Announcing Cassidy’s $3.7M Fundraising

Customer support teams face countless challenges every day: handling high ticket volumes, answering tough questions, and maintaining meaningful interactions across platforms. It’s a high-pressure job that requires efficiency, adaptability, and tools that work as hard as they do.

With all the stress and mental energy it takes to juggle these challenges, AI can be a powerful partner for support teams. Not a replacement, but a trusted resource that works alongside you and your team. By handling the heavy lifting, AI allows support teams to focus on what they do best: building connections and delivering great customer experiences.

In this blog, we’ll show how Cassidy equips support teams to tackle key enablement tasks — streamlining processes, building impactful resources, and delivering exceptional customer experiences.

Clear Out Tickets With On-Demand Answers to Questions

High ticket volumes are every support team’s nightmare. Maybe it’s a bug that’s disrupting users, or an unexpected outage that sends panic through your customer base.

Whatever the cause, tickets pile up fast, and your team is left trying to triage the chaos. Everyone’s scrambling to prioritize the most pressing issues, but with so many demands coming in at once, it’s easy for important requests to fall through the cracks.

You don't want to get to a point where customers get frustrated, agents feel burned out, and the pressure only mounts.

In moments like these, teams do their best: manually assigning tickets, answering repetitive questions, and leaning on internal experts for technical issues. It works for a while. But when volumes spike, manual processes slow things down, agents lose time searching for answers, and the team struggles to keep up.

This is where AI can make all the difference.

Cassidy takes the pressure off by drafting accurate, context-rich replies to customer emails and support tickets automatically. Powered by your knowledge base, it ensures every response is not only timely but also reliable. From answering common questions to tackling more complex issues, Cassidy equips your team with the tools to stay ahead of mounting tickets, delivering thoughtful solutions that keep customers happy and operations running smoothly.

How else can Cassidy help you clear out tickets

• Triage smarter, not harder: Prioritize tickets based on urgency, sentiment, and complexity to keep critical issues front and center.
• Support agents in real-Time: Provide instant, accurate answers from your documentation to help resolve technical issues faster.
• Chrome extension to help with responses: Use Cassidy’s AI-powered assistant directly in your browser to draft replies and access critical information without ever switching tabs.

Ticket surges are inevitable, but they don’t have to overwhelm your team. By combining human expertise with AI-powered support, Cassidy ensures that even the busiest times are manageable, allowing your team to stay calm, focused, and ready to deliver the quality service your customers deserve.

Compile All Information From Your Support Center

No matter how experienced your support agents are, they’re bound to face tricky questions that require digging through resources for answers. A customer might ask about an edge-case bug, a rarely used feature, or a complex integration. When agents can’t find the information they need quickly, the delay adds frustration — for both them and the customer.

Traditionally, teams handle this by leaning on engineers or internal experts for help.

While this can work in a pinch, it’s not scalable.

Agents lose valuable time chasing down answers, customers are left waiting longer, and the overall efficiency of your support operation takes a hit.

This is where Cassidy steps in to bridge the gap. Instead of leaving agents to fend for themselves or rely on others, Cassidy pulls real-time, accurate information from your technical documentation, knowledge base, and other resources.

Whether it’s troubleshooting steps or product-specific guidance, Cassidy ensures agents have the answers they need—instantly. By turning scattered information into actionable insights, Cassidy empowers your team to resolve even the toughest customer inquiries with confidence and speed.

Ways Cassidy can help centralize your knowledge base.

• Provide Instant Access to Documentation: Cassidy draws from your technical resources in real-time, giving agents the information they need without delays.
• Create a Centralized Knowledge Hub: Consolidate scattered resources into a single, AI-accessible system so your team can find answers faster.

This means your team spends less time searching for answers and more time focusing on meaningful customer interactions. And as Cassidy learns from your existing processes, it continues to improve, providing even better support over time.

With Cassidy, your support team is no longer bogged down by the hunt for information. Instead, they’re equipped with the tools and insights they need to work smarter, handle complex issues with ease, and deliver an exceptional experience every time.

