Cassidy

Workflow Automation & RPA

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This platform enables organizations to develop AI-powered agents and automated workflows that streamline complex business tasks, improve operational efficiency, and improve team productivity by using intelligent automation, multi-system integration, and real-time knowledge management. Key features include a unified and continuously updated knowledge base, no-code automation creation, agentic reasoning for handling nuanced logic, multi-channel deployment in tools like Slack and Microsoft Teams, and enterprise-grade security, making it suitable for professionals across departments such as sales, customer support, marketing, and operations seeking to reduce manual work, accelerate decision-making, and ensure accuracy in critical workflows.

Cassidy can be found in Workflow Automation & RPA categories.

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Cassidy Main Features

• Agents
  Cassidy lets you create AI helpers that work like your team members and can handle many different tasks.
• Use Cases
  It helps in many areas like sales, support, marketing, and operations with specific tasks such as drafting responses, updating CRM, and triaging tickets.
• Deployment
  Anyone can build and use automations without needing IT help, and you can put them directly into Slack, Teams, or your browser.
• Knowledge Base
  Cassidy connects all your documents, wikis, and data sources to give you a single source of truth that is always up to date.
• Model Selection
  You can choose from top AI models from providers like OpenAI, Anthropic, and Google to suit your needs.
• No-code Creation
  You can easily create automation workflows without writing any code, saving you time and effort.
• Organization Rules
  Set common instructions and rules that apply across all your AI agents and workflows to ensure consistency.
• Security & Privacy
  Cassidy complies with strict security standards and keeps your data private, without using your information for training purposes.
• AI Adoption Support
  Cassidy provides expert help, onboarding, training, and support to ensure your team successfully uses AI every day.
• Precision & Control
  You stay in full control of the automation work with guardrails and human oversight for important tasks.
• Real AI Applications
  Cassidy automates both simple and critical tasks, helping your team focus on what only humans can do.
• Cross-system Execution
  The AI can connect deeply with your other tools and systems to perform actions across multiple platforms in one workflow.
• Automations & Workflows
  It automates complex tasks that only humans used to do, making your work faster and easier.
• AI Context Understanding
  Cassidy understands your company’s language, rules, and special cases to make sure its responses are accurate and relevant.
• Dedicated Solutions Team
  Cassidy offers expert help to design, build, and improve your AI helpers for better results and return on investment.
• User Permissions & Security
  You can control who accesses what with features like single sign-on, user permissions, and data security controls.

Cassidy Benefits

• Internal Q&A Search
  Easily find information within your company, so you don’t waste time looking for answers.
• Run automations at scale
  You can create many automations that help your whole team work better and faster.
• Personalized to your brand voice
  AI can communicate in a way that matches your company’s style, keeping your brand consistent.
• Automate Customer Support Triaging
  This speeds up how customer issues are sorted, allowing your team to help customers faster.
• Auto-Complete Security Questionnaires
  This simplifies filling out important forms, making the process quicker and easier.
• Draft Replies to Customer Emails and Tickets
  AI can quickly write responses, which cuts down the time spent on emails.
• Connect 100+ tools to your workspace securely
  This helps you use all your favorite tools together without worrying about safety.
• On-demand answers for sales and support teams
  Your team can get quick answers when they need them, improving their work efficiency.
• Create multi-step AI workflows to run automations
  You can set up complex tasks to run automatically, saving time and effort.
• Build AI copilots that have full context on your business
  These assistants understand your business well, making them more helpful for your team.

Who should use Cassidy?

• HR Teams
  They can use AI to quickly find information and streamline internal communication.
• IT Managers
  They can securely connect over 100 tools to streamline workflows and improve efficiency.
• Sales Teams
  They can respond to customer questions and RFPs much faster, helping to close more deals.
• Business Owners
  They can save time and money by automating tasks like customer support and RFP responses.
• Marketing Teams
  They can create content three times faster with AI tools that understand their brand voice.
• Project Managers
  They can build multi-step workflows to automate complex processes and save time.
• Customer Support Representatives
  They can automate ticket triage, allowing them to focus on more important tasks.

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