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Build a World-Class CS Team with AI-Enhanced Support Enablement

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Customer support teams face countless challenges every day: handling high ticket volumes, answering tough questions, and maintaining meaningful interactions across platforms. It’s a high-pressure job that requires efficiency, adaptability, and tools that work as hard as they do.

With all the stress and mental energy it takes to juggle these challenges, AI can be a powerful partner for support teams. Not a replacement, but a trusted resource that works alongside you and your team. By handling the heavy lifting, AI allows support teams to focus on what they do best: building connections and delivering great customer experiences.

In this blog, we’ll show how Cassidy equips support teams to tackle key enablement tasks — streamlining processes, building impactful resources, and delivering exceptional customer experiences.

Clear Out Tickets With On-Demand Answers to Questions

High ticket volumes are every support team’s nightmare. Maybe it’s a bug that’s disrupting users, or an unexpected outage that sends panic through your customer base.

Whatever the cause, tickets pile up fast, and your team is left trying to triage the chaos. Everyone’s scrambling to prioritize the most pressing issues, but with so many demands coming in at once, it’s easy for important requests to fall through the cracks.

You don't want to get to a point where customers get frustrated, agents feel burned out, and the pressure only mounts.

In moments like these, teams do their best: manually assigning tickets, answering repetitive questions, and leaning on internal experts for technical issues. It works for a while. But when volumes spike, manual processes slow things down, agents lose time searching for answers, and the team struggles to keep up.

This is where AI can make all the difference.

Cassidy takes the pressure off by drafting accurate, context-rich replies to customer emails and support tickets automatically. Powered by your knowledge base, it ensures every response is not only timely but also reliable. From answering common questions to tackling more complex issues, Cassidy equips your team with the tools to stay ahead of mounting tickets, delivering thoughtful solutions that keep customers happy and operations running smoothly.

How else can Cassidy help you clear out tickets

  • Triage smarter, not harder: Prioritize tickets based on urgency, sentiment, and complexity to keep critical issues front and center.
  • Support agents in real-Time: Provide instant, accurate answers from your documentation to help resolve technical issues faster.
  • Chrome extension to help with responses: Use Cassidy’s AI-powered assistant directly in your browser to draft replies and access critical information without ever switching tabs.

Ticket surges are inevitable, but they don’t have to overwhelm your team. By combining human expertise with AI-powered support, Cassidy ensures that even the busiest times are manageable, allowing your team to stay calm, focused, and ready to deliver the quality service your customers deserve.

Compile All Information From Your Support Center

No matter how experienced your support agents are, they’re bound to face tricky questions that require digging through resources for answers. A customer might ask about an edge-case bug, a rarely used feature, or a complex integration. When agents can’t find the information they need quickly, the delay adds frustration — for both them and the customer.

Traditionally, teams handle this by leaning on engineers or internal experts for help.

While this can work in a pinch, it’s not scalable.

Agents lose valuable time chasing down answers, customers are left waiting longer, and the overall efficiency of your support operation takes a hit.

This is where Cassidy steps in to bridge the gap. Instead of leaving agents to fend for themselves or rely on others, Cassidy pulls real-time, accurate information from your technical documentation, knowledge base, and other resources.

Whether it’s troubleshooting steps or product-specific guidance, Cassidy ensures agents have the answers they need—instantly. By turning scattered information into actionable insights, Cassidy empowers your team to resolve even the toughest customer inquiries with confidence and speed.

Ways Cassidy can help centralize your knowledge base.

  • Provide Instant Access to Documentation: Cassidy draws from your technical resources in real-time, giving agents the information they need without delays.
  • Create a Centralized Knowledge Hub: Consolidate scattered resources into a single, AI-accessible system so your team can find answers faster.

This means your team spends less time searching for answers and more time focusing on meaningful customer interactions. And as Cassidy learns from your existing processes, it continues to improve, providing even better support over time.

