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Use Cases

Discover how Cassidy can be used for different tasks.

Sales Enablement

Sales Enablement Use Cases

Buyer Move AlertsProactively re-engage trusted relationships at new accounts to drive pipeline generation and improve meeting creation.
CRM Auto-EnrichmentDelivering cleaner, more complete records with less manual cleanup, improving lead routing, personalization, and conversion speed while reducing bounces, duplicates, and data drift.
Case Study MatcherThis tool searches your Knowledge Base and connected repositories to return ranked, matching customer stories tailored to each buyer’s profile.
Census-to-Quote Template ConverterThis tool transforms messy employee census files into accurate, quote-ready submissions in minutes, eliminating manual cleanup and accelerating turnaround times across all benefit lines.
Competitor Mention AlertsInstantly alert teams to competitor mentions, gain visibility into competitive pressure, and prioritize at-risk deals.
Conversation Lead QualifierEnsuring consistent, evidence-based qualification and scoring that improves forecast accuracy and pipeline hygiene while accelerating truly qualified deals by transcribing sales calls and extracting qualification signals.
Daily Sales Call BriefsEmpowering reps with concise, complete context for sharper conversations and clear next steps, by compiling all necessary information from calendar, CRM, emails, and past notes.
Deal and Customer Q&AGet complete context and keep deals moving smoothly by searching a unified knowledge base of client documents, contracts, and CRM records.
Financial Report Insight ExtractorAccelerate research, inform account strategy, and power targeted outreach by extracting executive priorities, growth drivers, risks, and KPIs from financial filings.
Multi-Threading Decision‑Maker FinderStreamline your sales process with verified contacts and improved meeting conversion.
New Lead Personalized Outreach WriterAutomate personalized first-touch outreach to new leads, boosting reply rates and speed-to-lead.
New Lead Research BriefAutomated research enriches signups from CRM, web forms, and other sources with comprehensive company insights and talking points.
Personalized Meeting Follow-UpsReps close loops faster, maintain consistent follow-through, and keep opportunities moving without extra admin work by converting call transcripts into buyer-specific recaps.
Pipeline Risk ScannerContinuously analyzes open opportunities to identify and address at-risk deals.
Post-Call CRM Field UpdatesAuto-transcribes and parses notes to extract qualification elements, then incrementally updates mapped CRM fields.
Pricing and Packaging RecommenderIngests buyer needs and recommends optimal tiers and add-ons with clear rationale.
Real-Time Lead ScoringImprove lead conversion rates and speed to engagement by focusing on the most promising leads.
Sales Call Action CaptureExtracts action items from calls, assigns owners and due dates, and integrates with team systems.
Sales Call Coaching AnalyzerOptimize sales coaching by automatically analyzing calls.
Sales Call Competitor ResearchDetects competitor mentions on calls, then automatically researches those competitors and compiles concise counter-argument briefs, pushed to the CRM and meeting notes.
Sales Data Q&A AnalysisAnswers plain-language questions on granular sales data by auto-querying connected files, tables, and logs, running the right calculations, and returning concise summaries with charts.
Sales Leadership Executive SummaryCompiles weekly summaries from CRM pipelines, forecasts, meeting transcripts, and revenue KPIs, delivering a source-linked report on progress, risks, and trends.
Searchable Sales Call MemoryCaptures and transcribes sales meetings from calendar invites, extracts next steps and MEDDICC fields, links back to call recordings and notes, and makes the content searchable with source citations in…
Spec Normalization and Compliance SelectionStreamline quoting, reduce risks, and ensure consistent documentation for your configurations.
Customer Support

Customer Support Use Cases

Bug Capture from CallsCapturing bug reports from customer calls to create formal support tickets.
Bug Handling FormatterFormats bug reports from customer tickets into clear, actionable items with essential details for support teams to address.
Bug Triage AgentGathers and analyzes bug reports from ticketing systems, prioritizing and escalating them based on severity, impact on customers, and urgency.
Continuous Help Center Content PipelineSeamlessly transform raw notes into polished help articles.
Create Support Ticket from Issue Raised on CallSpeed up issue resolution, enhance team responsiveness, and ensure customer concerns are tracked and addressed efficiently.
Customer Support Auto-ResponderPulls ticket and email details, searches a Knowledge Base, and generates on-brand reply drafts.
Multilingual Support RepliesDelivers fast, consistent, native language responses that increase CSAT and self-serve deflection while reducing agent handle time through accurate translation, localization, and tone control.
Sentiment-Based SLA PrioritizationPrevent churn and brand damage by prioritizing high-impact issues for faster, consistent support.
Support Ticket Q&A AnalysisUnderstand trends, identify improvement areas, and mitigate risks effortlessly.
Ticket Context EnricherEnhances ticket resolution by providing agents with concise, source-linked summaries of requester profiles, conversation history, and account details.
Ticket Triage and RoutingAccurately assigns and prioritizes tickets, ensuring faster resolutions and smoother team handoffs.
Operations

