Cassidy AI

Cassidy AI is a freemium no-code AI agent platform (Agent Platforms category) with a free Starter plan offering 10,000 monthly credits and paid tiers scaling to custom enterprise pricing. The platform enables business teams to build, deploy, and manage AI agents and automations grounded in company-specific knowledge across 15+ native integrations — without writing code.

The platform's architecture centers on four integrated pillars: Knowledge Base, Agents, Workflows, and Meetings. The Knowledge Base ingests up to 100,000 pages from connected sources — including Google Drive, SharePoint, Notion, Confluence, and Salesforce — with sync intervals ranging from every 24 hours on the Starter plan to real-time on the Enterprise tier. Every agent and workflow draws context from this centralized repository, reducing hallucinations on internal terminology and processes.

AI Agents are configurable assistants that combine Knowledge Base retrieval (RAG) with the ability to take actions in connected tools. Agents can create support tickets, update CRM records in Salesforce or HubSpot, send Slack messages, and trigger multi-step workflow sequences. Deployment options include Slack, Microsoft Teams, a Chrome extension, and web chat interfaces — covering the channels where teams already work.

The Workflow Automation Engine provides a visual, no-code builder for chaining AI reasoning steps with tool actions. Common patterns include RFP response drafting, lead qualification, document analysis, and content generation in brand voice. Workflows support conditional logic, parallel steps, and human-in-the-loop approvals.

The Meetings feature records and transcribes calls, then routes structured outputs — summaries, action items, CRM field updates, follow-up emails — through the same Knowledge Base context and workflow engine. This creates a closed-loop system unique to Cassidy: a sales call automatically triggers CRM updates, generates contextual follow-up emails using Knowledge Base content, and kicks off qualification workflows — all without manual handoff between tools. No competing no-code agent platform natively connects meeting transcription to knowledge-grounded workflow execution in a single pipeline.

Security certifications include SOC 2 Type II, GDPR compliance, and HIPAA compliance. All data is encrypted at rest (AES-256) and in transit (TLS 1.2+), with role-based access control (RBAC), row-level security, SSO via SAML, and audit logging on Enterprise plans. Cassidy does not use customer data for model training. The platform supports three LLM providers: OpenAI, Anthropic, and Google.

Credit-based usage tracking applies across all tiers, with the Starter plan providing 10,000 credits per month at no cost. Credits are consumed at different rates depending on the action: a standard agent chat interaction typically costs 1 credit, a workflow execution consumes 1 credit per step (e.g., a 5-step workflow uses ~5 credits), Knowledge Base syncs cost approximately 1 credit per 10 pages synced, and meeting transcriptions consume credits based on duration (roughly 1 credit per minute). Usage alerts and spending caps help teams manage costs, and volume discounts are available on higher tiers for teams running multiple concurrent workflows.