With Cassidy, your support team is no longer bogged down by the hunt for information. Instead, they’re equipped with the tools and insights they need to work smarter, handle complex issues with ease, and deliver an exceptional experience every time.

Creating Personalized Communication That Sound Like Your CS Team

Customers expect more than just fast responses—they want interactions that feel personal and relevant. Whether it’s a follow-up to a support inquiry, an email announcing a new feature, or even outreach on LinkedIn, personalization is what turns a basic interaction into a memorable experience.

Cassidy helps bridge this gap by equipping teams with the tools to craft personalized communications that feel human—without requiring hours of manual effort. From pulling key details like customer history and preferences to generating dynamic, context-aware messaging, Cassidy ensures every interaction feels authentic and on point.

Imagine announcing a feature update to your customers. Instead of sending a one-size-fits-all email, Cassidy can help you tailor messaging based on each customer’s previous interactions, product usage, or company size.

The result? Emails that resonate with your audience and make them feel seen. Or consider LinkedIn outreach—Cassidy can suggest personalized introductions that align with a client’s professional background and needs, ensuring your outreach stands out in a crowded inbox.

How Cassidy Supports Personalized Customer Interactions:

  • Dynamic Messaging for Any Channel: Generate tailored emails, chat responses, or outreach messages based on customer data.
  • Comprehensive Customer Insights: Pull from past interactions, product usage, and preferences to inform your communication strategy.
  • Consistency Across Platforms: Ensure your team’s voice and tone stay aligned, whether reaching out via email, LinkedIn, or chat.

Personalization doesn’t have to feel forced—or time-consuming. With Cassidy’s support, your team can create meaningful, tailored interactions at every stage of the customer journey, building stronger relationships and driving deeper engagement, one message at a time.

Endless Use-Cases for CS 

Customer support is about more than solving problems — it’s about fostering trust, delivering value, and enabling teams to thrive. Cassidy helps support teams achieve this by streamlining workflows, enhancing customer interactions, and providing tools to create impactful resources.

Whether it’s crafting personalized emails, generating FAQs, or pulling actionable insights from existing data, Cassidy empowers teams to focus on what matters most.

With seamless integration into your existing tools and features like real-time AI assistance, Cassidy centralizes information and simplifies processes. Agents can respond faster, create better enablement materials, and maintain consistent, high-quality interactions across every touchpoint.

Plain and simple: why Cassidy stands out:

  • Effortless Content Creation: Turn documentation into FAQs, training guides, and more with minimal effort.
  • Tailored Customer Messaging: Personalize communication for emails, outreach, or tickets to build stronger connections.
  • Integrated Workflows: Bring tools together to provide agents with immediate context and actionable insights.
  • Streamlined Onboarding and Training: Train new customer support hires with Cassidy as their AI copilot, providing instant access to knowledge bases and tools to help them get up to speed faster.

Cassidy is designed to help your team work smarter, not harder, making customer support more efficient.

Ready to transform your approach to support enablement? Start your free trial today.

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Cassidy vs. Zapier
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Cassidy vs. Zapier

About us

AI-Powered Automation vs. Traditional Workflows

Automation has evolved beyond simple “if this, then that” workflows. Cassidy is an AI-native automation platform, built for teams that need automation with human-level judgment—not just rule-based triggers. Zapier, on the other hand, is a traditional automation tool designed to connect apps with simple workflows.

While Zapier is great for basic, repetitive tasks, Cassidy takes automation further by infusing AI into every workflow, integrating deeply with business knowledge, and enabling non-technical users to build advanced automations.

