Discover how teams use Cassidy to automate work, surface insights, and get more done. Browse by department to find Agents and Workflows you can set up in minutes.Documentation Index
Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
Use this file to discover all available pages before exploring further.
Sales
Lead scoring, personalized outreach, call coaching, pipeline analysis, and CRM enrichment.
Customer Support
Auto-respond to tickets, triage bugs, route issues, and build help center content.
Marketing
On-brand content drafting, SEO optimization, social repurposing, and competitive intelligence.
Operations
Meeting prep, SOP generation, onboarding, internal search, and scheduling automation.
RFP
Score RFPs, extract requirements, draft responses, grade submissions, and route sections.
Customer Success
Health tracking, QBR prep, expansion signals, and account transition monitoring.
Research & Intelligence
Company research, competitor analysis, industry news, and data-driven insights.
Legal & Compliance
Contract review, redline recommendations, DPA analysis, and regulatory tracking.
Product
PRD drafting, bug triage, feature extraction, release notes, and user story creation.
HR & Recruiting
Job descriptions, candidate outreach, resume screening, and interview prep.