Cassidy

Welcome Elliot 💙 Please join us in giving a very warm welcome to Elliot Greenbaum, our newest Solutions Consultant 🎉

We've completely rebuilt our docs ⛰️ 📖 Easier to navigate — Documentation & Integrations guide your AI rollout step by step 🧽  Clearer tutorials — Build your first Agent with detailed, actionable walkthroughs ✅ Made for discovery — Guides & Use Cases show what teams are actually building with Cassidy Great docs aren't just for troubleshooting—they're how builders discover what's possible. Explore: https://hubs.la/Q0486LyM0

🔮 AI Forward Leader Spotlight: Paige Bradbury Paige is the Founder of The Bradbury Group, where she helps professionals and executives adopt AI through evidence-based learning frameworks. She spent 20+ years in broadcast journalism and international leadership training. Learn more about her story and advice for emerging leaders in the AI space. — ⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞? After COVID grounded me from international travel, I dove deep into adult learning theory and discovered how storytelling, training, and brain science intersect. Two years ago I decided to go all-in on AI. I wanted to discover what possibilities existed, and I was blown away. I realized most organizations were treating adoption as a technical problem when it's actually a human one. That's when I started building AI adoption frameworks grounded in evidence-based learning design—not just tool tutorials. Now I help professionals across industries find their onramp to AI without the overwhelm. 🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭? My biggest misconception was that I had to be a techie. Phrases like API key and prompt engineering scared me. When I dove in two years ago, I realized two things. One, strategic prompting is advanced communication design—skills I already had from journalism and leadership training. Two, AI adoption requires learning architecture, not technical expertise. It's about bringing tools, humans, and workflows together with psychological safety. These were skills I was already pretty good at. AI was about to amplify all of it. 🔮 𝐖𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 𝐟𝐚𝐯𝐨𝐫𝐢𝐭𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮’𝐯𝐞 𝐛𝐮𝐢𝐥𝐭—𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐰𝐚𝐬 𝐭𝐡𝐞 𝐢𝐦𝐩𝐚𝐜𝐭? I've built several AI assistants, but Mr. Miyagi is a stand out. He's an AI sensei who coaches people how to build their own automation systems using repeatable frameworks. Think 'wax on, wax off” as he guides you through the method so you can solve your own pain points. The impact? In our most recent cohort, participants working with Mr. Miyagi achieved results like: reducing a 5-hour debugging process to 60 seconds (98% time reduction), collapsing a 14-day course build timeline by 64%, and cutting project work from 80 hours to 3.5 hours. Mr. Miyagi makes the messy middle manageable by giving people a clear framework to follow. That's what makes him the bridge between AI skeptics and adopters. When people see results like that—from their own work—the skepticism disappears.

Welcome Oscar 💙 Please join us in giving a very warm welcome to Oscar Hanner, our newest Account Executive 🎉.

Meet Pranav Wadhwa, our Founding AI Engineer in NYC. Pranav started his career with engineering internships at companies like Yext and Squarespace, then spent two years as a software engineer at Bloomberg. Today, he's refining the core LLM infrastructure at Cassidy that powers automations for our customers around the world. If you'd like to work with the best in the AI space, apply for one of our Engineering roles at Cassidy in NYC now!

We’re excited to partner with AI Build Lab for their upcoming AI agent foundations course with Maven. Sara Davison and Tyler Fisk have taught over 1,600 graduates how to build multi-agent systems that actually work inside your business—no code required. By the end of the 6 weeks you graduate with an end to end multi-agent system you can demo, deploy or sell. Their 6-week course gets you building real agent systems from day one: designing agent teams, orchestrating handoffs, and connecting them to your data. You'll graduate with complete agent workflows in Cassidy you can roll out immediately. Next cohort starts March 30. Learn more at: https://hubs.ly/Q047-yG10

🔮 AI Forward Leader Spotlight: Lisa Andrews Lisa is the Operations & Process Improvement Manager at BayArea Awards, where she focuses on using tools such as AI to make the company more efficient. Previously, Lisa worked in quality assurance and testing roles in tech, and spent nearly eight years at Carnegie Mellon University as Assistant Director of Financial Aid. Learn more about her story and advice for emerging leaders in the AI space. — ⭐️ 𝐇𝐨𝐰 𝐝𝐢𝐝 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐩𝐚𝐜𝐞? I attended a UV Printing Conference and heard Tyler Fisk talk about AI, small businesses and all the potential integrations. There were so many applications, I started to add AI slowly and superficially into my life. In November, I decided to take the leap and I enrolled in Tyler and Sara Davison’s AI Build Lab: Foundations course. I was truly introduced to the world of AI and my mind was blown with the possibilities. 🎓 𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 #1 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐲𝐨𝐮 𝐡𝐚𝐝 𝐚𝐛𝐨𝐮𝐭 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐡𝐞𝐧 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐨𝐮𝐭? I believed that all you needed was a quick one to two sentence prompt and you would get the perfect response. That’s what I saw on social media. I quickly learned that it takes so much more time, review and iteration to obtain the desired response. You need to understand what it is that you want to accomplish and how to get there in detail. SOPs and documentation help tremendously when you are figuring out how to create your process. Then conversing with your agents, giving them all this information and explaining what you want is how to build. 🔮 𝐖𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 𝐟𝐚𝐯𝐨𝐫𝐢𝐭𝐞 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮’𝐯𝐞 𝐛𝐮𝐢𝐥𝐭—𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐰𝐚𝐬 𝐭𝐡𝐞 𝐢𝐦𝐩𝐚𝐜𝐭? Take a course with instructors that are practitioners of AI. AI is ever evolving and it’s important to have a basic knowledge of the principles and components so that you aren’t starting over with each new thing. Knowing how to use context engineering, create agents and agentic workflows and then evaluating them is the core of architecture and you build on that.

Excited to see Cassidy featured in the sales community 🎉 The article is written by Jeff Kirchick—VP of Sales at Zorro—who built an automated coaching bot using Cassidy to deliver personalized, AI-generated call coaching to his reps after every single sales call. Always great to see how our product is being used for real business impact.

Welcome Sophia 💙 Please join us in giving a very warm welcome to Sophia Stella, our newest Business Development Representative 🎉

Introducing… MCP Servers in Cassidy 🔗 An enterprise-ready MCP (Model Context Protocol) integration that lets you connect your Agents to more external systems and live data sources than ever before. Here’s what makes it enterprise-ready: - Choose approval settings for each MCP server action: enable, require approval, or disable - Control who can access which MCP servers - Decide whether users share connections through service accounts or connect with their own accounts - All activity is logged in the chat An update that opens up more possibilities for Agents to work with all your tools, wherever your data lives.