Cassidy is the first automation platform powered by your business data that can actually handle work which previously required human judgment
knowledge base
AI that knows your business as well as you do
Cassidy gives your automations the context they need to be accurate.
Unified Knowledge Base
Connects the dots across documents, wikis, and data sources for a single source of truth.
Continuous sync
Automatically ingests and updates files, SOPs, and policies in real time, so AI is always acting on the latest information.
Context-aware intelligence
Understands your terminology, rules, and edge cases to handle your company’s way of working.
“Cassidy understands our processes and priorities like no other tool could replicate.”
Philippe Jardin, VP of Innovation at NTT Data
Agents & Workflows
Automate the work only humans could do before
For the complex workflows that keep your business running.
Agentic resoning
Handles nuance, complex logic, and exceptions - making decisions rather than just following a rigid script.
Cross-system execution
Connects deeply with your stack to execute actions across multiple systems in a single flow.
Precision and control
Guardrails and Human-in-the-Loop keep you in full control over business-critical work.
“Cassidy helps us do what would have taken multiple hours in minutes.”
Andrew Boylan, Group Director at Rise (a Quad Agency)
Deployment
Powerful automation that anyone can build
Accessible to every team: no IT tickets, no technical expertise.
Works where you work
Deploy agents directly into Slack, Microsoft Teams, and the browser to run tasks around the clock.
No-code creation
AI-assisted creation helps you stand up robust workflows in days, and get real value from day one.
Dedicated solution team
Our experts partner with you to design, build, and refine agents to ensure real ROI.
“An editor who started his career on a typewriter now builds AI assistants and shares them with colleagues.”
Marisa Marcinkowski, Content Strategist at Crain Communications
knowledge base
AI that knows your business as well as you do
Cassidy gives your automations the context they need to be accurate.
“Cassidy understands our processes and priorities like no other tool could replicate.”
Philippe - VP of Innovation
Unified Knowledge Base
Connects the dots across documents, wikis, and data sources for a single source of truth.
Continuous sync
Ingests and updates files, SOPs, and policies in real time, so AI is always acting on the latest information.
Context-aware intelligence
Understands your terminology, rules, and edge cases to handle your company’s way of working.
Agents & Workflows
Automate the work only humans could do before
For the complex workflows that keep your business running.
“Cassidy helps us do what would have taken multiple hours in minutes.”
Andrew - Group Director
Agentic reasoning
Handles nuance, complex logic, and exceptions - making decisions rather than just following a rigid script.
Cross-system execution
Connects deeply with your stack to execute actions across multiple systems in a single flow.
Precision and control
Guardrails and Human-in-the-Loop keep you in full control over business-critical work.
Deployment
Powerful automation that anyone can build
Accessible to every team: no IT tickets, no technical expertise.
“An editor who started his career on a typewriter now builds AI assistants and shares them with colleagues.”
Marisa - Content Strategist
Works where you work
Deploy agents directly into Slack, Microsoft Teams, and the browser to run tasks around the clock.
No-code creation
AI-assisted creation helps you stand up robust workflows in days, and get real value from day one.
Dedicated solutions team
Our experts partner with you to design, build, and refine agents to ensure real ROI.
Real AI applications that work the way your business does
Automate the critical and the mundane work that keeps your best people from focusing on what only they can do.
Give every rep your top performer's playbook
- Auto-update CRM fields after every call
- Draft RFP responses from approved answers
- Enrich and qualify leads automatically
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Resolve tickets faster with answers your team trusts
- Auto-draft replies to incoming tickets in your helpdesk
- Triage and route tickets to the right team
- Turn resolved tickets into help articles
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AI that writes content like it's been here for years
- Repurpose content across formats and channels
- Check content against your style guide
- Track competitors and surface trends
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Streamline workflows and surface knowledge across the org
- Guide new hires with role-aware onboarding
- Analyze operational data for trends and bottlenecks
- Generate SOPs from existing processes
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Tailored solutions for every team
From sales to support to operations, Cassidy multiplies your teams and unlocks new growth paths for your entire organization.
Connects to the tools your team already uses
Pull context from anywhere. Take action everywhere.
Deploy where your team works.
Meet the teams getting real AI wins
"When we got to see the power in Cassidy, we realized there was a lot more value than we expected. The automations and integrations gave us a clear vision of how this could shorten many complex workflows."
