Cassidy

Cassidy

Cassidy AI
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About

Cassidy securely integrates with your tools, leveraging company knowledge to automate tasks like customer support, lead qualification, RFP processing, and much more. Easily connect your company data and knowledge to AI to answer any employee questions, get updates on projects, respond to customers faster, and much more. Always accurate and on-brand. No more worrying about AI hallucinations - Cassidy’s knowledge base delivers reliable, verified and cited information from your company’s own knowledge. Ensure all your employees have instant access to the most current information they need, with your company’s knowledge centralized and synced in real-time. Enable your AI to complete even the most intricate workflows by leveraging the full context of your unique business.

About

V7 is an AI workflow automation platform for complex, document-heavy operations across private markets, insurance, and real estate. The platform helps firms automate workflows such as deal screening, due diligence, investment memo creation, portfolio reporting, submission ingestion, underwriting, policy review, claims processing, and lease abstraction. V7 combines AI agents with organizational context, integrations, and controls so teams can run multi-step workflows from source documents through completed outputs. Its platform includes capabilities such as Context Graph, Workflow Agents, Document Generation, Knowledge Hubs, Skills, agent templates, and document automation. V7 also supports MCP integrations and an MCP server, allowing organizations to connect AI workflows with external tools, data, and preferred language models. V7 is designed for institutional teams that need reliable AI automation for high-stakes financial, insurance, and real estate workflows.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses looking for a platform to automate tasks like customer support

Audience

Private market investors, insurance companies, real estate investment firms, underwriting teams, and enterprise operations groups that need AI automation for complex, document-heavy workflows

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$149 per month
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Cassidy AI
Founded: 2023
United States
www.cassidyai.com

Company Information

V7
Founded: 2018
United Kingdom
www.v7labs.com

Alternatives

Alternatives

DocuVera360

DocuVera360

Trellissoft, Inc.

Categories

AI Assistants Supported
AI Automation Supported
AI Knowledge Base Supported
AI Productivity Supported
AI Tools Supported
RFP Supported
Task Automation Supported

Categories

AI Automation Supported

Integrations

Axis LMS Supported
Claude Supported
Claude for Legal Supported
Gemini Supported
Gemini Enterprise Supported
OpenAI Supported
Zapier Supported
Confluence Supported
Gemini 1.5 Flash Supported
Gemini 2.0 Supported
Gemini 2.0 Flash Supported
Gemini Nano Supported
Gmail Supported
Google Chrome Supported
Google Drive Supported
JSON Not Supported
Microsoft Edge Supported
Microsoft SharePoint Supported
Slack Supported
Zendesk Supported

Integrations

Axis LMS Supported
Claude Supported
Claude for Legal Supported
Gemini Supported
Gemini Enterprise Supported
OpenAI Supported
Zapier Supported
Confluence Not Supported
Gemini 1.5 Flash Not Supported
Gemini 2.0 Not Supported
Gemini 2.0 Flash Not Supported
Gemini Nano Not Supported
Gmail Not Supported
Google Chrome Not Supported
Google Drive Not Supported
JSON Supported
Microsoft Edge Not Supported
Microsoft SharePoint Not Supported
Slack Not Supported
Zendesk Not Supported
Claim Cassidy and update features and information
Claim Cassidy and update features and information
Claim V7 and update features and information
Claim V7 and update features and information