Cassidy

Say hello to up to date information from the web, combined with the existing power and context of your Cassidy assistants 💫 With one click, you can now turn on “web search” mode, enabling assistants to 🌐 Decide when to search the web based on your questions 📂 Intelligently navigate between multiple sources to find the best information 🔀 Seamlessly combine web info with their existing knowledge 🔗 Show their work with direct links to every source referenced Check it out now in any assistant chat!

AI shouldn’t replace your customer support team ❌ It should enable them to work more efficiently 💡 Here’s just one of several ways that Cassidy can help your support reps respond faster, with accurate info... Check out this workflow that automatically adds an internal comment to every new Zendesk ticket with a drafted response suggestion and confidence score, so your support team can approve and reply on the spot 👇

Complex data sets require time and effort to parse through and analyze... but with Cassidy's data analyst it's done in minutes 📊 Whether it's creating graphs or pulling statistics, this assistant is a powerful tool that takes in any of your complex data files and returns requested analytics 🪄 (btw it's a default assistant, so there's no set up required 😉)

Want smarter AI automations? It all starts by providing AI with real-time business context... and that happens through the Knowledge Base 💡 Level up your knowledge base in Cassidy with these 4 insights 👇

We’re hiring at Cassidy in NYC! ✨ Product Marketing Manager 🤝 Customer Success Manager 🛠️ Solutions Engineer 💻 Software Engineers 💸 Account Executive 💼 BizOps Manager All JD’s are in the comment below. If you think you’re a strong fit, feel free to send me a message. If someone great comes to mind, tag them below 👇

We're super excited to welcome Kyle Ceraolo to Cassidy as our Business Development Manager ⭐️ Interested in joining Cassidy? Check out our open roles: https://lnkd.in/dpF48sq6

RFPs and RFIs are no joke… with a Cassidy Assistant, they’re done in minutes ✨

We’ve been building powerful AI agents and workflows across every part of our sales process — here are some of our favorites: 📨 Automate daily meeting prep – Each morning, an AI assistant emails the team a sales meeting agenda, complete with attendee insights, past interactions, and talking points for every call. 📞 Compile meeting minutes to create a call query chatbot – All calls are transcribed and saved for this assistant to reference, so we can ask questions, get summaries, and draft informed follow-up emails in seconds. 🤝 Identify decision-makers on new leads – When a new lead arrives, an AI research agent pinpoints the key people from the company for us to be in contact with, providing us with their LinkedIn profile and email automatically. 📈 Draft cold emails using deep company research – AI finds and pulls data from company 10-Ks to create personalized, high-impact emails for executives and founders. 👨💻 Enrich leads + send personalized emails – When a lead fills out our website form, this workflow enriches their contact in our CRM and instantly drafts them a hyper-personalized intro email. 📑 Answer RFP questions in bulk – AI reads RFPs in any format and automatically generates responses based on our past answers and company knowledge.

AI Assistants are incredibly effective... especially when they have the context of your company in mind 🧠 Here are a few of our favorites for keeping your team aligned, focused, and crushing goals👇

"An AI Assistant that works like a real team member" 👏 👏