Cassidy
Build AI automations powered by your company data
About
Cassidy securely integrates with your tools, leveraging company knowledge to automate tasks like customer support, lead qualification, and RFP processing and much more.
Cassidy seamlessly integrates with your Gong calls and transcripts to automate workflows, surface insights, and enable AI-driven conversations with your company’s data.
Cassidy seamlessly integrates with your Gong calls and transcripts to automate workflows, surface insights, and enable AI-driven conversations with your company’s data.
Cassidy AI transforms your sales and customer interactions into searchable, structured intelligence, so you can streamline processes, automate follow-ups, and make data-driven decisions faster than ever.
Media
Features
Use Gong Data in Cassidy
Import Gong calls into your knowledge base in Cassidy
Benefits
Import Gong Calls
Power your AI assistants with the context of your Gong call data
Trigger Workflows on New Call
Trigger an AI workflow to run when a Gong call has finished and the transcript is ready. Use the call transcript in your AI workflow to automate tasks like outreach, summarization, and integration with your CRMs.
Integration Diagrams
Data
Call
Call
Data
Knowledge Base
Knowledge Base
Workflow Trigger
Workflow Trigger
Requirements
Authenticating User Requirements
An active Cassidy account is required
Authenticating User Requirements
To authenticate this integration for the first time, a user must be a Gong Tech Admin
Connect
Key Features
Import Gong Workspaces & Calls
Effortlessly sync your Gong recordings, transcripts, and insights into your Cassidy knowledge base.
AI-Powered Business Context & Automation
AI-Powered Business Context & Automation
- Ask questions about past calls and meetings.
- Generate insights from sales conversations.
- Automate CRM updates, follow-ups, and workflows.
🔍 Smart Search & Summarization
- Quickly find key moments in calls.
- Summarize customer interactions instantly.
- Extract critical action items for your team.