Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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