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Build AI automations powered by your company data

Agent Platform

Overview


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Cassidy is described here as an AI platform that securely integrates with your company's tools to automate tasks using your company data, enhancing efficiency in areas like customer support, lead qualification, and RFP processing.

Key Features:
  • Cassidy securely integrates with over 100 tools, including SharePoint, Slack, and Drive, to leverage company knowledge for task automation.
  • The platform allows users to build AI assistants and workflows tailored to their team, enabling personalized automation solutions.
  • Cassidy provides real-time information retrieval from your knowledge sources, ensuring access to the most up-to-date data and allowing users to verify AI-generated results by citing original sources.

    Use Cases:
  • Automate RFPs and security questionnaires by extracting questions and answers from documents, streamlining the process to close more deals.
  • Draft on-brand replies to customer emails, significantly reducing response times and enhancing customer communication.
  • Automate customer support triaging by prioritizing and routing tickets to the appropriate team members for faster resolution.

    Benefits:
  • Cassidy saves customer support representatives over 10 hours per week by automating ticket triage and other repetitive tasks.
  • The platform enables sales teams to respond to RFPs 3x faster, improving the speed and efficiency of the sales process.
  • By personalizing AI tools to understand your business and brand voice, Cassidy enhances the accuracy and relevance of automated responses, making it a reliable copilot for various business functions.
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