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.
Learn about AI
Use it in your industry
Share online how you’re doing that.
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.
Research doesn’t have to be an expensive, manual, time-consuming process anymore.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Plus, exporting this data is easy.
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.
There are two primary categories for integrating AI into your business:
Boosting Internal Productivity - In other words, figuring out how to make your employees and workflows more efficient, so you can deliver better results faster.
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.
The future of sales is not a distant vision; it's unfolding in real-time, driven by AI's capability to refine and personalize every interaction.
At Cassidy, we're at the forefront of this evolution with contextual automation—a method that doesn't just look to the future but actively shapes the present. By leveraging this technology, sales teams today must embrace AI not only to keep pace but to lead in an already transformed market.
Our platform ensures your sales strategy is not just reactive but proactive, turning every sales challenge into an opportunity. Let's delve into how AI is already making a difference, in the sales world, and how tools like Cassidy can help you every step of the way.
Prepare and Research Meeting Invitees Before Sales Calls
Walking into a sales call unprepared is no longer an option. Cassidy’s AI-powered workflows ensure your team is equipped with detailed, actionable insights about meeting invitees before every call. This workflow does the heavy lifting for you by gathering data like company overviews, recent company news, and detailed information about the invitees.
Cassidy’s AI even dives into LinkedIn profiles to provide a comprehensive look at the organization and its stakeholders. All this information is compiled into a shareable document that can be accessed by your entire team, ensuring everyone is aligned and prepared. Plus, it integrates seamlessly with your calendar tools, so you have everything ready to go before the meeting starts.
For example, before a call, Cassidy can provide a summary of the prospect’s recent achievements or challenges, helping your team tailor the conversation and demonstrate value from the first interaction. It’s an all-in-one preparation tool that sets your sales calls up for success.
Deal Tracking Efficiency
Sales teams often struggle with the time-consuming task of sifting through vast amounts of data to find relevant customer information. That's where Cassidy's workflows come in, allowing you to pull up all the details on a customer or a deal in just seconds, thanks to AI.
This feature enables you and your team to instantly search through records, helping to get right to the point, personalize your approach, and keep the sales process moving smoothly. It's like having a super-efficient assistant dedicated to making your life easier.
For example, before calling a client, you can quickly search for their name in the system. Within seconds, you'll have access to their purchase history, recent interactions, and any notes from previous meetings, allowing you to tailor your conversation effectively.
Find Key Decision-Makers to Multithread Sales Deals
Finding the right decision-makers can be the difference between closing a deal and letting it slip away. Cassidy’s simplifies the process by identifying key stakeholders and influencers within a target organization.
Instead of manually researching or guessing who holds decision-making power, Cassidy analyzes CRM data, email communications, and external sources to provide you with a clear map of key players. This enables your team to craft targeted messages that resonate with each stakeholder, streamlining the sales process.
For example, if a deal involves multiple departments, Cassidy highlights which contacts to prioritize and how to address their specific concerns. This insight empowers your team to build stronger connections and accelerate deals without unnecessary delays.
Automatically Enrich New Leads
Finding and understanding new leads can be a daunting task, often requiring extensive research to gather all the necessary details. With Cassidy's AI, this process is automated, allowing you and your team to instantly enrich new leads with relevant information.
By integrating with various data sources, Cassidy's workflows automatically add valuable insights like job titles, company details, and contact information to your CRM. This feature ensures that when you engage with a new lead, you're equipped with a comprehensive profile, enabling more personalized and effective outreach.
For instance, when a new lead enters your system, instead of manually searching for their background, the AI enriches their profile, providing you with the context to tailor your communication, thereby improving conversion rates and enhancing your sales strategy's efficiency.
Streamline Team Responses with Verified Answers
Consistency and accuracy are crucial when responding to client questions, especially during RFP processes. Cassidy’s Answer Hub ensures that your team always delivers approved, verified responses to common queries, saving time and boosting credibility.
This feature centralizes all your organization’s approved answers in one place, making it easy for reps to find and share the right information instantly. No more scrambling to verify details or waiting on approvals—Cassidy’s AI ensures that everyone on your team is aligned.
