Customer Conversation Memory
Unlock deeper customer insights and build stronger relationships.
Streamline follow-up and detect risks earlier, all without manual notes.
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What does it mean for you?
Demonstrates attentive, personalized account management that strengthens trust and loyalty while enabling faster follow-up, cleaner handoffs, and earlier risk detection without rewatching recordings or chasing notes.
How it works?
Transcribes customer calls, extracts success plans, risks, and action items, and makes every conversation searchable with citations and timestamps for instant retrieval of stakeholder context and commitments.
Overview
Customer Success
by cassidy
Implement it inside your company
Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.
