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 If any information becomes outdated, their team can quickly flag and update so that it updates across the entire team.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.
Read more success stories
Curious about Cassidy?
Reach out to our success team to see how Cassidy can help your business automate manual tasks and unlock new growth
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 enterprise-grade secure. All data is encrypted in transit and at rest, and we’re SOC 2 Type II compliant. Most importantly, your data is never used to train AI models. If your team is using AI, Cassidy is the safest way to do it—trusted by security-conscious teams in finance, healthcare, and government.
Cassidy supports all major large language models, including OpenAI’s GPT-4, Anthropic’s Claude, Google’s Gemini, and more. Each model has unique strengths—Cassidy lets you choose the right one for your use case, or route tasks dynamically with a model-agnostic approach.
Cassidy lets your team build AI-powered automations for almost any task—without writing code or waiting on IT. From AI assistants to complex end-to-end workflows, Cassidy gives you the flexibility to automate whatever your business needs.
Cassidy integrates with hundreds of tools across your stack. That includes CRMs like Salesforce and HubSpot, support platforms like Intercom and Front, data warehouses, internal APIs, and more.
Cassidy is used by startups, mid-market leaders, and Fortune 100 enterprises alike. Whether you’re just starting out or running global operations, Cassidy scales with your business and security requirements.
Most tools give you a chatbot. Cassidy gives you a platform. With deep business context, powerful automations, model flexibility, and enterprise-grade security, Cassidy helps teams actually get work done with AI—not just chat with it.
