Cassidy

What is Cassidy?

Cassidy is your go-to AI automation platform that seamlessly integrates with your tools, leveraging your company’s knowledge to automate tasks like customer support, lead qualification, and RFP processing. It’s designed to make your team’s life easier by handling repetitive tasks so you can focus on what really matters.

What are the features of Cassidy?

• Knowledge Base

  The brain of your AI automations, ensuring everything runs smoothly.
• Assistants

  AI copilots that understand your business inside and out.
• Workflows

  Multi-step AI automations that handle complex tasks effortlessly.
• Integrations

  Connect with 50+ tools to optimize your automations.

What are the use cases of Cassidy?

• RFP Response Generator

  Automate the tedious process of responding to RFPs.
• Customer Support Triaging

  Prioritize and route customer tickets to the right team member.
• Draft Replies

  Quickly draft on-brand replies to customer emails and tickets.
• Internal Q&A Search

  Find answers in seconds by searching internal docs, deals, and more.

How to use Cassidy?

1. Sign Up

   Start by signing up for a free trial or booking a demo.
2. Integrate Tools

   Connect Cassidy with your existing tools like Slack, Teams, and email.
3. Build Automations

   Create custom AI assistants and workflows tailored to your team’s needs.
4. Deploy

   Embed Cassidy into your daily tools and start automating tasks instantly.