Top insights to automate your business with AI

Overview

LLMs created a new era of automation. While previous workflow automation platforms could only automate tasks with basic if/then logic, LLMs unlocked complex reasoning in natural language.  

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However, the quality of LLM outputs and decisions is highly dependent on the specific context they’re given. Insufficient, disorganized, or outdated data can cause AI to respond inconsistently (or even hallucinate), making it hugely unreliable for business automation. Enter: Cassidy. 

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Cassidy is a more intelligent automation platform that makes every decision with full context on your business. 

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How it works: Cassidy’s knowledge base connects to your company’s existing knowledge tools (Slack, Notion, Drive, etc.) and automatically cleans, prepares and keeps your business’s data up-to-date. It removes the concept of “one-size-fits-all” logic and instead allows your team to reliably build powerful AI workflows that make complex, human-level decisions, all with a nuanced understanding of your company. 

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Cassidy was built for both non-technical and technical users, making effective AI automations accessible to teams of all shapes and sizes. Today, we’re thrilled to announce our $3.7 million funding led by The General Partnership, Neo, Comma Capital, Spacecadet Ventures, Ride Ventures, and angels like Erik Goldman (Co-founder of Vanta), Jason Dorfman (CEO of Orum), Zach Sims (CEO of Codecademy). We closed our round in November 2023 and have been growing fast...

What makes Cassidy’s automations ‘intelligent’

Companies typically want to consolidate their tooling, and since Cassidy's workflows are tailored to how a business operates, it works ‘intelligently’ in a few different ways: 

It gets smarter with more interactions

Cassidy’s automations improve over time. Each interaction cites its sources, allowing you to verify and exclude specific information through human-in-the-loop processes. This transparency ensures your data remains accurate and up-to-date. As more interactions occur, Cassidy’s performance is refined, incorporating added context and prompt adjustments to continually enhance the system’s reliability.

It understands your business

Cassidy connects with all knowledge tools (Slack, Sharepoint, Confluence, etc.) to give AI context on your business, customers, competitors, brand voice, and more. It pulls the information in real-time so that it’s constantly up-to-date with what’s happening at your company and in the market. This gives Cassidy human-like judgment, and keeps responses consistent across your entire team.

It’s fully composable software

Cassidy allows teams to quickly build custom AI automations and agents. Companies can tailor the software to how their business operates, designing workflows that match their exact team’s processes. We're creating hundreds of AI action blocks combined with all the leading AI models (all included with your plan) so you can bring your AI tech stack into a unified platform. 

AI that can run asynchronously

Cassidy’s workflows allow you to build automations that run even while you’re sleeping. You can create triggers from hundreds of different tools to automate tasks automatically. Because our AI runs with specific guardrails and the full context of your company, you can trust it to perform reliably without needing a human in the loop.

Built for teams of all shapes and sizes

We're making AI automations accessible to teams of all sizes and skill sets. To stay ahead in the age of AI, automation is no longer optional—everyone needs to be able to build out automations. Cassidy is designed to make it incredibly easy for non-technical teams to use and build complex automations. We offer a library of pre-made workflows and a simple text-to-workflow creation process. For more technical teams and granular use cases, Cassidy has the flexibility to add code and prompt engineering. Cassidy also has enterprise-grade permissioning and security that you can trust to keep your data private and encrypted. You can set advanced user-level permissions for your automations and knowledge data to keep your data secure. Learn more about our security (including compliance with SOC II) at trust.cassidyai.com. 

Cassidy in the real world 

We started Cassidy a little over a year ago and are continuously blown away by our customers’ creativity, from startup founders automating responses to RFPs to global public companies automating their sales enablement flows for 12k+ companies. Some use cases to spotlight: 

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RVezy is a leader in online RV rentals that built a suite of sales enablement and customer success automations. Since their business model and ideal customer persona are incredibly nuanced, they couldn’t rely on typical if/then logic or scoring criteria to prioritize and respond to customers. The team embedded Cassidy into their workflows to automate customer support triaging, handle chargeback disputes, and draft replies with highly nuanced context. These automations understand RVezy’s business inside-out and make high-context judgments for each ticket trained on thousands of previous support inquiries.

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“Cassidy allows us to be much more proactive in addressing critical customer complaints - automatically escalating issues to a manager who can solve customer problems quickly”

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E78 Partners, a leading advisory firm, utilizes Cassidy's AI automations for research and knowledge transfer across teams. They've built automations that are hyper-personalized to support industry research and client facing projects.

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"Cassidy personalizes its AI tools to know our business, clients, and industries better than any other AI-enabled company. Across the board, our team is obsessed with using Cassidy as a copilot to refine solutions, research external industry insights, streamline knowledge transfer across teams and find creative ways to automate the day-to-day monotonous tasks."

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Lexer, a customer data platform, generates responses to RFPs in minutes. Their team created an AI workflow that extracts questions from documents, searches their knowledge base for answers, then writes a thorough response in Lexer’s brand voice.

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“I never thought I’d be able to automate responding to our RFPs until I found Cassidy. It was incredibly easy to connect my tools, and helps us respond 3x faster to customers so we can close more deals.”

What’s next

At Cassidy, we believe AI is going to become more and more embedded into how companies operate, starting with automations. If what we’re building resonates, check out our many open roles at cassidyai.com/careers 👈

This article will explore the critical differences between Cassidy and Microsoft Copilot. We will focus on Cassidy's diverse features, robust Knowledge Base, and seamless integrations to understand its advantages for organizations looking for efficient AI workspaces.

