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Instantly search deals and customer history in seconds
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Automate RFPs, RFIs, and security questionnaires with AI
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Prioritize and triage customer support tickets automatically
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Automate lead scoring in your CRM based on past deals
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Set up RFP response automations
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Bring AI assistants to Microsoft apps with Cassidy's Add-In
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Automatically outreach new leads with approved cold emails
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Onboard new marketing employees with an AI Assistant
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All use cases

Automate lead scoring in your CRM based on past deals

Setup a workflow that searches for a lead’s profile, information about their company, and generates a lead score on the spot.

How to use

Step 1: Select workflow template

Begin by choosing our pre-built starting point “Score Leads Automatically”.

Automatically Score Leads

Step 2: Edit prompts

Edit the lead scoring prompt to match your prospect evaluation framework and criteria.

Automatically Score Leads

Step 3: Run the workflow

Bulk run the workflow to automatically score leads based on their profile and company.

Automatically Score Leads

Explore our use cases

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Instantly search deals and customer history in seconds
Sales Enablement

Instantly search deals and customer history in seconds

Automate RFPs, RFIs, and security questionnaires with AI
Sales Enablement

Automate RFPs, RFIs, and security questionnaires with AI

Automatically transcribe, save, and query meeting notes
Sales Enablement

Automatically transcribe, save, and query meeting notes

See all use cases

Clone our use cases and unlock new opportunities

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Access to the top models

Cassidy includes the top 5+ leading AI models.

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Automate tasks with custom, data-driven workflows.

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Cassidy at your fingertips with browser extensions.

No model training

Unlike ChatGPT, Cassidy never trains with your data.

Enterprise-grade security

Centralized intelligence for smarter automation.
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