Cassidy
Automate business workflows using company data
Target Audience
- Customer support teams
- Sales operations managers
- Enterprise IT departments
Overview
Cassidy helps teams automate repetitive tasks like customer support tickets, lead qualification, and RFP responses by integrating with your existing tools. It works directly in platforms like Slack, Teams, and email through browser extensions, using your company's specific knowledge base. The platform prioritizes security with enterprise-grade compliance certifications and never trains AI models on your private data.
Key Features
Slack Integration
Deploy AI assistants directly in Slack channels for team access
Teams Integration
Access AI tools within Microsoft Teams conversations
Browser Extension
Automate responses across websites and email via Chrome
Enterprise Security
SOC 2 and GDPR compliance with advanced permissions
Custom API
Build custom integrations with secure API connectivity
Use Cases
Automate customer support tickets
Draft email responses instantly
Process RFP documents 3x faster
Internal knowledge lookup
Qualify leads automatically
Pros & Cons
Pros
- Enterprise-grade security certifications (SOC 2, GDPR)
- No data reuse for AI model training
- Seamless integration with popular collaboration tools
- Saves 3+ hours/week per rep according to case studies
Cons
- Primarily designed for enterprise teams
- Requires existing tool stack for full functionality
Integrations
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