Cassidy

Cassidy AI is an enterprise-focused AI automation platform designed to help teams turn organizational knowledge into practical AI agents and automated workflows. Unlike general-purpose AI assistants that primarily rely on prompts and generic model knowledge, Cassidy connects AI to a company's documents, wikis, meetings, CRM records, and integrated applications. This context is stored through its Knowledge Base and can be used by Agents and Workflows to produce responses and actions aligned with the organization's terminology, policies, processes, and brand voice.

One of Cassidy's core capabilities is its no-code AI Agent builder. Teams can create specialized AI teammates for sales, customer support, HR, operations, marketing, and other functions using natural-language instructions rather than programming. Agents can search company knowledge, analyze data, research information on the web, interact with connected applications, and trigger multi-step workflows. They can then be deployed in environments such as Slack, Microsoft Teams, Google Chat, Outlook, Word, Excel, browser extensions, embedded web experiences, or external applications through an API.

Cassidy also provides a powerful Workflow system for automating processes that require multiple steps, decisions, and business context. Teams can create workflows for tasks such as responding to RFPs, enriching leads, generating content, processing support requests, analyzing customer feedback, creating reports, updating CRM records, and handling internal operations. Unlike simple rule-based automation, Cassidy's workflows can use AI reasoning alongside organizational knowledge to handle exceptions and more complex decision-making.

Another important component is Cassidy Meetings. The platform can record, transcribe, and summarize meetings, turning conversations into searchable organizational knowledge. Meeting information can then trigger workflows for follow-ups, CRM updates, summaries, and other actions. Users can also query meeting history through Agents, with Cassidy providing references and timestamps for the source conversations.

Cassidy integrates with a broad business technology stack, including Google Drive, SharePoint, Box, Gmail, Outlook, Salesforce, HubSpot, LinkedIn, Gong, Slack, Microsoft Teams, Google Calendar, Google Meet, Confluence, Notion, Zendesk, ServiceNow, Jira, Zapier, and others. Organizations can also select models from providers such as OpenAI, Anthropic, and Google rather than being locked into a single AI provider. Enterprise security capabilities include SSO, advanced role-based permissions, row-level security, organizational guardrails, and protections preventing customer information from being used for model training.

Cassidy currently offers a Starter plan with 3 seats, 1 workspace, 10,000 monthly AI credits, and up to 5 Agents and 5 Workflows. A 14-day free trial is available. Its Business offering uses custom limits and provides expanded automation, storage, integrations, onboarding, support, and enterprise controls. Overall, Cassidy is particularly well suited to organizations that want AI to move beyond basic chat and actually use company knowledge to automate repeatable business processes.