Overview
Any Lab Test Now, a leading provider of professional lab testing services with over 230 franchised locations across the United States, faced unique challenges in maintaining consistency in messaging and managing information about their vast array of offerings. Like many franchise-based businesses, these challenges were amplified by the need to ensure all franchisees were aligned with the company's brand voice and communication strategies.
In this case study, we explore how Cassidy's AI-driven solutions helped Any Lab Test Now overcome these hurdles, paving the way for improved communications and customer satisfaction.
The problem: Consistent communication in a franchise model
Clarissa Windham-Bradstock, CEO of Any Lab Test Now, explains the core of their communication challenges:
“Understanding the nuances of our business, customer, and brand voice is critical for any task at Any Lab Test Now- making AI tools previously unreliable. Cassidy's real-time context allowed us to finally implement AI automations across our marketing, HR, and sales teams."
Ensuring all franchisees and their team members were communicating with customers in a way that accurately reflected the brand was a constant struggle, especially with so many locations and services. This lack of consistency not only impacted customer experience but also made it difficult for the company to roll out new initiatives and messaging across the franchise network.
Any Lab Test Now needed a way to centralize their communication efforts and make it easy for franchisees and their teams to access the information they needed.
Harnessing custom AI assistants
To address these challenges, Cassidy worked with Any Lab Test Now to implement a collection of custom AI assistants connected to a comprehensive knowledge base for various departments within the organization:
- Marketing assistant trained on existing content and messaging to create headlines, flyer copy, respond to comments on posts, etc.
- Franchisee assistant to help train, provide operational support, technical assistance and answer questions when franchisees require assistance
- Customer relations assistant to help handle negative and positive customer interactions
- CEO assistant to help with strategic decision-making based on market trends, customer segments, etc.
These AI assistants not only ensured consistent messaging across the franchise network but also freed up franchisees' time to focus on higher-level tasks. The franchisee assistant, in particular, proved invaluable in providing support to franchise partners.
Improved efficiency and consistency
By adopting Cassidy's custom AI assistants, Any Lab Test Now managed to save over 50 hours per month across content creation, marketing, customer support, and strategy. Moreover, the company achieved a more consistent brand voice across its franchise network, resulting in improved customer satisfaction and overall brand image.
By implementing a comprehensive knowledge base and AI-powered assistants for various departments, the company saved over 50 hours per month!
Partnering with Cassidy for tailored AI solutions
What made implementing AI automation into Any Lab Test Now's business model so successful was Cassidy's deep understanding of their unique needs and challenges. Unlike generic AI tools, Cassidy worked closely with the Any Lab Test Now team to tailor their solutions to the specific nuances of their operations. This hands-on approach ensured that the AI assistants and automations seamlessly integrated with their existing tools and processes.
“The Cassidy team took the time to really understand our business and the challenges we face. They didn't just provide a one-size-fits-all solution, but instead created custom AI tools that addressed our specific pain points."
Throughout the implementation process, Any Lab Test Now had access to a dedicated account manager and a direct line of communication with Cassidy's co-founder and engineers. This level of support was instrumental in ensuring the smooth rollout of AI assistants and automations across the organization.
A comprehensive AI solution for businesses
Cassidy's workspace provided Any Lab Test Now with access to a wide range of AI models and tools, all within a secure and user-friendly platform. This comprehensive solution allowed the company to build custom automations and assistants that addressed their unique challenges, without compromising on quality or security.
By partnering with Cassidy, Any Lab Test Now was able to lay the foundation for successful AI implementation across their organization, paving the way for improved efficiency, consistency, and customer satisfaction.If you’re interested in learning about Cassidy for your company, reach out to team@cassidyai.com to learn more.
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FAQ
Cassidy is an automation platform built to power real business processes—not just simple workflows.
- Deep Business Context: Cassidy connects to your company's unique data through our Knowledge Base, understanding your specific processes, terminology, and brand voice.
- Ease of Use: No developers required. Our no-code platform lets non-technical teams stand up Workflows and Agents in hours, not months.
- Enterprise Support: Our dedicated solutions team partners with you to design, build, and refine Agents that deliver real ROI.
See how Cassidy compares to other tools in our Blog here.
Teams at startups and Fortune 100 enterprises alike use Cassidy to automate critical workflows. Explore hundreds of examples in our Use Case Library.
Common applications include:
- Sales: Get complete context with deal and customer Q&A, auto-update CRM fields after calls, draft RFP responses from approved answers, and enrich leads automatically.
- Customer Support: Empower agents to answer technical questions, auto-draft replies to incoming tickets, triage and route tickets to the right team, and turn resolved tickets into help articles.
- Marketing: Create SEO content at scale in your brand voice, repurpose content across channels, check content against style guides, and track competitors.
- Operations: Enable instant internal answer search for employees, guide new hires with role-aware onboarding, analyze operational data for bottlenecks, and generate SOPs from existing processes.
Yes. Cassidy integrates with hundreds of tools across your stack. We offer native integrations for Knowledge Sources (like Google Drive, SharePoint, and OneDrive) and Workflow Actions (like updating Salesforce or sending Microsoft Teams messages). For custom needs, connect to virtually any app using webhooks and our API. Explore all our integrations on our Integrations page here.
Cassidy syncs with your external data sources, so your Knowledge Base always reflects the latest versions of your files. To maintain accuracy over time, we also offer Document Verification—allowing your team to flag potentially outdated content for review, so Agents only rely on verified information.
Yes. Cassidy can be deployed through Slack and Microsoft Teams, as well as via Chrome, Word, Excel, and Outlook extensions. This allows you to use Cassidy directly within the tools your team works in every day.
No. Your data stays private. Cassidy never uses your data to train AI models—it's used solely to provide context for your automations. Review our security center here.
Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified. All data is encrypted in transit and at rest, with granular, role-based access controls. Review our security center here.
