AI Customer Technical Response Agent for Safety Valve Sales Teams

How Cassidy automates using AI

Step 1: Trigger on new RFQ receipt

The Workflow activates when a new RFQ arrives via email, web form, or CRM entry, pulling the request and any attached documents into Cassidy for processing.

Step 2: Extract and validate sizing inputs

Cassidy parses the RFQ and attachments to identify protected equipment, code basis (ASME/API/PED), process conditions, back-pressure details, and material requirements—automatically generating a clarification list for any missing or ambiguous data.

Step 3: Determine governing scenario and required capacity

Using API 521 methods, Cassidy identifies the worst-case relieving scenario (fire, blocked outlet, thermal expansion) and calculates the required mass flow at relieving conditions with the appropriate accumulation allowance.

Step 4: Perform API 520 sizing calculations

Cassidy applies the correct API 520 Part I formulas with manufacturer-certified coefficients, computes required effective discharge area, and selects the next larger API 526 orifice letter and valve size that meets capacity requirements.

Step 5: Configure valve selection and run mechanical checks

Based on back-pressure type and service conditions, Cassidy recommends conventional, balanced-bellows, or pilot-operated valves, then validates inlet pressure loss (≤3% of set) and discharge system constraints per API 520 Part II.

Step 6: Generate quote package and deliverables

Cassidy assembles the complete submittal—sizing calculation report, datasheet, compliance matrix, GA drawing reference, and configured CPQ quote with pricing, lead time, and terms—ready for review or direct customer delivery.