Cassidy

Valuable sales information is often spread across multiple silos—CRMs, Google Docs, SharePoint. To close deals effectively, your team needs quick access to this data. Cassidy’s Sales Deal Assistant helps: • Centralize previous RFPs, case studies, and client data • Quickly retrieve information like past client interactions and account managers • Gather relevant client info from multiple sources, with cited sources Enable your sales team to close deals faster with an internal search of past deal and company information 🤝

RFPs, RFIs, & security questionnaires take wayyyy too much time to fill out. But with AI, you can speed up this process by 10x. Here's how we automate our RFP process in minutes at Cassidy... 🤝

Sending meaningful follow-up emails after meetings is critical for building momentum in deals, but writing personalized next steps is time-consuming. Often sales reps have back-to-back meetings, leading to delayed follow-ups and forgetting key points of the meetings. Cassidy's new sales enablement workflow makes sending follow-ups 10x faster by taking the transcript to generate personalized follow-ups. The AI workflow is trained on previous follow-ups to summarize the next steps, hit at key value props, and write just like your sales reps. Bonus: It will even send the draft to the sales rep so they can easily review and send it.

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 👀