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What is Cassidy?

Cassidy integrates effortlessly with your current tools, leveraging your organization's existing knowledge to optimize various functions such as customer support, lead qualification, and RFP management, among other tasks. By seamlessly linking your company's data and insights to AI, it can promptly tackle employee questions, deliver project updates, and speed up responses to customers, all while ensuring brand consistency is upheld. With Cassidy, the worries about AI inaccuracies are removed, as its knowledge base provides reliable, verified, and sourced information straight from your company's assets. This guarantees that employees have instant access to the most up-to-date information they need, with your organization's knowledge being centralized and synchronized in real-time. Additionally, Cassidy enables your AI to navigate even the most intricate workflows by fully utilizing the context of your unique business processes, significantly boosting both productivity and collaboration throughout the organization. As a result, your teams can focus more on strategic initiatives rather than getting bogged down in routine tasks.

What is Automat?

Collect and aggregate information from a wide array of content types across multiple document formats. When dealing with PDFs that are not uniformly structured, extracting data necessitates navigating through unstructured components, free-form text, and tabular data. Easily scrutinize large documents to identify relevant details that align with your specific needs. Utilize visual language models (VLMs) to assess image inputs coming from order forms, licenses, or any other types of unstructured documents. Improve tasks like CRM integration, organizing invoices, automating email responses, or summarizing meeting notes. Implement both attended and unattended bots within days, drastically shortening the usual setup period. This methodology not only boosts efficiency but also refines workflows across various industries and applications, leading to a more streamlined operational environment.

Media

Media

Integrations Supported

Gmail
Google Chrome
Google Drive
Notion
Slack
ChatGPT
Claude
Confluence
Dropbox
Gemini 1.5 Flash
Gemini 1.5 Pro
Gemini Enterprise
Google AI Plus
Google Sheets
LinkedIn
Microsoft Edge
Trello
X (Twitter)
Zendesk
Zoom

Integrations Supported

Gmail
Google Chrome
Google Drive
Notion
Slack
ChatGPT
Claude
Confluence
Dropbox
Gemini 1.5 Flash
Gemini 1.5 Pro
Gemini Enterprise
Google AI Plus
Google Sheets
LinkedIn
Microsoft Edge
Trello
X (Twitter)
Zendesk
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cassidy AI

Date Founded

2023

Company Location

United States

Company Website

www.cassidyai.com

Company Facts

Organization Name

Automat

Company Location

United States

Company Website

www.runautomat.com

Categories and Features

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Categories and Features

Robotic Process Automation (RPA)

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

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