What does this mean?
Drives strategic roadmap decisions by revealing customer challenges with complete contextual understanding, reducing manual interpretation.
How it works?
Aggregates and analyzes recurring customer pain points from support tickets and meeting transcripts, preserving context to tag details, motivations, and relevant use cases.
Workflow steps
Step 1: Trigger on schedule or new support data
The Workflow activates on a scheduled basis or when new support tickets and meeting transcripts are added—pulling from sources like Zendesk, Gong, or your helpdesk.
Step 2: Aggregate customer feedback
Cassidy gathers support tickets and meeting transcripts from connected sources, compiling them into a unified dataset ready for analysis.
Step 3: Analyze pain points with contextual understanding
Using your Knowledge Base, the Workflow identifies recurring customer challenges—tagging each with relevant details, motivations, and use cases while preserving the original context.
Step 4: Categorize and prioritize findings
The Workflow organizes pain points by theme, frequency, and business impact, surfacing the issues that matter most for product and strategy decisions.
Step 5: Generate insights report
Cassidy compiles the analysis into a clear summary—highlighting top pain points, supporting quotes, and recommended actions for your roadmap.
Step 6: Deliver to your team
The report is sent via email, Slack, or Microsoft Teams, giving stakeholders immediate visibility into customer challenges without manual interpretation.