Speeds up issue resolution, enhances team responsiveness, and ensures customer concerns are tracked and addressed efficiently.

Records meetings to identify and capture issues discussed during calls, automatically creating support tickets in your system with details, priority, and context from the conversation.

The Workflow activates automatically when a customer call or meeting ends, capturing the full transcript and conversation details.

Using context from your Knowledge Base, Cassidy analyzes the transcript to identify customer issues, concerns, or problems raised during the conversation.

For each issue identified, Cassidy generates structured ticket information—including a summary, priority level, relevant context from the call, and any action items discussed.

The Workflow sends the ticket details directly to your support system (such as Zendesk, Jira, or ServiceNow), automatically creating a new ticket with full context from the conversation.

A notification is sent to the appropriate team member or channel—via Slack, email, or Microsoft Teams—alerting them to the new ticket so follow-up can begin immediately.