Save Thousands of Hours (and Dollars) with Cassidy's New Research Agent

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.  

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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 Insufficient, disorganized, or outdated data can cause AI to respond inconsistently (or even hallucinate), making it hugely unreliable for business automation.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. 

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

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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. 

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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: 

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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.

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“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”

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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.

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"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."

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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.

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“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 👈

Imagine having a single command center for all your business’s systems, information, and data — where every tool, every document, and every piece of relevant data works together seamlessly.

Now, imagine layering in the power of all leading AI systems, seamlessly integrated and working in harmony within one platform.

That’s exactly what Cassidy’s Knowledge Base delivers.

It’s like building a brain for your business, one that learns from your unique systems, stays up-to-date, and ensures your workflows are always in sync.

By combining the strengths of your existing tools and the capabilities of diverse AI systems, Cassidy transforms how your team operates, making it smarter, faster, and more effective. Let’s explore how Cassidy’s Knowledge Base can take this vision and make it a reality, starting with how it learns and integrates seamlessly with your business.

Imagine What’s Possible With AI That Knows Your Business

Cassidy's Knowledge Base acts as the backbone of your tech ecosystem, seamlessly connecting systems, tools, and data for smarter collaboration.

But how does it work?

Cassidy integrates directly with your existing tools, transforming the scattered matrix of information across platforms into a streamlined, interconnected system where every moving part works together.

Cassidy transforms the way businesses manage their sprawling ecosystems of data and tools by breaking down silos and connecting every piece into one seamless framework.

A customer service rep no longer needs to search Zendesk, SharePoint, and Google Drive to find the right answer. Instead, Cassidy scans all connected sources in real-time and consolidates the best response — whether it’s in an internal document or a support article — into an on-brand email, ready to send in seconds.

Sales teams can gain a new edge. A rep using Salesforce can access deal history, competitive insights, and product data without switching platforms, enabling faster prep and sharper pitches.

Marketing? Cassidy can weave insights from market research, customer feedback, and internal strategies into compelling, data-driven content — ready for the next campaign or blog post.

The possibilities are endless. No matter your industry, role, or experience with AI, Cassidy continues to evolve by integrating new technologies, expanding features, and adopting advancements in tools and large language models (LLMs). We're going to continue making strides to make sure that you are efficient at your job, with a lot less stress.

Modern tech stacks NEED to be more ... modern

Modern tech stacks are essential for operations but often come with significant challenges. Enterprises depend on an array of platforms tailored to specific departments, yet these tools frequently operate in silos.

This fragmentation leads to inefficiencies, complicating workflows and limiting collaboration. Bridging these gaps is not just a technical challenge — it’s a necessity for unlocking productivity and streamlining operations across the business. To sum it up, here are some of the issues with tech stacks that aren't connected: 

• Data Silos: Different platforms house valuable information, but lack of integration makes it challenging to access or leverage effectively.
• Workflow Gaps: Teams often navigate between disconnected systems, leading to redundant tasks, slower processes, and higher error rates.
• Redundancies in Tools: Overlapping functionalities across tools lead to unnecessary costs and confusion about which platform to use.
• Scalability Issues: Expanding enterprises face difficulty aligning new tools with existing systems, making streamlined growth a challenge.

Simplifying a tech stack requires more than integration — it involves creating synergy between tools, aligning them with organizational goals, and ensuring seamless interaction for end-users. 

Here's how simple it can be to have these systems work together: 

Optimizing your tech stack (with the help of AI) allows teams to focus on strategic goals, collaboration, and execution rather than battling fragmented systems. By addressing these challenges, businesses can unlock the full potential of their tech stack, and, more importantly, empower their people.

We hope that companies with well-organized Cassidy Knowledge Bases will not only drive greater value for the organization but also enables individuals to focus on meaningful, productive work that benefits both the business and their own professional growth.

Create a knowledge base that will unify your tech stack 

Building a custom AI knowledge base with Cassidy will help transform your business and connect all of your services to have them work for you, as opposed to create more work.

A few clicks will allow you to save hundreds of hours, as Cassidy integrates your company’s data and systems, creating a cohesive, intelligent platform. 

