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RFP response generator

Automate customer support triaging

Draft replies to customers’ emails & tickets

On-demand answers for sales & support teams

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Generate Text with Cassidy Assistant

Update HubSpot Record

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Update Salesforce Record

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Send Teams Message

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Summarize LinkedIn Profile from Name and Email

Summarize LinkedIn Profile

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Write Company Description from Email Address

Write Company Description

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Write Cold Email

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Google Gemini Pro

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GPT-4 Turbo (April 2024)

Microsoft Azure GPT-4 (June 2023)

GPT-4 (November 2023)

GPT-4 (March 2023)

Sync Salesforce

Get YouTube Transcription

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Get LinkedIn profile

Sync Confluence

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Run Zapier Action

Run Zapier Action

Runs a Zapier Action Zap.

More integrations

Update Salesforce Record

Update Salesforce Record

Updates a record in Salesforce.

Workflows

Look Up Salesforce Record

Look Up Salesforce Record

Looks up a record in Salesforce.

Workflows

Send Teams Message

Send Teams Message

Sends a message to a Microsoft Teams channel.

Workflows

Send Slack Message

Send Slack Message

Sends a message to a Slack channel.

Workflows

Add Comment to Zendesk Ticket

Add Comment to Zendesk Ticket

Adds comment to Zendesk Ticket.

Workflows

Summarize LinkedIn Profile from Name and Email

Generates summary of LinkedIn Profile from name and email.

Workflows

Summarize LinkedIn Profile

Generates summary of LinkedIn Profile.

Workflows

Get Company Information

Get Company Information

Extracts company information from LinkedIn.

Workflows

Only Continue If

Only Continue If

Stops the workflow if the conditions are not met.

Workflows

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Explore our use cases

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Get started with Cassidy (Demo)

Get started with Cassidy (Demo)

Instantly search deals and customer history in seconds

Instantly search deals and customer history in seconds

Automate RFPs, RFIs, and security questionnaires with AI

Automate RFPs, RFIs, and security questionnaires with AI

Enable support teams to get accurate on-demand answers to technical questions

Enable support teams to get accurate on-demand answers to technical questions

Prioritize and triage customer support tickets automatically

Prioritize and triage customer support tickets automatically

Get detailed competitor insights automatically

Get detailed competitor insights automatically

Enrich support tickets with customer data

Generate in-depth reports on any company

Generate in-depth reports on any company

See all use cases

Explore our use cases

See all use cases

Get started with Cassidy (Demo)

Get started with Cassidy (Demo)

Instantly search deals and customer history in seconds

Sales Enablement

Instantly search deals and customer history in seconds

Automate RFPs, RFIs, and security questionnaires with AI

Sales Enablement

Automate RFPs, RFIs, and security questionnaires with AI

Enable support teams to get accurate on-demand answers to technical questions

Customer Support

Enable support teams to get accurate on-demand answers to technical questions

Prioritize and triage customer support tickets automatically

Customer Support

Prioritize and triage customer support tickets automatically

Get detailed competitor insights automatically

Get detailed competitor insights automatically

Customer Support

Enrich support tickets with customer data

Generate in-depth reports on any company

Generate in-depth reports on any company

See all use cases

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Access to the top models

Cassidy includes the top 5+ leading AI models.

Assistants

Intelligent assistants personalized to your team.

Workflows

Automate tasks with custom, data-driven workflows.

Chrome extension

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.

TOP INTEGRATIONS

Update HubSpot Record

Update HubSpot Record

Send API Request

Send API Request

Search Internet

Search Internet

Google Gemini Pro

Google Gemini Pro

Claude 3 Opus

GPT-4o

Sync Slack

Google Drive

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Use Cases

Automate RFPs and security questionnaires Draft replies to customers in seconds Instantly search deals and customer history
Automate Customer Support Triaging See all use cases

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