AI Models and Flexibility

Cassidy supports multiple AI models, including OpenAI's GPT-4o & GPT-4, Google Gemini, and Anthropic Claude. Microsoft Copilot, on the other hand, relies solely on OpenAI. Given Microsoft's partnership with OpenAI, their models are limited to the OpenAI ecosystem. By being model agnostic, Cassidy allows for newer and better models to be added automatically, mitigating the risks of investing in outdated AI models. You also have the added flexibility that certain models are better than others at certain tasks, so you can selectively choose the best models based on your tasks.

Knowledge Base

While you can integrate your SharePoint files within Microsoft 365, you cannot connect other third-party tools like Google Drive. Cassidy's Knowledge Base securely connects with over 100 tools, ensuring real-time updates and privacy. This provides a more comprehensive knowledge management solution to generate accurate and relevant responses across thousands of files, for your entire time.

AI Assistants

Cassidy's AI Assistants, powered by the Knowledge Base, perform specific tasks while maintaining contextual consistency across teams. Microsoft Copilot offers Copilot GPTs that function similarly to Cassidy Assistants; however, they:

1. Cannot access the same level of context via the Knowledge Base.
2. Are limited to the Microsoft ecosystem and cannot be used in workflows with non-Microsoft tools.
3. Are restricted to developer-centric solutions, while Cassidy is a no-code solution accessible to both technical and non-technical users.

Multi-step Workflows

Microsoft Copilot Studio offers limited workflow automation with a focus on deploying Copilot GPT-type assistants to different tools. Unlike Cassidy, which enables users to build and run multi-step workflows for end-to-end automation, Copilot Studio is more technical and less accessible to non-developer users. Their automations, similar to their Assistants (Copilot GPTs), are Sharepoint-centric. Cassidy’s no-code workflows enable comprehensive automations from enriching inbound leads to triggering internal slack messages to your team.

Integrations

Cassidy integrates with key tools like Google Drive, SharePoint, Notion, Slack, Zapier, and many more, allowing for seamless integration of AI Assistants. In contrast, Microsoft Copilot is limited to Microsoft applications like SharePoint and does not integrate with Zapier. Cassidy’s extensive integrations enable you to trigger actions that are not possible with Microsoft Copilot.

Security and Data Privacy

Both Cassidy and Microsoft Copilot prioritize data security with enterprise-grade protocols and follow the industry's top practices for security and privacy. Both platforms are SOC2 compliant. Learn more about Cassidy’s security at trust.cassidyai.com.

Support and Onboarding Process

While Cassidy ensures onboarding assistance for all enterprise teams, Microsoft Copilot offers self-help resources, admin self-help, support plans, partner assistance, and sales contacts. Cassidy's support includes a dedicated account manager, team training sessions, weekly office hours, and a Slack channel to help teams build AI assistants and workflows tailored to their specific use cases. This level of support allows Cassidy users to effectively roll out AI solutions within their organization.

Reach out to learn more

If you're interested in learning more, contact our sales team at team@cassidyai.com.

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This might be the biggest opportunity in AI right now: take your industry expertise, apply new AI knowledge, and become the AI expert in your industry.

See, a recent McKinsey report stated that AI adoption in the workplace has actually remained stagnant from 2021 to 2023.

I believe that’s because most people have a general understanding of AI, but they have no idea how to use it in their specific industry. There’s a huge opportunity to become the person who shows people how to apply AI to your industry. Focus on teaching use cases actually relevant to their daily work.

The more niche you get, the bigger impact you can have.

How do you become the AI expert in your industry?

First, position yourself as the "AI Person" at your company. Share your learnings and experiments with colleagues and other people in your industry.

There's no shortage of people looking to make their lives easier. Start by helping those around you.

To take it a step further, share your insights online.

You know I love TikTok, but it doesn’t matter which platform you choose. TikTok, LinkedIn, Twitter, Instagram, YouTube, whatever. The steps are simple.

1. Learn about AI
2. Use it in your industry
3. Share online how you’re doing that.
4. Repeat for months-years

If your content is helpful and you do it for long enough, you’ll start to be seen as the AI expert for your industry. You'll have the opportunity to make a significant impact by applying the power of AI to address specific problems within your field.

Remember: every industry needs an AI expert, you can be it.

There are two primary categories for integrating AI into your business:

1. Boosting Internal Productivity - In other words, figuring out how to make your employees and workflows more efficient, so you can deliver better results faster.
2. Enhancing the Customer Experience - Exploring what you can offer on top of your existing products and services to make your customers even happier.

Focusing on internal productivity will help cut costs, while improving the customer experience will help you earn more.

Internal Productivity

In my view, it’s easier to start with internal productivity. Greater AI adoption within your team or even by yourself will lead to a substantial increase in overall productivity. The right AI strategy will turn everyone in your organization into a top performer.

Of course, figuring out the best AI strategy can be tricky. But, I think it’s important to not overthink it. Just starting to use AI tools and sharing them with your team can pave the way for in-depth AI integration across your organization. It’s crucial for everyone to have that “Aha” moment with AI.

At CassidyAI, we’re all about this mission. While we’re still slowly rolling out early access, we’ve been documenting our process publicly because we believe everyone can benefit from the thinking we’re putting into how to build features that truly speed up internal workflows.