Creating Personalized Communication That Sound Like Your CS Team

Customers expect more than just fast responses—they want interactions that feel personal and relevant. Whether it’s a follow-up to a support inquiry, an email announcing a new feature, or even outreach on LinkedIn, personalization is what turns a basic interaction into a memorable experience.

Cassidy helps bridge this gap by equipping teams with the tools to craft personalized communications that feel human—without requiring hours of manual effort. From pulling key details like customer history and preferences to generating dynamic, context-aware messaging, Cassidy ensures every interaction feels authentic and on point.

Imagine announcing a feature update to your customers. Instead of sending a one-size-fits-all email, Cassidy can help you tailor messaging based on each customer’s previous interactions, product usage, or company size.

The result? Emails that resonate with your audience and make them feel seen. Or consider LinkedIn outreach—Cassidy can suggest personalized introductions that align with a client’s professional background and needs, ensuring your outreach stands out in a crowded inbox.

How Cassidy Supports Personalized Customer Interactions:

• Dynamic Messaging for Any Channel: Generate tailored emails, chat responses, or outreach messages based on customer data.
• Comprehensive Customer Insights: Pull from past interactions, product usage, and preferences to inform your communication strategy.
• Consistency Across Platforms: Ensure your team’s voice and tone stay aligned, whether reaching out via email, LinkedIn, or chat.

Personalization doesn’t have to feel forced—or time-consuming. With Cassidy’s support, your team can create meaningful, tailored interactions at every stage of the customer journey, building stronger relationships and driving deeper engagement, one message at a time.

Endless Use-Cases for CS 

Customer support is about more than solving problems — it’s about fostering trust, delivering value, and enabling teams to thrive. Cassidy helps support teams achieve this by streamlining workflows, enhancing customer interactions, and providing tools to create impactful resources.

Whether it’s crafting personalized emails, generating FAQs, or pulling actionable insights from existing data, Cassidy empowers teams to focus on what matters most.

With seamless integration into your existing tools and features like real-time AI assistance, Cassidy centralizes information and simplifies processes. Agents can respond faster, create better enablement materials, and maintain consistent, high-quality interactions across every touchpoint.

Plain and simple: why Cassidy stands out:

• Effortless Content Creation: Turn documentation into FAQs, training guides, and more with minimal effort.
• Tailored Customer Messaging: Personalize communication for emails, outreach, or tickets to build stronger connections.
• Integrated Workflows: Bring tools together to provide agents with immediate context and actionable insights.
• Streamlined Onboarding and Training: Train new customer support hires with Cassidy as their AI copilot, providing instant access to knowledge bases and tools to help them get up to speed faster.

Cassidy is designed to help your team work smarter, not harder, making customer support more efficient.

Ready to transform your approach to support enablement? Start your free trial today.

AI Automation Platform vs. RFP Response Software

When evaluating automation platforms, Cassidy and Loopio often surface as contenders for streamlining RFPs and proposal management. However, these platforms differ significantly in their scope and flexibility. Loopio is a narrowly focused RFP response tool, providing structured, predefined workflows specifically built around proposal generation. In contrast, Cassidy is a powerful, contextual AI automation platform designed to dynamically adapt to your unique enterprise processes, far beyond just RFP responses.

Cassidy not only accelerates RFP responses, but automates complex, context-driven workflows across sales, customer support, operations, HR, and beyond. Loopio’s rigid structure may speed up repetitive proposals but lacks adaptability, restricting its usefulness.

Feature Comparison

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Contextual AI Automation vs. Static Content Lookup

Cassidy’s AI-powered automation goes far beyond simple content retrieval. Its contextual AI understands and dynamically adapts to your business processes, continuously improving workflows by extracting information, generating context-aware responses, and automating complex tasks end-to-end.

Loopio’s automation is essentially limited to suggesting previously stored answers from its content library. This static approach requires significant manual upkeep and struggles to handle non-standard or complex RFP scenarios, often forcing users back into tedious manual work.

Custom Workflows Tailored to Your Enterprise

No two businesses handle proposals or processes the same way. Cassidy recognizes this and provides highly customizable AI workflows precisely adapted to your company’s specific requirements. You can define your processes, tone, and even AI behavior, creating workflows that perfectly match your operational style.

