No-code AI agent platform for building business-specific automations that understand your company's processes, terminology, and data through a unified Knowledge Base, enabling teams to automate complex workflows without developers.
Enterprise AI platform that builds smart assistants for your business — connects to all your tools and knows your company information through an auto-syncing Knowledge Base.
Cassidy is an enterprise AI platform that lets organizations build custom AI agents and automations connected to their internal tools, knowledge bases, and workflows. Unlike developer-focused agent frameworks, Cassidy targets business operations teams with a no-code builder for creating AI assistants that work within existing enterprise software ecosystems.
The platform's core concept is the AI agent — a configurable assistant with access to company knowledge, connected tools, and defined workflows. Agents can be deployed as chat interfaces for employees in Slack or Teams, automated workflow triggers, or API endpoints that integrate with existing systems. Each agent accesses a shared Knowledge Base built from company documents, wikis, databases, and connected SaaS tools.
Cassidy's Knowledge Base is built by connecting data sources — Google Drive, Notion, Confluence, SharePoint, and more — that are automatically synced, chunked, and indexed. On the Starter plan, syncing happens every 24 hours; Enterprise customers get real-time instant syncing. The platform handles incremental updates as source documents change, supporting up to 100K pages on the Starter plan with custom limits on higher tiers.
The workflow automation feature lets you build multi-step processes that combine AI reasoning with actions in connected tools. For example, a workflow might monitor customer support tickets, classify urgency using AI, look up relevant product documentation, draft a response, and create a follow-up task in your project management tool.
Cassidy uses a credit-based system where AI tasks consume credits — the Starter plan includes 10K credits per month. Many non-AI actions like web scraping and searches are free. Credits can be topped up at any time, and usage alerts help teams stay within budget.
Cassidy emphasizes security and compliance appropriate for enterprise deployment: SOC 2 Type II certification, GDPR compliance, HIPAA readiness, CASA certification, SSO/SAML integration, role-based access controls with row-level security, and audit logging. The platform never uses customer data for model training.
Honest assessment: Cassidy fills the gap between generic chatbots and custom-built AI systems for enterprises. It's particularly strong for internal-facing AI assistants — employee help desks, knowledge base Q&A, workflow automation — where the AI needs access to company-specific information. The platform is less suited for customer-facing AI products or complex multi-agent systems that require full programmatic control. For enterprises that want AI assistants connected to their tools without building infrastructure, Cassidy offers a practical managed solution. The credit-based pricing can be hard to predict at scale, and the lack of transparent pricing on Business and Enterprise tiers means you'll need to contact sales for anything beyond the Starter plan.
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Cassidy positions itself as a no-code AI agent platform for business teams with knowledge base integration and workflow automation. Strong for internal-facing assistants where agents need company-specific context. The free Starter plan provides a real entry point, but meaningful scale requires custom-priced tiers. SOC 2 Type II and HIPAA compliance make it viable for regulated industries.
Connect data sources (Google Drive, Notion, Confluence, SharePoint, OneDrive, web pages) that are automatically synced, chunked, embedded, and indexed. Supports up to 100K pages on Starter with custom limits on Enterprise. Starter syncs every 24 hours; Enterprise offers instant real-time syncing.
Use Case:
Creating an employee knowledge assistant that answers HR questions using the latest policies from Confluence, benefits info from Google Drive, and org charts from the HRIS — always referencing current information without manual uploads.
Configure AI agents with specific roles, knowledge access, tool permissions, and conversation styles through a visual interface. Set organization-wide instructions as guardrails that apply across every agent and workflow. Supports model selection from OpenAI, Anthropic, and Google.
Use Case:
Building an onboarding assistant that new employees chat with to learn about company processes, tools, and policies — configured by HR without engineering help.
Build multi-step automated workflows combining AI analysis, data lookups, conditional routing, and actions in connected tools. Workflows trigger on schedules, events, or manual initiation with concurrency controls and execution reporting.
Use Case:
Automating customer feedback processing: classify sentiment, extract themes, update the product backlog in Linear, and send weekly summary reports to stakeholders.
SOC 2 Type II certified with GDPR, HIPAA, and CASA compliance. SSO/SAML integration, advanced RBAC with row-level security, comprehensive audit logging, and a no-model-training policy ensuring customer data stays private.
Use Case:
Deploying an AI assistant for a regulated financial services team with audit trails, granular access controls, and data handling that meets strict compliance requirements.
Native integrations for knowledge sources (Google Drive, SharePoint, OneDrive) and workflow actions (Salesforce updates, Microsoft Teams messages, Slack, HubSpot, Intercom, Front). Enterprise plans include custom API access and live data syncing with external systems.
Use Case:
Building a project management assistant that pulls data from Jira, summarizes sprint progress, drafts status reports, and posts updates to Slack — all within existing workflows.
Transparent credit system where AI tasks consume measurable credits. Many actions (web scraping, searches) are free. Real-time usage tracking, configurable spending limits, and credit top-up options keep costs predictable. Starter includes 10K credits/month.
Use Case:
A mid-size marketing team running 50 automated content workflows per week while staying within a predictable monthly AI budget using usage alerts and caps.
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View Pricing Options →Automate ticket triage using company knowledge, draft responses grounded in product documentation, and convert resolved cases into searchable help articles — reducing average response time while maintaining accuracy.
Auto-update CRM fields in Salesforce or HubSpot after calls, generate RFP responses from approved company content, and qualify inbound leads using AI agents that understand your sales methodology.
Deploy a company-wide knowledge assistant that instantly surfaces answers from scattered documents, SOPs, and wikis — making institutional knowledge accessible to every employee through Slack or Teams.
Generate marketing content, social posts, and communications that match your brand guidelines by connecting the agent to style guides, past content, and brand assets stored in your Knowledge Base.
Cassidy AI works with these platforms and services:
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Cassidy continuously syncs connected data sources. On the Starter plan, sources like Google Drive and SharePoint sync every 24 hours. On the Enterprise plan, syncing happens in real time — your data is always up to date. When a document is updated in a connected source, the Knowledge Base updates automatically on the next sync cycle.
Both. Agents can answer questions using the Knowledge Base (RAG) and take actions in connected tools — create tickets, send Slack messages, update Salesforce records, and trigger workflow sequences. The workflow automation feature enables multi-step processes combining AI reasoning with tool actions.
Cassidy is SOC 2 Type II certified with GDPR and HIPAA compliance. All data is encrypted at rest and in transit. Cassidy never uses customer data for model training. You can configure which data sources each agent can access using advanced RBAC with row-level security. Enterprise plans include SSO, audit logging, and dedicated security controls.
Cassidy notifies you as you approach your credit limit and offers seamless top-ups or plan upgrades. You'll never be interrupted mid-workflow. You can set usage alerts and spending caps to stay in control of costs, and volume discounts are available for teams scaling quickly.
Cassidy handles the infrastructure: document syncing, chunking, embedding, vector storage, retrieval, and agent orchestration. A custom RAG system gives you full control but requires engineering resources to build, maintain, and scale. Choose Cassidy for faster deployment (days vs. months) and lower maintenance; custom for maximum flexibility and control over every component.
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In 2026, Cassidy expanded its Knowledge Base with instant real-time syncing for Enterprise customers, added organization-wide instruction guardrails, introduced credit usage analytics and spending alerts, and deepened integrations with Salesforce, HubSpot, Intercom, and Front for workflow automation actions.
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