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Cassidy vs Responsive: AI Automation That Outperforms Strategic Response Tools

Cassidy Team, Aug 25, 2025

Responsive built its reputation as an RFP tool and now calls itself a Strategic Response Management platform. Its focus remains on proposals, questionnaires, and trust center requests, supported by content libraries and AI agents. Useful for proposal teams, but limited in scope.

Cassidy takes a broader view. It not only accelerates RFPs and questionnaires with net-new, cited answers, but also integrates with the systems your teams already use, connects knowledge across departments, and automates the workflows that follow. From sales and support to operations and HR, Cassidy drives productivity across the enterprise, not just inside proposals.

The choice is clear: adopt a tool that optimizes one slice of work, or invest in a platform that powers productivity across the business.

Cassidy vs Responsive: Automation vs Basic Response Management

Responsive specializes in proposals, questionnaires, and trust center requests. Its strength lies in structured projects and curated libraries. 

Cassidy was designed as an AI-native automation platform that not only automates RFPs but also connects systems to make knowledge actionable everywhere.

Feature Cassidy (AI Automation Platform) Responsive (RFP Response Software)
Core Focus ✅ AI-driven workflows across teams (Sales, Support, Ops) ❌ RFP and proposal automation only
Built-in AI ✅ AI powers every step, learns over time ⚠️ AI assists RFPs, but workflows are rigid
Custom Workflows ✅ Fully customizable for each team’s needs ❌ Predefined structure, limited flexibility
AI Assistants ✅ Interactive AI assistants in Slack, Teams, Chrome ❌ No real-time AI assistants, just lookup AI
Ease of Setup ✅ No-code, deploys quickly for immediate impact ⚠️ Requires content library setup, structured onboarding
Knowledge Management ✅ Centralized knowledge base for multiple workflows ❌ Siloed RFP content library, separate from other tools
Scalability ✅ Adapts to new use cases beyond RFPs ❌ Purpose-built for proposals, not broader AI automation
Best For ✅ Enterprises needing flexible AI-powered automation ✅ Organizations with high RFP volumes needing structured responses

Cassidy: Automation that spans the enterprise

Cassidy takes information from across your business and turns it into workflows that run end to end. It connects with hundreds of tools your teams already use, allowing processes to flow naturally between systems and departments. Instead of sitting in a static library, knowledge stays current, enriched with context, and put to work automatically.

Cassidy supports proposal teams, but it also powers revenue operations, customer success, IT, HR, and finance. It is not a point solution but a platform that helps the entire organization save time, reduce manual work, and be more productive.

Responsive: Response projects, agents, and a content library

Responsive’s foundation is still response management. Its content library, proposal workflows, and AI agents are designed to improve RFPs and questionnaires. 

Ask provides retrieval from the library with citations, and Profile Center allows companies to publish pre-approved security content for buyers. These features support proposal and InfoSec teams, but their value does not extend far beyond the response process.

AI in Action: Structured Workflows vs Library Agents

Cassidy’s structured workflows

With Cassidy, you design the process: triggers, conditions, approvals, outputs. AI handles drafting, summarizing, and analysis while the workflow remains predictable and repeatable across tools. Meetings, approvals, and research all plug in seamlessly.

Responsive’s AI agents and Ask

Responsive’s agents shred documents, generate first drafts, and suggest answers from the library. Its Ask feature retrieves stored content with citations. These features help proposal managers, but they are still tied to content reuse rather than cross-department automation.

Time to Value and the Hidden Work of Libraries

Cassidy launches fast. Almost instantly. 

Teams can stand up a workflow in days, prove ROI, and expand fast. Value compounds because workflows ingest existing content, capture meeting output, and sync new answers automatically.

Responsive requires heavy setup. Content must be imported, tagged, and curated. SMEs have to review entries, and formatting often needs cleanup. Customers consistently report months of setup and a long runway before ROI.

Use Cases: Where Cassidy Pulls Ahead

RFPs and Security Questionnaires

Cassidy drafts net-new, cited answers, flags risks, routes exceptions, and syncs approvals back to knowledge. Responsive speeds up reuse, but downstream approvals and system updates are still manual.