Operations Use Cases

Action Items from Operations CallsSeamlessly execute tasks, boost collaboration, and avoid missed deadlines by automating meeting follow-ups.
Automated Scheduling and Availability TrackingOptimize your team's productivity and reduce scheduling conflicts with intelligent, automated meeting coordination and task management based on real-time availability.
Automated Time Tracking from CalendarProvides accurate and automated tracking of time allocation, improving billing accuracy and resource planning with minimal manual effort.
Daily Meeting Prep BriefsPulls today’s calendar meetings, recent CRM updates, emails, and past meeting notes to compile concise briefs for each meeting, highlighting attendee details, open tasks, and outcomes from previous interactions.
Help Desk Knowledge ResolverStreamlines information access and improves response times, automating queries and escalating sensitive topics to human reviewers.
IT Access and Request ManagementStreamline IT access with automated requests, ensuring compliance and efficiency.
Internal Answer SearchEmpower employees with instant, accurate information, streamlining operations and boosting productivity.
Leadership Executive SummaryProvides executives with comprehensive overviews and actionable insights for strategic oversight and data-driven decisions by compiling updates on operational goals, risks, and KPIs.
Onboarding Agents for New EmployeesEnhance new hire integration and boost productivity through convenient direct messaging.
Operational Data AnalysisEmpowers operations teams to make informed decisions and optimize processes by transforming questions into actionable insights.
Project Status and Risk SummariesAutomatically generates weekly briefs that consolidate project risks, dependencies, and key decisions, drawing from meeting notes and project management tools.
SOP GeneratorAutomatically generates formatted Standard Operating Procedures by taking in detailed process descriptions and comparing them to existing SOPs and guidelines.
Searchable Meeting MemoryUnlock detailed meeting content effortlessly, analyze calls, and facilitate informed decision-making.
Standardized Meeting Minutes WriterFacilitates consistent follow-through and alignment, ensuring all stakeholders are informed and accountable without manual effort by automatically generating clear, standardized meeting minutes.
Marketing

Marketing Use Cases

AIDA Copy GeneratorCraft consistent, conversion-ready messaging for web pages, ads, and emails. Streamline your workflow and enhance campaign performance.
Asset Finder for ArticlesEditors and marketers can quickly attach the right assets without manual searching, enhancing content quality and speeding up publication.
Blog to Social ConverterTransform your blog posts into a continuous stream of high-performing social media content.
Brand Specific Style Guide CheckerAutomate style checks, reduce errors, and preserve your brand's unique voice.
Campaign Performance Q&A AnalysisIdentify improvement areas and investment opportunities without manual spreadsheet efforts.
Company Profile DossierAutomate research by pulling firmographics, leadership, and news to highlight target segments and outreach angles.
Competitor Intel DigestGet concise insights from competitor data delivered to your team.
Customer Segment Analysis ToolQuickly identify target segments, improving campaign precision and reducing manual analysis time.
Display Ad Placement ReviewOptimize your media spend and protect your brand integrity with automated ad placement review.
LinkedIn Content PlannerGet weekly suggestions with topics, hooks, captions, and optimal publish times based on performance.
Marketing Asset AgentEnhances creative operations by standardizing campaign specs and centralizing asset management.
Marketing Content Reuse EngineTransform one asset into many on-brand deliverables, filling calendars and campaigns without rewrites.
Multilingual Content LocalizerScales global content delivery with consistent terminology and voice, cutting turnaround time while improving in-region relevance and quality by ingesting approved source content.
Persona Development EngineCreate comprehensive personas with detailed audience segments and narrative data.
Research Insights AccessibilityConvert buried insights into actionable guidance for marketers and product teams, speeding decisions and improving personalization.
Review Snippet CollectorA tool that extracts and tags short quotes from social posts and reviews to provide marketing and sales teams with credible proof points, improving content quality and speeding asset creation.
SEO Article DraftingCreate structured, keyword-rich articles that rank higher and engage your target audience.
SEO FAQ BuilderScrapes existing articles and related site content to generate concise, search-optimized FAQ entries.