AI Account Context Search Agent

How Cassidy automates account search using AI

Step 1: Connect and sync data sources

Cassidy connects to your CRM (Salesforce, HubSpot), billing platforms (Stripe, Chargebee), product analytics (Snowflake, Amplitude), support tools (Zendesk, Intercom), and enrichment providers—syncing continuously so your Knowledge Base always reflects the latest account data.

Step 2: Build the unified Account 360

Cassidy's Knowledge Base resolves identities across systems, stitching billing accounts, CRM records, domains, and product users into a single golden record per account with calculated fields like health scores, ARR, engagement metrics, and buying committee roles.

Step 3: Query with natural language

Team members ask questions like "Show enterprise accounts with ARR over $50k, usage down 20% week-over-week, and renewal in 90 days" and Cassidy's Agent searches across structured and unstructured data to return prioritized, cited results.

Step 4: Generate account dossiers

The Agent automatically produces comprehensive briefs with firmographics, technographics, intent signals, product usage highlights, open support tickets, recent news, and stakeholder maps—all with source citations for transparency.

Step 5: Trigger campaign actions

Based on research findings, Cassidy Workflows activate playbooks: syncing segments to email and ad platforms, notifying account teams in Slack with recommended talking points, updating CRM fields, and applying suppression rules—with Human-in-the-Loop approval for high-stakes actions.

Step 6: Maintain audit trails and governance

Every agent decision and action is logged with full explainability, supporting SOC 2/GDPR compliance and multi-tenant client isolation so agencies can confidently scale AI-powered account research across their portfolio.