Automate RFPs, RFIs, and security questionnaires with AI

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

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

Streamline team responses with verified answers

Automatically provide your team with access to a repository of verified answers, ensuring consistency and accuracy in every response. Empower your team to respond confidently and efficiently, reducing time spent searching for information.
Sales Enablement

Analyze CRM data with a custom AI assistant

Gather valuable insights, statistics, and graphs from CRM data to strategize sales and marketing improvements within a custom AI assistant.

Unlock a new era of AI automations

Talk to Sales
All Use Cases
Want to get started?
Book a 1:1 session with our team to see how Cassidy can support your goals.

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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