Cassidy AI

What is Cassidy AI?

Cassidy AI is an AI automation platform designed to streamline workflows and boost productivity by leveraging your company's data. It integrates seamlessly with your existing tools to automate tasks such as customer support, lead qualification, and RFP processing. Trusted by over 20,000 teams, including Fortune 500 companies, Cassidy AI offers enterprise-grade security and intelligent automation solutions.

How does Cassidy AI work?

Cassidy AI works by connecting to your company's data sources, including CRMs, support platforms, and knowledge bases. It then uses this information to train AI assistants and automate workflows. Here’s a breakdown:

• Integration: Cassidy integrates with tools like Salesforce, HubSpot, Intercom, Front, Slack, Microsoft Teams, and more.
• Data Analysis: It analyzes data from these sources to understand customer interactions, internal documentation, and other relevant information.
• AI Automation: Based on the analyzed data, Cassidy automates tasks like generating responses to customer inquiries, qualifying leads, and drafting RFP responses.

Key Features of Cassidy AI

• AI Workflows: Automate complex, end-to-end processes without coding.
• AI Assistants: Build AI assistants that can answer questions, provide support, and perform tasks on behalf of your team.
• Knowledge Base: Centralize your company's knowledge and make it easily accessible to AI assistants.
• Meeting Automation: Automate pre-call briefs and post-call summaries to keep your team informed.

Sales Enablement

• Automated Follow-ups: Ensure leads are followed up promptly without manual effort.
• Pre-call Briefs: Get briefs pulled from CRM before calls to stay informed.
• CRM Updates: Automatically log key moments post-call to keep data fresh.
• Lead Qualification: Capture signals across emails, calls, and forms to prioritize and qualify leads.

Customer Support

• Faster Ticket Resolution: Resolve tickets faster by drafting replies with full context.
• Automated Ticket Routing: Route tickets to the right teams based on topic, priority, and account.
• Memory and Context: Cassidy remembers every customer interaction, providing full context for support teams.

Marketing Operations

• Content Generation: Generate content grounded in your brand voice and business data.
• Competitor Tracking: Monitor competitors and surface relevant news, product updates, and pricing changes.
• Content Repurposing: Turn webinars into blog posts, blogs into LinkedIn posts, and more.

Why choose Cassidy AI?

• Enterprise-Grade Security: Cassidy AI offers SOC 2 Type II compliance, GDPR compliance, and advanced user-level permissions to protect your data.
• Model Flexibility: It supports major language models like OpenAI’s GPT-4, Anthropic’s Claude, and Google’s Gemini, allowing you to choose the right model for each task.
• Seamless Integration: Cassidy integrates with hundreds of tools, ensuring a smooth experience for your team.
• Customizable Automations: Build AI automations tailored to your specific workflows without needing IT support.

Who is Cassidy AI for?

Cassidy AI is suitable for startups, mid-market leaders, and Fortune 100 enterprises looking to automate tasks, improve efficiency, and drive growth. It's particularly valuable for teams in:

• Sales
• Customer Support
• Marketing
• Operations

Real-World Use Cases and Customer Successes

• Lexer: Achieved 5x faster RFP responses by training AI assistants on previous RFPs.
• RVezy: Saved 300 hours per week on customer support by deploying context-powered AI assistants.
• AnyLabTestNow: Saved 50 hours per month on marketing by using Cassidy to multiply content creation while ensuring brand consistency.
• FrankieOne: Fully automated 11% of all support tickets using Cassidy.
• AkitaBox: Pushed the boundaries of AI in facility management with Cassidy.

Cassidy AI Pricing

Cassidy offers flexible pricing plans designed to scale with your business needs. Contact sales for detailed pricing information and to discuss your specific requirements.

How to use Cassidy AI?

1. Sign Up: Create an account on the Cassidy AI website.
2. Integrate Tools: Connect Cassidy to your existing tools like Salesforce, Slack, and more.
3. Build Automations: Use Cassidy's intuitive interface to build AI-powered automations tailored to your workflows.
4. Train Assistants: Train AI assistants on your company's data and knowledge.
5. Deploy and Monitor: Deploy your automations and monitor their performance using Cassidy's analytics dashboards.

FAQ

How secure is my data with Cassidy?

Cassidy is enterprise-grade secure, with data encrypted in transit and at rest. It is SOC 2 Type II compliant, and your data is never used to train AI models.

What AI models does Cassidy support?

Cassidy supports major language models, including OpenAI’s GPT-4, Anthropic’s Claude, and Google’s Gemini.

What can I automate with Cassidy?

Cassidy allows you to automate almost any task without writing code or waiting on IT, from AI assistants to complex end-to-end workflows.

Conclusion

Cassidy AI empowers organizations to automate tasks, enhance productivity, and drive growth by leveraging AI and company data. Its enterprise-grade security, flexible model support, and seamless integrations make it a valuable asset for teams looking to streamline workflows and unlock new possibilities with AI. With proven results and trusted by leading companies worldwide, Cassidy AI is at the forefront of AI-powered automation solutions.