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One platform to automate the work that slows industrial sales and operations
Respond to RFQs before your competitors can
- Ingests RFQs and extracts structured requirements
- Cross-references specs against your product catalog
- Generates first-draft proposals for engineering review


Get answers without waiting on engineering
- Searches across product specs, compliance docs, & RFQs
- Delivers cited, accurate answers in seconds
- Works in Slack, Teams, or wherever your team operates
Generate SOPs from existing knowledge in minutes
- Ingests docs from past projects and current standards
- Outputs formatted SOPs ready for review and approval
- Keeps documentation current as processes evolve


Map regulatory changes to affected products automatically
- Monitors standards bodies and flags relevant changes
- Maps changes to affected products, specs, or proposals
- Outputs compliance checklists ready for engineering review
More ways to automate industrials workflows
Connects to the tools your team already uses

Meet the teams getting real AI wins
Secure, governed, and ready for enterprise




Frequently asked questions
Cassidy isn't a generic AI chatbot—it's a platform built for benefits operations. We combine no-code Workflows your team can build on with a dedicated solutions team that helps you design, implement, and optimize automations specific to your processes.
Teams use Cassidy to parse RFQs, generate proposals, validate specs against product catalogs, create SOPs, track regulatory changes, answer technical questions, and more—tailored to how your business works.
Yes. Cassidy connects to your product catalogs, engineering standards, application notes, and past proposals. Using leading AI models and your Knowledge Base, it reads, understands, and applies your specific documentation—not generic guesses.
Yes. Cassidy connects to SAP, NetSuite, Microsoft Dynamics 365, Salesforce, and other systems via native integrations or API. It also syncs with SharePoint, Google Drive, and the tools your team uses daily.
Most teams stand up their first Workflows in days, not months. Our solutions team partners with you to identify high-impact use cases, build initial automations, and ensure your team sees value quickly.
Yes. Cassidy handles volume spikes without adding headcount. Whether you're responding to a surge of RFQs or processing a backlog of compliance checks, Workflows scale to meet demand.
Yes. Cassidy is SOC 2 Type II and GDPR compliant. Your data is encrypted in transit and at rest, never used to train AI models, and protected by role-based access controls and full audit logging.
Absolutely. Cassidy is no-code—if you can describe what you want to automate, you can build it. No IT tickets, no engineering dependencies.
Cassidy supports leading models from OpenAI, Anthropic, and Google. You can select the right model for each task, balancing accuracy, speed, and cost.










