What is CassidyAI?
- Founders: Justin Fineberg & Ian Woodfill
- Launch: 2023
- Use Cases:
- Automating RFP responses with company knowledge
- Drafting and triaging customer support replies
- Enriching and qualifying sales leads
- Summarizing calls and internal documents
- Streamlining employee onboarding and knowledge sharing
- Technology: CassidyAI uses retrieval-augmented generation (RAG), integrations with business tools (CRM, Slack, documents), and enterprise security standards such as SOC 2 compliance and encryption. It supports no-code/low-code workflow creation for building custom AI automations.
CassidyAI is an AI-powered automation platform that helps organizations reduce repetitive manual work by embedding intelligence into everyday work and processes. Unlike generic assistants, CassidyAI connects directly to a company’s existing tools, documents, and conversations, where it gets full business context. Once connected, teams can build assistants and workflows to automate a multi-step process regardless of how complicated it might be, which can include such tasks as triaging customer support tickets, drafting personalized emails, generating RFP responses, or compiling meeting summaries.
Because CassidyAI connects to internal data, outputs are more accurate, on-brand, and relevant within the context of the task. This feature leads to minimal human correction. Security is paramount, which manifests as encrypted data handling, role-based permissions, and standard compliance. As a truly no-code and low-code platform, CassidyAI provides automation to all teams, including non-technical ones, allowing for rapid adoption from department to department. CassidyAI allows support teams, operations teams, sales teams, and knowledge management teams to eliminate wasted time and errors focused on lower-value tasks and keep organizational resources focused on higher-value strategic work. By converting muddled business knowledge into streamlined intelligence, CassidyAI promotes an efficient and consistent experience with operational improvements across the entire organization.
Verified