So if you're ever in a situation where a client requests specific technical details or compliance information, reps can quickly search the Answer Hub to pull up the correct response, ensuring accuracy and consistency in their communication. This not only speeds up the sales process but also builds trust with clients, showing that your team is organized and dependable.
Automatically Transcribe, Save, and Query Meeting Notes
After a sales meeting, capturing and organizing notes can be time-consuming, often leading to missed insights or follow-up opportunities. Cassidy's AI simplifies this by automatically transcribing, saving, and enabling you to query meeting notes.
This feature ensures that all discussions, decisions, and action items from your meetings are recorded without manual effort. You and your team can then easily search through these notes for specific details or follow-ups, enhancing your ability to recall important points and personalize future interactions.
For example, post-meeting, the AI transcribes the conversation, saving it in your system where you can later ask for information like "What was the client's concern about pricing?" or "What follow-up was promised?" This automation not only saves time but also ensures that no detail is lost, making your sales process more organized and responsive.
Create Personalized Cold Emails that Stand Out
Cold emails are only effective when they feel anything but cold. Cassidy’s AI leverages LinkedIn insights, CRM data, and other sources to create hyper-personalized emails that capture attention and increase response rates.
The workflow analyzes key details about your prospect, like their role, company updates, and recent achievements, and crafts tailored outreach messages that feel authentic. For example, instead of sending a generic “just checking in” email, Cassidy generates a message that highlights the recipient’s recent LinkedIn activity or a relevant company milestone, positioning your sales team as informed and relatable.
Even better, Cassidy’s AI ensures these personalized emails are ready to send with minimal effort, saving your team valuable time while maintaining a high-touch approach. With smarter, data-driven outreach, you can turn cold leads into engaged prospects.
Personalize Sales Meeting Follow-Up Emails
The follow-up after a sales meeting can make or break the relationship. Cassidy’s AI ensures every follow-up email feels thoughtful, relevant, and timely, keeping the momentum going with your prospects.
This workflow uses meeting notes, CRM data, and insights from the conversation to draft tailored emails that highlight key discussion points, address objections, and outline next steps. For example, if pricing was a concern during the meeting, Cassidy’s AI suggests a follow-up email that includes a breakdown of value-add features or a link to relevant case studies.
The tool also automates the process, saving your sales team time while maintaining a high level of personalization. With smarter follow-ups, Cassidy helps your team stay top-of-mind and move deals forward faster.
Auto-Completing Security Questionnaires
Navigating through security questionnaires can be a significant hurdle in finalizing sales, often requiring extensive time and expertise to complete accurately. With Cassidy's AI, this process is streamlined, enabling you and your team to auto-complete these questionnaires with ease.
By integrating with your existing security documents, knowledge base, and other resources, Cassidy's workflows automatically fill in the answers, ensuring compliance and accuracy. This feature turns what could be a laborious task into a swift operation, allowing you to focus on closing deals rather than paperwork.
For example, when a new security questionnaire is required, instead of manually searching for responses, the AI quickly pulls the necessary information, completing the form in seconds. This efficiency not only speeds up the sales process but also reduces the risk of errors, making your sales cycle smoother and more secure.
Give Sales Team the Ability to Answer Technical Questions
Handling technical questions doesn’t have to be exclusive to engineers or IT specialists. Cassidy’s AI bridges the gap by enabling non-technical support and sales reps to confidently answer complex technical inquiries.
This feature pulls from your company’s existing knowledge base, integrating seamlessly with tools like Notion, Jira, Confluence, and internal wikis to provide accurate, approved responses in seconds. For example, when a prospect asks a detailed question about product integration or security protocols, Cassidy’s AI suggests the right answer instantly, saving time and preventing delays.
This workflow also ensures responses are aligned with RFP standards and company-approved language, reducing the risk of errors or miscommunication. By equipping your team with these tools, Cassidy enables everyone to contribute to technical discussions without requiring deep expertise, improving responsiveness and fostering trust with prospects.
Use Cassidy to help boost your Sales Performance
Ready to see how Cassidy can transform your sales strategy, streamline workflows, and help your team close deals faster? Start your journey with Cassidy today and experience the future of sales firsthand. Try for free today
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