposals and pitch decks
  • Service agreements and contracts
  • Case studies and success stories
  • Sales playbooks and scripts

Operations & HR:

  • Standard operating procedures (SOPs)
  • Employee handbooks and policy documents
  • Job descriptions and hiring criteria
  • Training materials and onboarding guides

Strategy & Planning:

  • Business plans and strategic roadmaps
  • Project proposals and timelines
  • Meeting agendas and notes
  • Quarterly reports and presentations

How Does Real-Time Collaboration Work in Canvas?

Canvas turns document creation into a team activity, no more emailing drafts back and forth.

How team collaboration works:

Step 1: Create or open a Canvas document in a Shared Room
Step 2: Invite teammates to the Room if they're not already members
Step 3: Multiple people can edit the same Canvas at the same time
Step 4: All changes appear instantly for everyone viewing the document
Step 5: Use the chat alongside Canvas to discuss edits and give feedback
Step 6: Tag teammates to draw attention to specific sections

Collaboration best practices:

  • Agree on one person to own the final export to avoid version confusion
  • Review the final version together before exporting

Can You Edit Canvas Documents After Creation?

Yes: Canvas documents remain editable until you're completely finished.

How editing works:

  • Return to the Room where you created the Canvas
  • Open the Canvas document from your conversation history
  • Continue editing where you left off
  • Make new AI requests to add or refine sections
  • Edit manually by clicking directly into the text

Editing tips:

  • Canvas saves your work automatically, no need to manually save
  • You can create multiple versions by exporting at different stages
  • Use clear file names when exporting versions (e.g., "Proposal_v1," "Proposal_v2")

How Do You Export from Canvas?

Once your document is ready, exporting takes just a few clicks.

Export options:

  • PDF: Professional, polished format for clients and stakeholders
  • Plain text: Fast copy-paste into emails or other tools
  • Markdown: Useful for documentation, knowledge bases, or formatting in tools like Notion, GitHub, etc.

Step-by-step export:

Step 1: Review your Canvas document one final time
Step 2: Click the Export or Download button (usually top-right corner)
Step 3: Select your preferred format
Step 4: Save the file to your device
Step 5: Verify the export looks correct by opening the downloaded file

Quick Tips for Getting the Most from Canvas

Start with clear prompts:

  • Be specific about structure (e.g., "Create a 3-section proposal with introduction, services, and pricing")
  • Mention your audience (e.g., "Write this for a technical audience" or "Keep it conversational for small business owners")

Use Canvas for iteration:

  • Don't expect perfection on the first try
  • Use chat to request changes section by section
  • Refine iteratively until the document meets your needs

Leverage team collaboration:

  • Multiple perspectives improve quality
  • Assign sections to different team members
  • Review together before finalizing

Keep Canvas organized:

  • Create one Canvas per deliverable, and avoid combining unrelated documents
  • Use clear Room names so you can find Canvas documents later
  • Export and archive completed work

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