Whether stored in internal documents, external tools, or shared platforms, your company’s knowledge is unified into one intelligent system. Cassidy ensures no information is overlooked, transforming fragmented data into a cohesive, AI-powered resource that enhances workflows and keeps your team equipped with the most accurate and up-to-date information.

The real-time syncing sets Cassidy apart.

The moment something in your systems changes or updates, Cassidy reflects those changes instantly. Your team gets access to the most current, relevant, and accurate data — no delays, no digging through systems.

Supported by traceable insights and complete transparency, Cassidy allows your team to track information back to its source, ensuring accuracy and trust.

We work with all the major tools out there, and the list is growing. Cassidy integrates with nearly 100 tools, including advanced AI systems like OpenAI’s GPT-4, Google Gemini, and a range of open-source models, working seamlessly to create a knowledge base that grows alongside your business.

Whether you’re a neighborhood brick-and-mortar shop or a sprawling enterprise, Cassidy ensures your data is protected and private. None of your information is accessible to others. Your data stays exclusively yours—Cassidy’s models never train on your information, guaranteeing complete confidentiality while delivering intelligent, impactful solutions customized to your needs.

This is how modern work gets done: less time spent navigating systems, more time focused on the ideas and initiatives that truly matter. With Cassidy, your team is empowered to work smarter, collaborate better, and achieve more.

Try Cassidy for free.

Overview

While both Cassidy and ChatGPT Enterprise utilize AI to enhance productivity, they serve distinctly different purposes. Cassidy is a robust, contextual AI automation platform designed to create custom workflows, integrate deeply into your existing tools, and leverage multiple AI models. ChatGPT Enterprise functions primarily as a standalone conversational chatbot built exclusively around OpenAI’s models, lacking deep workflow automation or extensive integrations.

Cassidy provides enterprises with adaptable AI solutions that scale across business units, ensuring contextually intelligent automation tailored specifically to your workflows.

Feature Comparison

Flexible AI Models vs. Single Provider Limitation

Cassidy allows your business to leverage multiple leading AI models, ensuring that you always have access to the best tool for the job. ChatGPT Enterprise restricts users to OpenAI’s proprietary models only, significantly limiting your flexibility and potentially future innovation.

Workflow Automation, Not Just Conversations

Cassidy empowers enterprises with comprehensive workflow automation, seamlessly linking multiple business tools and processes to perform tasks end-to-end without human intervention. ChatGPT Enterprise lacks automation capabilities, serving only as a conversational assistant without any capability for task automation or execution across multiple apps.

Integrated AI Assistants vs. Isolated Chat Experience

Cassidy's custom AI assistants integrate seamlessly into everyday business platforms like Slack, Microsoft Teams, and Chrome, delivering contextual support and real-time actions. In contrast, ChatGPT Enterprise offers a closed interface without built-in external integrations, restricting AI interactions to basic conversational exchanges within its own environment.

Centralized Enterprise Knowledge Management vs. Fragmented Storage

Cassidy provides a unified enterprise-wide knowledge base that continuously updates and enriches the context available to your entire organization, ensuring accuracy and relevance. ChatGPT Enterprise’s knowledge storage is ephemeral, restricted to individual sessions, and lacks permanent enterprise-wide knowledge management.

Dedicated Enterprise Support vs. Generic Onboarding

Cassidy offers personalized, white-glove onboarding, dedicated account management, and comprehensive training, ensuring your enterprise successfully adopts and scales AI across teams and processes. ChatGPT Enterprise provides general self-service onboarding with limited personalized support, potentially hindering widespread adoption.

Cassidy: The Smarter Enterprise AI Solution

ChatGPT Enterprise is suitable for standalone, conversational interactions, but Cassidy offers a far more powerful, scalable, and contextual AI solution designed specifically for enterprises. With its extensive integrations, multi-model flexibility, robust workflow automation, and enterprise-grade knowledge management, Cassidy empowers your business to fully harness the potential of AI across your entire organization.

Discover how Cassidy can elevate your enterprise workflows by booking a demo today.