Cassidy AI distinguishes itself from simple chatbots by providing a comprehensive AI platform that integrates deeply with business contexts and workflows. The platform offers AI Workflows, AI Assistants, and a robust Knowledge Base that enables organizations to automate complex business processes across sales, support, and marketing teams. With SOC 2 Type II compliance and extensive integrations, Cassidy serves everyone from startups to Fortune 100 enterprises.

• AI Workflows for process automation
• AI Assistants with business context
• Knowledge Base integration
• Multi-tool connectivity
• Deep business context understanding
• Browser extensions and integrations
• API access for custom workflows

• Sales teams seeking automation
• Support teams handling inquiries
• Marketing teams creating content
• Startups to Fortune 100 enterprises
• Revenue operations teams

• RFP response automation
• Customer support ticket routing
• Email drafting and responses
• Competitor tracking
• Content generation
• Lead qualification

• Slack and Microsoft Teams integration
• Gmail/Outlook connectivity
• Excel and Word integrations
• API access for custom workflows

• SOC 2 Type II compliant
• GDPR compliant
• CASA certified
• Enterprise-level data security

• Basic setup can be completed in 1-2 weeks, with advanced workflow configuration and team training typically achieved within 4-6 weeks.

• Zapier - https://zapier.com/
• Microsoft Power Automate - https://powerautomate.microsoft.com/
• Notion AI - https://www.notion.so/product/ai

• Free Plan: Basic features for getting started
• Professional Plan: Advanced workflows and integrations
• Enterprise Plan: Custom pricing with dedicated support
• Contact for detailed pricing information