Here’s a quick comparison of Cassidy vs. Zapier:

Feature Cassidy (AI-Driven) Zapier (Rule-Based)
Core Focus AI-powered automation & assistants Traditional “if this, then that” workflows
Built-in AI ✅ AI powers every step ❌ AI must be manually integrated as a step
Knowledge Base ✅ Retains & applies business context ❌ Workflows don’t retain knowledge
AI Assistants ✅ Real-time assistants in Slack, Teams, Chrome ❌ No AI assistants, only background workflows
Ease of Use ✅ No-code, built for non-technical users ⚠️ Simple for basic tasks, but lacks built-in AI
Learning Over Time ✅ Workflows improve with use ❌ Workflows remain static
Automation Logic ✅ Flexible, AI-driven workflows that adapt ❌ Rigid “if this, then that” logic
AI Models ✅ Built-in (GPT-4, Claude, etc., no setup needed) ❌ Must manually connect OpenAI or Zapier AI
Security & Access ✅ Enterprise-grade (SOC 2, permissions, SSO) ❌ Basic security, designed for small teams
Ideal User Businesses & enterprises needing AI automation Great for individuals & small teams

AI Integration: Built-in AI vs. “Add-on AI”

Cassidy is AI-first, meaning every workflow uses intelligence at its core. Whether automating sales outreach, drafting RFP responses, or summarizing customer inquiries, Cassidy’s AI understands context and makes informed decisions—just like a human would.

Zapier, on the other hand, treats AI as an add-on. You can add AI as a step in a Zap (e.g., sending data to OpenAI), but AI isn’t natively built into workflows. It’s an external tool you have to configure and integrate manually.

Cassidy makes AI a seamless part of automation, while Zapier simply calls AI when told to.

Cassidy is No-Code & Built for Non-Technical Users

One of the biggest differences between Cassidy and Zapier is who can use it.

  • Cassidy is designed for non-technical users. Anyone—sales teams, support reps, marketers—can build and customize AI-powered workflows without writing code.
  • Zapier is better suited for technically inclined users. While it offers a simple interface, more advanced automations require complex setup, API configurations, and manual logic building.

For example:

  • In Cassidy, a sales rep can automate lead enrichment, and Cassidy will research a prospect, pull insights, and generate a personalized outreach email.
  • In Zapier, you’d have to manually connect multiple apps, trigger API calls, and piece together responses with no contextual understanding.

If you want a platform that empowers every team member to build their own AI-driven automations—without waiting on developers—Cassidy is the clear choice.

Automation Logic: AI-Powered vs. Rigid “If-Then”

Zapier follows a strict “if this, then that” model. Every Zap follows a predefined sequence: if a condition is met, a specific action happens. While this works for repetitive tasks, it doesn’t adapt to complexity.

Cassidy enables flexible, AI-driven workflows. Instead of following a fixed set of rules, Cassidy’s automation:

  • Understands context and makes real-time decisions
  • Learns and improves over time
  • Handles complex, text-based tasks that traditional automation tools can’t

For example, Cassidy can automatically process and respond to RFPs, pulling from historical proposals to generate accurate answers. This simply isn’t possible in Zapier.

AI Assistants: Cassidy Provides Real-Time AI, Zapier Doesn’t

Cassidy doesn’t just run background workflows—it also provides real-time AI Assistants that work inside your favorite tools.

  • Slack & Teams Assistants – Employees can ask Cassidy questions, pull reports, and get AI-driven insights without leaving chat.
  • Chrome Assistant – AI that can analyze webpages, summarize information, or draft content in real time.
  • Embedded AI Assistants – Add Cassidy’s AI into your existing apps via API or UI embeds.

Zapier has no AI assistant functionality. It runs in the background, but users can’t interact with AI in real time. If you need AI that works inside the tools you already use, Cassidy is the only option.

Security & Enterprise Scalability

For businesses with security and compliance needs, Cassidy is built for enterprise use.

  • SOC 2 Type II, SSO, and granular permission controls
  • Knowledge Base permissions so AI can only access authorized data
  • Built to scale across teams, with centralized security settings

Zapier, on the other hand, is designed more for individuals and small teams. It offers team accounts, but lacks Cassidy’s granular security controls, making it less ideal for large enterprises with strict compliance needs.

