Cassidy AI Pricing & Plans 2026

Name: Cassidy AI
Brand: Cassidy AI
Availability: InStock

Complete pricing guide for Cassidy AI. Compare all plans, analyze costs, and find the perfect tier for your needs.

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Still deciding? Read our full verdict on whether Cassidy AI is worth it →

🆓Free Tier Available

💎4 Paid Plans

⚡No Setup Fees

Choose Your Plan

Starter

Start Free Trial →

Team / Pro

Starting ~$500/mo (contact sales for exact quote)

Start Free Trial →

Business

Starting ~$1,500/mo (contact sales for exact quote)

Start Free Trial →

Enterprise

Custom

Contact Sales →

Pricing sourced from Cassidy AI · Last verified March 2026

Feature Comparison

Detailed feature comparison coming soon. Visit Cassidy AI's website for complete plan details.

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Is Cassidy AI Worth It?

✅ Why Choose Cassidy AI

• Closed-loop meeting-to-workflow pipeline is uniquely integrated: recorded calls automatically trigger knowledge-grounded CRM updates, follow-up drafts, and qualification workflows in a single pass — no competing no-code platform connects transcription to knowledge-aware execution natively
• Unified Knowledge Base grounds every agent and workflow in company-specific context, reducing generic AI outputs and hallucinations on internal terminology
• No-code builder makes it accessible for ops, support, and revenue teams to ship automations without engineering involvement
• Four integrated product pillars (Knowledge Base, Agents, Workflows, Meetings) eliminate the need to stitch together separate transcription, RAG, and automation tools — reducing integration overhead and context loss between systems
• Secure integrations with business tools position it as enterprise-friendly for regulated and data-sensitive workflows
• Strong fit for repeatable knowledge-heavy tasks like RFPs, security questionnaires, and lead qualification where context drives output quality

⚠️ Consider This

• No-code abstraction can become limiting for highly custom logic or branching that developer-focused agent frameworks handle more flexibly
• Output quality is heavily dependent on the rigor of Knowledge Base curation — poorly maintained sources will produce weak agent responses
• Paid tier pricing requires sales conversations — estimated starting points (~$500/mo Team/Pro, ~$1,500/mo Business) are approximate and final quotes depend on usage and team size
• Competitive landscape with MindStudio, Relevance AI, and Microsoft Copilot Studio means buyers should evaluate Cassidy's meeting-to-workflow loop and Knowledge Base depth against alternatives' strengths in developer flexibility or ecosystem integration
• Meeting and workflow features depend on integrations being available and well-maintained for the specific stack a customer uses

What Users Say About Cassidy AI

👍 What Users Love

✓Closed-loop meeting-to-workflow pipeline is uniquely integrated: recorded calls automatically trigger knowledge-grounded CRM updates, follow-up drafts, and qualification workflows in a single pass — no competing no-code platform connects transcription to knowledge-aware execution natively
✓Unified Knowledge Base grounds every agent and workflow in company-specific context, reducing generic AI outputs and hallucinations on internal terminology
✓No-code builder makes it accessible for ops, support, and revenue teams to ship automations without engineering involvement
✓Four integrated product pillars (Knowledge Base, Agents, Workflows, Meetings) eliminate the need to stitch together separate transcription, RAG, and automation tools — reducing integration overhead and context loss between systems
✓Secure integrations with business tools position it as enterprise-friendly for regulated and data-sensitive workflows
✓Strong fit for repeatable knowledge-heavy tasks like RFPs, security questionnaires, and lead qualification where context drives output quality

👎 Common Concerns

⚠No-code abstraction can become limiting for highly custom logic or branching that developer-focused agent frameworks handle more flexibly
⚠Output quality is heavily dependent on the rigor of Knowledge Base curation — poorly maintained sources will produce weak agent responses
⚠Paid tier pricing requires sales conversations — estimated starting points (~$500/mo Team/Pro, ~$1,500/mo Business) are approximate and final quotes depend on usage and team size
⚠Competitive landscape with MindStudio, Relevance AI, and Microsoft Copilot Studio means buyers should evaluate Cassidy's meeting-to-workflow loop and Knowledge Base depth against alternatives' strengths in developer flexibility or ecosystem integration
⚠Meeting and workflow features depend on integrations being available and well-maintained for the specific stack a customer uses

Pricing FAQ

How does Cassidy keep its Knowledge Base current?

