Cassidy

Onboarding new customer support reps involves a steep learning curve: understanding your products, services, and the software they'll use daily. Cassidy's AI Assistants can help onboard teammates faster by: • Providing quick access to team and product info from 50 sources • Answering questions and offering support on using software for their role By equipping new reps with an AI copilot, you can onboard more reps, faster. Giving your team a centralized knowledge hub ensures that reps have a go-to resource to provide the highest quality of support possible. Interested in implementing context-aware AI for your business? Reach out for a demo with our team 🤝

Cassidy now natively embeds within your web pages including replying to emails and LinkedIn profiles 👀 When you're on an email, simply click "Automate" and Cassidy can draft a reply, or summarize the thread. On any LinkedIn profile, you can also draft a message or summarize their profile in one click. This is all powered by Cassidy's Chrome Extension's ability to view and analyze any webpage with your AI assistants. Interested in testing this out for your business? Sign up for Cassidy this week and get 3k credits included 🤝

Ensuring your customer support team can find answers quickly is vital, but constantly involving the engineering team isn't scalable. Cassidy's AI Assistants enable customer support teams to respond faster by: • Accessing technical info from Drive, Notion, JIRA, documentation, and 50 sources • Drafting responses and citing sources for representatives to verify • Works directly within Zendesk, Intercom, Gmail, Outlook, and more By reducing the involvement of engineering teams, your teams can provide thorough responses to customers without being blocked by engineers.

Engineering teams can get stuck fixing bugs when customer support doesn't provide enough information. At Cassidy, we've created an AI chatbot to fix this: • Helps log bugs quickly & efficiently • Formats tickets to engineering team's standards • Syncs with your tools for real-time data Cassidy's AI chatbot enables smoother collaboration between customer support and engineering teams, resulting in faster resolutions and improved customer experiences. Interested in this chatbot for your team? Create a free Cassidy account (3k credits included!)

Imagine ChatGPT your company knowledge, directly accessible in Slack... Help employees find information, respond to RFPs, answer customer emails. ✅ Connected to Google Drive, Confluence, Sharepoint & more ✅ Cites sources to avoid 'hallucinations' ✅ Full permission controls (also works in Microsoft Teams 😉) All built in Cassidy.

Responding to RFPs just got 10x easier with Cassidy’s Smart Import. Now, you can upload any PDF, spreadsheet, document, or even screenshot/image to extract the questions automatically for your RFP responder workflow. Jake dives into using Smart import for RFPs and security questionnaires, but the use cases are endless from extracting names, emails, or whatever relevant details from documents. The days of reformatting data into CSVs are over 🙏

Sales teams are often leading the way in implementing AI to automate different tasks. Here's the top use-cases we've seen from Cassidy's customers 👇 1. Write cold emails from LinkedIn profiles: You can learn a lot about your leads from their profile, and more importantly there's plenty of opportunities for hyper-personalizations. Cassidy's workflows can analyze profiles, pull key information, then write a personalized email based on the context of the product/business you're selling. 2. Assign scores to leads in your CRM: It's important to prioritize leads based on company fit and probability of closing. Sales teams are now using AI to score leads based on a set of criteria. What makes Cassidy's AI powerful is it can create more complex scoring logic based on the context of your business. 3. Follow-up after sales meetings automatically: Take transcripts from your meetings to draft a personalized follow-up with notes and next steps. That way you can reduce your post-call process from 30 minutes to 3 minutes to focus on closing more deals. Want to see more use cases? Check out our library of sales AI automations in the comments 👀

We're excited to release two new native CRM integrations into our workflows: Salesforce & HubSpot. Now you can look up, create, or update any contact from either CRM as a step in your workflows. Using a CRM that's not native to Cassidy yet? No problem! Our HTTP API & Zapier connectors make it possible to connect to almost any tool 🙌

AI adoption is increasing rapidly, especially at work, but for many decision-makers, it's hard to identify and calculate the true impact it has on their business. They know they need it, but beyond provisioning the tools for their team members, the rest is often a bit of a black box 😉 At Cassidy, the benefits are clear to us - we use AI every day, so we wanted to find a way to make it just as clear for our users. That's why we built a monthly report that shows companies the ROI of AI for their business. Usage metrics, time saved, top use cases, power users… it allows you, as a business, to understand: • Who your internal AI champions are and how you can empower them • What your teams are using AI for and what the main use cases are • How much time your organization is saving by using these Cassidy These are all critical questions that can now be answered when it comes to monitoring and evaluating the success of your company's AI adoption.

New AI Action Block: ✨Analyze Sentiment✨ Now within Cassidy's workflows, you can analyze text (e.g. emails, customer support tickets) to determine the sentiment (very negative, negative, neutral, positive, or very positive). A popular use case is setting up team notifications whenever you receive a negative customer ticket so your team can prioritize those customers. Check it out below! 👀