We showcased our plugin feature that allows you to bring an AI assistant, custom-trained for your business, virtually anywhere on the internet. It’s been a game-changer for sales, customer success, and marketing teams.

(Check out the demo here. You can also signup for the Cassidy waitlist here)

The point is this: When integrating AI into your business, consider the workflows and tasks that currently exist and explore how AI could be introduced to enhance them. Never assume AI can't help--even small steps towards incorporating AI eventually become meaningful time savings.

Customer Experience

On the other hand, you can drive significant customer retention and growth by thoughtfully using AI in your products and services. This approach requires creativity, as it is not as simple as purchasing an off-the-shelf solution for internal workflow optimization.

AI-enabled features in your products and services could include personalized recommendations, an AI chatbot, or simple AI features that make it easier for people to use your product. The catch is that these features must be unique to your business.

For instance, Shopify customers struggled to optimize their stores properly, so their AI sidekick was developed to do it automatically. Another example: I recently spoke with a personal trainer who introduced an AI chatbot for fitness-related questions because clients struggled with guidance on days they weren’t seeing the trainer.

When considering AI implementation, think about the biggest pain points for your current customers. Why do people churn? Is something stopping them from using your product or service more often? What are their unmet needs?

It’s within these questions, you’ll find opportunities to enhance the customer experience using AI.

Cassidy credits are the fuel that powers everything on our platform — from assistants to workflows.

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Each month, based on your subscription plan, you receive a set number of credits. These credits are deducted as you complete tasks — simpler ones use fewer credits, while more complex workflows require more.

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This streamlined approach allows you to manage your usage effortlessly, giving you access to all our AI models without needing multiple API keys or separate subscriptions. There are over 8 models built-in to choose from, including OpenAI, Anthropic, and Google’s latest models.

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In this article, we’ll break down Cassidy credits in more detail, but if you're looking for a high-level overview of Cassidy's credits and pricing, head over to our pricing page.

What are Cassidy credits and how do they work

Cassidy credits are the backbone of how you access and utilize the AI-powered features on our platform. Instead of juggling multiple API subscriptions or worrying about separate charges for each tool, Cassidy credits simplify your experience by acting as a "universal currency." so to speak.

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Each feature, from running workflows to chatting with assistants, pulls from your monthly pool of credits, making it easy to track and manage your usage.

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When you sign up for Cassidy, your plan comes with a set number of credits each month. These credits are deducted as you run tasks on the platform. The more complex the task—like detailed workflows or analyzing large datasets—the more credits it consumes. Simpler tasks, like basic queries or short assistant interactions, use fewer credits.

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Here’s how it works:

• Choose between 8+ models: Depending on the automation, your team might prefer different models for different use cases. For instance, GPT-4o is better at data analysis, while Claude 3.5 Sonnet is better at content writing. As newer and better models get released, we’ll add them directly into Cassidy.
• Task-Based Consumption: Every task you run deducts credits from your monthly allocation, whether it’s small day-to-day tasks or large workflows.
• No API Key Hassle: Usually, accessing AI models across different platforms requires multiple API subscriptions. Cassidy credits simplify that—you pay for one subscription, and your credits cover all features in one place.
• Real-Time Monitoring: Track how many credits you’ve used and how many are left. For teams, credits are shared across your organization.
• Scalable Usage: Whether your needs grow or shrink, Cassidy credits adapt to your usage, ensuring you only use what’s necessary.

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It should also be noted that Cassidy credits do not roll over every month.

What happens if I accidentally go over my Cassidy credits?

We understand that credit usage can vary. If you find yourself running low or going over on credits, reach out to our team. We’ll work with you to find a solution, whether it's a one-time boost or a plan adjustment to better suit your needs — the key thing to note is that we want to work with you.

Couple of quick FAQs about Cassidy credits

Is there a cost per credit?
Rather than charging per individual credit, our pricing model factors in seats, features, support, and other benefits. This helps us provide more value through flexible plans that adapt to your needs.

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Are there any free actions within Cassidy?
Yes, many actions within Cassidy are free and don’t consume credits. These include tasks that don’t require AI, like scraping a webpage or searching the internet. However, integrations with platforms like HubSpot or Salesforce require a subscription tier but won’t consume additional credits once enabled.

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How can I quickly check my remaining Cassidy credits?
You can easily monitor your Cassidy credits by navigating to the 'Credits & Storage' tab in the Organization Settings. This will give you an up-to-date view of your remaining credits and storage usage, helping you plan accordingly.

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Customized plan tailored for your needs

At the moment, our Starter Plan offers 10k credits per month, with access to all of Cassidy’s core features, including unlimited assistants, workflows, and integrations with tools like Slack, Notion, and Sharepoint. This plan is perfect for individuals and teams starting out with AI-powered workflows.

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However, for businesses with more specific needs — whether it's handling larger data volumes, scaling across departments, or needing advanced customization — our Custom Plan may be the right fit.

