Cassidy puts the power to build AI in the hands of the people who know the work so your Agents know it too
Use the right model for every task
Grounded in your business, not generic training data
Trained on your company’s brand voice
Embed Agents across your existing tech stack
Real use cases powered by Cassidy’s Agents
Connects to the tools your team already uses
Secure, governed, and ready for enterprise
Frequently asked questions
Agents are context-aware AI teammates you can build for any role or function. They answer questions, complete tasks, and take action across your tools—grounded in your Knowledge Base and trained on your company's guidelines. Think of them as always-available experts: a sales rep who knows every deal, a support lead who's read every ticket, or an HR specialist who never forgets a policy. Deploy them to Slack, Teams, or the browser and they're ready to work alongside your team.
No. If you can describe what you need, you can build it. Cassidy's Copilot works alongside you—helping you configure prompts, connect knowledge, and refine behavior using plain language. Start from 80+ templates or build from scratch. No code, no developers, no IT tickets required.
Agents pull from your Knowledge Base and cite their sources, so every response is traceable to your actual business knowledge. Citations are deep-linked—your team can click through to see the exact source in context. You can also train Agents on your brand voice by uploading style guides, sample content, or tone guidelines—so responses match how your company actually communicates. Set instructions, guidelines, and guardrails to ensure Agents follow your terminology and company policies consistently.
Agents reason through complex, multi-step requests and take real action. They can search the web for real-time information, read and analyze documents from your Knowledge Base, process data in spreadsheets, and trigger Workflows across your connected apps. You define what tools and actions each Agent has access to—so they do exactly what you need, nothing more.
Anywhere your team already works. Deploy to Slack, Microsoft Teams, Google Chat, or embed directly on your website. Access Agents via Chrome or Edge extensions, or integrate through the API for custom applications. Agents also work inside Microsoft Word, Excel, and Outlook—both online and desktop versions—so your team gets answers and takes action without switching tools or breaking focus.
Yes. Cassidy supports granular, role-based permissions so you can control which users or teams can view, use, edit, or deploy specific Agents. Share an Agent org-wide, limit it to a department, or keep it private. Access controls also extend to knowledge—Agents only retrieve information users are authorized to see.
Cassidy supports leading models from OpenAI, Anthropic, and Google. You choose the best model for each Agent based on the task—whether it's writing, research, or complex reasoning. As new models are released, they're available in your workspace so your Agents stay current without rebuilding.
No. Your data stays private. Cassidy never uses your Knowledge Base content or Agent conversations to train AI models—it's used solely to provide context for your Agents and Workflows. All data is encrypted in transit and at rest.
