Cassidy
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What is Cassidy?
Cassidy is an AI automation platform that helps teams build AI Agents and Workflows powered by their business knowledge. Unlike generic AI tools, Cassidy connects to your company's data—including documents, wikis, meeting transcripts, and integrated tools—so your automations understand your terminology, processes, and edge cases. The platform requires no code or technical skills, making it accessible to every team member without IT tickets.
Cassidy's Unified Knowledge Base connects the dots across documents, wikis, and data sources for a single source of truth. It continuously syncs to automatically ingest and update files, SOPs, and policies in real time, ensuring AI always acts on the latest information. The platform offers agentic reasoning that handles nuance, complex logic, and exceptions—making decisions rather than just following rigid scripts. It enables cross-system execution, connecting deeply with your tech stack to execute actions across multiple systems in a single flow.
The platform is trusted by 20,000+ teams worldwide across healthcare, advertising, construction, IT services, media, and martech. Cassidy deploys directly into Microsoft Teams, Slack, Chrome, Word, Excel, and Outlook, allowing teams to use AI where they already work. It includes enterprise-ready features like custom roles and permissions, full adoption visibility, single sign-on (SSO), and advanced RBAC user permissions.
Cassidy is designed for sales teams (auto-update CRM, draft RFP responses, enrich leads), support teams (auto-draft replies, triage tickets, turn resolved tickets into help articles), marketing teams (repurpose content, check against style guides, track competitors), and operations teams (guide new hires, analyze operational data, generate SOPs). The platform includes a dedicated solution team that partners with customers to design, build, and refine agents to ensure real ROI.
Cassidy pricing
Pricing model: Freemium
The website does not display specific pricing details, free tier information, or paid plan costs. Cassidy offers tailored solutions for enterprises with dedicated expert solutions team, managed builds, implementation, and maintenance. The platform includes priority support, hands-on AI learning sessions, regularly scheduled office hours, and collaborative roadmap planning as part of their customer success offering. Contact the team for custom pricing based on organizational needs.
Cassidy pros
- No code or technical skills required for building agents
- Connects to company data including documents, wikis, and meeting transcripts
- Unified Knowledge Base provides single source of truth across data sources
- Continuous real-time sync keeps AI updated with latest information
- Agentic reasoning handles nuance, complex logic, and exceptions
- Cross-system execution across multiple systems in single flow
- Deploy directly in Slack, Microsoft Teams, Chrome, Word, Excel, Outlook
- Model agnostic with no vendor lock-in, supports all leading models
- SOC 2 Type II, GDPR, HIPAA, and CASA certified for enterprise security
- Your data is never used to train AI models
- Row-level security and granular access controls protect against unauthorized access
- Dedicated solutions team partners to design, build, and refine agents
- AI-assisted creation helps build robust workflows in days
- Human-in-the-loop guardrails keep you in control over critical work
- Integrates with hundreds of tools including Google Drive, SharePoint, Salesforce
- Document Verification feature allows flagging outdated content for review
- Custom roles and permissions with full adoption visibility
- Single sign-on (SSO) for secure, centralized access
- Works where your team works without complex rollouts or additional training
Cassidy cons
- Only produces text-based responses, cannot generate images or audio
- Semantic AI search does not consider metadata like dates and titles
- No access to underlying document links for referenced documents
- Requires business data to be uploaded for optimal performance
- Document Verification is manual rather than fully automated
- May need dedicated solution team support for complex implementations
- Best suited for enterprise teams rather than individual users
- Custom JavaScript code requires some technical knowledge to use effectively
Frequently asked questions about Cassidy
Is my data used to train AI models?
No. Your data stays private. Cassidy never uses your data to train AI models—it's used solely to provide context for your automations.
How does Cassidy keep information up to date?
Cassidy syncs with your external data sources, so your Knowledge Base always reflects the latest versions of your files. To maintain accuracy over time, we also offer Document Verification—allowing your team to flag potentially outdated content for review, so Agents only rely on verified information.
Can I deploy Cassidy in Slack or Microsoft Teams?
Yes. Cassidy can be deployed through Slack and Microsoft Teams, as well as via Chrome, Word, Excel, and Outlook extensions. This allows you to use Cassidy directly within the tools your team works in every day.
What security certifications does Cassidy have?
Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified. All data is encrypted in transit and at rest, with granular, role-based access controls.
How is Cassidy different from other AI tools and platforms?
Cassidy is an automation platform built to power real business processes—not just simple workflows. It offers Deep Business Context by connecting to your company's unique data through our Knowledge Base, understanding your specific processes, terminology, and brand voice. It requires no developers—our no-code platform lets non-technical teams stand up Workflows and Agents in hours, not months. We also provide Enterprise Support with a dedicated solutions team that partners with you to design, build, and refine Agents that deliver real ROI.
How are other companies using Cassidy?
Teams at startups and Fortune 100 enterprises alike use Cassidy to automate critical workflows. Common applications include: Sales (get complete context with deal and customer Q&A, auto-update CRM fields after calls, draft RFP responses from approved answers, enrich leads automatically), Customer Support (empower agents to answer technical questions, auto-draft replies to incoming tickets, triage and route tickets, turn resolved tickets into help articles), Marketing (create SEO content at scale in brand voice, repurpose content across channels, check content against style guides, track competitors), and Operations (enable instant internal answer search, guide new hires with role-aware onboarding, analyze operational data for bottlenecks, generate SOPs from existing processes).
Can Cassidy connect with my existing tools?
Yes. Cassidy integrates with hundreds of tools across your stack. We offer native integrations for Knowledge Sources (like Google Drive, SharePoint, and OneDrive) and Workflow Actions (like updating Salesforce or sending Microsoft Teams messages). For custom needs, connect to virtually any app using webhooks and our API.
What models does Cassidy support?
Cassidy is model agnostic with no vendor lock-in, supporting all leading models from OpenAI, Anthropic, and Google. You can select from these leading models based on your preferences and needs.
How quickly can teams build workflows with Cassidy?
With AI-assisted creation, teams can stand up robust workflows in days and get real value from day one. The no-code platform is accessible to every team member without requiring IT tickets or technical expertise.
What industries use Cassidy?
Cassidy is trusted by 20,000+ teams worldwide across healthcare, advertising, construction, print marketing, IT services, media groups, and martech. Companies like NTT Data, Rise (a Quad Agency), Crain Communications (across 26 publications), and FBH (supporting 800+ clinicians) use Cassidy for their critical workflows.