Who Should Use Cassidy vs. Zapier?

Use Cassidy if you need:

✔️ AI-powered automation that understands context
✔️ No-code, enterprise-ready automation for non-technical teams
✔️ Real-time AI Assistants for Slack, Teams, and Chrome
✔️ Advanced security, scalability, and compliance

Use Zapier if you need:

✔️ Simple, rule-based automation for moving data between apps
✔️ A personal productivity tool for repetitive tasks
✔️ A lightweight solution for basic workflows

Both platforms serve different needs. If you need true AI-powered automation that can handle complex workflows and scale across your organization, Cassidy is the better choice.

Final Thoughts: Why Cassidy Wins

Zapier is a great tool for basic, trigger-based automation, but it wasn’t built for AI-first workflows. If you want automation that thinks, learns, and adapts, Cassidy is the future.

Cassidy doesn’t just move data—it automates the impossible. Ready to see it in action? Book a demo today.

Become the AI Expert in Your Industry
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Become the AI Expert in Your Industry

Industry news

This might be the biggest opportunity in AI right now: take your industry expertise, apply new AI knowledge, and become the AI expert in your industry.

See, a recent McKinsey report stated that AI adoption in the workplace has actually remained stagnant from 2021 to 2023.

I believe that’s because most people have a general understanding of AI, but they have no idea how to use it in their specific industry. There’s a huge opportunity to become the person who shows people how to apply AI to your industry. Focus on teaching use cases actually relevant to their daily work.

The more niche you get, the bigger impact you can have.

How do you become the AI expert in your industry?

First, position yourself as the "AI Person" at your company. Share your learnings and experiments with colleagues and other people in your industry.

There's no shortage of people looking to make their lives easier. Start by helping those around you.

To take it a step further, share your insights online.

You know I love TikTok, but it doesn’t matter which platform you choose. TikTok, LinkedIn, Twitter, Instagram, YouTube, whatever. The steps are simple.

  1. Learn about AI
  2. Use it in your industry
  3. Share online how you’re doing that.
  4. Repeat for months-years

If your content is helpful and you do it for long enough, you’ll start to be seen as the AI expert for your industry. You'll have the opportunity to make a significant impact by applying the power of AI to address specific problems within your field.

Remember: every industry needs an AI expert, you can be it.

Announcing Cassidy’s $3.7M Fundraising
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Announcing Cassidy’s $3.7M Fundraising

About us

Overview

LLMs created a new era of automation. While previous workflow automation platforms could only automate tasks with basic if/then logic, LLMs unlocked complex reasoning in natural language.  

However, the quality of LLM outputs and decisions is highly dependent on the specific context they’re given. Insufficient, disorganized, or outdated data can cause AI to respond inconsistently (or even hallucinate), making it hugely unreliable for business automation. Enter: Cassidy. 

Cassidy is a more intelligent automation platform that makes every decision with full context on your business. 

How it works: Cassidy’s knowledge base connects to your company’s existing knowledge tools (Slack, Notion, Drive, etc.) and automatically cleans, prepares and keeps your business’s data up-to-date. It removes the concept of “one-size-fits-all” logic and instead allows your team to reliably build powerful AI workflows that make complex, human-level decisions, all with a nuanced understanding of your company. 

Cassidy was built for both non-technical and technical users, making effective AI automations accessible to teams of all shapes and sizes. Today, we’re thrilled to announce our $3.7 million funding led by The General Partnership, Neo, Comma Capital, Spacecadet Ventures, Ride Ventures, and angels like Erik Goldman (Co-founder of Vanta), Jason Dorfman (CEO of Orum), Zach Sims (CEO of Codecademy). We closed our round in November 2023 and have been growing fast...