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With a Custom Plan, you’ll enjoy:

• Custom credits per month: Tailored to match the complexity of your workflows and team size.
• Unlimited assistants and workflows: Automate without restrictions, so your team can scale tasks effortlessly.
• Advanced integrations: Connect Cassidy to internal systems or specialized tools, going beyond standard integrations.
• White-glove setup and onboarding: Get personalized support for a smooth implementation process and hands-on assistance.
• Single Sign-On (SSO) capability: Secure and simplify user access with SSO integration.
• Dedicated AI expert: Work with a dedicated expert to help optimize workflows and maximize efficiency.
• Custom AI training: Receive tailored training to ensure your team makes the most of Cassidy’s features.
• Custom integrations and live syncing: Keep workflows in sync with your essential tools and systems.
• AI ROI reports: Track the benefits and ROI of your AI workflows to see tangible results.

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A Custom Plan is ideal for organizations with more complex needs, offering flexibility and dedicated support as you grow. If this sounds like a good fit for your team, feel free to reach out to explore the best plan for your goals and maximize the value Cassidy can bring.

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How we help save money compared to traditional API subscriptions

With Cassidy, you’re not just getting access to powerful AI tools—you’re also saving money by avoiding the need for separate API subscriptions and costly maintenance. Instead of managing multiple providers, Cassidy brings everything together, bundling a wide range of features into one platform for greater value.

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We take care of the technical complexities—managing services, maintaining integrations, and handling updates—so you can focus on growing your business without worrying about hidden development or maintenance costs. By offering essential AI features and providers in one place, Cassidy helps you streamline your workflow and ensures you get the best performance without the hassle of multiple subscriptions or additional fees.

How many credits are used for typical workflows

If you are using the free trial or starter plan, you will have a limited amount of credits. Understanding how many credits different tasks consume can help you make the most of your Cassidy credits. Here’s a quick breakdown of what to expect for common activities:

• Chats with Assistants: These usually consume between 1 and 30 credits, depending on the complexity of the conversation and the level of detail required.
• Workflows: The credit usage for workflows can vary widely, from 1 to 100 credits, based on the scope and depth of the task. Simple workflows will cost less, while complex workflows involving multiple steps and large datasets will consume more credits.

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These estimates provide a general idea, but the actual credit consumption will vary based on the specifics of your tasks.

What factors influence the amount of credits used?

Several factors determine how many credits a task will consume. Here are some key considerations:

• AI Model: More advanced models require more credits. For basic tasks, simpler models can conserve credits, whereas complex analysis or generation tasks may need a more robust model.
• Token Size: Tasks that involve large inputs or outputs (like longer documents or extended conversations) will require more tokens, which in turn increases the credit consumption. For example, if you’re summarizing a lengthy document, expect to use more credits.
• Knowledge Base Access: Interacting with the knowledge base—whether retrieving information or analyzing existing content—tends to consume more credits. This is because accessing, processing, and analyzing data from the knowledge base can be resource-intensive, especially with large or complex entries.
• Bulk Runs: When you run workflows in bulk, such as processing multiple datasets simultaneously, credit consumption rises significantly. Breaking up tasks or running them in smaller batches can help manage your usage more efficiently.

By considering these factors, you can better estimate credit usage for your tasks and optimize your workflows to make the most of your Cassidy credits.

Tips for maximizing value of your Cassidy credits

While Cassidy credits give you access to powerful AI tools, optimizing how you use them ensures that you get the most value without burning through your monthly allowance. Here are some practical tips to help you stretch your credits further and make the most of Cassidy’s capabilities.

1. ‍Use Smaller AI Models for Simple Tasks
   Not all tasks need the most advanced AI model. For straightforward actions like summarizing text, correcting grammar, or drafting emails, smaller models can get the job done. By using these lighter models, you conserve your credits for more complex workflows.‍
2. Test Workflows with Limited Data First
   When building or testing new workflows, start small. Instead of running the full dataset or more intricate processes right away, try a few steps at a time to make sure everything works as expected. This way, you avoid consuming extra credits on trial runs and can save resources for the final, optimized version.‍
3. Keep Chat Conversations Focused
   When interacting with AI assistants, longer chats consume more credits as the AI retains context from previous messages. Starting a new chat after completing a task will typically use fewer credits. For routine tasks, such as drafting or refining content, non-Q&A assistants can help conserve credits while still delivering quality results.‍
4. Monitor Your Usage Regularly
   Cassidy makes it easy to keep an eye on your credit usage through the dashboard. By regularly checking your credit consumption, you can adjust your workflows and plan for more intensive tasks without depleting your credits prematurely. If your needs grow, consider upgrading to a custom plan for more flexibility.‍
5. Be Strategic with Bulk Runs
   Running workflows in bulk, like processing multiple datasets or documents at once, can significantly increase credit usage. Whenever possible, run workflows in smaller batches or break up larger tasks to avoid overloading your credits.

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By following these tips, you'll ensure that your Cassidy credits go a long way, helping you unlock the platform's full potential while staying within your monthly limits. If you ever find yourself needing more credits, we’re here to help with flexible plans designed to scale with your needs.

Build AI automations that work for you and your company

With Cassidy, you’ve got everything you need to build AI automations that streamline workflows and boost productivity. Our platform adapts to your unique needs, whether you’re a small business or a large enterprise. Sign up for a free trial today!

Research doesn’t have to be an expensive, manual, time-consuming process anymore.

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With Cassidy’s Research Agent, you get real-time, continuous access to the web until it finds the precise answers you need, delivering up-to-date, accurate information quickly and effortlessly.

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Whether you’re after business insights or competitive data to fuel your growth strategy, this tool ensures you get the exact information you’re looking for — no manual research required. 

