Case Study: AkitaBox streamlines operations and scales AI workflows with Cassidy

AkitaBox uses Cassidy to push the boundaries of AI in facility management

The customer, AkitaBox, a facility management platform, began exploring AI without a clear roadmap. They faced challenges scaling institutional knowledge during employee onboarding and needed to clean up and optimize their fragmented, hard-to-scale go-to-market infrastructure and CRM data. Their initial experiments with AI were novel but lacked the depth needed for real business impact until they partnered with the vendor, Cassidy.

Cassidy provided a solution by centralizing AkitaBox's internal knowledge into an AI assistant for onboarding and training. The vendor also built workflows to automate the cleansing and categorization of thousands of CRM records. This saved the company months of work, directly contributed to some of their best months for marketing leads, and enabled SDRs to prepare for prospect outreach with tailored, contextual company overviews. Cassidy became a core part of AkitaBox's operational foundation for future growth.

AkitaBox

Josh Lowe

Co-Founder