Loopio, however, restricts teams to predefined structures. Its limited customization options mean that if your proposals vary significantly, your team might frequently revert to manual interventions, reducing the platform's value.

Unified Enterprise Knowledge

Cassidy’s enterprise-wide knowledge base centralizes your critical business content—whether proposal answers, customer interactions, internal policies, or sales materials—in one intelligent repository. This interconnected knowledge powers all of Cassidy’s automation tools, ensuring consistency and continuous improvement.

Loopio’s knowledge management is isolated to RFP-related content, creating data silos and limiting your enterprise’s ability to leverage insights across different departments or workflows.

Interactive AI Assistants Where You Work

Cassidy embeds intelligent, interactive AI assistants directly into Slack, Microsoft Teams, Chrome browsers, and web applications. This enables employees across your enterprise to access real-time, contextual support seamlessly within their daily workflow.

Loopio provides no interactive AI assistance outside its own interface, restricting content lookup and limiting employee engagement and accessibility.

Scalable AI for Enterprise Teams

Cassidy prioritizes scalable enterprise adoption with comprehensive onboarding, dedicated account management, ongoing training, and personalized support. This approach ensures quick implementation, team-wide adoption, and continuous optimization across various business units.

Loopio’s onboarding and scalability are limited strictly to proposal teams, with minimal ongoing support or adaptability to broader organizational needs.

Cassidy: The AI Platform Built for Your Entire Business

Loopio offers efficiency strictly within rigid, predefined proposal workflows. Cassidy, however, delivers expansive, contextual AI automation that adapts to your unique processes, breaks down knowledge silos, and supports dynamic, enterprise-wide workflows. Cassidy represents the smarter long-term investment, equipping your business for success beyond RFPs.

Ready to unlock the full potential of AI-driven automation?

Book a Demo today and experience the Cassidy difference firsthand.

Picture an AI system that doesn’t just answer questions or move data around, but truly understands what it’s doing. 

It knows your brand policies, notices patterns in text, pulls the right documents when needed, and takes meaningful actions — all without you writing a single line of code.

That’s contextual automation, and it’s at the heart of what Cassidy is building.

Let’s explore what contextual automation is, why it’s different from old-school automation, and how Cassidy brings it to life in a way that feels both futuristic and easy to grasp.

What is Contextual Automation?

Traditional automation often relies on simple triggers: “When X happens, do Y.” This works well when you’re dealing with neat, structured data — like updating spreadsheets or sending emails. But modern businesses deal with messy, unstructured information, such as emails, chat logs, PDFs,  and policy documents. 

These sources don’t follow a tidy format, and they can hide key details in plain text.

Contextual automation takes things further by letting AI read and interpret that unstructured data. Instead of just passing it along, the system understands why it matters. It can cross-reference facts from documents, product specs, or internal policies, then take the right action without requiring you to manually dig through it all.

Advantages of Contextual Automation 

Contextual automation improves two things: the speed at which you access information and your ability to act proactively. With accurate, up-to-date insights available in seconds, your team can make better decisions and achieve outcomes faster.

Context-Driven Actions
Cassidy goes beyond simply sharing data. It understands the context and takes the right actions, whether that means drafting a response, sending timely updates, or verifying that you’re being compliant. 

Empowering Your Team
Our workflows are essentially going to act as virtual agents, offering valuable insights and context for your employees. Whether you need background information on a video call participant, detailed company reports, or alerts on competitor activity, there are different ways to help your team get their job done faster and more efficiently. 

Built for Everyone
You don’t need technical expertise or prior knowledge of AI to set up powerful workflows with Cassidy. Every department can benefit from contextual automation. If you’d like to see some examples, explore the dozens of templates on our use-case page and see how easy it is to get started.

Why Standard Automation Falls Short

Old-school tools shine with structured tasks. If you want to copy data from one cell to another, they work great. But they tend to break down when handling open-ended or ever-changing content. 

Most of them weren’t built for large volumes of text, making them blind to the deeper context hidden in emails or documents.

They also struggle to chain multiple AI steps together. Many platforms offer a simple “AI step” to summarize text, but they don’t let you blend knowledge from different sources or apply complex logic. 