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Unlike tools like ChatGPT, which handle individual queries, Cassidy’s solution is designed for repeatable, in-depth research. It continuously gathers, processes, and aggregates live web data, making it far more powerful for automating complex tasks that drive business decisions.

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If you’ve been spending hours on research or relying on tools that fall short, it’s time to save both time and money with this powerful solution. 

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Ready to see how it can transform your workflow? Let’s dive in

Simplifying research with limitless reach

Research Agent scours the internet to retrieve real-time data tailored to your needs. Whether you’re conducting in-depth analysis or verifying key information, it eliminates manual effort and helps you make faster, more informed decisions.

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At its core, Research Agent combines custom queries, autonomous web scraping, data analysis, and customizable output options. Here’s how it works:

• Custom Instructions: You define exactly what data you're looking for—whether it’s competitive insights, verifying a company’s online presence, or gathering the latest news. This gives you complete control over the research process.
• Autonomous Web Scraping: The tool automatically scans public online sources like websites and databases, saving you hours of manual searches. It can’t log into private accounts but uses public-facing data to gather insights. For example, you could input a company domain, and Research Agent would analyze accessible websites and compile a list of competitors for you.
• Data Processing and Confidence: After collecting the data, it’s analyzed and presented with confidence scores, detailed reasoning, and a step-by-step breakdown of how the results were gathered. You’ll be able to trust the data and understand exactly how it was sourced.
• Customizable Output: The results are delivered in a format that fits seamlessly into your workflow, allowing you to quickly act on the insights you’ve gathered. Whether you're generating reports, conducting competitive analysis, or validating information, the output is flexible and designed to meet your specific needs.

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As Research Agent continues to evolve, new templates and features will be added, enhancing its research capabilities and allowing you to tackle even more complex tasks.

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For more details, check out this overview video: 

Our pre-existing templates can already help you work magic 🪄

We've created a range of pre-built templates available to simplify common research tasks, helping you get started right away.

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These templates handle tasks such as:

• Gathering Company and Competitor Information
• Analyzing Company ICP and Positioning
• Finding Company's Social Media Profiles
• Identifying Person Names from Work Email Addresses
• Locating Company Executives and Founders
• Searching for Company Competitors
• Verifying Domain Status
• Finding Company Customers
• Getting Company 10-K Reports

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These templates allow you to quickly gather relevant data without having to build workflows from scratch. Whether you’re searching for key contacts or analyzing competitors, the templates are designed to make your job easier.

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But the real advantage comes from customization. While pre-built templates offer convenience, you can design your own workflows tailored to your specific needs. Whether you're automating a series of unique tasks or gathering insights for a highly specialized project, you can create workflows that match your exact requirements.

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By designing custom templates, you not only save time but also open the door to automating complex tasks. This flexibility allows you to streamline operations, make more informed decisions, and focus on using the data to fuel business growth.

Applying Research Agent's insights for your business

The data gathered by Research Agent can be used across different areas of your business to make smarter, more strategic decisions.

• For Sales: Detailed insights on potential customers, including their company background and key contacts, allow you to tailor your outreach for maximum impact.
• For Competitive Analysis: Having access to competitor data in real-time enables you to quickly identify market trends, analyze your competitors’ strategies, and adjust your own.
• For Lead Generation: By automating research, you can quickly build lists of high-quality contacts and leads, giving your team more time to focus on outreach.
• For Market Research: Gain access to industry trends and customer preferences to make strategic business decisions faster, putting you ahead of the competition.

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Here's an example of how you can conduct industry research: 

As many departments in your organization are likely spending significant time or money on research tools, we aim to simplify that—while offering you the most accurate, current insights available from across the web.

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Plus, exporting this data is easy.

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With integrations like OneDrive and Word, exporting your data is seamless, allowing you to put research into immediate use. Some integrations work across both Knowledge Base and workflows, such as Slack, making it easy to store data and send notifications where they’re most useful. No matter where your data is headed, outputs are formatted to fit your exact needs.

Experience Cassidy for yourself

Ready to simplify your workflows and make data-driven decisions with ease? Cassidy offers the tools to automate your research and streamline operations across your business. 

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Sign up for a free trial today.

Sales isn’t just about charm and persistence anymore—it’s about being equipped with the right tools to work smarter, not harder.

Today’s sales teams face mounting pressures: tight deadlines, information overload, and the constant need to stay one step ahead of the competition. If that sounds familiar, you’re not alone.

Enter sales enablement.

It’s more than flashy tools or a stack of PDFs; it’s about creating a framework that empowers reps at every stage of the sales process. From crafting data-driven strategies to closing deals faster, effective enablement ensures teams have what they need to thrive.

But what if your tools could do more than support your strategy? What if they could actively optimize it?

That’s where artificial intelligence changes the game.

By integrating AI-driven solutions like Cassidy, sales teams can operate leaner, streamline processes, and focus on what matters most: closing deals.

Whether it’s automating research, scoring leads, or drafting personalized outreach, Cassidy ensures every part of the enablement journey is faster, smarter, and more cost-effective. Here's how AI can help you at every part of a sales journey.

Identifying and Qualifying Leads

Every sales journey begins with finding the right prospects, but not all leads are created equal. Wasting time chasing low-value leads can drag down even the most experienced sales teams. This is where precision in lead qualification becomes essential — and where Cassidy’s AI-driven lead scoring takes the spotlight.

