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AI copilots with context on your business
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Multi-step automations that drive outcomes
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Turn conversations into automated workflows
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Auto-fill RFPs
Speed up proposals with AI-generated answers
Instant answers for sales & support
Empower reps with real-time knowledge
Draft email & ticket replies
Write accurate, on-brand responses in seconds
Triage support tickets
Route tickets based on urgency and topic
Track competitors automatically
Use AI agents to monitor updates and positioning
Search internal knowledge
Find answers across tools and docs
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Enterprise-grade protection for your data
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Tutorials
Instantly search deals and customer history in seconds
Sales Enablement
Automate RFPs, RFIs, and security questionnaires with AI
Sales Enablement
Enable support teams to get accurate on-demand answers to technical questions
Customer Support
Prioritize and triage customer support tickets automatically
Customer Support
Get detailed competitor insights automatically
Strategy
Enrich support tickets with customer data
Customer Support
Generate in-depth reports on any company
Strategy
Automatically transcribe, save, and query meeting notes
Sales Enablement
Find key decision-makers to multithread sales deals
Sales Enablement
Auto-enrich leads in your CRM software
Sales Enablement
Automate preparation for daily sales meetings
Sales Enablement
Format bug reports for engineering teams
Operations
Draft compelling sales emails based on 10-K reports
Sales Enablement
Answer internal questions with an AI Assistant in Slack
Operations
Answer internal questions with an AI Assistant in Microsoft Teams
Operations
Bring AI assistants to any website with Cassidy's Chrome Extension
Customer Support
Create an AI assistant to answer employee HR questions
Operations
Train and onboard new customer support representatives with an AI copilot
Customer Support
Get instant answers from AI assistants directly in your internal portals/dashboards
Operations
Embed AI assistants into external websites
Tutorials
Create in-depth reports for any industry
Operations
Generate on-demand summaries of meeting invitees to prepare for upcoming calls
Sales Enablement
Streamline team responses with verified answers
Sales Enablement
Personalize sales meeting follow-up emails to close deals faster
Sales Enablement
Research any topic on the Internet with Cassidy's Research Agents
Tutorials
Fill information gaps in your Knowledge Base
Operations
Create search engine optimized (SEO) content to get more website traffic
Marketing
Translate and localize existing content into multiple languages
Marketing
Write cold emails to prospects
Sales Enablement
Automate lead scoring in your CRM based on past deals
Sales Enablement
Auto-generate case studies from past deals
Sales Enablement
Automate hiring and interviewing
Operations
Screen resumes to identify top candidates
Operations
Gather insights on your sales and marketing reports
Operations
Respond to Zendesk and help tickets automatically
Customer Support
Auto-generate daily industry news report
Strategy
Write personalized cold emails that actually sound like you
Sales Enablement
Auto-generate weekly competitor news reports
Strategy
Analyze competitor offerings and positioning
Strategy
Draft replies to customer emails and tickets
Customer Support
Write on-brand content
Marketing
Repurpose blog posts into engaging social media content
Marketing
Set up Microsoft Teams AI assistant
Tutorials
Set up Slack AI assistant
Tutorials
Set up RFP response automations
Tutorials
Route support tickets to different departments
Customer Support
Automatically enrich new leads
Sales Enablement
Generate content ideas
Marketing
Adjust content tone
Marketing
Bring AI assistants to Microsoft apps with Cassidy's Add-In
Operations
Plan strategic LinkedIn content using account analytics
Marketing
Analyze CRM data with a custom AI assistant
Sales Enablement
Automatically outreach new leads with approved cold emails
Sales Enablement
Onboard new marketing employees with an AI Assistant
Marketing
Reply to Zendesk tickets with input and approval from team members
Customer Support
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All use cases
Automate RFPs, RFIs, and security questionnaires with AI
Utilize the Cassidy AI Assistant to streamline the process of answering Requests for Proposals (RFPs).
Explore our use cases
See all use cases
Sales Enablement
Instantly search deals and customer history in seconds
Sales Enablement
Automatically transcribe, save, and query meeting notes
Sales Enablement
Find key decision-makers to multithread sales deals
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.
Assistants
Intelligent assistants personalized to your team.
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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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