That’s where contextual automation stands out: it goes beyond a single prompt, bringing real understanding and multi-step reasoning into the mix.

How Cassidy Makes it Happen

Cassidy’s platform is built to handle these complexities from the start. We combine AI models, knowledge indexing, and no-code workflow design to deliver a seamless experience.

Unified Data Model

All of your information — from PDFs to support centers to spreadsheets — can be indexed in Cassidy’s knowledge base. If the AI needs to confirm any kind of policy, it can jump right to the correct section of your policy document. If it’s summarizing a support ticket, it can also review past chats for context.

Multi-Step AI Workflows

Rather than relying on a single rule, Cassidy chains multiple AI actions into a seamless workflow. Let’s say you want a full picture of a new lead and an updated lead score in your CRM as soon as their email lands in your inbox. 

Cassidy starts by gathering the basics, like name and email, then enriches the profile with insights from LinkedIn and the company’s online presence. Next, it calculates a lead score with a brief explanation and updates your CRM, all in one smooth, connected flow. Every step builds on the last, ensuring your team receives a complete, context-rich lead profile that’s ready for action.

No-Code Building Blocks

We offer drag-and-drop “building blocks” for tasks like sentiment analysis, text comparison, or drafting replies. You snap these pieces together to form custom workflows that match your needs. This makes it easy for non-technical users to build advanced automations without learning to code.

Flexible and Future-Ready

As AI evolves, Cassidy evolves too. If a new large language model comes out, you can plug it into your existing workflows. That means your automations can keep improving without needing a total rebuild.

Real Possibilities with Contextual Automation

Contextual automation isn’t just for one team or department. It can reshape how entire organizations handle their day-to-day operations. Here are a few examples:

Sentiment and Policy Checks
Have the AI scan user comments or support tickets, then compare them to your policies. If certain keywords suggest an urgent issue, it can draft a response or alert the right person — all in real time.

Smarter Knowledge Base Searches
Save your employees countless hours by making all your information easy to access. Instead of having to manually search through vast knowledge resources, Cassidy scans your data to quickly pull together the best answers and present them in clear, plain language.

Live Document Review
Whether it’s a contract or a compliance form, Cassidy reviews your documents by cross-referencing them with your guidelines or any instructions you may have. It quickly identifies potential issues or discrepancies, reducing human error and speeding up the review process.

Task Routing with Context
When a new ticket arrives, the system examines its content, references relevant documents, then sends it to the right department with a suggested plan of action.

Where Contextual Automation Is Headed

AI is moving fast, and contextual automation opens the door to even bigger possibilities. Large language models are gaining the ability to handle longer and more detailed text. They’re also getting better at reasoning, remembering past conversations, and adapting as new data comes in.

Adaptive Learning
Workflows will watch how users respond and automatically improve their logic over time.

Multi-Model Strategies
Different AI models might be used for different steps — one for drafting content, another for fact-checking. Cassidy is built to let you combine models as you see fit.

Custom AI Agents
Imagine having an AI “co-worker” who speaks your brand’s language, knows your product lines, and aligns with your unique processes. Giving you all of the accurate and most up-to-date information possible. 

Enhanced Oversight
As AI grows more powerful, tools for auditing and tracking decisions will also advance, keeping everything accountable and transparent.

Embracing Contextual Automation with Cassidy

The idea of software that truly understands your operations has been a dream for years. Now, with contextual automation, it’s reality. Instead of juggling countless tools that handle only fragments of your workflow, you can unify everything under one AI-driven system that references all the context it needs.

Cassidy is leading the charge by creating a no-code platform that ties AI reasoning together with real-world tasks. If you’ve ever wondered how to automate those “complicated” processes that involve lots of back-and-forth or too many documents to count, we’re here to help you make it simple.

Join us in shaping the future of AI

Check out we bring contextual automation to life. Whether you’re a small team looking to scale everyday tasks or a large enterprise aiming to handle massive volumes of information, our approach adapts to your needs.

Welcome to the next chapter of AI — where automation does more than just shuffle data. It thinks, it interprets, and it delivers truly contextual results. That’s the promise of contextual automation, and we can’t wait to see how you’ll use it. Sign up for a free demo today.