Overview
Lexer is a customer data platform that enriches customer data to personalize marketing campaigns. Aaron Luxmoore, Lexer’s Head of Sales, was dealing with their team receiving an overwhelming amount of questions from Enterprise leads from RFPs to one-off questions. Cassidy partnered with Lexer’s team to build AI automations from RFP responders to an assistant that extracts customer persona insights for their customers.
“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 5x faster to customers so we can close more deals.”
The problem: Growing number of RFPs and customer support questions
As Lexer’s product scaled, their team received an overwhelming amount of questions from potential buyers ranging from security compliance to integrations included. Responding promptly to leads is critical for their sale cycle, which was sacrificing a majority of their bandwidth.
Building an RFP assistant to answer questions at scale
What unlocked Lexer’s customer success team to respond 5x faster to customers was building context-aware AI assistants. Cassidy’s team helped setup integrations to connect to Lexer’s knowledge tools (Notion, documentation, Slack, tutorials, and more). Trained on hundreds of previous RFPs, Lexer built an Assistant chatbot that they can quickly get answers to RFP questions in seconds. Connected to their Slack and available in a Chrome Extension, teammates can now answer RFPs without leaving their communication tools.
To make it even easier, Lexer can even drop in RFPs from any file (PDF, CSV, Document, Email) and Cassidy will extract the questions, draft answers to each, and format back into a Document to send back to their team.
Most importantly, Lexer is able to verify the accuracy of the responses as Cassidy cites its sources for any output. If any information becomes outdated, their team can quickly flag and update so that it updates across the entire team.
Enabling the customer success team to become customer experts
On top of responding to incoming leads, Lexer found more use-cases for Cassidy’s AI automations such as better understanding their customers.
Lexer’s Customer Success team built assistants to extract insights from their customer’s data to help them get the most out of their product. It analyzes existing customer information, ICP, and recommends features of the product that can benefit them the most.
Getting direct support and expertise from Cassidy
Along the process of connecting their knowledge tools (Slack, Notion, Drive, etc.) and building AI automations, Cassidy partnered with Lexer’s team. Our team works closely with each enterprise customer to apply AI best practices, create effective prompts, and brainstorm new use-cases for teams. All enterprise customer get a dedicated account manager, including a Slack channel with the co-founders and engineers to truly embed AI automations into the teams.
Discovering more use-cases for AI automation within Lexer
Beyond responding to Enterprise leads and existing customers, Lexer has been using their Cassidy workspace to build AI automations and assistants across their team. Customer success has an assistant to answer product support questions, meanwhile Partnerships using Cassidy for an internal search.
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Trusted by global executives at leading organizations
"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."
“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 5x faster to customers so we can close more deals.”
“Cassidy’s real-time context allowed us to finally implement AI automations across our marketing, HR, and sales teams."
"Across the board, our team is obsessed with using Cassidy as a copilot to refine solutions, research industry insights, streamline knowledge transfer across teams and find creative ways to automate the day-to-day monotonous tasks"
"Cassidy makes it easy for us to get our employees exactly the information they need — right when they need it."
"I would recommend Cassidy. We looked at other tools, but none made it this accessible. It’s proven itself across multiple departments, and it’s done it in a way that’s effective and easy to use."
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.