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.

Can Cassidy agents take actions or just answer questions?

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.

How does Cassidy handle sensitive company data?

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.

What happens if I run out of credits?

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.

What's the difference between Cassidy and building a custom RAG system?

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.

How are credits consumed across different actions?

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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Cassidy AI Pricing & Plans 2026

Complete pricing guide for Cassidy AI. Compare all plans, analyze costs, and find the perfect tier for your needs.

🆓Free Tier Available

💎4 Paid Plans

⚡No Setup Fees

Is Cassidy AI Worth It?

✅ Why Choose Cassidy AI

• Closed-loop meeting-to-workflow pipeline is uniquely integrated: recorded calls automatically trigger knowledge-grounded CRM updates, follow-up drafts, and qualification workflows in a single pass — no competing no-code platform connects transcription to knowledge-aware execution natively
• Unified Knowledge Base grounds every agent and workflow in company-specific context, reducing generic AI outputs and hallucinations on internal terminology
• No-code builder makes it accessible for ops, support, and revenue teams to ship automations without engineering involvement
• Four integrated product pillars (Knowledge Base, Agents, Workflows, Meetings) eliminate the need to stitch together separate transcription, RAG, and automation tools — reducing integration overhead and context loss between systems
• Secure integrations with business tools position it as enterprise-friendly for regulated and data-sensitive workflows
• Strong fit for repeatable knowledge-heavy tasks like RFPs, security questionnaires, and lead qualification where context drives output quality

⚠️ Consider This

• No-code abstraction can become limiting for highly custom logic or branching that developer-focused agent frameworks handle more flexibly
• Output quality is heavily dependent on the rigor of Knowledge Base curation — poorly maintained sources will produce weak agent responses
• Paid tier pricing requires sales conversations — estimated starting points (~$500/mo Team/Pro, ~$1,500/mo Business) are approximate and final quotes depend on usage and team size
• Competitive landscape with MindStudio, Relevance AI, and Microsoft Copilot Studio means buyers should evaluate Cassidy's meeting-to-workflow loop and Knowledge Base depth against alternatives' strengths in developer flexibility or ecosystem integration
• Meeting and workflow features depend on integrations being available and well-maintained for the specific stack a customer uses

What Users Say About Cassidy AI

👍 What Users Love

✓Closed-loop meeting-to-workflow pipeline is uniquely integrated: recorded calls automatically trigger knowledge-grounded CRM updates, follow-up drafts, and qualification workflows in a single pass — no competing no-code platform connects transcription to knowledge-aware execution natively
✓Unified Knowledge Base grounds every agent and workflow in company-specific context, reducing generic AI outputs and hallucinations on internal terminology
✓No-code builder makes it accessible for ops, support, and revenue teams to ship automations without engineering involvement
✓Four integrated product pillars (Knowledge Base, Agents, Workflows, Meetings) eliminate the need to stitch together separate transcription, RAG, and automation tools — reducing integration overhead and context loss between systems
✓Secure integrations with business tools position it as enterprise-friendly for regulated and data-sensitive workflows
✓Strong fit for repeatable knowledge-heavy tasks like RFPs, security questionnaires, and lead qualification where context drives output quality

👎 Common Concerns

⚠No-code abstraction can become limiting for highly custom logic or branching that developer-focused agent frameworks handle more flexibly
⚠Output quality is heavily dependent on the rigor of Knowledge Base curation — poorly maintained sources will produce weak agent responses
⚠Paid tier pricing requires sales conversations — estimated starting points (~$500/mo Team/Pro, ~$1,500/mo Business) are approximate and final quotes depend on usage and team size
⚠Competitive landscape with MindStudio, Relevance AI, and Microsoft Copilot Studio means buyers should evaluate Cassidy's meeting-to-workflow loop and Knowledge Base depth against alternatives' strengths in developer flexibility or ecosystem integration
⚠Meeting and workflow features depend on integrations being available and well-maintained for the specific stack a customer uses