Quick Refresher: Why Lead Qualification Matters
For enterprise sales teams, efficient lead qualification is the difference between spinning wheels and driving revenue. By zeroing in on prospects with the highest likelihood of conversion, your team can:

• Focus on what matters: Spend less time chasing dead ends and more time building relationships with high-value prospects.
• Shorten the sales cycle: Well-qualified leads tend to move through the pipeline faster.
• Boost conversion rates: Targeted efforts lead to better outcomes, improving your bottom line.

How Cassidy’s AI Supports Lead Qualification

Cassidy leverages advanced AI to analyze vast amounts of data—historical deals, engagement trends, and company profiles—to provide a dynamic lead score.

We integrate seamlessly with your CRM, delivering real-time updates that keep your team ahead of the game.

With Cassidy’s agents doing the heavy lifting, salespeople are empowered to focus on what they do best: building relationships and closing deals.

Here’s how Cassidy enhances lead qualification:

• Dynamic Lead Scoring: Evaluate prospects in real-time using historical data and engagement patterns.
• Seamless CRM Integration: Syncs directly with your CRM to keep data fresh and actionable.
• Automated Research: Gathers and analyzes prospect information, eliminating manual tasks.
• Customizable Scoring Models: Tailor lead evaluation criteria to fit your unique sales process.
• Real-Time Updates: Provides instant feedback as new data comes in, ensuring your team stays agile.

Using Cassidy means your team spends less time qualifying leads and more time closing them.

This shift not only streamlines operations but also enhances your team’s ability to hit targets consistently. When every second counts, Cassidy ensures your sales process is as efficient and impactful as possible.

Streamlining Research and Prep

Sales isn’t just about having the right prospects—it’s about understanding them. But research can be one of the most time-consuming parts of the process, often pulling reps away from selling. Between digging through company profiles, market trends, and competitor insights, valuable hours slip away.

Quick Refresher: Why Efficient Research Matters
For enterprise sales teams, thorough research is the foundation of a successful pitch. Without it, even the best strategies can falter. Here’s why research efficiency is a game-changer:

• Better conversations: Tailored insights lead to more engaging, impactful discussions.
• Stronger positioning: Knowing your prospect’s challenges and market landscape helps you stand out.
• Time savings: Automating routine research frees up time for strategic selling.

How Cassidy’s Research Agent Optimizes Prep

Cassidy’s Research Agent automates the grunt work, delivering key insights directly to your team. It scours market reports, company news, and internal data, then consolidates everything into a digestible format.

Whether it’s preparing for a meeting or understanding a prospect’s business, Cassidy ensures your reps walk in fully armed with the right information.

Here’s how Cassidy enhances research and preparation:

• Automated Competitor Insights: Stay ahead by knowing how your prospects stack up against their competition.
• Customized Prospect Summaries: Get tailored snapshots of each lead, highlighting the most relevant data points.
• Instant Market Trend Reports: Keep a pulse on industry shifts without lifting a finger.
• Real-Time Updates: Ensure your team always has the latest insights before making contact.

By letting Cassidy handle the heavy research, your team can focus on delivering value where it matters most—engaging prospects and driving deals forward. When research takes minutes instead of hours, you’re setting your team up for success.

Personalizing Outreach

In the crowded world of enterprise sales, generic pitches simply don’t cut it. To truly connect with prospects and move deals forward, every interaction needs to feel tailored and relevant. But crafting personalized messages at scale is no small feat—unless you’ve got the right tools in place.

Quick Refresher: Why Personalization Matters
Personalized outreach isn’t just a nice-to-have; it’s essential for driving engagement and building trust. Here’s why it’s critical:

• Increased Engagement: Personalized emails and messages are far more likely to get opened and responded to.
• Stronger Relationships: Tailored communications show prospects that you understand their specific needs and challenges.
• Higher Conversion Rates: Prospects are more likely to take the next step when they feel the pitch is designed just for them.

How Cassidy Scales Personalization

Cassidy leverages AI to make personalization effortless. By analyzing key data points—like industry, company size, and recent interactions—Cassidy generates custom messaging that resonates with each prospect. No more copy-pasting templates or spending hours tweaking emails.

Here’s how Cassidy transforms your outreach strategy:

• Tailored Email Templates: Generate personalized emails at the click of a button, saving time without sacrificing quality.
• Industry-Specific Recommendations: Provide insights and solutions that speak directly to a prospect’s industry pain points.
• Behavior-Based Follow-Ups: Automatically adjust messaging based on how prospects engage with your content.
• Consistent Tone and Branding: Ensure every message aligns with your company’s voice, creating a seamless experience.

With Cassidy, your team can deliver personalized outreach at scale, building stronger connections and moving deals through the pipeline faster. Time spent on crafting the perfect message becomes time spent closing the next deal.

Accelerating the Sales Cycle

In enterprise sales, time is everything. The longer a deal lingers in the pipeline, the greater the risk of losing it to a competitor or internal delays. To stay ahead, sales teams need to move quickly, keeping momentum high and bottlenecks low.

Quick Refresher: Why Speed Matters
A fast-moving sales cycle isn’t just about efficiency—it’s about maximizing opportunities and reducing risks. Here’s why speed is essential:

• Reduce Churn Risk: The faster a deal progresses, the less chance prospects have to second-guess or disengage.
• Increase Deal Volume: Shorter cycles mean your team can close more deals in the same timeframe.
• Maintain Prospect Momentum: A seamless, fast process keeps prospects engaged and excited about your solution.