Meeting Intelligence and Follow-Through

Cassidy records calls, generates transcripts, and creates tasks in Jira, Asana, or Salesforce. Every conversation becomes an automation trigger. Responsive does not capture or act on meetings.

Revenue Operations and Handoffs

Cassidy enriches leads, updates CRM fields, drafts follow-ups, and escalates pricing approvals automatically. Responsive remains proposal-focused.

Knowledge Health and Governance

Cassidy keeps knowledge current by flagging outdated content, syncing verified answers, and reducing manual upkeep. Responsive depends on admins and SMEs to manage the library.

Approvals and Multi-Step Operations

Cassidy automates approvals across finance, HR, IT, and procurement. Responsive approvals stay within proposal projects.

Sales and Marketing Content on Demand

Cassidy assembles decks, case studies, and one-pagers from approved messaging, personalized for each client. Responsive surfaces stored assets but does not adapt or generate new ones.

Compliance and Risk

Cassidy routes vendor risk intake, triggers legal review, and tracks approvals. Responsive distributes pre-approved content via Profile Center, but does not manage compliance workflows.

HR and IT Automation

Cassidy screens resumes, schedules interviews, kicks off onboarding, and processes IT access requests. Responsive remains tied to proposals.

Integrations and Ecosystem

Responsive integrates with CRMs and collaboration tools to streamline proposal workflows, with a modest set of connectors and APIs.

Cassidy integrates with the entire enterprise stack, including Salesforce, HubSpot, Pipedrive, Slack, Teams, Gmail, Outlook, Zoom, Notion, Confluence, Zendesk, ServiceNow, Jira, Asana, Workday, NetSuite, Snowflake, Tableau, Power BI, and dozens more. Workflows do not just pull information, they update records, send notifications, and log results automatically.

Security and Enterprise Readiness

Both Cassidy and Responsive meet enterprise standards with SOC 2, SSO, and role-based access.

Cassidy lets teams start small, connecting only the systems they need and expanding safely. Responsive requires more upfront setup and approvals, slowing rollout.

Feature Comparison at a Glance

Core focus

  • Cassidy: AI automation that drafts, routes, updates systems, and completes work
  • Responsive: Response management for RFPs, questionnaires, and trust center requests

AI behavior

  • Cassidy: Generates net-new, cited answers with workflows you control
    Responsive: Library-based agents and Ask for content retrieval

Knowledge

  • Cassidy: Company-wide knowledge that powers assistants and workflows
  • Responsive: Proposal library and Profile Center that require manual upkeep

Where you work

  • Cassidy: Salesforce, HubSpot, Slack, Teams, Gmail, Outlook, Zoom, Notion, Confluence, Jira, Asana, Workday, NetSuite, and more
  • Responsive: CRM and collaboration integrations plus a limited API ecosystem

Time to value

  • Cassidy: Launch workflows in hours
  • Responsive: Months to set up and maintain libraries

Breadth

  • Cassidy: RFPs, DDQs, RevOps, approvals, meetings, support, HR, IT, procurement, compliance
  • Responsive: RFPs, questionnaires, trust center distribution

Who Should Use Each Platform

Choose Cassidy if you want:

  • AI that automates work across the business
  • Workflows live in hours with fast ROI
  • Meeting intelligence that turns conversations into action
  • Approvals and compliance workflows beyond proposals
  • Proactive monitoring and sales content generation
  • Integrations that update your systems as work gets done
  • And more

Choose Responsive if you want:

  • A structured tool for RFPs and questionnaires
  • A content library to reuse stored answers
  • A trust center to publish pre-approved security content

Final Word: Why Cassidy Wins

Responsive helps proposal teams reuse answers. Cassidy helps your entire business move faster.

We automate RFPs and questionnaires with net-new, cited answers, then extend automation to approvals, CRM updates, competitor monitoring, meeting intelligence, and more. Knowledge stays in sync, and work moves across every system you use.

If your goal is real productivity, choose the platform that finishes the job. That is Cassidy.

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