What makes Cassidy’s automations ‘intelligent’

Companies typically want to consolidate their tooling, and since Cassidy's workflows are tailored to how a business operates, it works ‘intelligently’ in a few different ways: 

It gets smarter with more interactions

Cassidy’s automations improve over time. Each interaction cites its sources, allowing you to verify and exclude specific information through human-in-the-loop processes. This transparency ensures your data remains accurate and up-to-date. As more interactions occur, Cassidy’s performance is refined, incorporating added context and prompt adjustments to continually enhance the system’s reliability.

It understands your business

Cassidy connects with all knowledge tools (Slack, Sharepoint, Confluence, etc.) to give AI context on your business, customers, competitors, brand voice, and more. It pulls the information in real-time so that it’s constantly up-to-date with what’s happening at your company and in the market. This gives Cassidy human-like judgment, and keeps responses consistent across your entire team.

It’s fully composable software

Cassidy allows teams to quickly build custom AI automations and agents. Companies can tailor the software to how their business operates, designing workflows that match their exact team’s processes. We're creating hundreds of AI action blocks combined with all the leading AI models (all included with your plan) so you can bring your AI tech stack into a unified platform. 

AI that can run asynchronously

Cassidy’s workflows allow you to build automations that run even while you’re sleeping. You can create triggers from hundreds of different tools to automate tasks automatically. Because our AI runs with specific guardrails and the full context of your company, you can trust it to perform reliably without needing a human in the loop.

Built for teams of all shapes and sizes

We're making AI automations accessible to teams of all sizes and skill sets. To stay ahead in the age of AI, automation is no longer optional—everyone needs to be able to build out automations. Cassidy is designed to make it incredibly easy for non-technical teams to use and build complex automations. We offer a library of pre-made workflows and a simple text-to-workflow creation process. For more technical teams and granular use cases, Cassidy has the flexibility to add code and prompt engineering. Cassidy also has enterprise-grade permissioning and security that you can trust to keep your data private and encrypted. You can set advanced user-level permissions for your automations and knowledge data to keep your data secure. Learn more about our security (including compliance with SOC II) at trust.cassidyai.com

Cassidy in the real world 

We started Cassidy a little over a year ago and are continuously blown away by our customers’ creativity, from startup founders automating responses to RFPs to global public companies automating their sales enablement flows for 12k+ companies. Some use cases to spotlight: 

RVezy is a leader in online RV rentals that built a suite of sales enablement and customer success automations. Since their business model and ideal customer persona are incredibly nuanced, they couldn’t rely on typical if/then logic or scoring criteria to prioritize and respond to customers. The team embedded Cassidy into their workflows to automate customer support triaging, handle chargeback disputes, and draft replies with highly nuanced context. These automations understand RVezy’s business inside-out and make high-context judgments for each ticket trained on thousands of previous support inquiries.

“Cassidy allows us to be much more proactive in addressing critical customer complaints - automatically escalating issues to a manager who can solve customer problems quickly

E78 Partners, a leading advisory firm, utilizes Cassidy's AI automations for research and knowledge transfer across teams. They've built automations that are hyper-personalized to support industry research and client facing projects.

"Cassidy personalizes its AI tools to know our business, clients, and industries better than any other AI-enabled company. Across the board, our team is obsessed with using Cassidy as a copilot to refine solutions, research external industry insights, streamline knowledge transfer across teams and find creative ways to automate the day-to-day monotonous tasks."

Lexer, a customer data platform, generates responses to RFPs in minutes. Their team created an AI workflow that extracts questions from documents, searches their knowledge base for answers, then writes a thorough response in Lexer’s brand voice.

“I never thought I’d be able to automate responding to our RFPs until I found Cassidy. It was incredibly easy to connect my tools, and helps us respond 3x faster to customers so we can close more deals.”

What’s next

At Cassidy, we believe AI is going to become more and more embedded into how companies operate, starting with automations. If what we’re building resonates, check out our many open roles at cassidyai.com/careers 👈

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