Stay free if you only need basic features. Upgrade if you need advanced features. Most solo builders can start free.
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.
Credit consumption varies by action type: standard agent chat interactions cost approximately 1 credit each, workflow executions consume roughly 1 credit per step, Knowledge Base syncs cost about 1 credit per 10 pages synced, and meeting transcriptions use approximately 1 credit per minute of audio. These rates allow teams to estimate monthly costs based on their expected usage patterns across agents, workflows, and meetings.
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Last verified March 2026