How Cassidy Speeds Things Up

Cassidy removes the common roadblocks that slow down sales cycles. By automating time-consuming tasks like RFPs, contract generation, and compliance document prep, Cassidy helps your team keep deals moving without sacrificing accuracy or quality.

Here’s how Cassidy accelerates the sales cycle:

• Automated Proposal Generation: Create polished, customized proposals in minutes.
• Streamlined Contract Reviews: Generate contracts with pre-approved clauses to avoid legal bottlenecks.
• Pre-Filled Compliance Documents: Reduce back-and-forth with automated, error-free forms.
• Real-Time Task Management: Ensure every step of the process is completed on time with automated reminders and updates.

With Cassidy powering your sales cycle, deals close faster, and your team stays focused on what’s next. When speed meets precision, you gain a competitive edge that keeps your pipeline flowing.

Closing Deals Faster

Everything in sales ultimately leads to one goal: closing the deal. It’s the final hurdle, and how efficiently your team navigates this stage can make or break your revenue targets. But closing isn’t just about getting signatures—it’s about ensuring every step is smooth, timely, and impactful.

Quick Refresher: Why Closing Efficiency Matters
The closing phase is where all the hard work pays off. Here’s why optimizing this stage is critical:

• Revenue Impact: Faster closes mean quicker revenue realization.
• Resource Optimization: Efficient closings free up reps to focus on new opportunities.
• Customer Satisfaction: A seamless closing process builds trust and sets the stage for long-term relationships.

How Cassidy Helps You Close Deals

Cassidy takes the friction out of closing deals by automating key steps and providing instant access to critical deal information. From streamlining document workflows to enabling real-time collaboration, Cassidy ensures nothing stands in the way of sealing the deal.

Here’s how Cassidy empowers your team during the closing phase:

• Instant Document Prep: Generate contracts, invoices, and closing summaries in seconds.
• Automated Approval Workflows: Get necessary sign-offs without delays.
• Centralized Deal Insights: Provide reps with a complete view of deal history and key touchpoints.

With Cassidy, your team can close deals with confidence, speed, and precision. By eliminating last-minute bottlenecks and ensuring a smooth transition from proposal to contract, Cassidy helps you turn opportunities into wins—faster.

Post-Sale Follow-Up

Closing the deal is only the beginning. In enterprise sales, the post-sale follow-up is critical for nurturing client relationships, identifying upselling opportunities, and ensuring long-term satisfaction. A well-executed follow-up strategy turns one-time buyers into loyal customers and maximizes the value of every deal.

Quick Refresher: Why Post-Sale Follow-Up Matters
The real revenue potential often lies beyond the initial sale. Here’s why post-sale engagement is essential:

• Strengthen Client Relationships: Regular follow-ups show your commitment to their success, building trust and loyalty.
• Uncover Upsell and Cross-Sell Opportunities: Happy clients are more likely to invest in additional products or services.
• Boost Retention Rates: Continued engagement ensures your clients stay with you long-term.

How Cassidy Supports Post-Sale Success

‍Cassidy streamlines the follow-up process, helping your team stay connected with clients without adding extra workload.

By automating routine tasks and providing actionable insights, Cassidy ensures every interaction adds value.

Here’s how Cassidy enhances post-sale engagement:

• Automated Follow-Up Reminders: Never miss a chance to check in or provide additional value.
• Upsell and Cross-Sell Recommendations: Identify opportunities for expanding the relationship based on past behaviors and needs.

With Cassidy, your team can maintain meaningful client relationships that drive long-term success. By staying proactive and informed, you’ll not only secure repeat business but also position your company as an indispensable partner.

Start Using AI to Help With Sales Enablement

From prospecting to closing and beyond, Cassidy empowers your sales team at every stage of the journey. By streamlining workflows, automating time-consuming tasks, and delivering actionable insights, Cassidy ensures your team can focus on what they do best—driving revenue and building lasting client relationships.

Ready to transform your sales process? Start a free trial today! 

Customer support teams face countless challenges every day: handling high ticket volumes, answering tough questions, and maintaining meaningful interactions across platforms. It’s a high-pressure job that requires efficiency, adaptability, and tools that work as hard as they do.

With all the stress and mental energy it takes to juggle these challenges, AI can be a powerful partner for support teams. Not a replacement, but a trusted resource that works alongside you and your team. By handling the heavy lifting, AI allows support teams to focus on what they do best: building connections and delivering great customer experiences.

In this blog, we’ll show how Cassidy equips support teams to tackle key enablement tasks — streamlining processes, building impactful resources, and delivering exceptional customer experiences.

Clear Out Tickets With On-Demand Answers to Questions

High ticket volumes are every support team’s nightmare. Maybe it’s a bug that’s disrupting users, or an unexpected outage that sends panic through your customer base.

Whatever the cause, tickets pile up fast, and your team is left trying to triage the chaos. Everyone’s scrambling to prioritize the most pressing issues, but with so many demands coming in at once, it’s easy for important requests to fall through the cracks.

You don't want to get to a point where customers get frustrated, agents feel burned out, and the pressure only mounts.

In moments like these, teams do their best: manually assigning tickets, answering repetitive questions, and leaning on internal experts for technical issues. It works for a while. But when volumes spike, manual processes slow things down, agents lose time searching for answers, and the team struggles to keep up.

