Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Cassidy seamlessly integrates with your existing tools, utilizing your organization's knowledge to streamline various tasks such as customer support, lead qualification, and RFP processing, among others. By effortlessly connecting your company's data and insights to AI, it can efficiently address employee inquiries, provide project updates, and accelerate customer responses, all while maintaining brand consistency. With Cassidy, you can eliminate concerns about AI inaccuracies, as its knowledge base offers dependable, verified, and sourced information directly from your company's resources. This ensures that all employees have immediate access to the latest information they require, with your organization's knowledge being centralized and synchronized in real-time. Furthermore, Cassidy empowers your AI to handle even the most complex workflows by fully harnessing the context of your distinct business operations, ultimately enhancing productivity and collaboration across the board.

Description

V7 is an enterprise AI platform designed to automate complex workflows across private markets, insurance, and real estate investment. It focuses on document-intensive processes where teams need to extract information, analyze context, generate outputs, and move work through multiple stages with consistent controls. Private market use cases include deal screening, due diligence, investment memos, portfolio reporting, LPA analysis, dataroom-to-IC memo workflows, and CIM-to-CRM deal creation. Insurance teams can use V7 for submission ingestion, underwriting triage, policy review, and claims processing. Real estate investment teams can apply the platform to deal analysis, underwriting, lease abstraction, and portfolio reporting. V7 provides Workflow Agents, a Context Graph, document generation, Knowledge Hubs, reusable Skills, agent templates, and document automation capabilities. Integrations and MCP support allow workflows to connect with external systems and give teams flexibility in how they use large language models. The platform is designed so workflows can be built once, deployed across teams, and improved over time as institutional knowledge and processes evolve. V7 is intended for investment firms, insurers, real estate organizations, and enterprise operations teams that want to automate complex knowledge work without relying on disconnected point solutions.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
Claude Yes 
Gemini Yes 
Gemini Enterprise Yes 
OpenAI Yes 
Zapier Yes 
ChatGPT No 
Cogito No 
Gemini 2.0 Yes 
Gemini 2.0 Flash Yes 
Gemini Nano Yes 
Gemini Pro Yes 
Gmail Yes 
Google AI Plus Yes 
Google Chrome Yes 
Google Drive Yes 
JSON No 
Microsoft Edge Yes 
Slack Yes 
Zendesk Yes 

Integrations

Axis LMS Yes 
Claude Yes 
Gemini Yes 
Gemini Enterprise Yes 
OpenAI Yes 
Zapier Yes 
ChatGPT Yes 
Cogito Yes 
Gemini 2.0 No 
Gemini 2.0 Flash No 
Gemini Nano No 
Gemini Pro No 
Gmail No 
Google AI Plus No 
Google Chrome No 
Google Drive No 
JSON Yes 
Microsoft Edge No 
Slack No 
Zendesk No 

Pricing Details

$149 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cassidy AI

Founded

2023

Country

United States

Website

www.cassidyai.com

Vendor Details

Company Name

V7

Founded

2018

Country

United Kingdom

Website

www.v7labs.com

Product Features

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

Alternatives

Alternatives

DocuVera360 Reviews

DocuVera360

Trellissoft, Inc.