Andrew Boylan, Rise (a Quad agency)
"Cassidy now supports more than 800 employees daily. Its impact spans departments—offering real-time access to information without additional training, complex rollouts, or added overhead."
Paul Arguinchona, Frontier Behavioral Health
“I think it was responses—just people getting back to us really quickly, answering our questions, and really being an awesome partner to work with—that we just were never looking elsewhere."
Marisa Marcinkowski, Crain Communications
From Fortune 500s to fast-scaling startups, teams rely on Cassidy for the work that matters most.
Secure, governed, and ready for enterprise
We maintain compliance with the strictest international security and privacy standards
SOC 2 Type II
GDPR
CASA
HIPAA
No model training on your data
Your information stays private and is never
used for training
Single sign-on (SSO)
Connect your identity provider for secure,
centralized access
Advanced RBAC user permissions
Fine-grained control over access across
teams and roles
Advanced data security
Row-level security and granular access controls protect against unauthorized access
Choose your model
Select from leading models from OpenAI,
Anthropic, and Google
Organization-wide instructions
Set guardrails and rules that apply across every Agent and Workflow
AI adoption that actually sticks
Nobody knows your business like you do.
We bring the platform and the people to put AI to work.
- Dedicated expert solutions team
- Managed builds, implementation, and maintenance
- Tailored, proven onboarding methodology
- Regularly scheduled office hours
- Hands-on AI learning sessions
- Priority support when you need it
- Collaborative roadmap planning
“The Cassidy team took the time to really understand our business and helped us to think of AI use cases we never would have imagined, acting as true advisors.”
Clarissa Windham-Bradstock, CEO at AnyLabTestNow
Frequently asked questions
Find answers to common questions about the platform, security, and getting started. Still have questions? Talk to our team!
How is Cassidy different from other AI tools and platforms?
Cassidy is an automation platform built to power real business processes—not just simple workflows.
- Deep Business Context: Cassidy connects to your company's unique data through our Knowledge Base, understanding your specific processes, terminology, and brand voice.
- Ease of Use: No developers required. Our no-code platform lets non-technical teams stand up Workflows and Agents in hours, not months.
- Enterprise Support: Our dedicated solutions team partners with you to design, build, and refine Agents that deliver real ROI.
See how Cassidy compares to other tools in our Blog here.
How are other companies using Cassidy?
Teams at startups and Fortune 100 enterprises alike use Cassidy to automate critical workflows. Explore hundreds of examples in our Use Case Library.
Common applications include:
- Sales: Get complete context with deal and customer Q&A, auto-update CRM fields after calls, draft RFP responses from approved answers, and enrich leads automatically.
- Customer Support: Empower agents to answer technical questions, auto-draft replies to incoming tickets, triage and route tickets to the right team, and turn resolved tickets into help articles.
- Marketing: Create SEO content at scale in your brand voice, repurpose content across channels, check content against style guides, and track competitors.
- Operations: Enable instant internal answer search for employees, guide new hires with role-aware onboarding, analyze operational data for bottlenecks, and generate SOPs from existing processes.
Can Cassidy connect with my existing tools?
Yes. Cassidy integrates with hundreds of tools across your stack. We offer native integrations for Knowledge Sources (like Google Drive, SharePoint, and OneDrive) and Workflow Actions (like updating Salesforce or sending Microsoft Teams messages). For custom needs, connect to virtually any app using webhooks and our API. Explore all our integrations on our Integrations page here.
How does Cassidy keep information up to date?
Cassidy syncs with your external data sources, so your Knowledge Base always reflects the latest versions of your files. To maintain accuracy over time, we also offer Document Verification—allowing your team to flag potentially outdated content for review, so Agents only rely on verified information.
Can I deploy Cassidy in Slack or Microsoft Teams?
Yes. Cassidy can be deployed through Slack and Microsoft Teams, as well as via Chrome, Word, Excel, and Outlook extensions. This allows you to use Cassidy directly within the tools your team works in every day.
Is my data used to train AI models?
No. Your data stays private. Cassidy never uses your data to train AI models—it's used solely to provide context for your automations. Review our security center here.
What security certifications does Cassidy have?
Cassidy is SOC 2 Type II, GDPR, HIPAA, and CASA certified. All data is encrypted in transit and at rest, with granular, role-based access controls. Review our security center here.