This is where AI can make all the difference.

Cassidy takes the pressure off by drafting accurate, context-rich replies to customer emails and support tickets automatically. Powered by your knowledge base, it ensures every response is not only timely but also reliable. From answering common questions to tackling more complex issues, Cassidy equips your team with the tools to stay ahead of mounting tickets, delivering thoughtful solutions that keep customers happy and operations running smoothly.

How else can Cassidy help you clear out tickets

• Triage smarter, not harder: Prioritize tickets based on urgency, sentiment, and complexity to keep critical issues front and center.
• Support agents in real-Time: Provide instant, accurate answers from your documentation to help resolve technical issues faster.
• Chrome extension to help with responses: Use Cassidy’s AI-powered assistant directly in your browser to draft replies and access critical information without ever switching tabs.

Ticket surges are inevitable, but they don’t have to overwhelm your team. By combining human expertise with AI-powered support, Cassidy ensures that even the busiest times are manageable, allowing your team to stay calm, focused, and ready to deliver the quality service your customers deserve.

Compile All Information From Your Support Center

No matter how experienced your support agents are, they’re bound to face tricky questions that require digging through resources for answers. A customer might ask about an edge-case bug, a rarely used feature, or a complex integration. When agents can’t find the information they need quickly, the delay adds frustration — for both them and the customer.

Traditionally, teams handle this by leaning on engineers or internal experts for help.

While this can work in a pinch, it’s not scalable.

Agents lose valuable time chasing down answers, customers are left waiting longer, and the overall efficiency of your support operation takes a hit.

This is where Cassidy steps in to bridge the gap. Instead of leaving agents to fend for themselves or rely on others, Cassidy pulls real-time, accurate information from your technical documentation, knowledge base, and other resources.

Whether it’s troubleshooting steps or product-specific guidance, Cassidy ensures agents have the answers they need—instantly. By turning scattered information into actionable insights, Cassidy empowers your team to resolve even the toughest customer inquiries with confidence and speed.

Ways Cassidy can help centralize your knowledge base.

• Provide Instant Access to Documentation: Cassidy draws from your technical resources in real-time, giving agents the information they need without delays.
• Create a Centralized Knowledge Hub: Consolidate scattered resources into a single, AI-accessible system so your team can find answers faster.

This means your team spends less time searching for answers and more time focusing on meaningful customer interactions. And as Cassidy learns from your existing processes, it continues to improve, providing even better support over time.

With Cassidy, your support team is no longer bogged down by the hunt for information. Instead, they’re equipped with the tools and insights they need to work smarter, handle complex issues with ease, and deliver an exceptional experience every time.

Creating Personalized Communication That Sound Like Your CS Team

Customers expect more than just fast responses—they want interactions that feel personal and relevant. Whether it’s a follow-up to a support inquiry, an email announcing a new feature, or even outreach on LinkedIn, personalization is what turns a basic interaction into a memorable experience.

Cassidy helps bridge this gap by equipping teams with the tools to craft personalized communications that feel human—without requiring hours of manual effort. From pulling key details like customer history and preferences to generating dynamic, context-aware messaging, Cassidy ensures every interaction feels authentic and on point.

Imagine announcing a feature update to your customers. Instead of sending a one-size-fits-all email, Cassidy can help you tailor messaging based on each customer’s previous interactions, product usage, or company size.

The result? Emails that resonate with your audience and make them feel seen. Or consider LinkedIn outreach—Cassidy can suggest personalized introductions that align with a client’s professional background and needs, ensuring your outreach stands out in a crowded inbox.

How Cassidy Supports Personalized Customer Interactions:

• Dynamic Messaging for Any Channel: Generate tailored emails, chat responses, or outreach messages based on customer data.
• Comprehensive Customer Insights: Pull from past interactions, product usage, and preferences to inform your communication strategy.
• Consistency Across Platforms: Ensure your team’s voice and tone stay aligned, whether reaching out via email, LinkedIn, or chat.

Personalization doesn’t have to feel forced—or time-consuming. With Cassidy’s support, your team can create meaningful, tailored interactions at every stage of the customer journey, building stronger relationships and driving deeper engagement, one message at a time.

Endless Use-Cases for CS 

Customer support is about more than solving problems — it’s about fostering trust, delivering value, and enabling teams to thrive. Cassidy helps support teams achieve this by streamlining workflows, enhancing customer interactions, and providing tools to create impactful resources.

Whether it’s crafting personalized emails, generating FAQs, or pulling actionable insights from existing data, Cassidy empowers teams to focus on what matters most.

With seamless integration into your existing tools and features like real-time AI assistance, Cassidy centralizes information and simplifies processes. Agents can respond faster, create better enablement materials, and maintain consistent, high-quality interactions across every touchpoint.

Plain and simple: why Cassidy stands out:

• Effortless Content Creation: Turn documentation into FAQs, training guides, and more with minimal effort.
• Tailored Customer Messaging: Personalize communication for emails, outreach, or tickets to build stronger connections.
• Integrated Workflows: Bring tools together to provide agents with immediate context and actionable insights.
• Streamlined Onboarding and Training: Train new customer support hires with Cassidy as their AI copilot, providing instant access to knowledge bases and tools to help them get up to speed faster.

Cassidy is designed to help your team work smarter, not harder, making customer support more efficient.

Ready to transform your approach to support enablement? Start your free trial today.