Auto-generate case studies from past deals

Generate new sales enablement content by taking a few pieces of information to write on-brand content.

Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
Talk to sales
  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value—fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

Explore more use cases & automations

Sales Enablement

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.
Sales Enablement

Automate RFPs, RFIs, and security questionnaires with AI

Utilize the Cassidy AI Assistant to streamline the process of answering Requests for Proposals (RFPs).

Unlock a new era of AI automations

Talk to Sales
All Use Cases
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Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
Talk to sales
  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value—fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

Explore more use cases & automations

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Unlock a new era of AI automations

Talk to Sales