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Discover hundreds of use cases across your team

Learn how to use Cassidy far-and-wide to build AI assistants and workflow automations for your team.

Customer Support

Enrich support tickets with customer data

Compile detailed cutomer profiles with company and user data from various sources to ensure support teams have access to critical context.

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Strategy

Generate in-depth reports on any company

Use Cassidy's Research Agents to generate reports on any company including their executive team, customers, news, target audience, and much more.

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Sales Enablement

Automatically transcribe, save, and query meeting notes

Seamlessly integrate meeting details into your Knowledge Base and CRM, allowing you to reference and keep record of important information.

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Operations

Auto-complete security questionnaires

Answer common risk assessment related questions using your knowledge base, such as data policies.

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Sales Enablement

Find key decision-makers to multithread sales deals

Automatically research companies, identify key decision-makers, and populate your CRM with comprehensive data to enhance multi-threading efforts.

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Sales Enablement

Auto-enrich leads in your CRM software

Connect Cassidy to 20+ different CRMs to auto-enrich information about the person and company.

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Start building AI tools in minutes.

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.
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